Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-763- 18.92% |
$61K - $64.6K
|
3.27K
$306K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-763- 20.81% |
$61K - $64.6K
|
2.9K
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-765- 7.19% |
$61.1K - $64.7K
|
9.88K
$926K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-767- 18.06% |
$61.3K - $64.9K
|
3.48K
$326K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-768- 7.08% |
$61.4K - $65K
|
10.1K
$945K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-774- 2.15% |
$61.9K - $65.5K
|
35.1K
$3.29M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-778- 12.11% |
$62.2K - $65.8K
|
5.65K
$529K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-781- 15.63% |
$62.4K - $66.1K
|
4.22K
$395K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-788- 0.15% |
$63K - $66.7K
|
520K
$48.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-794- 11.15% |
$63.5K - $67.2K
|
6.32K
$592K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-814- 2.43% |
$65.1K - $68.9K
|
32.7K
$3.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-834- 19.2% |
$66.7K - $70.6K
|
3.51K
$329K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-842- 10.23% |
$67.3K - $71.3K
|
7.39K
$692K
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
SELL
|
- |
-842- 0.83% |
$67.3K - $71.3K
|
101K
$9.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-864- 4.68% |
$69.1K - $73.1K
|
17.6K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-865- 4.73% |
$69.1K - $73.2K
|
17.4K
$1.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-868- 0.83% |
$69.4K - $73.5K
|
104K
$9.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-875- 15.54% |
$69.9K - $74.1K
|
4.76K
$446K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-877- 18.57% |
$70.1K - $74.2K
|
3.85K
$360K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-878- 5.77% |
$70.2K - $74.3K
|
14.3K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-879- 2.09% |
$70.2K - $74.4K
|
41.1K
$3.85M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-884- 1.41% |
$70.6K - $74.8K
|
62K
$5.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-894- 0.96% |
$71.4K - $75.7K
|
92.5K
$8.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-904- 8.63% |
$72.2K - $76.5K
|
9.57K
$897K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-904- 8.63% |
$72.2K - $76.5K
|
9.57K
$897K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-907- 1.31% |
$72.5K - $76.8K
|
68.2K
$6.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-911- 3.56% |
$72.8K - $77.1K
|
24.7K
$2.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-914- 4.97% |
$73K - $77.4K
|
17.5K
$1.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-952- 2.89% |
$76.1K - $80.6K
|
32K
$3M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-955- 83.04% |
$76.3K - $80.8K
|
195
$18.3K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-958- 6.22% |
$76.6K - $81.1K
|
14.5K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-961- 4.58% |
$76.8K - $81.3K
|
20K
$1.88M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-981- 1.42% |
$78.4K - $83K
|
68.2K
$6.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-984- 2.11% |
$78.6K - $83.3K
|
45.7K
$4.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-994- 24.1% |
$79.4K - $84.1K
|
3.13K
$293K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1K- 4.09% |
$80.2K - $85K
|
23.5K
$2.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.01K- 2.54% |
$81K - $85.7K
|
38.8K
$3.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.02K- 2.45% |
$81.8K - $86.6K
|
40.7K
$3.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 22.28% |
$81.9K - $86.7K
|
3.58K
$335K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.05K- 0.4% |
$83.9K - $88.9K
|
259K
$24.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.06K- 0.89% |
$84.9K - $89.9K
|
118K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.08K- 13.7% |
$86.2K - $91.3K
|
6.8K
$637K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.1K- 17.33% |
$88K - $93.2K
|
5.25K
$492K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.1K- 7.86% |
$88.2K - $93.4K
|
12.9K
$1.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.12K- 0.7% |
$89.3K - $94.5K
|
159K
$14.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-1.14K- 2.09% |
$90.8K - $96.1K
|
53.1K
$4.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.15K- 9.21% |
$92.2K - $97.7K
|
11.4K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.17K- 5.38% |
$93.7K - $99.3K
|
20.6K
$1.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.18K- 3.69% |
$94.1K - $99.7K
|
30.7K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.18K- 26.39% |
$94.2K - $99.8K
|
3.29K
$308K
|