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 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
245+ 1.3% |
$20.5K - $22.5K
|
19K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
237+ 0.23% |
$19.9K - $21.8K
|
103K
$9.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
235+ 8.06% |
$19.7K - $21.6K
|
3.15K
$282K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
230+ 7.43% |
$19.3K - $21.1K
|
3.33K
$298K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
228+ 116.92% |
$19.1K - $20.9K
|
423
$37.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
225+ 6.04% |
$18.8K - $20.7K
|
3.95K
$354K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
221+ 5.36% |
$18.5K - $20.3K
|
4.34K
$389K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
214+ 0.3% |
$17.9K - $19.6K
|
71.8K
$6.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
202+ 0.39% |
$16.9K - $18.5K
|
51.4K
$4.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
200+ 3.29% |
$16.8K - $18.4K
|
6.28K
$562K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
198+ 0.09% |
$16.6K - $18.2K
|
232K
$20.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
194+ 0.31% |
$16.2K - $17.8K
|
62K
$5.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
191+ 0.16% |
$16K - $17.5K
|
119K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
187+ 1.89% |
$15.7K - $17.2K
|
10.1K
$901K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
177+ 0.1% |
$14.8K - $16.3K
|
173K
$15.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
166New |
$13.9K - $15.2K
|
166
$14.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
165+ 3.34% |
$13.8K - $15.2K
|
5.11K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
165+ 1.7% |
$13.8K - $15.2K
|
9.85K
$881K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
164+ 0.1% |
$13.7K - $15.1K
|
167K
$14.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
163+ 3.98% |
$13.7K - $15K
|
4.26K
$381K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
161+ 4.35% |
$13.5K - $14.8K
|
3.86K
$346K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
161+ 0.34% |
$13.5K - $14.8K
|
47.8K
$4.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
160New |
$13.4K - $14.7K
|
160
$14.3K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
159+ 4.36% |
$13.3K - $14.6K
|
3.81K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
159+ 1.49% |
$13.3K - $14.6K
|
10.8K
$967K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
159+ 0.74% |
$13.3K - $14.6K
|
21.7K
$1.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
156+ 243.75% |
$13.1K - $14.3K
|
220
$19.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
155+ 1.31% |
$13K - $14.2K
|
12K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
155+ 1.1% |
$13K - $14.2K
|
14.3K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
150+ 0.85% |
$12.6K - $13.8K
|
17.8K
$1.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
148+ 0.45% |
$12.4K - $13.6K
|
33.3K
$2.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
139+ 2.29% |
$11.6K - $12.8K
|
6.22K
$557K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
128+ 2.69% |
$10.7K - $11.8K
|
4.88K
$437K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
123+ 4.84% |
$10.3K - $11.3K
|
2.66K
$238K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
121+ 1.41% |
$10.1K - $11.1K
|
8.73K
$781K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
121+ 1.47% |
$10.1K - $11.1K
|
8.38K
$750K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
120+ 9.46% |
$10.1K - $11K
|
1.39K
$124K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
116+ 0.17% |
$9.72K - $10.7K
|
68.3K
$6.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
114+ 300.0% |
$9.55K - $10.5K
|
152
$13.6K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
112+ 5.99% |
$9.38K - $10.3K
|
1.98K
$177K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
111+ 1.12% |
$9.3K - $10.2K
|
10K
$895K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
110+ 4.05% |
$9.21K - $10.1K
|
2.83K
$253K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
109+ 51.17% |
$9.13K - $10K
|
322
$28.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
108+ 0.5% |
$9.05K - $9.92K
|
21.5K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
108+ 17.65% |
$9.05K - $9.92K
|
720
$64.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
107+ 0.31% |
$8.96K - $9.82K
|
34.8K
$3.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
106+ 0.75% |
$8.88K - $9.73K
|
14.2K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
105+ 7.12% |
$8.79K - $9.64K
|
1.58K
$141K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
105+ 3.73% |
$8.79K - $9.64K
|
2.92K
$262K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
102New |
$8.54K - $9.37K
|
102
$9.13K
|