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 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.75K+ 1781.63% |
$146K - $160K
|
1.84K
$171K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.72K+ 4.44% |
$144K - $158K
|
40.5K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.69K+ 9.92% |
$141K - $155K
|
18.7K
$1.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.65K+ 5.88% |
$138K - $151K
|
29.6K
$2.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.54K+ 31.87% |
$129K - $142K
|
6.39K
$592K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.53K+ 8.91% |
$128K - $141K
|
18.8K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.53K+ 11.35% |
$128K - $140K
|
15K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.52K+ 0.82% |
$127K - $139K
|
186K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.5K+ 14.33% |
$126K - $138K
|
12K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.48K+ 0.68% |
$124K - $136K
|
220K
$20.4M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.47KNew |
$123K - $135K
|
1.47K
$136K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.42K+ 1.44% |
$119K - $131K
|
101K
$9.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
1.4K+ 5.61% |
$118K - $129K
|
26.4K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.38K+ 2.76% |
$116K - $127K
|
51.3K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.35K+ 17.22% |
$113K - $124K
|
9.17K
$850K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.33K+ 21.66% |
$111K - $122K
|
7.45K
$690K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.33K+ 2.81% |
$111K - $122K
|
48.5K
$4.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.31K+ 3.45% |
$110K - $120K
|
39.3K
$3.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.3K+ 13.11% |
$109K - $119K
|
11.2K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.22K+ 11.6% |
$103K - $112K
|
11.8K
$1.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.22K+ 2.41% |
$102K - $112K
|
51.9K
$4.81M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.17K+ 3.83% |
$98K - $107K
|
31.7K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.15K+ 7.96% |
$96.3K - $106K
|
15.6K
$1.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.14K+ 7.3% |
$95.5K - $105K
|
16.8K
$1.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.13K+ 7.08% |
$94.6K - $104K
|
17.1K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.08K+ 9.94% |
$90.2K - $98.9K
|
11.9K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
1.07KNew |
$89.5K - $98.2K
|
1.07K
$99.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.05K+ 2.71% |
$88.2K - $96.7K
|
39.9K
$3.7M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.04K+ 63.22% |
$87.1K - $95.5K
|
2.69K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.02K+ 35.74% |
$85.5K - $93.7K
|
3.88K
$360K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.01KNew |
$84.3K - $92.5K
|
1.01K
$93.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
974+ 1948.0% |
$81.6K - $89.4K
|
1.02K
$94.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
971+ 5.35% |
$81.3K - $89.2K
|
19.1K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
963+ 0.98% |
$80.7K - $88.4K
|
99.2K
$9.2M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
949+ 1460.0% |
$79.5K - $87.1K
|
1.01K
$94K
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
889+ 1.97% |
$74.5K - $81.6K
|
46.1K
$4.27M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
875+ 13.69% |
$73.3K - $80.3K
|
7.27K
$674K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
860+ 34.09% |
$72K - $79K
|
3.38K
$314K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
858+ 33.99% |
$71.9K - $78.8K
|
3.38K
$314K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
842+ 5.52% |
$70.5K - $77.3K
|
16.1K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
822+ 0.7% |
$68.9K - $75.5K
|
119K
$11M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
816+ 2.29% |
$68.3K - $74.9K
|
36.5K
$3.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
815+ 1.59% |
$68.3K - $74.8K
|
52.2K
$4.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
809New |
$67.8K - $74.3K
|
809
$75K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
778+ 0.15% |
$65.2K - $71.4K
|
520K
$48.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
745+ 4.51% |
$62.4K - $68.4K
|
17.3K
$1.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
742+ 15.61% |
$62.1K - $68.1K
|
5.49K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
738New |
$61.8K - $67.8K
|
738
$68.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
734+ 2.29% |
$61.5K - $67.4K
|
32.7K
$3.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
712+ 0.68% |
$59.6K - $65.4K
|
106K
$9.81M
|