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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.5K- 60.59% |
$194K - $209K
|
1.62K
$149K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.51K- 4.53% |
$196K - $210K
|
53K
$4.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-2.52K- 8.32% |
$196K - $210K
|
27.7K
$2.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.53K- 2.45% |
$197K - $211K
|
101K
$9.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-2.54K- 4.47% |
$198K - $212K
|
54.3K
$4.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.57K- 10.22% |
$200K - $215K
|
22.6K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.59K- 0.56% |
$202K - $216K
|
459K
$42.2M
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-2.62K- 22.85% |
$204K - $219K
|
8.83K
$812K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.62K- 16.85% |
$204K - $219K
|
12.9K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.66K- 4.4% |
$207K - $222K
|
57.7K
$5.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.66K- 4.06% |
$207K - $223K
|
62.9K
$5.78M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.7K- 5.53% |
$210K - $225K
|
46K
$4.23M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.71K- 41.3% |
$211K - $227K
|
3.85K
$354K
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.77K- 4.48% |
$215K - $231K
|
59K
$5.42M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.78K- 8.7% |
$217K - $233K
|
29.2K
$2.69M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.81K- 9.32% |
$218K - $234K
|
27.3K
$2.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-2.88K- 9.79% |
$224K - $241K
|
26.5K
$2.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.88K- 2.37% |
$224K - $241K
|
119K
$10.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-2.91K- 3.86% |
$226K - $243K
|
72.4K
$6.65M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.93K- 29.23% |
$228K - $245K
|
7.1K
$653K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.94K- 3.01% |
$229K - $246K
|
95K
$8.73M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.96K- 2.83% |
$230K - $247K
|
101K
$9.32M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3K- 2.66% |
$234K - $251K
|
110K
$10.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-3K- 4.17% |
$234K - $251K
|
69.1K
$6.35M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3K- 26.49% |
$234K - $251K
|
8.34K
$767K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-3.02K- 4.6% |
$235K - $252K
|
62.6K
$5.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.03K- 8.7% |
$236K - $253K
|
31.8K
$2.92M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.09K- 42.4% |
$240K - $258K
|
4.19K
$386K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-3.14K- 4.97% |
$244K - $262K
|
60K
$5.52M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.15K- 27.7% |
$246K - $264K
|
8.23K
$757K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.19K- 46.78% |
$248K - $267K
|
3.63K
$334K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.26K- 3.24% |
$253K - $272K
|
97.1K
$8.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.3K- 37.33% |
$257K - $276K
|
5.54K
$509K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-3.31K- 5.69% |
$258K - $277K
|
54.9K
$5.05M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-3.31K- 2.71% |
$258K - $277K
|
119K
$10.9M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.32K- 51.16% |
$259K - $278K
|
3.17K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.35K- 59.99% |
$261K - $280K
|
2.23K
$205K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-3.36K- 37.38% |
$262K - $281K
|
5.63K
$518K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.38K- 23.95% |
$263K - $283K
|
10.7K
$988K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.42K- 23.41% |
$266K - $286K
|
11.2K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.42K- 22.82% |
$266K - $286K
|
11.6K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.45K- 3.15% |
$268K - $288K
|
106K
$9.75M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3.48K- 9.32% |
$271K - $291K
|
33.8K
$3.11M
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3.49KClosed |
$272K - $292K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.51K- 0.3% |
$273K - $293K
|
1.15M
$106M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.57K- 11.85% |
$278K - $298K
|
26.6K
$2.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-3.6K- 32.95% |
$280K - $300K
|
7.31K
$673K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-3.64K- 5.69% |
$284K - $305K
|
60.4K
$5.55M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.67K- 17.16% |
$285K - $306K
|
17.7K
$1.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.71K- 5.19% |
$289K - $310K
|
67.8K
$6.23M
|