Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-62K- 11.9% |
$4.38M - $4.88M
|
460K
$40.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-63K- 66.32% |
$4.45M - $4.95M
|
32K
$2.84M
|
|
|
Aug 08, 2024
Q4 2023
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-63K- 66.32% |
$4.45M - $4.95M
|
32K
$2.84M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-64.2K- 90.28% |
$4.53M - $5.05M
|
6.91K
$613K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-65.7K- 4.84% |
$4.63M - $5.16M
|
1.29M
$114M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-67.6K- 6.89% |
$4.77M - $5.32M
|
913K
$81M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-72.1K- 21.08% |
$5.09M - $5.67M
|
270K
$23.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-75K- 58.91% |
$5.3M - $5.9M
|
52.3K
$4.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-76.3K- 1.77% |
$5.38M - $6M
|
4.24M
$376M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-76.6K- 20.04% |
$5.4M - $6.02M
|
305K
$27.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-79.6K- 93.58% |
$5.62M - $6.26M
|
5.47K
$485K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-83.3K- 19.27% |
$5.88M - $6.55M
|
349K
$31M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-84K- 60.0% |
$5.92M - $6.6M
|
56K
$4.96M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-88.2K- 43.75% |
$6.22M - $6.93M
|
113K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-89.6K- 52.94% |
$6.32M - $7.04M
|
79.7K
$7.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-89.9K- 48.5% |
$6.34M - $7.07M
|
95.4K
$8.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-96.1K- 38.8% |
$6.78M - $7.56M
|
152K
$13.4M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-97.2K- 16.73% |
$6.86M - $7.64M
|
484K
$42.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-98.5K- 40.05% |
$6.95M - $7.74M
|
147K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-102K- 90.81% |
$7.18M - $8M
|
10.3K
$913K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-103K- 47.99% |
$7.24M - $8.07M
|
111K
$9.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-105K- 6.66% |
$7.42M - $8.26M
|
1.47M
$131M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-107K- 22.78% |
$7.56M - $8.42M
|
363K
$32.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-108K- 44.17% |
$7.61M - $8.48M
|
136K
$12.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-111K- 49.25% |
$7.86M - $8.76M
|
115K
$10.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-115K- 62.69% |
$8.11M - $9.04M
|
68.4K
$6.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-115K- 2.67% |
$8.11M - $9.04M
|
4.18M
$371M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-128K- 64.17% |
$9.05M - $10.1M
|
71.6K
$6.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-131K- 61.17% |
$9.26M - $10.3M
|
83.4K
$7.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-132K- 65.47% |
$9.31M - $10.4M
|
69.6K
$6.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-133K- 69.53% |
$9.35M - $10.4M
|
58.1K
$5.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-134K- 19.43% |
$9.47M - $10.6M
|
557K
$49.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-135K- 75.45% |
$9.52M - $10.6M
|
43.9K
$3.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-139K- 13.71% |
$9.83M - $11M
|
877K
$77.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-140K- 51.31% |
$9.88M - $11M
|
133K
$11.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-144K- 3.0% |
$10.2M - $11.3M
|
4.66M
$413M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-147K- 52.97% |
$10.4M - $11.6M
|
131K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-153K- 28.49% |
$10.8M - $12M
|
383K
$33.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-154K- 26.0% |
$10.9M - $12.1M
|
438K
$38.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-171K- 73.51% |
$12.1M - $13.4M
|
61.6K
$5.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-179K- 6.44% |
$12.6M - $14.1M
|
2.6M
$231M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-180K- 41.18% |
$12.7M - $14.2M
|
258K
$22.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-183K- 58.51% |
$12.9M - $14.4M
|
130K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-184K- 4.11% |
$13M - $14.5M
|
4.3M
$381M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-232K- 45.67% |
$16.3M - $18.2M
|
276K
$24.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-241K- 84.47% |
$17M - $19M
|
44.3K
$3.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-275K- 35.02% |
$19.4M - $21.7M
|
511K
$45.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-320K- 28.01% |
$22.6M - $25.1M
|
822K
$72.9M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-329K- 98.64% |
$23.2M - $25.8M
|
4.54K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-330K- 28.7% |
$23.3M - $26M
|
821K
$72.8M
|