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 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3K+ 4.34% |
$251K - $275K
|
71.9K
$6.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.96KNew |
$248K - $271K
|
2.96K
$265K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.95K+ 173.17% |
$247K - $271K
|
4.65K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.94KNew |
$246K - $270K
|
2.94K
$263K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.84K+ 13.65% |
$238K - $261K
|
23.7K
$2.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.81K+ 7.09% |
$236K - $258K
|
42.5K
$3.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.8K+ 42.08% |
$235K - $257K
|
9.46K
$847K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.71KNew |
$227K - $249K
|
2.71K
$243K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.7K+ 47.98% |
$226K - $248K
|
8.33K
$746K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.66K+ 13.33% |
$223K - $245K
|
22.7K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.62K+ 2.23% |
$219K - $240K
|
120K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2.62K+ 5.79% |
$219K - $240K
|
47.8K
$4.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
2.58K+ 4.09% |
$216K - $237K
|
65.7K
$5.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.55K+ 0.47% |
$214K - $234K
|
548K
$49.1M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.5KNew |
$209K - $229K
|
2.5K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
2.48KNew |
$208K - $228K
|
2.48K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.44KNew |
$204K - $224K
|
2.44K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2.42KNew |
$203K - $223K
|
2.42K
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.41KNew |
$202K - $222K
|
2.41K
$216K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.41KNew |
$202K - $221K
|
2.41K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.4K+ 3.88% |
$201K - $220K
|
64.3K
$5.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.38K+ 1.5% |
$199K - $218K
|
161K
$14.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.37K+ 1.51% |
$199K - $218K
|
160K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.35K+ 1.82% |
$197K - $216K
|
131K
$11.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.34KNew |
$196K - $215K
|
2.34K
$210K
|
|
|
Nov 15, 2024
Q3 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
2.33KNew |
$195K - $214K
|
2.33K
$208K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.33KNew |
$195K - $214K
|
2.33K
$208K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.32KNew |
$194K - $213K
|
2.32K
$208K
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
2.31KNew |
$194K - $212K
|
2.31K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.3K+ 40.4% |
$193K - $211K
|
8K
$716K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.26KNew |
$189K - $207K
|
2.26K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.26K+ 22.8% |
$189K - $207K
|
12.1K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.25KNew |
$188K - $206K
|
2.25K
$201K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.24KNew |
$187K - $205K
|
2.24K
$200K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.22KNew |
$186K - $204K
|
2.22K
$199K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.2KNew |
$184K - $202K
|
2.2K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.19KNew |
$184K - $201K
|
2.19K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2.13K+ 1.74% |
$178K - $196K
|
124K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2.13K+ 142.21% |
$178K - $195K
|
3.62K
$324K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.06K+ 3.99% |
$172K - $189K
|
53.5K
$4.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.02K+ 33.05% |
$169K - $185K
|
8.12K
$726K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2K+ 18.11% |
$168K - $184K
|
13K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.96K+ 0.06% |
$164K - $180K
|
3.2M
$287M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.95K+ 147.17% |
$163K - $179K
|
3.27K
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.93K+ 1.94% |
$162K - $178K
|
102K
$9.09M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.92K+ 1.96% |
$161K - $176K
|
99.9K
$8.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.83K+ 1.86% |
$153K - $168K
|
100K
$8.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.83K+ 5.59% |
$153K - $168K
|
34.5K
$3.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.8K+ 0.11% |
$151K - $165K
|
1.6M
$143M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.75K+ 1781.63% |
$146K - $160K
|
1.84K
$165K
|