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 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-338K- 36.14% |
$23.8M - $26.6M
|
597K
$52.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-344K- 11.23% |
$24.3M - $27.1M
|
2.72M
$241M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-350K- 8.48% |
$24.7M - $27.5M
|
3.78M
$335M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-410K- 80.33% |
$28.9M - $32.2M
|
100K
$8.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-410K- 27.74% |
$29M - $32.3M
|
1.07M
$94.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-532K- 49.39% |
$37.5M - $41.8M
|
545K
$48.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-646K- 81.51% |
$45.6M - $50.8M
|
147K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-721K- 46.85% |
$50.9M - $56.7M
|
818K
$72.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-987K- 86.92% |
$69.6M - $77.6M
|
148K
$13.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.39M- 46.84% |
$98M - $109M
|
1.58M
$140M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.56M- 20.55% |
$110M - $123M
|
6.03M
$534M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.62M- 95.47% |
$114M - $127M
|
76.7K
$6.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.78M- 18.63% |
$126M - $140M
|
7.78M
$690M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.53M- 74.08% |
$178M - $199M
|
884K
$78.4M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.74M- 98.72% |
$194M - $216M
|
35.6K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.12M- 57.51% |
$220M - $245M
|
2.3M
$204M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.25M- 62.83% |
$229M - $255M
|
1.92M
$170M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.47M- 16.33% |
$245M - $273M
|
17.8M
$1.58B
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.88M- 16.7% |
$485M - $541M
|
34.3M
$3.04B
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.25M- 31.88% |
$511M - $570M
|
15.5M
$1.37B
|