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 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.15% |
$400 - $423
|
3.31K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
5+ 0.13% |
$400 - $423
|
4K
$371K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5+ 0.19% |
$400 - $423
|
2.69K
$250K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.21% |
$320 - $339
|
1.87K
$173K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4+ 0.15% |
$320 - $339
|
2.67K
$247K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4+ 0.12% |
$320 - $339
|
3.22K
$298K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.37% |
$320 - $339
|
1.09K
$101K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3+ 0.1% |
$240 - $254
|
3.06K
$284K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
3+ 0.7% |
$240 - $254
|
433
$40.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
3New |
$240 - $254
|
3
$278
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.01% |
$160 - $169
|
14.9K
$1.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.42% |
$160 - $169
|
480
$44.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1+ 0.01% |
$79.9 - $84.6
|
9.19K
$852K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.06% |
$79.9 - $84.6
|
1.65K
$153K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.05% |
$79.9 - $84.6
|
2.18K
$202K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.08% |
$79.9 - $84.6
|
1.27K
$118K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$79.9 - $84.6
|
9.47K
$878K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1- 0.04% |
$79.9 - $84.6
|
2.24K
$208K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.01% |
$79.9 - $84.6
|
7.28K
$675K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1- 0.05% |
$79.9 - $84.6
|
1.89K
$175K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2- 0.04% |
$160 - $169
|
5.47K
$507K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.16% |
$320 - $339
|
2.54K
$235K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-5- 0.16% |
$400 - $423
|
3.08K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-6- 0.03% |
$480 - $508
|
20.9K
$1.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6- 0.04% |
$480 - $508
|
15.5K
$1.43M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-7- 0.04% |
$559 - $592
|
18.1K
$1.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-7- 0.07% |
$559 - $592
|
10.6K
$979K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-10- 37.04% |
$799 - $846
|
17
$1.58K
|
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-10- 0.02% |
$799 - $846
|
40.5K
$3.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-11- 3.24% |
$879 - $931
|
328
$30.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-12- 0.49% |
$959 - $1.02K
|
2.46K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16- 0.22% |
$1.28K - $1.35K
|
7.18K
$666K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-17- 0.49% |
$1.36K - $1.44K
|
3.43K
$318K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-17- 0.5% |
$1.36K - $1.44K
|
3.4K
$315K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-18- 3.96% |
$1.44K - $1.52K
|
436
$40.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-19- 0.12% |
$1.52K - $1.61K
|
15.6K
$1.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20- 0.84% |
$1.6K - $1.69K
|
2.36K
$218K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-20- 0.25% |
$1.6K - $1.69K
|
8.11K
$752K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-23- 0.36% |
$1.84K - $1.95K
|
6.44K
$597K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-24- 0.17% |
$1.92K - $2.03K
|
14.5K
$1.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-26- 0.46% |
$2.08K - $2.2K
|
5.59K
$519K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-26- 0.12% |
$2.08K - $2.2K
|
22.2K
$2.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-28- 0.46% |
$2.24K - $2.37K
|
6.08K
$564K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-29- 0.13% |
$2.32K - $2.45K
|
22.7K
$2.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-30- 0.69% |
$2.4K - $2.54K
|
4.33K
$402K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-30- 0.37% |
$2.4K - $2.54K
|
8.08K
$749K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-31- 43.66% |
$2.48K - $2.62K
|
40
$3.71K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-31- 0.82% |
$2.48K - $2.62K
|
3.74K
$347K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-36- 4.46% |
$2.88K - $3.05K
|
772
$71.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-36- 1.0% |
$2.88K - $3.05K
|
3.55K
$329K
|