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 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-10.6K- 20.51% |
$887K - $972K
|
41K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-10.6K- 6.04% |
$890K - $976K
|
165K
$15.6M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.8K- 26.0% |
$903K - $990K
|
30.7K
$2.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-11K- 4.2% |
$920K - $1.01M
|
251K
$23.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-11.9K- 8.74% |
$995K - $1.09M
|
124K
$11.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-12.1K- 3.24% |
$1.02M - $1.12M
|
362K
$34.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12.2K- 17.82% |
$1.02M - $1.12M
|
56.1K
$5.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12.4K- 27.65% |
$1.04M - $1.13M
|
32.3K
$3.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-12.4K- 4.16% |
$1.04M - $1.14M
|
285K
$27M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-13.3K- 73.7% |
$1.11M - $1.22M
|
4.75K
$449K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-13.3K- 77.2% |
$1.12M - $1.22M
|
3.94K
$372K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-13.4K- 6.77% |
$1.12M - $1.23M
|
184K
$17.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-13.8K- 20.58% |
$1.15M - $1.27M
|
53.2K
$5.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-14.4K- 17.65% |
$1.21M - $1.32M
|
67.1K
$6.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-14.6K- 14.64% |
$1.22M - $1.34M
|
85.1K
$8.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-14.7K- 10.17% |
$1.23M - $1.35M
|
130K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-14.7K- 29.85% |
$1.23M - $1.35M
|
34.6K
$3.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-15.2K- 39.01% |
$1.27M - $1.39M
|
23.7K
$2.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-15.2K- 1.49% |
$1.28M - $1.4M
|
1.01M
$95.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.2K- 5.6% |
$1.44M - $1.58M
|
291K
$27.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-17.3K- 34.52% |
$1.45M - $1.59M
|
32.8K
$3.1M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-17.8K- 8.57% |
$1.49M - $1.64M
|
190K
$17.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-18.2K- 15.32% |
$1.52M - $1.67M
|
101K
$9.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-18.6K- 28.3% |
$1.56M - $1.7M
|
47K
$4.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-20.2K- 17.4% |
$1.69M - $1.85M
|
95.8K
$9.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.5K- 1.11% |
$1.72M - $1.88M
|
1.82M
$172M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.5K- 3.07% |
$1.72M - $1.88M
|
647K
$61.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-21.2K- 14.52% |
$1.78M - $1.95M
|
125K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-22.4K- 81.72% |
$1.87M - $2.05M
|
5K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-23.8K- 7.63% |
$1.99M - $2.19M
|
288K
$27.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.8K- 1.6% |
$2M - $2.19M
|
1.46M
$138M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-24.3K- 82.12% |
$2.03M - $2.23M
|
5.28K
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-24.3K- 79.61% |
$2.04M - $2.23M
|
6.22K
$588K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-24.8K- 76.65% |
$2.07M - $2.27M
|
7.54K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-25.3K- 10.68% |
$2.12M - $2.32M
|
212K
$20M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-25.5K- 58.94% |
$2.14M - $2.34M
|
17.8K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-25.6K- 73.93% |
$2.14M - $2.35M
|
9.03K
$853K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-27.7K- 2.29% |
$2.32M - $2.54M
|
1.18M
$111M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-29.6K- 27.38% |
$2.48M - $2.71M
|
78.4K
$7.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-30.8K- 47.9% |
$2.58M - $2.83M
|
33.5K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.2K- 21.76% |
$2.69M - $2.95M
|
116K
$10.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-33K- 14.66% |
$2.76M - $3.03M
|
192K
$18.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-34.2K- 8.46% |
$2.86M - $3.14M
|
370K
$35M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-34.6K- 70.58% |
$2.9M - $3.17M
|
14.4K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-39.3K- 12.14% |
$3.29M - $3.61M
|
285K
$26.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-39.3K- 6.91% |
$3.3M - $3.61M
|
530K
$50.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-40.3K- 91.23% |
$3.37M - $3.7M
|
3.88K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-45.3K- 13.23% |
$3.8M - $4.16M
|
298K
$28.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-48.4K- 2.3% |
$4.06M - $4.45M
|
2.06M
$194M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-52.7K- 39.41% |
$4.42M - $4.84M
|
81.1K
$7.67M
|