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 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.89K+ 19.32% |
$407K - $434K
|
36.4K
$3.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.88K+ 5.64% |
$406K - $434K
|
110K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.84K+ 37.12% |
$404K - $431K
|
21.6K
$1.99M
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.7K+ 4.07% |
$394K - $421K
|
146K
$13.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
5.64K+ 2.9% |
$390K - $416K
|
200K
$18.4M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.55K+ 38.42% |
$384K - $410K
|
20K
$1.84M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.32K+ 7.23% |
$367K - $392K
|
78.8K
$7.27M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.26K+ 110.05% |
$363K - $388K
|
10K
$925K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
5.18K+ 28.83% |
$358K - $382K
|
23.1K
$2.13M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.16K+ 34.48% |
$356K - $380K
|
20.1K
$1.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
5.09K+ 1.89% |
$352K - $375K
|
275K
$25.3M
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.03K+ 3.6% |
$347K - $371K
|
144K
$13.3M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.93K+ 145.18% |
$341K - $364K
|
8.32K
$767K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.91KNew |
$340K - $363K
|
4.91K
$453K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.91K+ 7.27% |
$340K - $362K
|
72.5K
$6.68M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.87K+ 19.84% |
$337K - $359K
|
29.4K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.86K+ 57.32% |
$336K - $358K
|
13.3K
$1.23M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.84K+ 17.2% |
$335K - $357K
|
33K
$3.04M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
4.84KNew |
$335K - $357K
|
4.84K
$446K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.81K+ 10.51% |
$333K - $355K
|
50.6K
$4.66M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.8K+ 9.27% |
$332K - $354K
|
56.6K
$5.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
4.79KNew |
$331K - $353K
|
4.79K
$441K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.75K+ 7.32% |
$329K - $351K
|
69.7K
$6.43M
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
4.68K+ 6.17% |
$324K - $346K
|
80.7K
$7.44M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.66KNew |
$322K - $344K
|
4.66K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.6K+ 4.82% |
$318K - $339K
|
100K
$9.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.58K+ 8.74% |
$316K - $338K
|
57K
$5.25M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
4.57K+ 49.02% |
$316K - $337K
|
13.9K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.5K+ 22.77% |
$311K - $332K
|
24.3K
$2.24M
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
4.49K+ 30.44% |
$310K - $331K
|
19.2K
$1.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.45K+ 14.77% |
$308K - $328K
|
34.6K
$3.19M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.42K+ 70.84% |
$306K - $326K
|
10.7K
$983K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
4.42K+ 29.18% |
$306K - $326K
|
19.6K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.41K+ 1.15% |
$305K - $325K
|
387K
$35.7M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.4K+ 20.52% |
$304K - $324K
|
25.8K
$2.38M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.36K+ 95.3% |
$301K - $322K
|
8.93K
$824K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.32K+ 1.47% |
$299K - $319K
|
298K
$27.5M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
4.3K+ 71.16% |
$297K - $317K
|
10.3K
$953K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.29K+ 4.58% |
$296K - $316K
|
98K
$9.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
4.28K+ 4.97% |
$295K - $315K
|
90.3K
$8.33M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
BUY
|
- |
4.23K+ 8.12% |
$292K - $312K
|
56.3K
$5.19M
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.19K+ 5.92% |
$289K - $309K
|
74.9K
$6.91M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.13K+ 38.84% |
$285K - $305K
|
14.8K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.13K+ 395.97% |
$285K - $304K
|
5.17K
$476K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.94KNew |
$272K - $291K
|
3.94K
$363K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.94K+ 12.15% |
$272K - $290K
|
36.3K
$3.35M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.87KNew |
$267K - $285K
|
3.87K
$357K
|
|
|
May 12, 2023
Q1 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
3.81K+ 1.66% |
$263K - $281K
|
233K
$21.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
3.78K+ 12.51% |
$261K - $279K
|
34K
$3.13M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.75K+ 34.15% |
$259K - $277K
|
14.7K
$1.36M
|