Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26.3K- 10.71% |
$1.91M - $2M
|
219K
$20.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-26.6K- 15.58% |
$1.93M - $2.02M
|
144K
$13.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-27.6K- 1.72% |
$2M - $2.1M
|
1.58M
$149M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-29.4K- 83.81% |
$2.13M - $2.24M
|
5.68K
$537K
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-31.4K- 30.22% |
$2.27M - $2.39M
|
72.5K
$6.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-32.8K- 27.96% |
$2.38M - $2.5M
|
84.6K
$7.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-33.3K- 37.24% |
$2.41M - $2.53M
|
56.1K
$5.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-33.9K- 39.11% |
$2.46M - $2.58M
|
52.9K
$5M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-34K- 23.27% |
$2.46M - $2.59M
|
112K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-34.2K- 6.21% |
$2.47M - $2.6M
|
517K
$48.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-35.2K- 40.12% |
$2.55M - $2.68M
|
52.6K
$4.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-38.9K- 3.21% |
$2.82M - $2.96M
|
1.17M
$111M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-40K- 25.55% |
$2.9M - $3.04M
|
117K
$11M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-40.8K- 39.31% |
$2.95M - $3.1M
|
63K
$5.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-42.6K- 45.96% |
$3.08M - $3.24M
|
50.1K
$4.74M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-42.8K- 36.21% |
$3.1M - $3.26M
|
75.4K
$7.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-44.9K- 19.22% |
$3.25M - $3.41M
|
189K
$17.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-45.1K- 23.37% |
$3.27M - $3.43M
|
148K
$14M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-46.8K- 9.09% |
$3.39M - $3.56M
|
468K
$44.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-49.3K- 13.64% |
$3.57M - $3.75M
|
312K
$29.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-52.5K- 49.2% |
$3.8M - $3.99M
|
54.2K
$5.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-53.4K- 3.44% |
$3.87M - $4.06M
|
1.5M
$142M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-53.9K- 5.21% |
$3.9M - $4.1M
|
981K
$92.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-54.7K- 19.71% |
$3.96M - $4.16M
|
223K
$21.1M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-56.4K- 5.92% |
$4.08M - $4.29M
|
896K
$84.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
SELL
|
- |
-57.3K- 17.09% |
$4.14M - $4.36M
|
278K
$26.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-57.8K- 3.97% |
$4.18M - $4.4M
|
1.4M
$132M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-58.2K- 23.24% |
$4.22M - $4.43M
|
192K
$18.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-64K- 98.18% |
$4.63M - $4.87M
|
1.19K
$112K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-67.5K- 13.82% |
$4.89M - $5.14M
|
421K
$39.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-68.7K- 8.03% |
$4.97M - $5.23M
|
787K
$74.3M
|
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-68.9K- 49.2% |
$4.98M - $5.24M
|
71.1K
$6.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-72K- 50.33% |
$5.21M - $5.48M
|
71.1K
$6.72M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-75.1K- 47.05% |
$5.44M - $5.71M
|
84.5K
$7.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-76.2K- 6.97% |
$5.52M - $5.8M
|
1.02M
$96.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-76.4K- 21.88% |
$5.53M - $5.81M
|
273K
$25.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-76.9K- 16.7% |
$5.57M - $5.85M
|
384K
$36.3M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-78.2K- 36.73% |
$5.66M - $5.95M
|
135K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-78.2K- 36.73% |
$5.66M - $5.95M
|
135K
$12.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-87.3K- 59.56% |
$6.32M - $6.64M
|
59.3K
$5.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-93.7K- 49.93% |
$6.78M - $7.12M
|
93.9K
$8.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-101K- 33.55% |
$7.31M - $7.68M
|
200K
$18.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-107K- 88.46% |
$7.72M - $8.11M
|
13.9K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-108K- 56.08% |
$7.81M - $8.21M
|
84.5K
$7.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-110K- 12.06% |
$7.97M - $8.38M
|
803K
$75.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-112K- 7.04% |
$8.1M - $8.52M
|
1.48M
$140M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-112K- 47.47% |
$8.14M - $8.55M
|
124K
$11.8M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-118K- 97.51% |
$8.52M - $8.96M
|
3.01K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-124K- 64.19% |
$9M - $9.45M
|
69.4K
$6.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-127K- 19.13% |
$9.19M - $9.66M
|
537K
$50.7M
|