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 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-6.4K- 61.41% |
$499K - $535K
|
4.02K
$370K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.49K- 10.17% |
$506K - $543K
|
57.4K
$5.27M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.56K- 4.32% |
$511K - $548K
|
145K
$13.3M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6.59K- 22.03% |
$513K - $551K
|
23.3K
$2.15M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.62K- 68.06% |
$516K - $553K
|
3.11K
$286K
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-6.63K- 32.43% |
$516K - $554K
|
13.8K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.64K- 67.62% |
$517K - $555K
|
3.18K
$292K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-6.77K- 9.05% |
$527K - $565K
|
68K
$6.25M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.81K- 7.28% |
$530K - $569K
|
86.6K
$7.96M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-6.83K- 16.72% |
$531K - $570K
|
34K
$3.13M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-6.83K- 50.32% |
$532K - $571K
|
6.75K
$620K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-6.91K- 51.31% |
$538K - $577K
|
6.56K
$603K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-6.95K- 63.56% |
$541K - $581K
|
3.99K
$367K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-7K- 11.37% |
$545K - $585K
|
54.6K
$5.02M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.18K- 47.86% |
$559K - $600K
|
7.82K
$719K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-7.22K- 66.13% |
$562K - $604K
|
3.7K
$340K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.27K- 7.22% |
$566K - $607K
|
93.3K
$8.58M
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-7.34K- 4.7% |
$571K - $613K
|
149K
$13.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-7.67K- 2.17% |
$597K - $641K
|
346K
$31.8M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.74K- 2.04% |
$602K - $646K
|
372K
$34.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-7.82K- 18.32% |
$609K - $654K
|
34.9K
$3.21M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.89K- 23.48% |
$615K - $660K
|
25.7K
$2.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-8.17K- 19.74% |
$636K - $683K
|
33.2K
$3.05M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-8.25K- 42.47% |
$642K - $690K
|
11.2K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-8.32K- 18.33% |
$648K - $695K
|
37.1K
$3.41M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.33K- 15.93% |
$649K - $696K
|
44K
$4.04M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-8.51K- 49.41% |
$662K - $711K
|
8.71K
$801K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-8.53K- 73.43% |
$664K - $713K
|
3.09K
$284K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8.54K- 2.69% |
$665K - $714K
|
309K
$28.4M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-8.55K- 2.92% |
$666K - $715K
|
284K
$26.1M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-8.84K- 33.81% |
$688K - $739K
|
17.3K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.84K- 1.01% |
$689K - $739K
|
868K
$79.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-8.94K- 62.87% |
$696K - $747K
|
5.28K
$485K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-9.23K- 20.44% |
$719K - $772K
|
35.9K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-9.26K- 13.31% |
$721K - $774K
|
60.3K
$5.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.3K- 40.78% |
$724K - $777K
|
13.5K
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.5K- 10.49% |
$739K - $794K
|
81K
$7.45M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-9.57K- 97.35% |
$745K - $800K
|
260
$23.9K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.7K- 64.59% |
$755K - $811K
|
5.32K
$489K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.89K- 16.45% |
$770K - $826K
|
50.2K
$4.62M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-9.96K- 32.5% |
$775K - $832K
|
20.7K
$1.9M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-10K- 8.33% |
$779K - $836K
|
110K
$10.1M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.1K- 27.55% |
$783K - $840K
|
26.4K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-10.1K- 32.38% |
$783K - $840K
|
21K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-10.2K- 41.01% |
$791K - $849K
|
14.6K
$1.34M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-10.2K- 3.91% |
$794K - $853K
|
251K
$23M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-10.3K- 99.39% |
$806K - $865K
|
64
$5.88K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-10.3K- 56.08% |
$806K - $865K
|
8.11K
$745K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-10.5K- 58.03% |
$815K - $874K
|
7.57K
$696K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10.5K- 3.72% |
$819K - $879K
|
273K
$25.1M
|