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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.64K- 20.56% |
$137K - $151K
|
6.34K
$562K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 0.65% |
$140K - $153K
|
253K
$22.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.67K- 10.74% |
$140K - $153K
|
13.9K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.67K- 4.77% |
$140K - $153K
|
33.3K
$2.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.69K- 8.95% |
$141K - $155K
|
17.2K
$1.52M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.69K- 12.36% |
$142K - $156K
|
12K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.73K- 2.3% |
$145K - $159K
|
73.3K
$6.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.75K- 82.2% |
$146K - $160K
|
378
$33.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.76K- 17.88% |
$147K - $161K
|
8.07K
$715K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.76K- 13.78% |
$148K - $162K
|
11K
$978K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.76K- 19.2% |
$148K - $162K
|
7.42K
$658K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.78K- 6.63% |
$149K - $163K
|
25K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.82K- 23.94% |
$152K - $167K
|
5.78K
$513K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.82K- 9.32% |
$153K - $167K
|
17.7K
$1.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.84K- 3.75% |
$154K - $169K
|
47.3K
$4.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.85K- 1.28% |
$155K - $170K
|
143K
$12.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-1.87K- 3.26% |
$157K - $172K
|
55.6K
$4.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.87K- 1.62% |
$157K - $172K
|
114K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.88K- 1.04% |
$157K - $172K
|
178K
$15.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.95K- 7.64% |
$164K - $179K
|
23.6K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.99K- 29.86% |
$166K - $182K
|
4.67K
$414K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.99K- 34.55% |
$167K - $183K
|
3.78K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2K- 3.02% |
$167K - $183K
|
64K
$5.68M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.01K- 2.9% |
$169K - $185K
|
67.5K
$5.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.05K- 10.08% |
$172K - $188K
|
18.3K
$1.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.1K- 9.78% |
$176K - $193K
|
19.4K
$1.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.11K- 1.43% |
$177K - $194K
|
145K
$12.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.13K- 7.24% |
$178K - $195K
|
27.3K
$2.42M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-2.22K- 1.47% |
$186K - $204K
|
149K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.24K- 12.86% |
$188K - $206K
|
15.2K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.25K- 3.89% |
$189K - $207K
|
55.6K
$4.93M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.3K- 4.34% |
$193K - $211K
|
50.7K
$4.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-2.35K- 6.42% |
$196K - $215K
|
34.2K
$3.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-2.35K- 2.16% |
$197K - $216K
|
107K
$9.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.36K- 10.19% |
$198K - $217K
|
20.8K
$1.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.37K- 12.4% |
$198K - $217K
|
16.7K
$1.48M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.4K- 6.74% |
$201K - $220K
|
33.1K
$2.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.4K- 12.42% |
$201K - $220K
|
16.9K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.42K- 3.91% |
$203K - $222K
|
59.5K
$5.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.43K- 2.6% |
$203K - $223K
|
90.9K
$8.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-2.45K- 4.62% |
$205K - $225K
|
50.7K
$4.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.45K- 0.77% |
$205K - $225K
|
315K
$27.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.48K- 27.74% |
$207K - $227K
|
6.45K
$572K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.51K- 4.3% |
$211K - $231K
|
56K
$4.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.52K- 1.13% |
$211K - $231K
|
220K
$19.5M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.54K- 16.2% |
$212K - $233K
|
13.1K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.55K- 9.85% |
$213K - $234K
|
23.3K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.64K- 2.48% |
$221K - $242K
|
104K
$9.18M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.64K- 3.48% |
$221K - $242K
|
73.1K
$6.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.65K- 1.54% |
$222K - $244K
|
169K
$15M
|