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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
69.3K+ 54.24% |
$4.79M - $5.11M
|
197K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
64.7K+ 12.74% |
$4.47M - $4.77M
|
572K
$52.8M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
62.9KNew |
$4.34M - $4.64M
|
62.9K
$5.79M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
62.1KNew |
$4.29M - $4.58M
|
62.1K
$5.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
61.9K+ 80.41% |
$4.28M - $4.56M
|
139K
$12.8M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
61.8K+ 26.65% |
$4.27M - $4.56M
|
294K
$27.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
61.7KNew |
$4.26M - $4.55M
|
61.7K
$5.68M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
61.5K+ 39.8% |
$4.25M - $4.54M
|
216K
$19.9M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
61.4K+ 35.09% |
$4.25M - $4.53M
|
236K
$21.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
58.7K+ 85.05% |
$4.05M - $4.33M
|
128K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
56.9KNew |
$3.93M - $4.2M
|
56.9K
$5.25M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
56.2K+ 112.68% |
$3.89M - $4.15M
|
106K
$9.79M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
51.2KNew |
$3.54M - $3.77M
|
51.2K
$4.72M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
50K+ 143.88% |
$3.46M - $3.69M
|
84.8K
$7.82M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
49.2K+ 99.41% |
$3.4M - $3.63M
|
98.7K
$9.1M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
47.7K+ 67.71% |
$3.3M - $3.52M
|
118K
$10.9M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
BUY
|
- |
47.3K+ 44.55% |
$3.27M - $3.49M
|
153K
$14.1M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
46.7K+ 42.71% |
$3.23M - $3.45M
|
156K
$14.4M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
45.6K+ 32.45% |
$3.15M - $3.36M
|
186K
$17.2M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.8K+ 72.75% |
$3.1M - $3.31M
|
106K
$9.82M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.8K+ 72.75% |
$3.1M - $3.31M
|
106K
$9.82M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
44.5K+ 15.55% |
$3.08M - $3.29M
|
331K
$30.5M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
44.5K+ 154.7% |
$3.08M - $3.29M
|
73.3K
$6.76M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
43KNew |
$2.97M - $3.17M
|
43K
$3.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
42.9K+ 12.34% |
$2.97M - $3.17M
|
391K
$36M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.7K+ 1.41% |
$2.95M - $3.15M
|
3.06M
$282M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
40.9K+ 14.21% |
$2.82M - $3.01M
|
328K
$30.3M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
40.8K+ 8.04% |
$2.82M - $3.01M
|
549K
$50.6M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
38.2K+ 53.0% |
$2.64M - $2.82M
|
110K
$10.2M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
37.8K+ 103.44% |
$2.61M - $2.79M
|
74.3K
$6.85M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37.8K+ 5.89% |
$2.61M - $2.79M
|
678K
$62.6M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
37.3K+ 38.97% |
$2.58M - $2.75M
|
133K
$12.3M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
36.8K+ 75.93% |
$2.55M - $2.72M
|
85.4K
$7.87M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
35.4K+ 50.8% |
$2.45M - $2.61M
|
105K
$9.7M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.4K+ 608.02% |
$2.45M - $2.61M
|
41.2K
$3.8M
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
34.7K+ 12.2% |
$2.4M - $2.56M
|
319K
$29.4M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
33.8KNew |
$2.34M - $2.49M
|
33.8K
$3.11M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
33.6K+ 44.01% |
$2.32M - $2.48M
|
110K
$10.1M
|
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
29.5K+ 52.68% |
$2.04M - $2.18M
|
85.6K
$7.89M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
29.3K+ 32.43% |
$2.03M - $2.16M
|
120K
$11M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
28.6K+ 9.77% |
$1.98M - $2.11M
|
321K
$29.6M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
28.5K+ 3.18% |
$1.97M - $2.1M
|
926K
$85.4M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
28.5KNew |
$1.97M - $2.1M
|
28.5K
$2.63M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.3K+ 1.74% |
$1.95M - $2.08M
|
1.66M
$153M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
27.5K+ 188.9% |
$1.9M - $2.03M
|
42.1K
$3.88M
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
27.4K+ 2.61% |
$1.89M - $2.02M
|
1.08M
$99.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
27.3K+ 54.74% |
$1.88M - $2.01M
|
77.1K
$7.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
26.7KNew |
$1.85M - $1.97M
|
26.7K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
26K+ 52.87% |
$1.8M - $1.92M
|
75.3K
$6.94M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
25.5K+ 31.65% |
$1.76M - $1.88M
|
106K
$9.77M
|