Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-162- 2.08% |
$12.6K - $13.5K
|
7.63K
$701K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-165- 2.85% |
$12.8K - $13.8K
|
5.62K
$517K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-165- 1.63% |
$12.8K - $13.8K
|
9.96K
$916K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-169- 5.31% |
$13.2K - $14.1K
|
3.01K
$277K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-172- 1.59% |
$13.4K - $14.4K
|
10.6K
$977K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-175- 4.72% |
$13.6K - $14.6K
|
3.53K
$325K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-180- 1.66% |
$14K - $15K
|
10.6K
$979K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-182- 6.17% |
$14.2K - $15.2K
|
2.77K
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-190- 1.73% |
$14.8K - $15.9K
|
10.8K
$994K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-191- 8.32% |
$14.9K - $16K
|
2.1K
$193K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-200- 2.02% |
$15.6K - $16.7K
|
9.69K
$891K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-201- 4.96% |
$15.6K - $16.8K
|
3.85K
$354K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-209- 6.47% |
$16.3K - $17.5K
|
3.02K
$278K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-211- 0.59% |
$16.4K - $17.6K
|
35.7K
$3.28M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-225- 24.75% |
$17.5K - $18.8K
|
684
$62.9K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-230- 1.05% |
$17.9K - $19.2K
|
21.7K
$2M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-232- 1.05% |
$18.1K - $19.4K
|
21.8K
$2.01M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-240- 2.22% |
$18.7K - $20.1K
|
10.6K
$972K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-241- 5.8% |
$18.8K - $20.1K
|
3.91K
$360K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-242- 8.33% |
$18.8K - $20.2K
|
2.66K
$245K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-245- 3.93% |
$19.1K - $20.5K
|
5.99K
$551K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-254- 1.11% |
$19.8K - $21.2K
|
22.7K
$2.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-260- 7.69% |
$20.2K - $21.7K
|
3.12K
$287K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-262- 2.03% |
$20.4K - $21.9K
|
12.6K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-266- 0.98% |
$20.7K - $22.2K
|
26.9K
$2.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-271- 1.72% |
$21.1K - $22.7K
|
15.5K
$1.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-274- 6.74% |
$21.3K - $22.9K
|
3.79K
$349K
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-297- 7.07% |
$23.1K - $24.8K
|
3.91K
$359K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-299- 5.14% |
$23.3K - $25K
|
5.52K
$508K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-300- 4.63% |
$23.4K - $25.1K
|
6.18K
$568K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-300- 7.72% |
$23.4K - $25.1K
|
3.59K
$330K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-303- 6.37% |
$23.6K - $25.3K
|
4.46K
$410K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-305- 11.16% |
$23.7K - $25.5K
|
2.43K
$223K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-308- 6.69% |
$24K - $25.7K
|
4.29K
$395K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-314- 9.07% |
$24.4K - $26.2K
|
3.15K
$289K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-319- 0.75% |
$24.8K - $26.7K
|
42K
$3.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-322- 0.8% |
$25.1K - $26.9K
|
40.2K
$3.69M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-322- 5.5% |
$25.1K - $26.9K
|
5.53K
$509K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-325- 6.6% |
$25.3K - $27.2K
|
4.6K
$423K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-326- 1.47% |
$25.4K - $27.2K
|
21.8K
$2M
|
|
|
May 15, 2024
Q1 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-331- 9.81% |
$25.8K - $27.7K
|
3.04K
$280K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-334- 9.79% |
$26K - $27.9K
|
3.08K
$283K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-336- 6.61% |
$26.2K - $28.1K
|
4.75K
$436K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-340- 69.96% |
$26.5K - $28.4K
|
146
$13.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-343- 8.57% |
$26.7K - $28.7K
|
3.66K
$336K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-347- 4.27% |
$27K - $29K
|
7.78K
$716K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-357- 9.64% |
$27.8K - $29.8K
|
3.35K
$308K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-363- 0.67% |
$28.3K - $30.3K
|
53.5K
$4.92M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-369- 3.51% |
$28.7K - $30.8K
|
10.2K
$934K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-369- 5.72% |
$28.7K - $30.8K
|
6.08K
$559K
|