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 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
963+ 16.75% |
$66.6K - $71.1K
|
6.71K
$619K
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
958+ 25.92% |
$66.2K - $70.7K
|
4.65K
$429K
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
926+ 3.56% |
$64K - $68.3K
|
27K
$2.49M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
923+ 14.49% |
$63.8K - $68.1K
|
7.29K
$672K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
914+ 4.08% |
$63.2K - $67.4K
|
23.3K
$2.15M
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
911+ 0.68% |
$63K - $67.2K
|
135K
$12.4M
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
909+ 1.15% |
$62.8K - $67.1K
|
79.7K
$7.35M
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
900+ 3.54% |
$62.2K - $66.4K
|
26.3K
$2.43M
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
879+ 1.36% |
$60.8K - $64.9K
|
65.4K
$6.03M
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
868+ 13.49% |
$60K - $64K
|
7.3K
$673K
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
827+ 14.16% |
$57.2K - $61K
|
6.67K
$615K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
818New |
$56.5K - $60.4K
|
818
$75.4K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
815New |
$56.3K - $60.1K
|
815
$75.1K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
813New |
$56.2K - $60K
|
813
$75K
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
805+ 25.43% |
$55.6K - $59.4K
|
3.97K
$366K
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
800+ 0.15% |
$55.3K - $59K
|
545K
$50.2M
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
799+ 1.12% |
$55.2K - $59K
|
72.3K
$6.66M
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
796+ 3.22% |
$55K - $58.7K
|
25.5K
$2.35M
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
790+ 2.4% |
$54.6K - $58.3K
|
33.7K
$3.11M
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
777+ 109.9% |
$53.7K - $57.3K
|
1.48K
$137K
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
765+ 7.9% |
$52.9K - $56.4K
|
10.5K
$964K
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
764+ 1.74% |
$52.8K - $56.4K
|
44.6K
$4.11M
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
748+ 10.37% |
$51.7K - $55.2K
|
7.96K
$734K
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
728+ 13.43% |
$50.3K - $53.7K
|
6.15K
$567K
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
726+ 0.75% |
$50.2K - $53.6K
|
97.5K
$8.99M
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
722+ 21.78% |
$49.9K - $53.3K
|
4.04K
$372K
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
696+ 4.34% |
$48.1K - $51.4K
|
16.7K
$1.54M
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
694+ 266.92% |
$48K - $51.2K
|
954
$88K
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
682+ 1.07% |
$47.1K - $50.3K
|
64.2K
$5.92M
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
680+ 7.31% |
$47K - $50.2K
|
9.98K
$920K
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
666New |
$46K - $49.1K
|
666
$61.4K
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
644+ 1.81% |
$44.5K - $47.5K
|
36.2K
$3.34M
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
619+ 10.62% |
$42.8K - $45.7K
|
6.45K
$595K
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
604+ 4.97% |
$41.7K - $44.6K
|
12.8K
$1.18M
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
598+ 4.36% |
$41.3K - $44.1K
|
14.3K
$1.32M
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
568+ 7.13% |
$39.3K - $41.9K
|
8.54K
$787K
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
568+ 7.13% |
$39.3K - $41.9K
|
8.54K
$787K
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
563+ 5.13% |
$38.9K - $41.5K
|
11.5K
$1.06M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
543+ 3.51% |
$37.5K - $40.1K
|
16K
$1.48M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
542+ 0.01% |
$37.5K - $40K
|
4.77M
$439M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
539+ 2.22% |
$37.3K - $39.8K
|
24.9K
$2.29M
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
537+ 13.8% |
$37.1K - $39.6K
|
4.43K
$408K
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
531New |
$36.7K - $39.2K
|
531
$49K
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
525+ 1.0% |
$36.3K - $38.7K
|
53K
$4.89M
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
517+ 2.72% |
$35.7K - $38.1K
|
19.5K
$1.8M
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
507+ 57.88% |
$35K - $37.4K
|
1.38K
$128K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
502+ 7.9% |
$34.7K - $37K
|
6.85K
$632K
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
458New |
$31.7K - $33.8K
|
458
$42.2K
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
457+ 3.31% |
$31.6K - $33.7K
|
14.3K
$1.31M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
453+ 0.95% |
$31.3K - $33.4K
|
48.3K
$4.45M
|