Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-1.09K- 3.58% |
$77.1K - $85.9K
|
29.4K
$2.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.09K- 62.3% |
$77.2K - $86K
|
662
$62.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.1K- 27.65% |
$77.7K - $86.6K
|
2.88K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.1K- 2.82% |
$77.8K - $86.7K
|
38K
$3.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.11K- 6.68% |
$78.3K - $87.3K
|
15.5K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.13K- 26.26% |
$79.9K - $89K
|
3.18K
$300K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.17K- 29.66% |
$82.7K - $92.2K
|
2.78K
$263K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.17K- 81.08% |
$82.8K - $92.3K
|
274
$25.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.2K- 1.94% |
$84.3K - $94K
|
60.4K
$5.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.21K- 19.22% |
$85.5K - $95.3K
|
5.09K
$481K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.21K- 19.03% |
$85.5K - $95.3K
|
5.16K
$487K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.22K- 3.73% |
$85.9K - $95.7K
|
31.4K
$2.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.23K- 6.88% |
$86.5K - $96.4K
|
16.6K
$1.57M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.26K- 14.38% |
$89K - $99.2K
|
7.52K
$711K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.26K- 16.84% |
$89K - $99.2K
|
6.23K
$589K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.27K- 5.03% |
$89.9K - $100K
|
24K
$2.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.29K- 4.56% |
$91.2K - $102K
|
27.1K
$2.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.31K- 2.28% |
$92.1K - $103K
|
55.9K
$5.29M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.31K- 7.15% |
$92.2K - $103K
|
17K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.33K- 23.33% |
$93.5K - $104K
|
4.35K
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.33K- 0.55% |
$93.6K - $104K
|
238K
$22.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.34K- 22.09% |
$94.2K - $105K
|
4.71K
$445K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
SELL
|
- |
-1.35K- 1.92% |
$95.2K - $106K
|
69.1K
$6.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.35K- 8.24% |
$95.3K - $106K
|
15.1K
$1.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-1.42K- 15.93% |
$100K - $111K
|
7.49K
$708K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.43K- 15.05% |
$101K - $113K
|
8.08K
$764K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.44K- 2.95% |
$101K - $113K
|
47.2K
$4.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.51K- 11.92% |
$106K - $118K
|
11.1K
$1.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.51K- 13.15% |
$107K - $119K
|
10K
$945K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.54K- 32.77% |
$108K - $121K
|
3.15K
$298K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.57K- 19.73% |
$111K - $124K
|
6.39K
$604K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-1.66K- 14.72% |
$117K - $130K
|
9.59K
$906K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-1.67K- 32.97% |
$118K - $131K
|
3.4K
$321K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.7K- 56.63% |
$120K - $133K
|
1.3K
$123K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.73K- 36.99% |
$122K - $136K
|
2.95K
$279K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 5.42% |
$124K - $138K
|
30.6K
$2.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.76K- 0.86% |
$124K - $138K
|
203K
$19.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.76K- 2.64% |
$124K - $138K
|
65K
$6.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 30.75% |
$125K - $140K
|
4K
$378K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.79K- 39.22% |
$126K - $141K
|
2.78K
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.79K- 13.66% |
$127K - $141K
|
11.3K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.8K- 4.14% |
$127K - $142K
|
41.7K
$3.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.81K- 4.09% |
$127K - $142K
|
42.3K
$4M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.81K- 28.32% |
$128K - $143K
|
4.59K
$434K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.82K- 2.45% |
$128K - $143K
|
72.4K
$6.85M
|
|
|
Jan 31, 2024
Q4 2023
|
Bcm Advisors, LLC
|
SELL
|
- |
-1.82K- 3.68% |
$128K - $143K
|
47.6K
$4.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.82K- 11.18% |
$129K - $143K
|
14.5K
$1.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.83K- 8.31% |
$129K - $144K
|
20.2K
$1.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-1.84K- 20.7% |
$130K - $145K
|
7.05K
$666K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.91K- 5.38% |
$135K - $150K
|
33.6K
$3.17M
|