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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.86K- 1.75% |
$343K - $382K
|
272K
$25.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-4.97K- 65.16% |
$351K - $391K
|
2.66K
$251K
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-4.97K- 25.78% |
$351K - $391K
|
14.3K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-5K- 0.14% |
$353K - $393K
|
3.58M
$338M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-5K- 0.14% |
$353K - $393K
|
3.58M
$338M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-5K- 30.51% |
$353K - $393K
|
11.4K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-5.03K- 4.77% |
$355K - $396K
|
100K
$9.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-5.12K- 37.97% |
$361K - $402K
|
8.36K
$790K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-5.18K- 25.44% |
$365K - $407K
|
15.2K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-5.19K- 27.64% |
$366K - $408K
|
13.6K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-5.22K- 20.33% |
$368K - $410K
|
20.4K
$1.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-5.23K- 20.86% |
$369K - $411K
|
19.8K
$1.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-5.28K- 45.56% |
$372K - $415K
|
6.31K
$596K
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-5.28K- 33.33% |
$373K - $415K
|
10.6K
$998K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.45K- 21.58% |
$384K - $428K
|
19.8K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-5.46K- 24.62% |
$385K - $429K
|
16.7K
$1.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-5.5K- 27.67% |
$388K - $432K
|
14.4K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.52K- 17.43% |
$389K - $434K
|
26.1K
$2.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-5.56K- 14.83% |
$393K - $437K
|
31.9K
$3.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.61K- 54.07% |
$396K - $441K
|
4.76K
$450K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-5.62K- 18.51% |
$396K - $442K
|
24.7K
$2.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-5.63K- 2.53% |
$397K - $443K
|
217K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.64K- 10.04% |
$398K - $444K
|
50.6K
$4.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5.66K- 7.03% |
$399K - $445K
|
74.8K
$7.07M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.74K- 4.87% |
$405K - $451K
|
112K
$10.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-5.76K- 21.11% |
$406K - $453K
|
21.5K
$2.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.81K- 15.96% |
$410K - $456K
|
30.6K
$2.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.86K- 26.07% |
$413K - $460K
|
16.6K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.87K- 14.05% |
$414K - $461K
|
35.9K
$3.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-5.87K- 13.43% |
$414K - $462K
|
37.8K
$3.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-5.92K- 8.12% |
$418K - $466K
|
67K
$6.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.95K- 35.47% |
$420K - $468K
|
10.8K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-5.99K- 30.59% |
$422K - $471K
|
13.6K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-6.1K- 34.42% |
$430K - $479K
|
11.6K
$1.1M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-6.18K- 50.44% |
$436K - $486K
|
6.07K
$574K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.24K- 59.92% |
$440K - $490K
|
4.17K
$394K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.33K- 12.49% |
$447K - $498K
|
44.3K
$4.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.37K- 30.38% |
$449K - $501K
|
14.6K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-6.5K- 11.58% |
$458K - $511K
|
49.6K
$4.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-6.57K- 13.1% |
$463K - $516K
|
43.5K
$4.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.74K- 54.72% |
$476K - $530K
|
5.58K
$527K
|
|
|
Jan 18, 2024
Q4 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-6.8K- 67.22% |
$480K - $535K
|
3.32K
$314K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-7.18K- 12.1% |
$506K - $564K
|
52.1K
$4.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-7.18K- 45.36% |
$507K - $565K
|
8.65K
$818K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-7.25K- 2.07% |
$512K - $570K
|
344K
$32.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.28K- 42.48% |
$513K - $572K
|
9.85K
$931K
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-7.3K- 14.6% |
$515K - $574K
|
42.7K
$4.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-7.34K- 6.28% |
$518K - $577K
|
110K
$10.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.53K- 1.43% |
$531K - $592K
|
519K
$49M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-7.56K- 28.79% |
$533K - $594K
|
18.7K
$1.77M
|