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 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.9K+ 96.6% |
$2.09M - $2.2M
|
58.9K
$5.46M
|
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
28K+ 3.66% |
$2.03M - $2.13M
|
793K
$73.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
28K+ 6.91% |
$2.02M - $2.13M
|
432K
$40.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
27.9KNew |
$2.02M - $2.12M
|
27.9K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
27.4K+ 80.82% |
$1.98M - $2.08M
|
61.3K
$5.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
27.2KNew |
$1.97M - $2.07M
|
27.2K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
24.5KNew |
$1.77M - $1.86M
|
24.5K
$2.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
23.8K+ 75.21% |
$1.72M - $1.81M
|
55.4K
$5.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
23.7K+ 45.97% |
$1.71M - $1.8M
|
75.2K
$6.97M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23.7KNew |
$1.71M - $1.8M
|
23.7K
$2.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
23.5KNew |
$1.7M - $1.78M
|
23.5K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.1K+ 6.67% |
$1.67M - $1.76M
|
370K
$34.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
22.2KNew |
$1.61M - $1.69M
|
22.2K
$2.06M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
21.8K+ 21.64% |
$1.58M - $1.66M
|
123K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
21.3K+ 1.4% |
$1.54M - $1.62M
|
1.54M
$143M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
21.2K+ 6.99% |
$1.54M - $1.62M
|
325K
$30.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
20.4K+ 9.64% |
$1.48M - $1.55M
|
232K
$21.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20.4KNew |
$1.47M - $1.55M
|
20.4K
$1.89M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.8K+ 215.56% |
$1.43M - $1.5M
|
28.9K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.6K+ 27.49% |
$1.42M - $1.49M
|
90.7K
$8.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
18.8KNew |
$1.36M - $1.43M
|
18.8K
$1.74M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
18K+ 270.63% |
$1.3M - $1.37M
|
24.6K
$2.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.9K+ 3.95% |
$1.29M - $1.36M
|
470K
$43.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.8KNew |
$1.29M - $1.36M
|
17.8K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
17.5KNew |
$1.26M - $1.33M
|
17.5K
$1.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.2K+ 89.84% |
$1.25M - $1.31M
|
36.4K
$3.37M
|
|
|
Feb 04, 2025
Q3 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
16.7K+ 125.65% |
$1.21M - $1.27M
|
29.9K
$2.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.5K+ 90.58% |
$1.19M - $1.25M
|
34.7K
$3.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
16.2KNew |
$1.17M - $1.23M
|
16.2K
$1.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16K+ 3.13% |
$1.16M - $1.22M
|
526K
$48.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15.9K+ 165.17% |
$1.15M - $1.21M
|
25.6K
$2.37M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
15.7K+ 91.16% |
$1.14M - $1.2M
|
33K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
15.3K+ 29.38% |
$1.1M - $1.16M
|
67.2K
$6.23M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
14.5K+ 14.16% |
$1.05M - $1.11M
|
117K
$10.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13.8K+ 47.3% |
$1M - $1.05M
|
43K
$3.99M
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
BUY
|
- |
13.4K+ 14.98% |
$968K - $1.02M
|
103K
$9.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.2KNew |
$953K - $1M
|
13.2K
$1.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
12.1K+ 31.92% |
$876K - $920K
|
50K
$4.64M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
11.6K+ 5.97% |
$842K - $885K
|
207K
$19.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.4K+ 54.55% |
$825K - $867K
|
32.3K
$3M
|
|
|
Oct 16, 2023
Q3 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
11.4KNew |
$824K - $866K
|
11.4K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.4K+ 11.95% |
$823K - $865K
|
107K
$9.87M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
11KNew |
$796K - $837K
|
11K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9K+ 1.88% |
$791K - $831K
|
593K
$54.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
10.8K+ 4.75% |
$784K - $824K
|
239K
$22.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
10.6K+ 8.42% |
$768K - $807K
|
137K
$12.7M
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
10.5KNew |
$757K - $796K
|
10.5K
$970K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.2K+ 24.25% |
$740K - $777K
|
52.3K
$4.85M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
9.94K+ 251.28% |
$719K - $756K
|
13.9K
$1.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
9.85KNew |
$713K - $749K
|
9.85K
$913K
|