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 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35.9K+ 40.74% |
$3.01M - $3.29M
|
124K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
35.3K+ 223.22% |
$2.96M - $3.24M
|
51.1K
$4.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
35.3K+ 16.38% |
$2.95M - $3.24M
|
251K
$23.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
34.3K+ 53.17% |
$2.88M - $3.15M
|
98.9K
$9.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33K+ 117.77% |
$2.76M - $3.03M
|
61K
$5.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
31.6K+ 194.53% |
$2.65M - $2.9M
|
47.8K
$4.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
31.6K+ 9.98% |
$2.65M - $2.9M
|
348K
$32.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
31.4K+ 10.21% |
$2.63M - $2.89M
|
339K
$31.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30.5KNew |
$2.56M - $2.8M
|
30.5K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
30.2KNew |
$2.53M - $2.78M
|
30.2K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
29.9K+ 1267.33% |
$2.51M - $2.75M
|
32.3K
$3M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
29.2KNew |
$2.44M - $2.68M
|
29.2K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
27.8KNew |
$2.33M - $2.55M
|
27.8K
$2.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
27.6KNew |
$2.31M - $2.53M
|
27.6K
$2.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
26.9KNew |
$2.25M - $2.47M
|
26.9K
$2.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
26.7KNew |
$2.24M - $2.46M
|
26.7K
$2.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
26.3K+ 43.16% |
$2.2M - $2.42M
|
87.3K
$8.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
24.2K+ 379.54% |
$2.02M - $2.22M
|
30.5K
$2.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
22.7KNew |
$1.9M - $2.08M
|
22.7K
$2.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.2K+ 31.91% |
$1.86M - $2.04M
|
91.9K
$8.52M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
20.6K+ 143.27% |
$1.73M - $1.89M
|
35K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.2K+ 14.01% |
$1.69M - $1.86M
|
164K
$15.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19.4K+ 8.07% |
$1.63M - $1.78M
|
260K
$24.1M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
19K+ 21.38% |
$1.59M - $1.75M
|
108K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.3K+ 0.82% |
$1.45M - $1.59M
|
2.13M
$198M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
16.6K+ 1.52% |
$1.39M - $1.52M
|
1.11M
$103M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.8K+ 1.61% |
$1.33M - $1.45M
|
1M
$92.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
14.9KNew |
$1.25M - $1.37M
|
14.9K
$1.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13.8K+ 12.07% |
$1.16M - $1.27M
|
128K
$11.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
12K+ 6.28% |
$1M - $1.1M
|
203K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
11.8K+ 71.97% |
$985K - $1.08M
|
28.1K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.6K+ 2.33% |
$974K - $1.07M
|
511K
$47.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.5K+ 57.75% |
$966K - $1.06M
|
31.5K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.5K+ 2.8% |
$962K - $1.05M
|
421K
$39M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11.4K+ 42.22% |
$958K - $1.05M
|
38.5K
$3.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
10.6K+ 73.55% |
$888K - $973K
|
25K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.5K+ 34.52% |
$880K - $965K
|
40.9K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
9.94KNew |
$832K - $912K
|
9.94K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.86K+ 17.6% |
$826K - $906K
|
65.9K
$6.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.85K+ 88.64% |
$825K - $905K
|
21K
$1.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
9.58K+ 19.0% |
$802K - $880K
|
60K
$5.56M
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
9.02KNew |
$756K - $829K
|
9.02K
$837K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8.96K+ 6.54% |
$751K - $823K
|
146K
$13.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.66KNew |
$725K - $795K
|
8.66K
$803K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.62K+ 12.65% |
$722K - $792K
|
76.8K
$7.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.38K+ 20.58% |
$702K - $769K
|
49.1K
$4.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
8.35K+ 70.78% |
$699K - $766K
|
20.1K
$1.87M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
8.19K+ 5.94% |
$686K - $752K
|
146K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
8.15K+ 80.33% |
$683K - $748K
|
18.3K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
8.06KNew |
$675K - $740K
|
8.06K
$747K
|