Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2- 2.41% |
$168 - $184
|
81
$7.51K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2- 0.07% |
$168 - $184
|
2.8K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3- 0.09% |
$251 - $275
|
3.3K
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-3- 0.01% |
$251 - $275
|
22.2K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4- 0.1% |
$335 - $367
|
3.86K
$358K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-5- 0.08% |
$419 - $459
|
6.41K
$594K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-5- 1.8% |
$419 - $459
|
273
$25.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5- 0.08% |
$419 - $459
|
6.58K
$610K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-7- 0.04% |
$586 - $643
|
17.6K
$1.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-7- 0.25% |
$586 - $643
|
2.75K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-7- 0.05% |
$586 - $643
|
15.2K
$1.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-7- 0.21% |
$586 - $643
|
3.26K
$302K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-8- 0.08% |
$670 - $735
|
10.6K
$978K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-8- 0.13% |
$670 - $735
|
6.11K
$567K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-8- 0.11% |
$670 - $735
|
7.49K
$694K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.73% |
$670 - $735
|
1.08K
$100K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-9- 0.17% |
$754 - $826
|
5.45K
$505K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9- 4.57% |
$754 - $826
|
188
$17.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9- 0.01% |
$754 - $826
|
118K
$10.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-9- 0.17% |
$754 - $826
|
5.32K
$493K
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-11- 0.05% |
$921 - $1.01K
|
22.1K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-13- 0.8% |
$1.09K - $1.19K
|
1.6K
$149K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-14- 1.36% |
$1.17K - $1.29K
|
1.01K
$94K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 0.25% |
$1.17K - $1.29K
|
5.5K
$510K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-14- 0.15% |
$1.17K - $1.29K
|
9.17K
$850K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-14- 0.07% |
$1.17K - $1.29K
|
20K
$1.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-18- 0.75% |
$1.51K - $1.65K
|
2.38K
$220K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-23- 0.51% |
$1.93K - $2.11K
|
4.49K
$416K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-23- 0.08% |
$1.93K - $2.11K
|
29.1K
$2.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-24- 1.79% |
$2.01K - $2.2K
|
1.32K
$122K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-25- 1.04% |
$2.09K - $2.3K
|
2.37K
$220K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-25- 28.41% |
$2.09K - $2.3K
|
63
$5.84K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-27- 1.0% |
$2.26K - $2.48K
|
2.68K
$248K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-27- 0.76% |
$2.26K - $2.48K
|
3.52K
$326K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-28- 0.14% |
$2.35K - $2.57K
|
20.1K
$1.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-28- 0.01% |
$2.35K - $2.57K
|
259K
$24M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-28- 0.85% |
$2.35K - $2.57K
|
3.28K
$304K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-30- 0.97% |
$2.51K - $2.75K
|
3.08K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-30- 0.27% |
$2.51K - $2.75K
|
11K
$1.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-33- 0.7% |
$2.76K - $3.03K
|
4.65K
$431K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-35- 0.49% |
$2.93K - $3.21K
|
7.14K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-36- 1.09% |
$3.02K - $3.31K
|
3.27K
$303K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-37- 1.27% |
$3.1K - $3.4K
|
2.88K
$267K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-37- 0.55% |
$3.1K - $3.4K
|
6.73K
$623K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-38- 0.23% |
$3.18K - $3.49K
|
16.6K
$1.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-38- 0.07% |
$3.18K - $3.49K
|
51.9K
$4.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-39- 97.5% |
$3.27K - $3.58K
|
1
$92.7
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-40- 0.76% |
$3.35K - $3.67K
|
5.21K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-40- 0.28% |
$3.35K - $3.67K
|
14.3K
$1.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-41- 0.66% |
$3.43K - $3.76K
|
6.14K
$569K
|