Purchases and Sales Made in Q3 2023 in Ishares Msci Usa Min Vol Facto (USMV)

USMV Quotes by TradingView

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 19, 2023 Q3 2023
Jmac Enterprises LLC

BUY
 -
4.13K
+ 6.54%
$299K - $314K
67.3K $6.24M
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
4.04K
+ 29.69%
$292K - $307K
17.6K $1.64M
Nov 14, 2023 Q3 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
3.98K
New
$288K - $303K
3.98K $369K
Oct 17, 2023 Q3 2023
Founders Financial Securities LLC

BUY
 -
3.76K
+ 4.6%
$272K - $286K
85.4K $7.92M
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
3.75K
+ 11.68%
$271K - $285K
35.9K $3.32M
Nov 14, 2023 Q3 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
3.73K
New
$270K - $283K
3.73K $346K
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
3.72K
New
$269K - $283K
3.72K $345K
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
3.69K
New
$267K - $281K
3.69K $342K
Oct 27, 2023 Q3 2023
Midwest Heritage Bank, Fsb

BUY
 -
3.55K
New
$257K - $270K
3.55K $329K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
3.53K
+ 11.9%
$255K - $268K
33.1K $3.07M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
3.4K
+ 0.49%
$246K - $258K
691K $64M
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
3.28K
New
$237K - $249K
3.28K $304K
Oct 16, 2023 Q3 2023
Rothschild Investment Corp

BUY
 -
3.24K
New
$234K - $246K
3.24K $300K
Nov 13, 2023 Q3 2023
Cadence Bank

Tupelo, MS
BUY
 -
3.22K
New
$233K - $245K
3.22K $299K
Nov 14, 2023 Q3 2023
Petix & Botte CO

BUY
 -
3.14K
+ 5.08%
$227K - $239K
65K $6.02M
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
3.13K
+ 1.8%
$226K - $238K
177K $16.4M
Oct 24, 2023 Q3 2023
Adamsbrown Wealth Consultants LLC

BUY
 -
3.07K
New
$222K - $234K
3.07K $285K
Nov 13, 2023 Q3 2023
Mcmorgan & CO LLC

San Francisco, CA
BUY
 -
3.03K
+ 2.18%
$219K - $231K
142K $13.2M
Oct 23, 2023 Q3 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
3.02K
+ 2.45%
$219K - $230K
126K $11.7M
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.97K
+ 2.93%
$215K - $226K
104K $9.69M
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
2.91K
New
$211K - $221K
2.91K $270K
Nov 01, 2023 Q3 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
2.9K
New
$210K - $220K
2.9K $269K
Nov 14, 2023 Q3 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
2.9K
+ 2.12%
$210K - $220K
139K $12.9M
Oct 20, 2023 Q3 2023
Highview Capital Management LLC

BUY
 -
2.84K
+ 8.62%
$206K - $216K
35.8K $3.32M
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.82K
+ 29.74%
$204K - $215K
12.3K $1.14M
Oct 11, 2023 Q3 2023
Hbw Advisory Services LLC

BUY
 -
2.77K
New
$200K - $210K
2.77K $256K
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
2.66K
+ 2.8%
$192K - $202K
97.7K $9.06M
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
2.64K
+ 16.51%
$191K - $201K
18.6K $1.73M
Nov 09, 2023 Q3 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
2.59K
+ 15.99%
$188K - $197K
18.8K $1.74M
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
2.58K
+ 12.99%
$187K - $196K
22.5K $2.08M
Oct 20, 2023 Q3 2023
Capital Planning LLC

BUY
 -
2.53K
+ 2.75%
$183K - $193K
94.5K $8.76M
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
2.53K
New
$183K - $192K
2.53K $234K
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
2.48K
+ 1.82%
$180K - $189K
139K $12.9M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
2.43K
New
$176K - $185K
2.43K $225K
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
2.42K
+ 8.04%
$175K - $184K
32.5K $3.01M
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
2.41K
+ 62.02%
$175K - $184K
6.31K $585K
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

BUY
 -
2.4K
+ 3.56%
$173K - $182K
69.6K $6.46M
Oct 10, 2023 Q3 2023
Trinity Wealth Management, LLC

BUY
 -
2.37K
+ 1.55%
$172K - $180K
155K $14.4M
Oct 13, 2023 Q3 2023
Emerald Advisors, LLC

BUY
 -
2.34K
+ 7.67%
$170K - $178K
32.9K $3.05M
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
2.33K
New
$168K - $177K
2.33K $216K
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
2.25K
New
$163K - $171K
2.25K $209K
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
2.22K
+ 10.22%
$161K - $169K
23.9K $2.22M
Oct 11, 2023 Q3 2023
Cfm Wealth Partners LLC

BUY
 -
2.12K
+ 4.22%
$154K - $162K
52.5K $4.87M
Oct 20, 2023 Q3 2023
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
2.04K
+ 1.65%
$148K - $155K
125K $11.6M
Oct 10, 2023 Q3 2023
Apella Capital, LLC

BUY
 -
2K
+ 0.6%
$144K - $152K
335K $31.1M
Oct 30, 2023 Q3 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
1.91K
+ 11.11%
$138K - $146K
19.1K $1.77M
Oct 19, 2023 Q3 2023
Derbend Asset Management

BUY
 -
1.89K
+ 59.65%
$137K - $144K
5.07K $470K
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
1.87K
+ 29.76%
$135K - $142K
8.14K $755K
Oct 25, 2023 Q3 2023
Snider Financial Group

Bellevue, WA
BUY
 -
1.81K
+ 2.35%
$131K - $138K
78.7K $7.3M

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