Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-369- 5.72% |
$28.7K - $30.8K
|
6.08K
$575K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-369- 3.51% |
$28.7K - $30.8K
|
10.2K
$960K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-373- 3.89% |
$29K - $31.2K
|
9.21K
$871K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-379- 8.59% |
$29.5K - $31.7K
|
4.03K
$381K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-381- 5.08% |
$29.7K - $31.8K
|
7.12K
$673K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-395- 0.8% |
$30.8K - $33K
|
49K
$4.63M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-396- 7.42% |
$30.8K - $33.1K
|
4.94K
$467K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-399- 12.76% |
$31.1K - $33.3K
|
2.73K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-414- 4.96% |
$32.2K - $34.6K
|
7.94K
$750K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-423- 1.95% |
$32.9K - $35.4K
|
21.2K
$2.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-424- 2.93% |
$33K - $35.4K
|
14K
$1.33M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-433- 2.33% |
$33.7K - $36.2K
|
18.1K
$1.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-439- 1.31% |
$34.2K - $36.7K
|
33K
$3.12M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-440- 1.09% |
$34.3K - $36.8K
|
39.8K
$3.77M
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-441- 9.47% |
$34.3K - $36.9K
|
4.22K
$398K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-442- 1.82% |
$34.4K - $36.9K
|
23.8K
$2.25M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-447- 9.51% |
$34.8K - $37.4K
|
4.25K
$402K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-450- 10.65% |
$35K - $37.6K
|
3.77K
$357K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-453- 4.8% |
$35.3K - $37.9K
|
8.99K
$850K
|
|
|
Apr 12, 2024
Q1 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-453- 0.23% |
$35.3K - $37.9K
|
200K
$18.9M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-454- 5.3% |
$35.3K - $37.9K
|
8.1K
$766K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-455- 8.74% |
$35.4K - $38K
|
4.75K
$449K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-455- 7.17% |
$35.4K - $38K
|
5.89K
$557K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-460- 1.7% |
$35.8K - $38.4K
|
26.6K
$2.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-468- 2.07% |
$36.4K - $39.1K
|
22.1K
$2.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-474- 32.85% |
$36.9K - $39.6K
|
969
$91.6K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-479- 11.56% |
$37.3K - $40K
|
3.67K
$347K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-480- 2.65% |
$37.4K - $40.1K
|
17.6K
$1.67M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-491- 1.61% |
$38.2K - $41K
|
30.1K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-493- 87.41% |
$38.4K - $41.2K
|
71
$6.71K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-496- 2.69% |
$38.6K - $41.5K
|
17.9K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-497- 1.16% |
$38.7K - $41.5K
|
42.5K
$4.02M
|
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-500- 7.56% |
$38.9K - $41.8K
|
6.12K
$578K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-500- 8.47% |
$38.9K - $41.8K
|
5.4K
$510K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-504- 10.45% |
$39.2K - $42.1K
|
4.32K
$408K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-509Closed |
$39.6K - $42.5K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-512- 2.97% |
$39.9K - $42.8K
|
16.7K
$1.58M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-513- 20.09% |
$39.9K - $42.9K
|
2.04K
$193K
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-515- 0.79% |
$40.1K - $43K
|
64.5K
$6.1M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-515- 4.58% |
$40.1K - $43K
|
10.7K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-517- 2.52% |
$40.3K - $43.2K
|
20K
$1.89M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-518- 78.25% |
$40.3K - $43.3K
|
144
$13.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-522- 12.15% |
$40.6K - $43.6K
|
3.78K
$357K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-522- 2.33% |
$40.6K - $43.6K
|
21.9K
$2.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-528- 1.02% |
$41.1K - $44.1K
|
51.4K
$4.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-545- 18.08% |
$42.4K - $45.6K
|
2.47K
$233K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-546- 2.4% |
$42.5K - $45.6K
|
22.2K
$2.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-549- 1.12% |
$42.7K - $45.9K
|
48.3K
$4.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-550- 5.32% |
$42.8K - $46K
|
9.79K
$926K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-563- 32.87% |
$43.8K - $47.1K
|
1.15K
$109K
|