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 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.61K- 2.09% |
$111K - $119K
|
75.4K
$6.95M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.64K- 12.65% |
$113K - $121K
|
11.3K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.65K- 89.97% |
$114K - $122K
|
184
$17K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.65K- 28.54% |
$114K - $122K
|
4.14K
$382K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.66K- 23.89% |
$115K - $123K
|
5.29K
$488K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.68K- 8.15% |
$116K - $124K
|
18.9K
$1.75M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-1.7K- 2.71% |
$118K - $125K
|
61K
$5.62M
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.75K- 1.22% |
$121K - $129K
|
141K
$13M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.78K- 0.56% |
$123K - $131K
|
315K
$29M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
SELL
|
- |
-1.83K- 12.04% |
$126K - $135K
|
13.4K
$1.23M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.85K- 0.6% |
$128K - $136K
|
307K
$28.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.85K- 1.09% |
$128K - $136K
|
167K
$15.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.86K- 7.7% |
$128K - $137K
|
22.2K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.89K- 38.25% |
$130K - $139K
|
3.04K
$281K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.89K- 0.68% |
$131K - $140K
|
278K
$25.7M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.9K- 5.54% |
$131K - $140K
|
32.3K
$2.98M
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
SELL
|
- |
-1.91K- 0.94% |
$132K - $141K
|
202K
$18.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.96K- 3.44% |
$135K - $145K
|
55K
$5.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.98K- 7.2% |
$137K - $146K
|
25.5K
$2.35M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.99K- 3.06% |
$137K - $147K
|
62.9K
$5.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-2.17K- 12.34% |
$150K - $160K
|
15.4K
$1.42M
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-2.18K- 2.43% |
$151K - $161K
|
87.6K
$8.08M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.19K- 16.38% |
$152K - $162K
|
11.2K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.2K- 10.6% |
$152K - $162K
|
18.5K
$1.71M
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-2.2K- 21.6% |
$152K - $162K
|
7.99K
$737K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-2.22K- 6.97% |
$153K - $163K
|
29.6K
$2.73M
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.23K- 21.48% |
$154K - $165K
|
8.17K
$753K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.28K- 18.03% |
$158K - $168K
|
10.4K
$955K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.29K- 7.35% |
$158K - $169K
|
28.8K
$2.66M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.33K- 28.27% |
$161K - $172K
|
5.9K
$544K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.33K- 0.68% |
$161K - $172K
|
342K
$31.6M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.36K- 15.42% |
$163K - $174K
|
12.9K
$1.19M
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.36K- 2.68% |
$163K - $174K
|
86K
$7.93M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-2.37K- 99.92% |
$164K - $175K
|
2
$184
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.39K- 3.9% |
$165K - $176K
|
58.9K
$5.43M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.41K- 37.0% |
$167K - $178K
|
4.1K
$378K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.44K- 2.64% |
$168K - $180K
|
89.8K
$8.28M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-2.44K- 18.51% |
$169K - $180K
|
10.8K
$992K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-2.46K- 6.53% |
$170K - $181K
|
35.2K
$3.24M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-2.47K- 1.15% |
$171K - $182K
|
212K
$19.6M
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
SELL
|
- |
-2.54K- 1.63% |
$176K - $188K
|
153K
$14.1M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.57K- 10.72% |
$178K - $189K
|
21.4K
$1.97M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.62K- 1.16% |
$181K - $193K
|
223K
$20.6M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.78K- 23.66% |
$192K - $205K
|
8.97K
$827K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.78K- 2.12% |
$192K - $205K
|
128K
$11.8M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.84K- 4.57% |
$196K - $209K
|
59.2K
$5.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-2.84K- 3.72% |
$196K - $209K
|
73.4K
$6.77M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-2.85K- 11.66% |
$197K - $210K
|
21.6K
$1.99M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.89K- 95.78% |
$199K - $213K
|
127
$11.7K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.89K- 2.38% |
$200K - $213K
|
118K
$10.9M
|