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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-42- 0.33% |
$3.52K - $3.86K
|
12.6K
$1.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-43- 0.62% |
$3.6K - $3.95K
|
6.9K
$640K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-45- 0.56% |
$3.77K - $4.13K
|
8.05K
$746K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-48- 0.7% |
$4.02K - $4.41K
|
6.81K
$631K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-49- 0.52% |
$4.1K - $4.5K
|
9.42K
$873K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-49- 67.12% |
$4.1K - $4.5K
|
24
$2.23K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-53- 1.29% |
$4.44K - $4.87K
|
4.05K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-54- 0.35% |
$4.52K - $4.96K
|
15.6K
$1.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-55- 5.52% |
$4.61K - $5.05K
|
941
$87.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-56- 0.78% |
$4.69K - $5.14K
|
7.1K
$658K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-57- 1.49% |
$4.77K - $5.23K
|
3.76K
$349K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-58- 0.53% |
$4.86K - $5.33K
|
10.8K
$1M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-61- 21.94% |
$5.11K - $5.6K
|
217
$20.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-64- 7.43% |
$5.36K - $5.88K
|
797
$73.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-66- 1.68% |
$5.53K - $6.06K
|
3.86K
$358K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-68- 1.95% |
$5.7K - $6.24K
|
3.42K
$317K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-69- 23.08% |
$5.78K - $6.34K
|
230
$21.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-70- 1.98% |
$5.86K - $6.43K
|
3.47K
$322K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-71- 1.26% |
$5.95K - $6.52K
|
5.56K
$515K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-71- 1.94% |
$5.95K - $6.52K
|
3.6K
$333K
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-72- 0.03% |
$6.03K - $6.61K
|
226K
$21M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-73- 0.77% |
$6.11K - $6.7K
|
9.45K
$876K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-74- 2.77% |
$6.2K - $6.79K
|
2.59K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-78- 54.55% |
$6.53K - $7.16K
|
65
$6.03K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-78- 0.72% |
$6.53K - $7.16K
|
10.7K
$995K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-78- 1.4% |
$6.53K - $7.16K
|
5.48K
$508K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-79- 22.97% |
$6.62K - $7.25K
|
265
$24.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-79- 2.02% |
$6.62K - $7.25K
|
3.84K
$356K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-80- 2.58% |
$6.7K - $7.35K
|
3.02K
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-84- 0.52% |
$7.04K - $7.71K
|
16.1K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-84- 1.59% |
$7.04K - $7.71K
|
5.19K
$481K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-87- 1.84% |
$7.29K - $7.99K
|
4.64K
$430K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-91- 15.07% |
$7.62K - $8.36K
|
513
$47.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-93- 2.09% |
$7.79K - $8.54K
|
4.35K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-97- 25.0% |
$8.12K - $8.91K
|
291
$27K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-99- 55.0% |
$8.29K - $9.09K
|
81
$7.51K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-100- 69.44% |
$8.38K - $9.18K
|
44
$4.08K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-100- 1.2% |
$8.38K - $9.18K
|
8.23K
$763K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-100- 9.47% |
$8.38K - $9.18K
|
956
$88.6K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-101- 1.25% |
$8.46K - $9.27K
|
8K
$741K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-102- 0.42% |
$8.54K - $9.37K
|
24.2K
$2.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-103- 3.37% |
$8.63K - $9.46K
|
2.95K
$274K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-108- 2.9% |
$9.05K - $9.92K
|
3.62K
$336K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-110- 0.43% |
$9.21K - $10.1K
|
25.3K
$2.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-113- 0.25% |
$9.46K - $10.4K
|
45.6K
$4.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-116- 2.22% |
$9.72K - $10.7K
|
5.11K
$473K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-116- 3.11% |
$9.72K - $10.7K
|
3.62K
$335K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-117- 0.11% |
$9.8K - $10.7K
|
104K
$9.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-117- 10.01% |
$9.8K - $10.7K
|
1.05K
$97.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-119- 2.23% |
$9.97K - $10.9K
|
5.21K
$483K
|