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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.73K+ 28.29% |
$258K - $275K
|
16.9K
$1.56M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
3.66K+ 2.07% |
$253K - $270K
|
180K
$16.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
BUY
|
- |
3.65K+ 4.38% |
$252K - $269K
|
87.1K
$8.03M
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
3.58K+ 19.81% |
$247K - $264K
|
21.6K
$1.99M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.58KNew |
$247K - $264K
|
3.58K
$330K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.58K+ 1272.6% |
$247K - $264K
|
3.86K
$356K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.54K+ 0.72% |
$245K - $261K
|
499K
$46M
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
3.54K+ 1.94% |
$245K - $261K
|
186K
$17.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3.48KNew |
$240K - $256K
|
3.48K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.48K+ 3.1% |
$240K - $256K
|
116K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.42K+ 91.21% |
$236K - $252K
|
7.16K
$660K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.39K+ 66.48% |
$234K - $250K
|
8.48K
$782K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.38KNew |
$234K - $249K
|
3.38K
$312K
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
3.3K+ 3.09% |
$228K - $244K
|
110K
$10.2M
|
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
3.3KNew |
$228K - $243K
|
3.3K
$304K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.27KNew |
$226K - $241K
|
3.27K
$301K
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.26KNew |
$225K - $240K
|
3.26K
$300K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.22K+ 24.7% |
$223K - $238K
|
16.3K
$1.5M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.2K+ 4.42% |
$221K - $236K
|
75.6K
$6.97M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.19KNew |
$221K - $236K
|
3.19K
$294K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
3.18K+ 6.04% |
$220K - $235K
|
55.9K
$5.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
3.18K+ 6.94% |
$220K - $234K
|
48.9K
$4.51M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.16K+ 15.13% |
$219K - $233K
|
24.1K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.09K+ 2.55% |
$214K - $228K
|
124K
$11.4M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.07K+ 29.38% |
$212K - $227K
|
13.5K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.05KNew |
$211K - $225K
|
3.05K
$281K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3.03K+ 1.68% |
$210K - $224K
|
184K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
2.95KNew |
$204K - $218K
|
2.95K
$272K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.95KNew |
$204K - $218K
|
2.95K
$272K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.93KNew |
$202K - $216K
|
2.93K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.89KNew |
$200K - $213K
|
2.89K
$267K
|
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
BUY
|
- |
2.85K+ 20.03% |
$197K - $210K
|
17.1K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.85K+ 3.54% |
$197K - $210K
|
83.2K
$7.67M
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
2.84K+ 11.15% |
$197K - $210K
|
28.4K
$2.61M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.84KNew |
$196K - $210K
|
2.84K
$262K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.83K+ 38.33% |
$195K - $209K
|
10.2K
$941K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
2.77K+ 7.06% |
$191K - $204K
|
41.9K
$3.87M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
2.76KNew |
$191K - $204K
|
2.76K
$255K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.71K+ 3.01% |
$187K - $200K
|
92.7K
$8.55M
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.65K+ 6.08% |
$183K - $195K
|
46.1K
$4.25M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.63K+ 18.12% |
$182K - $194K
|
17.1K
$1.58M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.62K+ 41.14% |
$181K - $193K
|
8.98K
$828K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.57KNew |
$178K - $190K
|
2.57K
$237K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.57K+ 22.16% |
$178K - $190K
|
14.2K
$1.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
2.56K+ 4.42% |
$177K - $189K
|
60.4K
$5.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
2.55K+ 15.78% |
$177K - $188K
|
18.7K
$1.73M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.54K+ 2.15% |
$176K - $188K
|
121K
$11.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.5K+ 22.05% |
$173K - $184K
|
13.8K
$1.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.48K+ 4.05% |
$172K - $183K
|
63.8K
$5.88M
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.47K+ 1.24% |
$171K - $183K
|
203K
$18.7M
|