Purchases and Sales Made in Q4 2023 in Ishares Msci Usa Min Vol Facto (USMV)

USMV Quotes by TradingView

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
Jan 22, 2024 Q4 2023
Miracle Mile Advisors, LLC

BUY
 -
91
+ 0.27%
$6.42K - $7.16K
33.8K $3M
Jan 23, 2024 Q4 2023
Farmers & Merchants Investments Inc

BUY
 -
89
New
$6.28K - $7K
89 $7.89K
Feb 05, 2024 Q4 2023
Parthenon LLC

BUY
 -
89
+ 1.52%
$6.28K - $7K
5.96K $529K
Jan 18, 2024 Q4 2023
Cornell Pochily Investment Advisors, Inc.

BUY
 -
87
+ 0.8%
$6.14K - $6.84K
10.9K $967K
Jan 23, 2024 Q4 2023
Lee Financial Group Hawaii, Inc.

Honolulu, HI
BUY
 -
84
+ 1.09%
$5.93K - $6.6K
7.77K $689K
Feb 09, 2024 Q4 2023
Valley Forge Investment Consultants Inc Adv

BUY
 -
84
+ 1.09%
$5.93K - $6.6K
7.79K $691K
Feb 01, 2024 Q4 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
82
+ 17.98%
$5.79K - $6.45K
538 $47.7K
Feb 09, 2024 Q4 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
82
+ 1.4%
$5.79K - $6.45K
5.95K $527K
Feb 12, 2024 Q4 2023
Strategy Asset Managers LLC

BUY
 -
78
+ 0.44%
$5.5K - $6.13K
17.9K $1.59M
Jan 18, 2024 Q4 2023
Caprock Group, Inc.

BUY
 -
74
+ 0.43%
$5.22K - $5.82K
17.2K $1.53M
Feb 08, 2024 Q4 2023
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
71
New
$5.01K - $5.58K
71 $6.29K
Feb 06, 2024 Q4 2023
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
70
+ 1.24%
$4.94K - $5.5K
5.7K $505K
Feb 01, 2024 Q4 2023
Parkside Financial Bank & Trust

BUY
 -
69
+ 5.28%
$4.87K - $5.43K
1.38K $122K
Jan 18, 2024 Q4 2023
Atlas Brown,Inc.

BUY
 -
66
+ 1.76%
$4.66K - $5.19K
3.82K $338K
Feb 13, 2024 Q4 2023
First Manhattan CO

New York, NY
BUY
 -
65
+ 52.85%
$4.59K - $5.11K
188 $16.7K
Apr 09, 2024 Q4 2023
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
65
New
$4.59K - $5.11K
65 $5.76K
Jan 12, 2024 Q4 2023
Mkt Advisors LLC

Escondido, CA
BUY
 -
63
+ 1.01%
$4.45K - $4.95K
6.28K $557K
Feb 14, 2024 Q4 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
63
+ 0.97%
$4.45K - $4.95K
6.56K $582K
Jan 19, 2024 Q4 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
56
+ 0.15%
$3.95K - $4.4K
36.8K $3.27M
Feb 12, 2024 Q4 2023
Dunhill Financial, LLC

London, X0
BUY
 -
50
New
$3.53K - $3.93K
50 $4.43K
Feb 05, 2024 Q4 2023
Plante Moran Financial Advisors, LLC

BUY
 -
47
New
$3.32K - $3.7K
47 $4.17K
Jan 12, 2024 Q4 2023
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
46
New
$3.25K - $3.62K
46 $4.08K
Jan 09, 2024 Q4 2023
Blue Zone Wealth Advisors, LLC

BUY
 -
44
+ 1.29%
$3.1K - $3.46K
3.45K $306K
Feb 05, 2024 Q4 2023
Hexagon Capital Partners LLC

BUY
 -
44
+ 7.0%
$3.1K - $3.46K
673 $59.7K
Feb 14, 2024 Q4 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
42
+ 50.6%
$2.96K - $3.3K
125 $11.1K
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
BUY
 -
42
New
$2.96K - $3.3K
42 $3.72K
Jan 08, 2024 Q4 2023
Strong Box Wealth, LLC

BUY
 -
40
+ 0.56%
$2.82K - $3.15K
7.23K $641K
Feb 02, 2024 Q4 2023
Kovack Advisors, Inc.

BUY
 -
40
+ 0.27%
$2.82K - $3.15K
14.9K $1.32M
Feb 07, 2024 Q4 2023
First United Bank & Trust

BUY
 -
40
New
$2.82K - $3.15K
40 $3.55K
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
38
+ 15.2%
$2.68K - $2.99K
288 $25.5K
Jan 18, 2024 Q4 2023
Life Steps Financial, Inc.

BUY
 -
35
+ 0.58%
$2.47K - $2.75K
6.12K $543K
Jan 23, 2024 Q4 2023
Midwest Heritage Bank, Fsb

BUY
 -
34
+ 0.96%
$2.4K - $2.67K
3.58K $317K
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
33
New
$2.33K - $2.59K
33 $2.93K
Feb 06, 2024 Q4 2023
Institutional & Family Asset Management, LLC

BUY
 -
33
New
$2.33K - $2.59K
33 $2.93K
Feb 12, 2024 Q4 2023
Headinvest, LLC

Portland, ME
BUY
 -
33
+ 0.48%
$2.33K - $2.59K
6.95K $616K
Feb 12, 2024 Q4 2023
J. W. Coons Advisors, LLC

BUY
 -
31
+ 0.47%
$2.19K - $2.44K
6.63K $588K
Feb 01, 2024 Q4 2023
Larson Financial Group LLC

BUY
 -
26
+ 2.6%
$1.83K - $2.04K
1.03K $90.9K
Feb 13, 2024 Q4 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
25
+ 0.56%
$1.76K - $1.97K
4.48K $397K
Feb 07, 2024 Q4 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
23
+ 0.12%
$1.62K - $1.81K
19K $1.68M
Jan 18, 2024 Q4 2023
Sinecera Capital, LLC

BUY
 -
22
+ 0.37%
$1.55K - $1.73K
6.04K $535K
Jan 25, 2024 Q4 2023
Phillips Financial Management, LLC

BUY
 -
22
New
$1.55K - $1.73K
22 $1.95K
Jan 11, 2024 Q4 2023
Arkfeld Wealth Strategies, L.L.C.

BUY
 -
21
+ 0.5%
$1.48K - $1.65K
4.25K $377K
Jan 16, 2024 Q4 2023
Apcm Wealth Management For Individuals

BUY
 -
20
+ 1.0%
$1.41K - $1.57K
2.02K $179K
Jan 30, 2024 Q4 2023
Bison Wealth, LLC

BUY
 -
20
+ 0.34%
$1.41K - $1.57K
5.86K $519K
Jun 17, 2024 Q4 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
20
+ 0.27%
$1.41K - $1.57K
7.36K $653K
Feb 14, 2024 Q4 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
17
+ 0.05%
$1.2K - $1.34K
35.9K $3.18M
Jan 12, 2024 Q4 2023
Ls Investment Advisors, LLC

BUY
 -
16
+ 0.14%
$1.13K - $1.26K
11.7K $1.04M
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
13
+ 0.89%
$917 - $1.02K
1.47K $131K
Feb 08, 2024 Q4 2023
Fca Corp

Houston, TX
BUY
 -
13
+ 0.33%
$917 - $1.02K
3.99K $353K

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