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 |
|---|---|---|---|---|---|---|---|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-12K- 73.71% |
$830K - $886K
|
4.29K
$395K
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-12K- 73.71% |
$830K - $886K
|
4.29K
$395K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-12.1K- 13.59% |
$835K - $892K
|
76.8K
$7.08M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-12.3K- 1.91% |
$853K - $910K
|
634K
$58.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13.5K- 8.01% |
$931K - $994K
|
155K
$14.3M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-13.8K- 35.34% |
$956K - $1.02M
|
25.3K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-14.1K- 22.29% |
$972K - $1.04M
|
49K
$4.52M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-14.1K- 19.17% |
$974K - $1.04M
|
59.4K
$5.48M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-14.2K- 99.49% |
$983K - $1.05M
|
73
$6.73K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-14.4K- 14.38% |
$994K - $1.06M
|
85.7K
$7.9M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15K- 24.46% |
$1.04M - $1.11M
|
46.3K
$4.27M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-15.1K- 19.86% |
$1.04M - $1.11M
|
60.9K
$5.61M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-15.5K- 14.46% |
$1.07M - $1.14M
|
91.6K
$8.45M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-15.9K- 5.88% |
$1.1M - $1.17M
|
255K
$23.5M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16.1K- 10.31% |
$1.11M - $1.19M
|
140K
$12.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-16.3K- 41.45% |
$1.13M - $1.2M
|
23.1K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-16.6K- 5.9% |
$1.15M - $1.22M
|
265K
$24.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-17.4K- 33.33% |
$1.2M - $1.28M
|
34.8K
$3.21M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-17.8K- 51.28% |
$1.23M - $1.31M
|
16.9K
$1.56M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-18.4K- 33.85% |
$1.27M - $1.35M
|
35.9K
$3.31M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.1K- 0.61% |
$1.32M - $1.41M
|
3.11M
$286M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-20.4K- 16.79% |
$1.41M - $1.5M
|
101K
$9.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-21.3K- 2.03% |
$1.47M - $1.57M
|
1.03M
$94.8M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-22.3K- 79.02% |
$1.54M - $1.64M
|
5.91K
$545K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-23.3K- 8.2% |
$1.61M - $1.72M
|
260K
$24M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-23.3K- 16.14% |
$1.61M - $1.72M
|
121K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-23.4K- 85.04% |
$1.62M - $1.73M
|
4.12K
$380K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-23.9K- 2.13% |
$1.66M - $1.77M
|
1.1M
$101M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24K- 5.37% |
$1.66M - $1.77M
|
422K
$38.9M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-24.7K- 74.64% |
$1.71M - $1.82M
|
8.39K
$773K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-25.2K- 4.52% |
$1.74M - $1.86M
|
532K
$49.1M
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-25.2K- 27.14% |
$1.74M - $1.86M
|
67.8K
$6.25M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-25.5K- 72.04% |
$1.76M - $1.88M
|
9.9K
$912K
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-26.3K- 33.99% |
$1.82M - $1.94M
|
51K
$4.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-26.3K- 77.15% |
$1.82M - $1.94M
|
7.79K
$719K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-27.1K- 56.99% |
$1.87M - $2M
|
20.5K
$1.89M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-28.1K- 48.95% |
$1.94M - $2.07M
|
29.3K
$2.7M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.5K- 3.76% |
$1.97M - $2.1M
|
729K
$67.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-28.9K- 89.41% |
$2M - $2.13M
|
3.43K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-29.2K- 2.63% |
$2.02M - $2.15M
|
1.08M
$99.7M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-30.8K- 11.25% |
$2.13M - $2.28M
|
243K
$22.4M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-32.1K- 12.37% |
$2.22M - $2.37M
|
228K
$21M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-32.4K- 83.72% |
$2.24M - $2.39M
|
6.29K
$580K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-35.2K- 26.26% |
$2.44M - $2.6M
|
99K
$9.13M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-35.9K- 6.04% |
$2.48M - $2.65M
|
558K
$51.4M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-36.1K- 10.89% |
$2.5M - $2.67M
|
295K
$27.2M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36.8K- 10.03% |
$2.55M - $2.72M
|
331K
$30.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-38.4K- 13.97% |
$2.66M - $2.84M
|
237K
$21.8M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-39K- 27.39% |
$2.69M - $2.88M
|
103K
$9.53M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-40.7K- 75.75% |
$2.81M - $3M
|
13K
$1.2M
|