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 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
723+ 1.26% |
$52.3K - $55K
|
57.9K
$5.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
690+ 17.26% |
$49.9K - $52.5K
|
4.69K
$435K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
660New |
$47.8K - $50.2K
|
660
$61.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
657+ 1.9% |
$47.6K - $50K
|
35.2K
$3.27M
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
646+ 18.04% |
$46.8K - $49.1K
|
4.23K
$392K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
624+ 100.65% |
$45.2K - $47.5K
|
1.24K
$115K
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
622+ 7.12% |
$45K - $47.3K
|
9.36K
$868K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
605+ 3.51% |
$43.8K - $46K
|
17.8K
$1.65M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
537+ 10.06% |
$38.9K - $40.8K
|
5.87K
$544K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
534+ 0.78% |
$38.7K - $40.6K
|
69K
$6.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
531+ 2.79% |
$38.4K - $40.4K
|
19.6K
$1.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
527+ 1.08% |
$38.1K - $40.1K
|
49.5K
$4.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
525+ 9.78% |
$38K - $39.9K
|
5.89K
$546K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
525New |
$38K - $39.9K
|
525
$48.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
491+ 13.42% |
$35.5K - $37.3K
|
4.15K
$385K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
484+ 484.0% |
$35K - $36.8K
|
584
$54.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
484+ 3.73% |
$35K - $36.8K
|
13.5K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
477+ 10.88% |
$34.5K - $36.3K
|
4.86K
$451K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
453+ 14.62% |
$32.8K - $34.5K
|
3.55K
$329K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
448+ 8.7% |
$32.4K - $34.1K
|
5.6K
$519K
|
|
|
Oct 10, 2023
Q3 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
434+ 8.44% |
$31.4K - $33K
|
5.58K
$517K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
433+ 30.49% |
$31.3K - $32.9K
|
1.85K
$172K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
425+ 2.89% |
$30.8K - $32.3K
|
15.1K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
423+ 0.51% |
$30.6K - $32.2K
|
83.9K
$7.78M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
421+ 22.47% |
$30.5K - $32K
|
2.3K
$213K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
403+ 3.41% |
$29.2K - $30.7K
|
12.2K
$1.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
390+ 9.33% |
$28.2K - $29.7K
|
4.57K
$424K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
380+ 11.91% |
$27.5K - $28.9K
|
3.57K
$331K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
369+ 2.2% |
$26.7K - $28.1K
|
17.1K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
367New |
$26.6K - $27.9K
|
367
$34K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
356+ 21.68% |
$25.8K - $27.1K
|
2K
$185K
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
344+ 7.57% |
$24.9K - $26.2K
|
4.89K
$453K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
340+ 19.93% |
$24.6K - $25.9K
|
2.05K
$190K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
332+ 1.53% |
$24K - $25.3K
|
22K
$2.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
328+ 0.65% |
$23.7K - $24.9K
|
50.6K
$4.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
323+ 4.16% |
$23.4K - $24.6K
|
8.09K
$750K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
316+ 23.46% |
$22.9K - $24K
|
1.66K
$154K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
304+ 1.41% |
$22K - $23.1K
|
21.9K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
302+ 1.4% |
$21.9K - $23K
|
21.8K
$2.03M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
300+ 7.88% |
$21.7K - $22.8K
|
4.11K
$381K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
290+ 2.2% |
$21K - $22.1K
|
13.4K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
270+ 4.44% |
$19.5K - $20.5K
|
6.35K
$589K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
262+ 5.02% |
$19K - $19.9K
|
5.48K
$508K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
245+ 5.07% |
$17.7K - $18.6K
|
5.08K
$471K
|
|
|
Oct 18, 2023
Q3 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
244+ 0.12% |
$17.7K - $18.6K
|
201K
$18.6M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
236+ 29.06% |
$17.1K - $18K
|
1.05K
$97.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
233+ 0.13% |
$16.9K - $17.7K
|
185K
$17.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
231+ 1.71% |
$16.7K - $17.6K
|
13.7K
$1.27M
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
223+ 7.0% |
$16.1K - $17K
|
3.41K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
214+ 5.23% |
$15.5K - $16.3K
|
4.3K
$399K
|