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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.52KNew |
$202K - $214K
|
2.52K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.46K+ 12.22% |
$197K - $209K
|
22.6K
$2.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.45KNew |
$195K - $207K
|
2.45K
$227K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.43K+ 2.76% |
$195K - $206K
|
90.7K
$8.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.4KNew |
$192K - $203K
|
2.4K
$222K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
2.39KNew |
$191K - $203K
|
2.39K
$222K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.39KNew |
$191K - $202K
|
2.39K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
2.37K+ 0.74% |
$189K - $200K
|
324K
$30M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.3K+ 4.83% |
$184K - $195K
|
50K
$4.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
2.26K+ 5.94% |
$181K - $192K
|
40.4K
$3.75M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
2.23K+ 1.93% |
$178K - $189K
|
117K
$10.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
2.19K+ 35.8% |
$175K - $185K
|
8.31K
$770K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.12KNew |
$170K - $180K
|
2.12K
$197K
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2.09K+ 1.74% |
$167K - $177K
|
122K
$11.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
2.02K+ 12.21% |
$161K - $171K
|
18.6K
$1.72M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.98K+ 52.97% |
$158K - $168K
|
5.72K
$531K
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.93K+ 0.81% |
$154K - $163K
|
238K
$22.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
1.89K+ 79.95% |
$151K - $160K
|
4.26K
$395K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.79K+ 0.77% |
$143K - $151K
|
232K
$21.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.73K+ 8.06% |
$138K - $146K
|
23.2K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.7KNew |
$136K - $144K
|
1.7K
$158K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.68K+ 1.08% |
$134K - $142K
|
157K
$14.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.66K+ 26.17% |
$132K - $140K
|
7.98K
$740K
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.6K+ 11.19% |
$128K - $136K
|
15.9K
$1.48M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.58KNew |
$126K - $133K
|
1.58K
$146K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.57K+ 9.04% |
$125K - $132K
|
18.9K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.54K+ 1.19% |
$123K - $130K
|
131K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.51K+ 30.86% |
$120K - $128K
|
6.39K
$592K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.49K+ 1.44% |
$119K - $126K
|
105K
$9.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.47KNew |
$117K - $124K
|
1.47K
$136K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.46K+ 10.57% |
$116K - $123K
|
15.2K
$1.41M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.45K+ 0.72% |
$116K - $123K
|
204K
$18.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1.45K+ 1.12% |
$116K - $123K
|
131K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 1.67% |
$115K - $122K
|
88.1K
$8.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.41K+ 43.83% |
$113K - $120K
|
4.64K
$430K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.37K+ 1.95% |
$109K - $116K
|
71.5K
$6.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.36K+ 3.12% |
$109K - $115K
|
44.9K
$4.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.29K+ 0.62% |
$103K - $109K
|
210K
$19.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.28K+ 7.93% |
$102K - $108K
|
17.4K
$1.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.27K+ 36.47% |
$101K - $107K
|
4.75K
$441K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.27K+ 39.82% |
$101K - $107K
|
4.45K
$412K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.24K+ 3.31% |
$99.3K - $105K
|
38.8K
$3.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
BUY
|
- |
1.23K+ 0.45% |
$98.4K - $104K
|
276K
$25.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.2K+ 1.22% |
$95.9K - $102K
|
99.2K
$9.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.15K+ 0.57% |
$92K - $97.4K
|
201K
$18.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.13K+ 2.46% |
$90.5K - $95.8K
|
47.2K
$4.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.11K+ 2.77% |
$88.8K - $94K
|
41.2K
$3.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.07K+ 4.84% |
$85.4K - $90.5K
|
23.2K
$2.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 6.75% |
$84.5K - $89.5K
|
16.7K
$1.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.03K+ 6.64% |
$82.6K - $87.5K
|
16.6K
$1.54M
|