Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-119- 2.23% |
$9.97K - $10.9K
|
5.21K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-120- 3.55% |
$10.1K - $11K
|
3.26K
$308K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-121- 4.98% |
$10.1K - $11.1K
|
2.31K
$218K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-132- 0.88% |
$11.1K - $12.1K
|
14.8K
$1.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-136- 2.28% |
$11.4K - $12.5K
|
5.83K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-137Closed |
$11.5K - $12.6K
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-137- 4.19% |
$11.5K - $12.6K
|
3.13K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-138- 0.94% |
$11.6K - $12.7K
|
14.6K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-145- 7.67% |
$12.1K - $13.3K
|
1.75K
$165K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-145- 25.48% |
$12.1K - $13.3K
|
424
$40.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-150- 5.55% |
$12.6K - $13.8K
|
2.56K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-153- 5.54% |
$12.8K - $14K
|
2.61K
$247K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-154- 0.6% |
$12.9K - $14.1K
|
25.7K
$2.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-154- 2.24% |
$12.9K - $14.1K
|
6.71K
$634K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-156- 3.95% |
$13.1K - $14.3K
|
3.79K
$359K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-159- 4.37% |
$13.3K - $14.6K
|
3.48K
$329K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-160- 3.36% |
$13.4K - $14.7K
|
4.6K
$434K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-164- 3.44% |
$13.7K - $15.1K
|
4.6K
$435K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-164- 1.28% |
$13.7K - $15.1K
|
12.7K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-167- 0.96% |
$14K - $15.3K
|
17.2K
$1.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-167- 0.88% |
$14K - $15.3K
|
18.8K
$1.77M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-168- 1.76% |
$14.1K - $15.4K
|
9.37K
$886K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-170- 0.55% |
$14.2K - $15.6K
|
31K
$2.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-172- 4.6% |
$14.4K - $15.8K
|
3.57K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-174- 0.38% |
$14.6K - $16K
|
45.4K
$4.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-178- 3.39% |
$14.9K - $16.3K
|
5.07K
$480K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-179- 2.83% |
$15K - $16.4K
|
6.15K
$581K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-186- 4.36% |
$15.6K - $17.1K
|
4.08K
$385K
|
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
SELL
|
- |
-188- 0.22% |
$15.7K - $17.3K
|
84.8K
$8.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-192- 0.72% |
$16.1K - $17.6K
|
26.5K
$2.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-195- 1.02% |
$16.3K - $17.9K
|
18.9K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-199- 0.98% |
$16.7K - $18.3K
|
20.2K
$1.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-200- 2.86% |
$16.8K - $18.4K
|
6.8K
$643K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-200- 6.25% |
$16.8K - $18.4K
|
3K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-202- 1.97% |
$16.9K - $18.5K
|
10.1K
$951K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-203- 0.94% |
$17K - $18.6K
|
21.4K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-206- 2.69% |
$17.3K - $18.9K
|
7.45K
$704K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-211- 10.93% |
$17.7K - $19.4K
|
1.72K
$162K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-211- 0.21% |
$17.7K - $19.4K
|
101K
$9.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-219- 2.22% |
$18.3K - $20.1K
|
9.67K
$914K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-220- 0.49% |
$18.4K - $20.2K
|
44.3K
$4.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-225- 7.42% |
$18.8K - $20.7K
|
2.81K
$266K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-230- 4.5% |
$19.3K - $21.1K
|
4.88K
$462K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-231- 1.99% |
$19.3K - $21.2K
|
11.4K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-233- 0.98% |
$19.5K - $21.4K
|
23.6K
$2.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-233- 7.87% |
$19.5K - $21.4K
|
2.73K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-239- 1.06% |
$20K - $21.9K
|
22.4K
$2.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-247- 0.42% |
$20.7K - $22.7K
|
57.9K
$5.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-248- 0.91% |
$20.8K - $22.8K
|
27.1K
$2.56M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-249- 8.4% |
$20.9K - $22.9K
|
2.71K
$257K
|