Purchases and Sales Made in Q1 2023 in Ishares Msci Usa Min Vol Facto (USMV)

USMV Quotes by TradingView

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 07, 2023 Q1 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
25K
+ 93.51%
$1.73M - $1.84M
51.7K $4.77M
May 15, 2023 Q1 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
24.9K
+ 105.46%
$1.72M - $1.84M
48.6K $4.48M
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
24.8K
+ 55.23%
$1.71M - $1.83M
69.7K $6.42M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
23.8K
+ 5.64%
$1.65M - $1.76M
446K $41.1M
Apr 06, 2023 Q1 2023
West Wealth Group, LLC

BUY
 -
23.7K
+ 39.93%
$1.64M - $1.75M
83.1K $7.66M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
23.6K
+ 9.56%
$1.63M - $1.74M
270K $24.9M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
23K
+ 47.35%
$1.59M - $1.7M
71.6K $6.6M
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
22.7K
+ 34.46%
$1.57M - $1.67M
88.4K $8.15M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
22.6K
+ 9.18%
$1.56M - $1.66M
268K $24.7M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
22.2K
+ 1.75%
$1.54M - $1.64M
1.29M $119M
May 15, 2023 Q1 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
21K
+ 13.4%
$1.45M - $1.55M
178K $16.4M
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
21K
New
$1.45M - $1.55M
21K $1.93M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
20.4K
+ 56.08%
$1.41M - $1.51M
56.9K $5.24M
May 10, 2023 Q1 2023
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
20.3K
+ 20.03%
$1.4M - $1.5M
122K $11.2M
Jul 14, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
20.1K
New
$1.39M - $1.48M
20.1K $1.85M
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
19.7K
New
$1.36M - $1.46M
19.7K $1.82M
May 02, 2023 Q1 2023
Security Financial Services, Inc.

BUY
 -
19.2K
+ 12.9%
$1.32M - $1.41M
168K $15.5M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
18.9K
+ 9.34%
$1.31M - $1.4M
221K $20.4M
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

BUY
 -
18.8K
+ 6.86%
$1.3M - $1.39M
293K $27M
Apr 11, 2023 Q1 2023
Berkshire Bank

BUY
 -
18.8K
New
$1.3M - $1.39M
18.8K $1.73M
Apr 11, 2023 Q1 2023
My Legacy Advisors, LLC

BUY
 -
18.7K
+ 94.68%
$1.3M - $1.38M
38.5K $3.55M
Apr 12, 2023 Q1 2023
One Advisory Partners, LLC

BUY
 -
18.5K
+ 23.32%
$1.28M - $1.37M
98K $9.03M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
18.5K
+ 13.94%
$1.28M - $1.36M
151K $13.9M
Apr 18, 2023 Q1 2023
Sharkey, Howes & Javer

BUY
 -
18.3K
+ 30.1%
$1.27M - $1.35M
79.3K $7.31M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
18.3K
+ 281.89%
$1.26M - $1.35M
24.8K $2.28M
May 12, 2023 Q1 2023
Leelyn Smith, LLC

Geneva, IL
BUY
 -
17.8K
+ 5.02%
$1.23M - $1.31M
373K $34.4M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
17.8K
+ 19.71%
$1.23M - $1.31M
108K $9.95M
Apr 05, 2023 Q1 2023
Astoria Portfolio Advisors Llc.

BUY
 -
17.6K
+ 31.64%
$1.21M - $1.3M
73K $6.74M
May 15, 2023 Q1 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
16.4K
New
$1.13M - $1.21M
16.4K $1.51M
Jun 07, 2023 Q1 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
15.8K
New
$1.09M - $1.16M
15.8K $1.45M
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
15.6K
+ 3.97%
$1.08M - $1.15M
409K $37.7M
Apr 25, 2023 Q1 2023
Stone House Investment Management, LLC

BUY
 -
15.6K
+ 37.52%
$1.08M - $1.15M
57.1K $5.27M
May 11, 2023 Q1 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
15.6K
+ 40.82%
$1.08M - $1.15M
53.8K $4.96M
Apr 14, 2023 Q1 2023
Shore Haven Wealth Partners, LLC

BUY
 -
15.6K
+ 72.49%
$1.08M - $1.15M
37K $3.41M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
15.2K
+ 3.41%
$1.05M - $1.12M
460K $42.5M
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
15.2K
+ 46.09%
$1.05M - $1.12M
48.1K $4.43M
May 15, 2023 Q1 2023
Grayhawk Investment Strategies Inc.

Calgary, A0
BUY
 -
14.8K
+ 8.09%
$1.02M - $1.09M
198K $18.2M
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
13.9K
+ 8.4%
$958K - $1.02M
179K $16.5M
Apr 21, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
13.7K
New
$950K - $1.01M
13.7K $1.27M
May 12, 2023 Q1 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
13.6K
+ 43.97%
$938K - $1M
44.4K $4.1M
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
13.2K
+ 18142.47%
$915K - $977K
13.3K $1.23M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
13K
New
$898K - $959K
13K $1.2M
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

BUY
 -
12.9K
+ 7.1%
$890K - $950K
194K $17.9M
May 15, 2023 Q1 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
12.9K
+ 16.29%
$888K - $948K
91.7K $8.46M
Apr 04, 2024 Q1 2023
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
12.8K
+ 123.91%
$886K - $946K
23.2K $2.14M
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
12.7K
+ 10.26%
$878K - $937K
137K $12.6M
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
12.5K
+ 22.39%
$866K - $924K
68.5K $6.31M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
12.5K
+ 13.0%
$861K - $919K
108K $9.97M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
12.4K
+ 26.34%
$860K - $918K
59.7K $5.5M

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