Purchases and Sales Made in Q3 2024 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 2024. 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 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-265- 4.92% |
$22.2K - $24.3K
|
5.12K
$454K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-271- 3.25% |
$22.7K - $24.9K
|
8.06K
$714K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-273- 7.64% |
$22.9K - $25.1K
|
3.3K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-278- 2.1% |
$23.3K - $25.5K
|
13K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-289- 4.27% |
$24.2K - $26.5K
|
6.48K
$575K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-292- 0.7% |
$24.5K - $26.8K
|
41.4K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-296- 0.82% |
$24.8K - $27.2K
|
36K
$3.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-299- 1.7% |
$25K - $27.5K
|
17.3K
$1.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-300- 42.86% |
$25.1K - $27.5K
|
400
$35.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-300- 4.78% |
$25.1K - $27.5K
|
5.98K
$530K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-309- 9.78% |
$25.9K - $28.4K
|
2.85K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-311- 2.82% |
$26K - $28.6K
|
10.7K
$952K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-314- 28.83% |
$26.3K - $28.8K
|
775
$68.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-314- 10.28% |
$26.3K - $28.8K
|
2.74K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-315- 5.36% |
$26.4K - $28.9K
|
5.56K
$493K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-320- 6.02% |
$26.8K - $29.4K
|
5K
$443K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-326- 0.31% |
$27.3K - $29.9K
|
104K
$9.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-331- 7.83% |
$27.7K - $30.4K
|
3.9K
$346K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-333- 1.64% |
$27.9K - $30.6K
|
20K
$1.77M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-333- 7.9% |
$27.9K - $30.6K
|
3.88K
$344K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-333- 3.45% |
$27.9K - $30.6K
|
9.33K
$827K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-335- 2.37% |
$28.1K - $30.8K
|
13.8K
$1.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-336- 0.82% |
$28.1K - $30.9K
|
40.8K
$3.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-337- 0.26% |
$28.2K - $30.9K
|
130K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-342- 5.8% |
$28.6K - $31.4K
|
5.55K
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-350- 11.24% |
$29.3K - $32.1K
|
2.77K
$245K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-351- 3.89% |
$29.4K - $32.2K
|
8.68K
$769K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-351- 10.33% |
$29.4K - $32.2K
|
3.05K
$270K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-356- 4.53% |
$29.8K - $32.7K
|
7.5K
$665K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-362- 2.0% |
$30.3K - $33.2K
|
17.7K
$1.57M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-363- 1.27% |
$30.4K - $33.3K
|
28.2K
$2.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-367- 0.4% |
$30.7K - $33.7K
|
90.9K
$8.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-371- 6.79% |
$31.1K - $34.1K
|
5.09K
$451K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-373- 17.99% |
$31.2K - $34.2K
|
1.7K
$151K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-375- 6.08% |
$31.4K - $34.4K
|
5.79K
$513K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-376- 2.13% |
$31.5K - $34.5K
|
17.3K
$1.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-379- 3.28% |
$31.7K - $34.8K
|
11.2K
$990K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-380- 0.91% |
$31.8K - $34.9K
|
41.4K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-385- 3.83% |
$32.2K - $35.4K
|
9.68K
$858K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-388- 3.4% |
$32.5K - $35.6K
|
11K
$978K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-391- 4.33% |
$32.8K - $35.9K
|
8.64K
$766K
|
|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-392- 12.88% |
$32.8K - $36K
|
2.65K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-400- 1.17% |
$33.5K - $36.7K
|
33.7K
$2.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-400- 14.71% |
$33.5K - $36.7K
|
2.32K
$206K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-400- 1.58% |
$33.5K - $36.7K
|
25K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-411- 2.62% |
$34.4K - $37.7K
|
15.3K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-416- 15.28% |
$34.8K - $38.2K
|
2.31K
$204K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-417- 0.36% |
$34.9K - $38.3K
|
117K
$10.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-422- 3.37% |
$35.3K - $38.7K
|
12.1K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-423- 5.36% |
$35.4K - $38.8K
|
7.46K
$662K
|