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 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
105+ 3.73% |
$8.79K - $9.64K
|
2.92K
$271K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
102New |
$8.54K - $9.37K
|
102
$9.46K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
102+ 1.42% |
$8.54K - $9.37K
|
7.29K
$676K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
101+ 3.49% |
$8.46K - $9.27K
|
2.99K
$277K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
100+ 2.82% |
$8.38K - $9.18K
|
3.65K
$338K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
100+ 1.2% |
$8.38K - $9.18K
|
8.47K
$785K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
99+ 0.28% |
$8.29K - $9.09K
|
35.3K
$3.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
99+ 1.85% |
$8.29K - $9.09K
|
5.46K
$506K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
98+ 0.59% |
$8.21K - $9K
|
16.8K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
90+ 1.11% |
$7.54K - $8.26K
|
8.18K
$758K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
89+ 0.44% |
$7.45K - $8.17K
|
20.4K
$1.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
88+ 0.45% |
$7.37K - $8.08K
|
19.5K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
84+ 0.11% |
$7.04K - $7.71K
|
74.5K
$6.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
80+ 10.36% |
$6.7K - $7.35K
|
852
$79K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
76+ 0.44% |
$6.37K - $6.98K
|
17.4K
$1.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
76+ 1.79% |
$6.37K - $6.98K
|
4.33K
$401K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
72+ 0.06% |
$6.03K - $6.61K
|
118K
$11M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
72+ 0.31% |
$6.03K - $6.61K
|
23K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
68+ 1.14% |
$5.7K - $6.24K
|
6.05K
$561K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
65+ 1.24% |
$5.44K - $5.97K
|
5.29K
$491K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
61+ 1.24% |
$5.11K - $5.6K
|
4.97K
$461K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
58+ 0.42% |
$4.86K - $5.33K
|
14K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
56New |
$4.69K - $5.14K
|
56
$5.19K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
51+ 0.51% |
$4.27K - $4.68K
|
9.98K
$925K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
50+ 1.17% |
$4.19K - $4.59K
|
4.32K
$400K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
45+ 0.32% |
$3.77K - $4.13K
|
14.2K
$1.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
45New |
$3.77K - $4.13K
|
45
$4.17K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
44+ 0.24% |
$3.69K - $4.04K
|
18.6K
$1.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
38New |
$3.18K - $3.49K
|
38
$3.52K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
36+ 1.37% |
$3.02K - $3.31K
|
2.66K
$246K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
34+ 0.45% |
$2.85K - $3.12K
|
7.56K
$701K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
34+ 0.24% |
$2.85K - $3.12K
|
14.2K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
33+ 0.16% |
$2.76K - $3.03K
|
20.9K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
32+ 0.07% |
$2.68K - $2.94K
|
43.1K
$4M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
30+ 0.19% |
$2.51K - $2.75K
|
16.1K
$1.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
28+ 0.44% |
$2.35K - $2.57K
|
6.4K
$593K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
28+ 0.16% |
$2.35K - $2.57K
|
17.3K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27New |
$2.26K - $2.48K
|
27
$2.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
26New |
$2.18K - $2.39K
|
26
$2.41K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.09% |
$2.18K - $2.39K
|
29.9K
$2.77M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
25+ 1.1% |
$2.09K - $2.3K
|
2.31K
$214K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
25+ 0.41% |
$2.09K - $2.3K
|
6.09K
$565K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
25+ 0.64% |
$2.09K - $2.3K
|
3.93K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
22+ 0.35% |
$1.84K - $2.02K
|
6.28K
$582K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
21+ 0.1% |
$1.76K - $1.93K
|
20.5K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
20+ 0.41% |
$1.68K - $1.84K
|
4.84K
$449K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
20+ 0.36% |
$1.68K - $1.84K
|
5.55K
$515K
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
18+ 0.08% |
$1.51K - $1.65K
|
22.2K
$2.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18New |
$1.51K - $1.65K
|
18
$1.67K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
18+ 0.46% |
$1.51K - $1.65K
|
3.94K
$365K
|