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 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.03K- 3.76% |
$74.3K - $78K
|
26.3K
$2.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.03K- 31.18% |
$74.6K - $78.3K
|
2.27K
$213K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 27.58% |
$76.7K - $80.5K
|
2.78K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.06K- 14.83% |
$76.9K - $80.8K
|
6.1K
$572K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.07K- 3.03% |
$77.4K - $81.4K
|
34.2K
$3.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.08K- 5.9% |
$77.9K - $81.8K
|
17.2K
$1.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.08K- 12.07% |
$78.2K - $82.1K
|
7.87K
$737K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.1K- 0.4% |
$79.7K - $83.7K
|
271K
$25.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.11K- 11.88% |
$80.6K - $84.7K
|
8.26K
$774K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.12K- 3.52% |
$80.8K - $84.9K
|
30.6K
$2.86M
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.12K- 1.33% |
$81.1K - $85.3K
|
83K
$7.78M
|
|
|
Oct 30, 2023
Q3 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-1.14K- 1.44% |
$82.7K - $86.9K
|
78.1K
$7.32M
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.15K- 1.56% |
$83.2K - $87.4K
|
72.6K
$6.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.15K- 11.97% |
$83.3K - $87.5K
|
8.47K
$793K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.17K- 1.85% |
$84.8K - $89.1K
|
62.2K
$5.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.18K- 13.74% |
$85K - $89.4K
|
7.38K
$691K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.19K- 5.13% |
$86K - $90.4K
|
22K
$2.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1.2K- 93.89% |
$86.8K - $91.2K
|
78
$7.31K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.2K- 58.14% |
$87.1K - $91.6K
|
867
$81.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.2K- 58.14% |
$87.1K - $91.6K
|
867
$81.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.21K- 3.57% |
$87.4K - $91.8K
|
32.6K
$3.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.22K- 7.42% |
$88.2K - $92.7K
|
15.2K
$1.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.24K- 17.32% |
$89.8K - $94.4K
|
5.92K
$555K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.25K- 5.66% |
$90.5K - $95.1K
|
20.8K
$1.95M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.26K- 70.72% |
$91.4K - $96.1K
|
523
$49K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.26K- 2.84% |
$91.4K - $96.1K
|
43.1K
$4.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.27K- 19.86% |
$92.1K - $96.7K
|
5.13K
$481K
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-1.29K- 5.19% |
$93.2K - $98K
|
23.5K
$2.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.33K- 7.06% |
$96K - $101K
|
17.5K
$1.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.33K- 2.2% |
$96.1K - $101K
|
59K
$5.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.34K- 1.64% |
$96.8K - $102K
|
80.2K
$7.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.37K- 6.31% |
$99.1K - $104K
|
20.3K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.37K- 12.27% |
$99.4K - $104K
|
9.81K
$919K
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.43K- 4.67% |
$103K - $109K
|
29.1K
$2.73M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.45K- 24.16% |
$105K - $110K
|
4.54K
$425K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.45K- 16.66% |
$105K - $110K
|
7.24K
$679K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.47K- 11.51% |
$106K - $111K
|
11.3K
$1.06M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.47K- 26.49% |
$107K - $112K
|
4.09K
$383K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.47K- 26.49% |
$107K - $112K
|
4.09K
$383K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.51K- 1.4% |
$109K - $115K
|
106K
$9.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.51K- 17.45% |
$110K - $115K
|
7.16K
$671K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.52K- 16.92% |
$110K - $116K
|
7.47K
$700K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.57K- 7.78% |
$113K - $119K
|
18.6K
$1.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.58K- 17.12% |
$114K - $120K
|
7.62K
$714K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.59K- 17.18% |
$115K - $121K
|
7.65K
$717K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.62K- 2.14% |
$118K - $124K
|
74.3K
$6.96M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.67K- 3.17% |
$121K - $127K
|
50.9K
$4.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.67K- 7.22% |
$121K - $127K
|
21.5K
$2.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.68K- 1.08% |
$121K - $127K
|
153K
$14.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.68K- 2.75% |
$122K - $128K
|
59.6K
$5.58M
|