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 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-41.2K- 50.61% |
$2.85M - $3.04M
|
40.2K
$3.71M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-41.2K- 8.71% |
$2.85M - $3.04M
|
432K
$39.8M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-42.3K- 35.77% |
$2.92M - $3.12M
|
75.9K
$7M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-47.2K- 33.75% |
$3.26M - $3.48M
|
92.6K
$8.54M
|
|
|
May 12, 2023
Q1 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-47.9K- 84.39% |
$3.31M - $3.54M
|
8.86K
$817K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-51.9K- 3.86% |
$3.58M - $3.83M
|
1.29M
$119M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-53K- 49.49% |
$3.66M - $3.91M
|
54.1K
$4.99M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-54.8K- 23.6% |
$3.79M - $4.05M
|
178K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-56.5K- 18.33% |
$3.91M - $4.17M
|
252K
$23.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-59K- 60.66% |
$4.08M - $4.35M
|
38.3K
$3.53M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-67.3K- 48.55% |
$4.65M - $4.96M
|
71.3K
$6.57M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-72.8K- 54.58% |
$5.03M - $5.37M
|
60.6K
$5.58M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-74K- 95.23% |
$5.11M - $5.46M
|
3.7K
$342K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-75.7K- 12.73% |
$5.23M - $5.59M
|
519K
$47.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-76.5K- 72.99% |
$5.29M - $5.64M
|
28.3K
$2.61M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-83.2K- 92.62% |
$5.75M - $6.13M
|
6.63K
$611K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-87.7K- 79.98% |
$6.06M - $6.47M
|
22K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-93.2K- 99.7% |
$6.44M - $6.87M
|
283
$26.1K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-96.6K- 98.63% |
$6.68M - $7.13M
|
1.35K
$124K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-98K- 4.79% |
$6.78M - $7.23M
|
1.95M
$180M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-104K- 99.69% |
$7.21M - $7.7M
|
326
$30.1K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-112K- 24.34% |
$7.76M - $8.28M
|
349K
$32.2M
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-116K- 45.46% |
$8.05M - $8.59M
|
140K
$12.9M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-118K- 60.36% |
$8.17M - $8.73M
|
77.7K
$7.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-121K- 39.69% |
$8.37M - $8.94M
|
184K
$17M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-126K- 32.6% |
$8.71M - $9.3M
|
261K
$24M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-140K- 8.34% |
$9.7M - $10.3M
|
1.54M
$142M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-155K- 10.17% |
$10.7M - $11.4M
|
1.36M
$126M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-155K- 4.03% |
$10.7M - $11.5M
|
3.7M
$341M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-165K- 28.12% |
$11.4M - $12.1M
|
421K
$38.8M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-167K- 8.84% |
$11.5M - $12.3M
|
1.72M
$159M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-186K- 3.62% |
$12.9M - $13.7M
|
4.96M
$457M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-191K- 4.31% |
$13.2M - $14.1M
|
4.24M
$391M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-201K- 38.38% |
$13.9M - $14.8M
|
322K
$29.7M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-259K- 39.79% |
$17.9M - $19.1M
|
393K
$36.2M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-301K- 97.67% |
$20.8M - $22.2M
|
7.19K
$663K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-302K- 6.1% |
$20.9M - $22.3M
|
4.65M
$429M
|
|
|
Aug 08, 2024
Q1 2023
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-384K- 80.0% |
$26.5M - $28.3M
|
96K
$8.85M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-385K- 16.34% |
$26.6M - $28.4M
|
1.97M
$182M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-397K- 19.07% |
$27.4M - $29.3M
|
1.68M
$155M
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-399K- 98.63% |
$27.6M - $29.4M
|
5.56K
$513K
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-595K- 92.48% |
$41.1M - $43.9M
|
48.4K
$4.46M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-820K- 45.39% |
$56.7M - $60.5M
|
987K
$91M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.21M- 40.53% |
$153M - $163M
|
3.25M
$299M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.96M- 22.58% |
$205M - $218M
|
10.1M
$936M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.66M- 24.52% |
$530M - $565M
|
23.6M
$2.18B
|