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 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.44K+ 233.65% |
$168K - $180K
|
3.48K
$321K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2.38K+ 119200.0% |
$165K - $176K
|
2.39K
$220K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.34K+ 69.44% |
$161K - $172K
|
5.7K
$526K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.33K+ 2.02% |
$161K - $172K
|
118K
$10.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 20.94% |
$161K - $171K
|
13.4K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.32K+ 51.77% |
$160K - $171K
|
6.81K
$628K
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.32K+ 2.94% |
$160K - $171K
|
81.1K
$7.47M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.29K+ 33.2% |
$158K - $169K
|
9.17K
$845K
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.24K+ 35.47% |
$155K - $165K
|
8.55K
$788K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.19K+ 0.41% |
$152K - $162K
|
536K
$49.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
2.17K+ 1.9% |
$150K - $160K
|
116K
$10.7M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.14K+ 29.68% |
$148K - $158K
|
9.35K
$862K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.08KNew |
$143K - $153K
|
2.08K
$191K
|
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
2.07K+ 1.98% |
$143K - $152K
|
107K
$9.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.04K+ 10.61% |
$141K - $150K
|
21.2K
$1.96M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.99KNew |
$137K - $147K
|
1.99K
$183K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.96K+ 20.18% |
$135K - $145K
|
11.7K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.94K+ 2.24% |
$134K - $143K
|
88.4K
$8.15M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.9K+ 10.74% |
$131K - $140K
|
19.6K
$1.8M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.85K+ 4986.49% |
$128K - $136K
|
1.88K
$174K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.84K+ 28.32% |
$127K - $135K
|
8.32K
$767K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.82K+ 6.2% |
$126K - $134K
|
31.2K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.79K+ 8.22% |
$124K - $132K
|
23.6K
$2.18M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.75K+ 1018.02% |
$121K - $129K
|
1.92K
$177K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.71K+ 33.31% |
$118K - $126K
|
6.85K
$631K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
1.64K+ 51.4% |
$113K - $121K
|
4.83K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
1.61K+ 5.8% |
$111K - $119K
|
29.4K
$2.71M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.56K+ 21.48% |
$108K - $115K
|
8.81K
$812K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.54K+ 22.39% |
$107K - $114K
|
8.43K
$777K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.53K+ 9.93% |
$106K - $113K
|
17K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.51K+ 0.14% |
$104K - $111K
|
1.05M
$97.2M
|
|
|
May 11, 2023
Q1 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 0.39% |
$102K - $109K
|
383K
$35.3M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.44K+ 71.76% |
$99.4K - $106K
|
3.44K
$317K
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
1.42K+ 2.95% |
$98.1K - $105K
|
49.5K
$4.56M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.39K+ 6.82% |
$96.4K - $103K
|
21.8K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.37K+ 7.25% |
$94.7K - $101K
|
20.3K
$1.87M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.31K+ 43.6% |
$90.4K - $96.5K
|
4.31K
$397K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.29K+ 6.4% |
$89.1K - $95.1K
|
21.4K
$1.98M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.26KNew |
$87.3K - $93.2K
|
1.26K
$116K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.26K+ 14.15% |
$86.7K - $92.6K
|
10.1K
$933K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.23K+ 2.01% |
$84.7K - $90.5K
|
62.1K
$5.73M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.22K+ 4.62% |
$84.5K - $90.2K
|
27.7K
$2.55M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.2K+ 9.5% |
$82.8K - $88.4K
|
13.8K
$1.27M
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
1.13K+ 7.12% |
$78.2K - $83.4K
|
17K
$1.57M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.13K+ 14.3% |
$78K - $83.3K
|
9.02K
$832K
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.08K+ 0.22% |
$74.8K - $79.8K
|
498K
$45.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
1.05K+ 2.73% |
$72.6K - $77.5K
|
39.5K
$3.64M
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.02K+ 33.06% |
$70.4K - $75.1K
|
4.1K
$378K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1K+ 55.97% |
$69.3K - $74K
|
2.8K
$258K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
970+ 8.28% |
$67K - $71.6K
|
12.7K
$1.17M
|