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 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.91K- 77.24% |
$135K - $150K
|
564
$53.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.94K- 6.49% |
$137K - $153K
|
28K
$2.64M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.95K- 31.3% |
$138K - $153K
|
4.28K
$405K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.98K- 16.46% |
$139K - $155K
|
10K
$948K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.99K- 4.99% |
$140K - $156K
|
37.8K
$3.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.03K- 42.49% |
$143K - $159K
|
2.74K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.03K- 21.43% |
$143K - $160K
|
7.45K
$704K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.04K- 6.27% |
$144K - $160K
|
30.4K
$2.88M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.07K- 27.57% |
$146K - $163K
|
5.45K
$515K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.09K- 12.32% |
$148K - $164K
|
14.9K
$1.41M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.11K- 29.47% |
$149K - $166K
|
5.05K
$477K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.13K- 4.07% |
$150K - $168K
|
50.2K
$4.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.16K- 22.05% |
$152K - $170K
|
7.63K
$721K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.17K- 11.89% |
$153K - $170K
|
16.1K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.17K- 2.11% |
$153K - $171K
|
101K
$9.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-2.18K- 21.76% |
$154K - $172K
|
7.85K
$742K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.21K- 6.7% |
$156K - $174K
|
30.8K
$2.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.23K- 21.0% |
$157K - $175K
|
8.38K
$792K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-2.25K- 30.45% |
$158K - $177K
|
5.13K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.27K- 2.32% |
$160K - $178K
|
95.4K
$9.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.28K- 41.75% |
$161K - $179K
|
3.18K
$301K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-2.29K- 3.38% |
$162K - $180K
|
65.5K
$6.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.29K- 3.14% |
$162K - $180K
|
70.8K
$6.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.33K- 14.69% |
$164K - $183K
|
13.5K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.35K- 26.0% |
$166K - $184K
|
6.68K
$631K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.36K- 22.03% |
$167K - $186K
|
8.35K
$790K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.37K- 29.43% |
$167K - $186K
|
5.68K
$537K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.37K- 0.7% |
$167K - $186K
|
336K
$31.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-2.38K- 1.53% |
$168K - $187K
|
153K
$14.5M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-2.41K- 1.85% |
$170K - $189K
|
128K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-2.42K- 13.28% |
$171K - $190K
|
15.8K
$1.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.44K- 32.73% |
$172K - $192K
|
5.02K
$475K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.49K- 2.67% |
$175K - $195K
|
90.5K
$8.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-2.51K- 27.0% |
$177K - $197K
|
6.78K
$640K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.57K- 56.93% |
$181K - $202K
|
1.94K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.57K- 6.88% |
$181K - $202K
|
34.8K
$3.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.57K- 1.68% |
$181K - $202K
|
150K
$14.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.58K- 11.27% |
$182K - $203K
|
20.3K
$1.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.58K- 8.2% |
$182K - $203K
|
28.9K
$2.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.61K- 1.1% |
$184K - $205K
|
235K
$22.2M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.71K- 29.8% |
$191K - $213K
|
6.39K
$604K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.72K- 8.05% |
$192K - $214K
|
31.1K
$2.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.76K- 24.81% |
$195K - $217K
|
8.38K
$792K
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-2.8K- 10.02% |
$197K - $220K
|
25.1K
$2.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-2.8K- 1.62% |
$198K - $220K
|
170K
$16M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-2.82K- 0.26% |
$199K - $222K
|
1.08M
$102M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.94K- 8.89% |
$208K - $231K
|
30.1K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.98K- 3.09% |
$210K - $234K
|
93.4K
$8.83M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.06K- 93.28% |
$216K - $240K
|
220
$20.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.1K- 5.8% |
$218K - $243K
|
50.3K
$4.75M
|