Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
169+ 2.15% |
$11.7K - $12.5K
|
8.03K
$740K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
163+ 1.95% |
$11.3K - $12K
|
8.53K
$786K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
153+ 2.2% |
$10.6K - $11.3K
|
7.1K
$655K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
150+ 1.26% |
$10.4K - $11.1K
|
12K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
150New |
$10.4K - $11.1K
|
150
$13.8K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
149New |
$10.3K - $11K
|
149
$13.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
141New |
$9.75K - $10.4K
|
141
$13K
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
135+ 0.18% |
$9.33K - $9.96K
|
73.4K
$6.77M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
133New |
$9.19K - $9.81K
|
133
$12.3K
|
|
|
May 12, 2023
Q1 2023
|
Opus Investment Management Inc
|
BUY
|
- |
128+ 0.21% |
$8.85K - $9.44K
|
62.4K
$5.75M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
123New |
$8.5K - $9.07K
|
123
$11.3K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
120+ 0.96% |
$8.29K - $8.85K
|
12.6K
$1.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
BUY
|
- |
117+ 0.11% |
$8.09K - $8.63K
|
105K
$9.64M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
108+ 2.16% |
$7.46K - $7.97K
|
5.1K
$470K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
105+ 27.06% |
$7.26K - $7.75K
|
493
$45.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
104+ 3.4% |
$7.19K - $7.67K
|
3.16K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
101+ 3.31% |
$6.98K - $7.45K
|
3.15K
$291K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
100+ 29.07% |
$6.91K - $7.38K
|
444
$40.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
96+ 1.37% |
$6.64K - $7.08K
|
7.08K
$653K
|
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
BUY
|
- |
94+ 0.37% |
$6.5K - $6.94K
|
25.7K
$2.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
BUY
|
- |
89+ 2.36% |
$6.15K - $6.57K
|
3.86K
$356K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
88+ 0.48% |
$6.08K - $6.49K
|
18.3K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
86+ 0.8% |
$5.94K - $6.35K
|
10.9K
$1M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
86+ 21.5% |
$5.94K - $6.35K
|
486
$44.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
83+ 0.07% |
$5.74K - $6.12K
|
114K
$10.5M
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
78+ 0.25% |
$5.39K - $5.75K
|
31K
$2.86M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
74+ 0.4% |
$5.11K - $5.46K
|
18.4K
$1.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
73+ 1.3% |
$5.05K - $5.39K
|
5.69K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
72+ 0.05% |
$4.98K - $5.31K
|
150K
$13.8M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
70+ 1.73% |
$4.84K - $5.16K
|
4.12K
$380K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
64+ 0.43% |
$4.42K - $4.72K
|
15.1K
$1.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
63+ 2.1% |
$4.35K - $4.65K
|
3.07K
$283K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
63+ 9.72% |
$4.35K - $4.65K
|
711
$65.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
55+ 1.02% |
$3.8K - $4.06K
|
5.43K
$501K
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
50+ 0.3% |
$3.46K - $3.69K
|
16.6K
$1.53M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
46+ 0.24% |
$3.18K - $3.39K
|
19.5K
$1.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
45+ 0.12% |
$3.11K - $3.32K
|
38.9K
$3.59M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
42+ 0.21% |
$2.9K - $3.1K
|
20.4K
$1.88M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
42+ 0.3% |
$2.9K - $3.1K
|
14.3K
$1.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
38+ 0.2% |
$2.63K - $2.8K
|
18.9K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
37+ 0.02% |
$2.56K - $2.73K
|
206K
$19M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
37+ 0.2% |
$2.56K - $2.73K
|
19K
$1.75M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
36+ 0.57% |
$2.49K - $2.66K
|
6.39K
$589K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
32+ 0.36% |
$2.21K - $2.36K
|
8.93K
$823K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
30New |
$2.07K - $2.21K
|
30
$2.77K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
27New |
$1.87K - $1.99K
|
27
$2.49K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
27+ 5.47% |
$1.87K - $1.99K
|
521
$48K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
26+ 0.02% |
$1.8K - $1.92K
|
111K
$10.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22+ 0.55% |
$1.52K - $1.62K
|
4.04K
$373K
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
22+ 0.16% |
$1.52K - $1.62K
|
13.5K
$1.24M
|