Purchases and Sales Made in Q3 2023 in Ishares Msci Usa Min Vol Facto (USMV)
This table provides information about the institutional ownership of Ishares Msci Usa Min Vol Facto (USMV) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA MIN VOL FACTO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-36- 0.2% |
$2.61K - $2.74K
|
18.2K
$1.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-38- 0.23% |
$2.75K - $2.89K
|
16.3K
$1.46M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-39- 13.49% |
$2.82K - $2.97K
|
250
$22.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-40- 0.01% |
$2.9K - $3.04K
|
384K
$34.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-48- 0.54% |
$3.47K - $3.65K
|
8.9K
$797K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-48- 1.59% |
$3.47K - $3.65K
|
2.97K
$265K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-49- 1.07% |
$3.55K - $3.73K
|
4.51K
$404K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-49- 0.51% |
$3.55K - $3.73K
|
9.47K
$848K
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-50- 0.61% |
$3.62K - $3.8K
|
8.19K
$733K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-51- 0.51% |
$3.69K - $3.88K
|
10K
$898K
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-57- 0.65% |
$4.13K - $4.34K
|
8.78K
$786K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-60- 1.55% |
$4.34K - $4.56K
|
3.82K
$342K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-60- 2.56% |
$4.34K - $4.56K
|
2.28K
$204K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-65- 2.04% |
$4.7K - $4.94K
|
3.12K
$279K
|
|
|
Oct 24, 2023
Q3 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-69- 0.68% |
$4.99K - $5.25K
|
10.1K
$906K
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-70- 1.38% |
$5.07K - $5.32K
|
5K
$448K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-72- 4.72% |
$5.21K - $5.48K
|
1.45K
$130K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-77- 3.71% |
$5.57K - $5.86K
|
2K
$179K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-80- 5.2% |
$5.79K - $6.08K
|
1.46K
$130K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-83- 1.18% |
$6.01K - $6.31K
|
6.94K
$621K
|
|
|
Nov 15, 2023
Q3 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-85- 1.47% |
$6.15K - $6.47K
|
5.69K
$510K
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-85- 2.43% |
$6.15K - $6.47K
|
3.42K
$306K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-85- 1.81% |
$6.15K - $6.47K
|
4.61K
$413K
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-88- 0.44% |
$6.37K - $6.69K
|
19.9K
$1.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-91- 1.49% |
$6.59K - $6.92K
|
6.01K
$538K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-96- 5.29% |
$6.95K - $7.3K
|
1.72K
$154K
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-98- 0.38% |
$7.09K - $7.45K
|
26K
$2.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-100- 0.11% |
$7.24K - $7.61K
|
90.9K
$8.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-102- 0.31% |
$7.38K - $7.76K
|
32.6K
$2.92M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-107- 0.34% |
$7.74K - $8.14K
|
31K
$2.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-107- 1.99% |
$7.74K - $8.14K
|
5.26K
$471K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-111- 1.8% |
$8.03K - $8.44K
|
6.04K
$541K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-120- 1.12% |
$8.69K - $9.13K
|
10.6K
$950K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-120- 0.43% |
$8.69K - $9.13K
|
27.6K
$2.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-122- 3.72% |
$8.83K - $9.28K
|
3.15K
$282K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-123- 0.32% |
$8.9K - $9.36K
|
38.8K
$3.48M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-124- 0.74% |
$8.98K - $9.43K
|
16.7K
$1.49M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-127- 1.99% |
$9.19K - $9.66K
|
6.25K
$559K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-128- 2.85% |
$9.26K - $9.74K
|
4.37K
$391K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-130- 27.14% |
$9.41K - $9.89K
|
349
$31.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-130- 3.08% |
$9.41K - $9.89K
|
4.09K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-134- 0.37% |
$9.7K - $10.2K
|
35.8K
$3.21M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-135- 2.42% |
$9.77K - $10.3K
|
5.44K
$487K
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
SELL
|
- |
-139- 4.13% |
$10.1K - $10.6K
|
3.23K
$289K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-139- 1.14% |
$10.1K - $10.6K
|
12K
$1.08M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-140- 20.9% |
$10.1K - $10.6K
|
530
$47.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-140- 16.13% |
$10.1K - $10.6K
|
728
$65.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-142- 0.27% |
$10.3K - $10.8K
|
51.7K
$4.63M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-142- 1.49% |
$10.3K - $10.8K
|
9.38K
$839K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-143- 2.51% |
$10.4K - $10.9K
|
5.56K
$497K
|