Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-142- 1.49% |
$10.3K - $10.8K
|
9.38K
$869K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-143- 2.51% |
$10.4K - $10.9K
|
5.56K
$515K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-145- 0.74% |
$10.5K - $11K
|
19.5K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-146- 2.54% |
$10.6K - $11.1K
|
5.6K
$519K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-146- 0.43% |
$10.6K - $11.1K
|
34.2K
$3.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-147- 3.41% |
$10.6K - $11.2K
|
4.16K
$386K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-150- 1.03% |
$10.9K - $11.4K
|
14.3K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-153- 1.87% |
$11.1K - $11.6K
|
8.03K
$744K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-160- 3.25% |
$11.6K - $12.2K
|
4.77K
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-162- 1.31% |
$11.7K - $12.3K
|
12.2K
$1.14M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-164- 1.01% |
$11.9K - $12.5K
|
16.1K
$1.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-165- 0.34% |
$11.9K - $12.5K
|
48.5K
$4.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-169- 1.23% |
$12.2K - $12.9K
|
13.6K
$1.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-170- 2.7% |
$12.3K - $12.9K
|
6.13K
$568K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-170- 2.56% |
$12.3K - $12.9K
|
6.47K
$599K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-175- 5.15% |
$12.7K - $13.3K
|
3.22K
$299K
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-175- 1.77% |
$12.7K - $13.3K
|
9.74K
$903K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-177- 0.19% |
$12.8K - $13.5K
|
92.8K
$8.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-177- 2.3% |
$12.8K - $13.5K
|
7.52K
$697K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-182- 0.23% |
$13.2K - $13.8K
|
77.6K
$7.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-189- 4.23% |
$13.7K - $14.4K
|
4.28K
$397K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-189- 0.16% |
$13.7K - $14.4K
|
120K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-197- 46.46% |
$14.3K - $15K
|
227
$21K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-198- 3.29% |
$14.3K - $15.1K
|
5.82K
$540K
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-198- 0.89% |
$14.3K - $15.1K
|
22.2K
$2.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-200- 1.02% |
$14.5K - $15.2K
|
19.3K
$1.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-205- 4.72% |
$14.8K - $15.6K
|
4.14K
$384K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-208- 71.48% |
$15.1K - $15.8K
|
83
$7.69K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-211- 0.83% |
$15.3K - $16K
|
25.2K
$2.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-211- 1.36% |
$15.3K - $16K
|
15.3K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-217- 2.75% |
$15.7K - $16.5K
|
7.69K
$713K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-217- 4.98% |
$15.7K - $16.5K
|
4.14K
$384K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-218- 3.92% |
$15.8K - $16.6K
|
5.35K
$496K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-220- 0.32% |
$15.9K - $16.7K
|
67.8K
$6.29M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-223- 6.24% |
$16.1K - $17K
|
3.35K
$311K
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-225- 2.73% |
$16.3K - $17.1K
|
8.01K
$743K
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-227- 6.42% |
$16.4K - $17.3K
|
3.31K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-232- 0.41% |
$16.8K - $17.6K
|
56.1K
$5.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-233- 2.16% |
$16.9K - $17.7K
|
10.6K
$981K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-235- 8.0% |
$17K - $17.9K
|
2.7K
$251K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-242- 15.73% |
$17.5K - $18.4K
|
1.3K
$120K
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-250- 0.61% |
$18.1K - $19K
|
40.7K
$3.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-258- 8.33% |
$18.7K - $19.6K
|
2.84K
$263K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-259- 0.86% |
$18.7K - $19.7K
|
29.8K
$2.76M
|
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-261- 6.02% |
$18.9K - $19.9K
|
4.08K
$378K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-261- 1.57% |
$18.9K - $19.9K
|
16.4K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-262- 2.12% |
$19K - $19.9K
|
12.1K
$1.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-264- 28.12% |
$19.1K - $20.1K
|
675
$62.6K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-266- 0.22% |
$19.3K - $20.2K
|
120K
$11.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-268- 6.88% |
$19.4K - $20.4K
|
3.63K
$336K
|