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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.08K- 19.95% |
$296K - $311K
|
16.4K
$1.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.11K- 24.68% |
$297K - $312K
|
12.5K
$1.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4.11K- 6.65% |
$298K - $313K
|
57.7K
$5.35M
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-4.19K- 30.05% |
$303K - $318K
|
9.74K
$903K
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-4.28K- 7.9% |
$309K - $325K
|
49.8K
$4.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.33K- 10.88% |
$314K - $329K
|
35.5K
$3.29M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.44K- 14.47% |
$322K - $338K
|
26.3K
$2.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-4.46K- 18.34% |
$323K - $339K
|
19.8K
$1.84M
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-4.53K- 19.87% |
$328K - $344K
|
18.3K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.57K- 17.93% |
$331K - $348K
|
20.9K
$1.94M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.57K- 5.1% |
$331K - $348K
|
85.1K
$7.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.66K- 7.61% |
$337K - $354K
|
56.5K
$5.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-4.69K- 9.68% |
$339K - $356K
|
43.7K
$4.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.84K- 4.97% |
$351K - $368K
|
92.7K
$8.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.85K- 8.33% |
$351K - $369K
|
53.4K
$4.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.87K- 8.99% |
$353K - $370K
|
49.3K
$4.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-4.87K- 17.12% |
$353K - $371K
|
23.6K
$2.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.87K- 10.65% |
$353K - $371K
|
40.9K
$3.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.88K- 29.53% |
$353K - $371K
|
11.6K
$1.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-4.99K- 20.56% |
$361K - $380K
|
19.3K
$1.79M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.02K- 6.38% |
$363K - $382K
|
73.6K
$6.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.06K- 4.75% |
$366K - $385K
|
101K
$9.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-5.08K- 52.11% |
$368K - $387K
|
4.67K
$433K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.26K- 2.29% |
$381K - $400K
|
225K
$20.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.26K- 2.2% |
$381K - $400K
|
234K
$21.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.28K- 0.18% |
$382K - $401K
|
2.85M
$264M
|
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-5.33K- 15.98% |
$386K - $405K
|
28K
$2.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-5.34K- 23.1% |
$386K - $406K
|
17.8K
$1.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-5.35K- 2.84% |
$387K - $407K
|
183K
$17M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.38K- 9.59% |
$389K - $409K
|
50.7K
$4.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-5.4K- 2.23% |
$391K - $411K
|
237K
$22M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.43K- 50.89% |
$393K - $413K
|
5.24K
$486K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.43K- 21.3% |
$393K - $413K
|
20.1K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-5.5K- 62.29% |
$398K - $418K
|
3.33K
$309K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.54K- 2.96% |
$401K - $421K
|
181K
$16.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-5.58K- 42.06% |
$404K - $425K
|
7.69K
$713K
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.72K- 13.76% |
$414K - $435K
|
35.9K
$3.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.74K- 7.91% |
$416K - $437K
|
66.9K
$6.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.84K- 10.05% |
$422K - $444K
|
52.3K
$4.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-5.86K- 31.89% |
$424K - $446K
|
12.5K
$1.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-5.9K- 16.27% |
$427K - $449K
|
30.4K
$2.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.9K- 1.71% |
$427K - $449K
|
338K
$31.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-6.01K- 2.05% |
$435K - $457K
|
287K
$26.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-6.06K- 18.55% |
$439K - $461K
|
26.6K
$2.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.08K- 68.64% |
$440K - $463K
|
2.78K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.17K- 63.36% |
$447K - $469K
|
3.57K
$331K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.2K- 14.3% |
$449K - $471K
|
37.1K
$3.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6.24K- 2.13% |
$451K - $474K
|
287K
$26.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.24K- 12.38% |
$452K - $475K
|
44.2K
$4.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.39K- 56.67% |
$463K - $486K
|
4.89K
$453K
|