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 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-424- 4.21% |
$35.5K - $38.9K
|
9.66K
$856K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-425- 11.15% |
$35.6K - $39K
|
3.39K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-430- 5.21% |
$36K - $39.5K
|
7.83K
$694K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-445- 6.99% |
$37.3K - $40.9K
|
5.93K
$525K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-452- 12.19% |
$37.9K - $41.5K
|
3.26K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-454- 11.08% |
$38K - $41.7K
|
3.64K
$323K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-460- 11.97% |
$38.5K - $42.2K
|
3.38K
$300K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-461- 1.21% |
$38.6K - $42.3K
|
37.7K
$3.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-462- 1.58% |
$38.7K - $42.4K
|
28.8K
$2.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-469- 6.9% |
$39.3K - $43.1K
|
6.33K
$561K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-483- 14.53% |
$40.5K - $44.3K
|
2.84K
$252K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-487- 1.37% |
$40.8K - $44.7K
|
35K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-490- 0.71% |
$41K - $45K
|
68.1K
$6.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-495- 2.18% |
$41.5K - $45.5K
|
22.2K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-499- 3.04% |
$41.8K - $45.8K
|
15.9K
$1.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-505- 14.39% |
$42.3K - $46.4K
|
3.01K
$266K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-507- 2.05% |
$42.5K - $46.6K
|
24.2K
$2.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-524- 0.76% |
$43.9K - $48.1K
|
68.4K
$6.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-525- 1.42% |
$44K - $48.2K
|
36.5K
$3.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-538- 0.73% |
$45.1K - $49.4K
|
72.8K
$6.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-541- 77.73% |
$45.3K - $49.7K
|
155
$13.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-547- 5.57% |
$45.8K - $50.2K
|
9.28K
$822K
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-550- 5.44% |
$46.1K - $50.5K
|
9.56K
$847K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-563- 0.74% |
$47.2K - $51.7K
|
75.9K
$6.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-564- 16.44% |
$47.2K - $51.8K
|
2.87K
$254K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-577- 4.13% |
$48.3K - $53K
|
13.4K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-580- 1.89% |
$48.6K - $53.3K
|
30.1K
$2.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-591- 1.68% |
$49.5K - $54.3K
|
34.6K
$3.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-595- 0.28% |
$49.8K - $54.6K
|
210K
$18.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-619- 3.09% |
$51.8K - $56.8K
|
19.4K
$1.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-620- 2.84% |
$51.9K - $56.9K
|
21.2K
$1.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-624- 6.93% |
$52.3K - $57.3K
|
8.39K
$743K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-630- 16.41% |
$52.8K - $57.8K
|
3.21K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-631- 66.7% |
$52.9K - $57.9K
|
315
$27.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-646- 13.92% |
$54.1K - $59.3K
|
3.99K
$354K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-655- 44.71% |
$54.9K - $60.1K
|
810
$71.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-659- 5.45% |
$55.2K - $60.5K
|
11.4K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-662- 3.55% |
$55.4K - $60.8K
|
18K
$1.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-665- 14.36% |
$55.7K - $61.1K
|
3.97K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-680- 2.62% |
$57K - $62.4K
|
25.3K
$2.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-691- 20.67% |
$57.9K - $63.4K
|
2.65K
$235K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-700- 2.68% |
$58.6K - $64.3K
|
25.4K
$2.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-701- 5.02% |
$58.7K - $64.4K
|
13.3K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-729- 1.16% |
$61.1K - $66.9K
|
62.1K
$5.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-731- 0.58% |
$61.2K - $67.1K
|
126K
$11.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-753- 6.81% |
$63.1K - $69.1K
|
10.3K
$913K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-756- 39.07% |
$63.3K - $69.4K
|
1.18K
$105K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-757- 1.01% |
$63.4K - $69.5K
|
74.4K
$6.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-757- 12.89% |
$63.4K - $69.5K
|
5.12K
$454K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-769- 1.0% |
$64.4K - $70.6K
|
76K
$6.73M
|