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 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.56K- 13.98% |
$121K - $130K
|
9.58K
$905K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 0.6% |
$121K - $130K
|
259K
$24.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.57K- 3.02% |
$122K - $131K
|
50.6K
$4.78M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.6K- 3.36% |
$125K - $134K
|
46K
$4.35M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.6K- 16.66% |
$125K - $134K
|
8.01K
$757K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.61K- 3.33% |
$125K - $134K
|
46.7K
$4.41M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.62K- 0.91% |
$126K - $135K
|
175K
$16.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.62K- 6.46% |
$126K - $135K
|
23.4K
$2.22M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-1.66K- 5.36% |
$129K - $139K
|
29.3K
$2.77M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.67K- 32.78% |
$130K - $140K
|
3.43K
$324K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.68K- 90.72% |
$131K - $141K
|
172
$16.3K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.68K- 27.75% |
$131K - $141K
|
4.38K
$414K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.69K- 4.79% |
$131K - $141K
|
33.5K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.7K- 5.06% |
$132K - $142K
|
31.9K
$3.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.73K- 2.59% |
$135K - $145K
|
65.3K
$6.17M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.73K- 27.11% |
$135K - $145K
|
4.66K
$440K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.78K- 28.27% |
$138K - $148K
|
4.5K
$426K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-1.78K- 25.19% |
$138K - $148K
|
5.28K
$499K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.8K- 36.09% |
$140K - $150K
|
3.18K
$300K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.81K- 2.25% |
$141K - $152K
|
78.8K
$7.44M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 1.31% |
$141K - $152K
|
137K
$13M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.84K- 33.18% |
$143K - $153K
|
3.7K
$350K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.86K- 1.03% |
$145K - $155K
|
179K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.87K- 3.77% |
$146K - $156K
|
47.7K
$4.51M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.89K- 2.64% |
$147K - $158K
|
69.5K
$6.57M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.89K- 39.62% |
$147K - $158K
|
2.88K
$272K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.92K- 9.2% |
$150K - $161K
|
19K
$1.79M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.93K- 8.71% |
$150K - $161K
|
20.2K
$1.91M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.94K- 34.2% |
$151K - $162K
|
3.74K
$354K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1.95K- 18.02% |
$152K - $163K
|
8.89K
$840K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-1.99K- 0.61% |
$155K - $167K
|
326K
$30.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2K- 26.21% |
$156K - $167K
|
5.63K
$532K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.03K- 1.37% |
$158K - $169K
|
145K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.06K- 7.54% |
$160K - $172K
|
25.2K
$2.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.06K- 45.81% |
$160K - $172K
|
2.44K
$230K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.09K- 15.52% |
$163K - $175K
|
11.4K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-2.11K- 11.23% |
$165K - $177K
|
16.7K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2.12K- 8.99% |
$165K - $177K
|
21.5K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.15K- 98.44% |
$167K - $179K
|
34
$3.21K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.21K- 5.42% |
$172K - $184K
|
38.5K
$3.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.21K- 3.96% |
$172K - $185K
|
53.7K
$5.08M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.24K- 30.49% |
$174K - $187K
|
5.11K
$483K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.3K- 2.07% |
$179K - $192K
|
109K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.3K- 1.74% |
$179K - $192K
|
130K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-2.37K- 0.73% |
$184K - $198K
|
321K
$30.4M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.37K- 5.46% |
$185K - $198K
|
41.1K
$3.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.38K- 9.11% |
$185K - $199K
|
23.7K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.38K- 27.47% |
$185K - $199K
|
6.27K
$593K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.38K- 26.56% |
$185K - $199K
|
6.57K
$621K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.41K- 10.02% |
$188K - $201K
|
21.6K
$2.04M
|