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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.86K+ 10.47% |
$659K - $722K
|
82.9K
$7.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
7.37K+ 27.24% |
$617K - $676K
|
34.4K
$3.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7.1K+ 112.87% |
$594K - $651K
|
13.4K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.07KNew |
$592K - $649K
|
7.07K
$655K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.89KNew |
$577K - $633K
|
6.89K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.8K+ 93.63% |
$570K - $624K
|
14.1K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.59K+ 23.98% |
$552K - $605K
|
34K
$3.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.52KNew |
$546K - $599K
|
6.52K
$604K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.45K+ 301.45% |
$540K - $592K
|
8.58K
$796K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.92K+ 151.33% |
$496K - $544K
|
9.83K
$912K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
5.92K+ 4.51% |
$495K - $543K
|
137K
$12.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.86K+ 111.56% |
$491K - $538K
|
11.1K
$1.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5.74KNew |
$480K - $527K
|
5.74K
$532K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.58K+ 67.69% |
$467K - $512K
|
13.8K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.55KNew |
$465K - $510K
|
5.55K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.47KNew |
$458K - $502K
|
5.47K
$507K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.45K+ 79.73% |
$457K - $501K
|
12.3K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.33K+ 30.24% |
$446K - $489K
|
22.9K
$2.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
5.28K+ 3.56% |
$442K - $485K
|
154K
$14.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
5.05K+ 1.61% |
$423K - $464K
|
319K
$29.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
5.03KNew |
$422K - $462K
|
5.03K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.86K+ 44.55% |
$407K - $446K
|
15.8K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
4.7KNew |
$394K - $432K
|
4.7K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.53K+ 3.52% |
$379K - $416K
|
133K
$12.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.34K+ 4.79% |
$364K - $399K
|
95K
$8.81M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
4.25KNew |
$356K - $390K
|
4.25K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.22K+ 14.46% |
$353K - $387K
|
33.4K
$3.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.17K+ 2.04% |
$349K - $383K
|
208K
$19.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.06K+ 10.43% |
$340K - $373K
|
43K
$3.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.06K+ 3.44% |
$340K - $373K
|
122K
$11.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.97KNew |
$333K - $365K
|
3.97K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.82K+ 149.94% |
$320K - $351K
|
6.37K
$590K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.8K+ 6.61% |
$319K - $349K
|
61.3K
$5.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.63KNew |
$304K - $333K
|
3.63K
$336K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.59KNew |
$301K - $330K
|
3.59K
$333K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.5K+ 14.48% |
$293K - $322K
|
27.7K
$2.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.48KNew |
$292K - $320K
|
3.48K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.48K+ 0.91% |
$291K - $319K
|
384K
$35.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
3.37K+ 5.28% |
$282K - $310K
|
67.2K
$6.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.37K+ 5.32% |
$282K - $309K
|
66.6K
$6.18M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.31K+ 3.18% |
$277K - $304K
|
107K
$9.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.25KNew |
$272K - $298K
|
3.25K
$301K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.22K+ 14.9% |
$270K - $296K
|
24.9K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
3.16K+ 13.07% |
$265K - $291K
|
27.4K
$2.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.15K+ 30.14% |
$264K - $289K
|
13.6K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.13K+ 1.97% |
$262K - $287K
|
162K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
3.11KNew |
$261K - $286K
|
3.11K
$289K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.1KNew |
$260K - $285K
|
3.1K
$287K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.1KNew |
$259K - $284K
|
3.1K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3KNew |
$251K - $275K
|
3K
$278K
|