Purchases and Sales Made in Q2 2024 in Ishares Msci Usa Min Vol Facto (USMV)

USMV Quotes by TradingView

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 25, 2024 Q2 2024
Yeomans Consulting Group, Inc.

Marietta, GA
BUY
 -
271
+ 0.75%
$21.7K - $22.9K
36.5K $3.39M
Oct 28, 2024 Q2 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
265
+ 165.63%
$21.2K - $22.4K
425 $39.4K
Jul 17, 2024 Q2 2024
Westside Investment Management, Inc.

BUY
 -
253
+ 7.06%
$20.2K - $21.4K
3.84K $356K
Jul 23, 2024 Q2 2024
Courier Capital LLC

BUY
 -
247
+ 9.61%
$19.7K - $20.9K
2.82K $261K
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
246
New
$19.7K - $20.8K
246 $22.8K
Aug 02, 2024 Q2 2024
Veriti Management LLC

BUY
 -
243
+ 2.38%
$19.4K - $20.6K
10.5K $969K
Jul 30, 2024 Q2 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
236
+ 0.74%
$18.9K - $20K
32K $2.97M
Aug 13, 2024 Q2 2024
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
229
+ 1.42%
$18.3K - $19.4K
16.3K $1.52M
Jul 30, 2024 Q2 2024
Kings Path Partners LLC

Sugar Land, TX
BUY
 -
228
New
$18.2K - $19.3K
228 $21.1K
Jul 15, 2024 Q2 2024
In Track Investment Management Inc

BUY
 -
225
+ 6.28%
$18K - $19K
3.81K $353K
Aug 06, 2024 Q2 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
223
+ 2.1%
$17.8K - $18.9K
10.8K $1M
Jul 12, 2024 Q2 2024
Radnor Capital Management, LLC

BUY
 -
223
+ 3.59%
$17.8K - $18.9K
6.43K $596K
Aug 12, 2024 Q2 2024
Strong Box Wealth, LLC

BUY
 -
205
+ 2.74%
$16.4K - $17.3K
7.68K $712K
Aug 13, 2024 Q2 2024
Mendel Money Management

Northbrook, IL
BUY
 -
191
+ 3.71%
$15.3K - $16.2K
5.34K $495K
Aug 13, 2024 Q2 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
191
+ 1.76%
$15.3K - $16.2K
11K $1.02M
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
169
+ 5.35%
$13.5K - $14.3K
3.33K $308K
Jul 31, 2024 Q2 2024
Investment Advisory Group, LLC

BUY
 -
162
+ 0.23%
$12.9K - $13.7K
70.7K $6.55M
Aug 12, 2024 Q2 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
156
+ 2.85%
$12.5K - $13.2K
5.63K $522K
Jul 25, 2024 Q2 2024
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
155
New
$12.4K - $13.1K
155 $14.4K
Aug 05, 2024 Q2 2024
Blue Bell Private Wealth Management, LLC

BUY
 -
153
+ 122.4%
$12.2K - $12.9K
278 $25.8K
Jul 12, 2024 Q2 2024
Mc Naughton Wealth Management, LLC

BUY
 -
146
+ 0.29%
$11.7K - $12.4K
50.7K $4.7M
Aug 13, 2024 Q2 2024
Fwl Investment Management, LLC

BUY
 -
143
New
$11.4K - $12.1K
143 $13.3K
Jul 30, 2024 Q2 2024
Activest Wealth Management

BUY
 -
137
New
$10.9K - $11.6K
137 $12.7K
Jul 25, 2024 Q2 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
137
New
$10.9K - $11.6K
137 $12.7K
Aug 02, 2024 Q2 2024
New World Advisors LLC

Hingham, MA
BUY
 -
130
+ 3.92%
$10.4K - $11K
3.45K $320K
Jul 19, 2024 Q2 2024
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
130
+ 0.21%
$10.4K - $11K
61.8K $5.73M
Aug 13, 2024 Q2 2024
Opus Investment Management Inc

BUY
 -
127
+ 0.21%
$10.1K - $10.7K
60.6K $5.61M
Jul 25, 2024 Q2 2024
Independence Bank Of Kentucky

BUY
 -
125
+ 2.44%
$9.99K - $10.6K
5.25K $487K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
125
New
$9.99K - $10.6K
125 $11.6K
Jul 09, 2024 Q2 2024
Sage Capital Advisors,Llc

BUY
 -
123
+ 2.36%
$9.83K - $10.4K
5.33K $494K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
121
New
$9.67K - $10.2K
121 $11.2K
Aug 19, 2024 Q2 2024
Hershey Financial Advisers, LLC

Lancaster, PA
BUY
 -
117
New
$9.35K - $9.9K
117 $10.8K
Jul 10, 2024 Q2 2024
Albion Financial Group

BUY
 -
114
+ 61.62%
$9.11K - $9.65K
299 $27.7K
Jul 15, 2024 Q2 2024
Patriot Investment Management Inc.

BUY
 -
111
+ 0.38%
$8.87K - $9.39K
29.1K $2.7M
Aug 20, 2024 Q2 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
102
+ 170.0%
$8.15K - $8.63K
162 $15K
Jul 25, 2024 Q2 2024
Latitude Advisors, LLC

BUY
 -
99
+ 2.09%
$7.91K - $8.38K
4.85K $449K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
98
New
$7.83K - $8.29K
98 $9.09K
Aug 05, 2024 Q2 2024
Parkside Financial Bank & Trust

BUY
 -
97
+ 7.42%
$7.75K - $8.21K
1.41K $130K
Aug 12, 2024 Q2 2024
Etfidea, LLC

Syracuse, NY
BUY
 -
91
+ 0.93%
$7.27K - $7.7K
9.89K $917K
Aug 13, 2024 Q2 2024
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
89
+ 6.18%
$7.11K - $7.53K
1.53K $142K
Jul 10, 2024 Q2 2024
Garrett Investment Advisors LLC

BUY
 -
77
+ 0.2%
$6.15K - $6.52K
38K $3.53M
Jul 29, 2024 Q2 2024
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
76
+ 1.29%
$6.07K - $6.43K
5.96K $553K
Jul 30, 2024 Q2 2024
Tfb Advisors LLC

Overland Park, KS
BUY
 -
74
+ 1.93%
$5.91K - $6.26K
3.91K $362K
Aug 07, 2024 Q2 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
71
+ 3.54%
$5.67K - $6.01K
2.08K $193K
Jul 24, 2024 Q2 2024
Destination Wealth Management

BUY
 -
68
+ 1.96%
$5.43K - $5.75K
3.54K $328K
Aug 14, 2024 Q2 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
62
+ 0.01%
$4.96K - $5.25K
459K $42.5M
Aug 01, 2024 Q2 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
58
+ 0.71%
$4.64K - $4.91K
8.24K $764K
Jul 15, 2024 Q2 2024
Pfg Private Wealth Management, LLC

BUY
 -
57
+ 0.93%
$4.56K - $4.82K
6.18K $573K
Jul 17, 2024 Q2 2024
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
54
+ 0.47%
$4.32K - $4.57K
11.6K $1.07M

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