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 14, 2023
Q1 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
450+ 9.0% |
$31.1K - $33.2K
|
5.45K
$502K
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
445+ 13.98% |
$30.8K - $32.8K
|
3.63K
$334K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
439+ 7.42% |
$30.3K - $32.4K
|
6.35K
$586K
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
432+ 2.16% |
$29.9K - $31.9K
|
20.4K
$1.88M
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
428+ 5.32% |
$29.6K - $31.6K
|
8.47K
$781K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
420+ 9.07% |
$29K - $31K
|
5.05K
$466K
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
388+ 4.24% |
$26.8K - $28.6K
|
9.53K
$879K
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
381+ 0.91% |
$26.3K - $28.1K
|
42.1K
$3.88M
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
379+ 1.02% |
$26.2K - $28K
|
37.5K
$3.46M
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
362+ 696.15% |
$25K - $26.7K
|
414
$38.2K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
357New |
$24.7K - $26.3K
|
357
$32.9K
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
341+ 10.4% |
$23.6K - $25.2K
|
3.62K
$334K
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
340+ 0.52% |
$23.5K - $25.1K
|
66.4K
$6.12M
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
337+ 3.63% |
$23.3K - $24.9K
|
9.63K
$887K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
337+ 3.63% |
$23.3K - $24.9K
|
9.63K
$887K
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
329+ 0.44% |
$22.7K - $24.3K
|
75.2K
$6.93M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
327New |
$22.6K - $24.1K
|
327
$30.1K
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
326+ 6.04% |
$22.5K - $24.1K
|
5.72K
$527K
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
325+ 5.96% |
$22.5K - $24K
|
5.78K
$533K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
320+ 10.59% |
$22.1K - $23.6K
|
3.34K
$308K
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
318New |
$22K - $23.5K
|
318
$29.3K
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
314+ 9.65% |
$21.7K - $23.2K
|
3.57K
$329K
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
301+ 5.13% |
$20.8K - $22.2K
|
6.17K
$569K
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
299+ 0.36% |
$20.7K - $22.1K
|
82.3K
$7.59M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
293+ 0.38% |
$20.3K - $21.6K
|
78.2K
$7.21M
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
289+ 1.77% |
$20K - $21.3K
|
16.7K
$1.54M
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
286+ 1.89% |
$19.8K - $21.1K
|
15.4K
$1.42M
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
269+ 8.62% |
$18.6K - $19.8K
|
3.39K
$313K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
269New |
$18.6K - $19.8K
|
269
$24.8K
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
263+ 1.1% |
$18.2K - $19.4K
|
24.1K
$2.22M
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
254+ 5.22% |
$17.6K - $18.7K
|
5.12K
$472K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
252+ 62.84% |
$17.4K - $18.6K
|
653
$60.2K
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
250+ 2.61% |
$17.3K - $18.4K
|
9.84K
$907K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
245+ 2.33% |
$16.9K - $18.1K
|
10.7K
$991K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
245+ 44.06% |
$16.9K - $18.1K
|
801
$73.9K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
239+ 90.53% |
$16.5K - $17.6K
|
503
$46.4K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
234New |
$16.2K - $17.3K
|
234
$21.6K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
232+ 1.36% |
$16K - $17.1K
|
17.2K
$1.59M
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
228+ 0.75% |
$15.8K - $16.8K
|
30.7K
$2.83M
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
227+ 4.29% |
$15.7K - $16.7K
|
5.52K
$509K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
208+ 4.83% |
$14.4K - $15.3K
|
4.52K
$416K
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
207+ 2.49% |
$14.3K - $15.3K
|
8.52K
$785K
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
204+ 1.23% |
$14.1K - $15.1K
|
16.8K
$1.54M
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
203+ 0.64% |
$14K - $15K
|
31.9K
$2.94M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
189+ 3.24% |
$13.1K - $13.9K
|
6.03K
$556K
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
182+ 2.8% |
$12.6K - $13.4K
|
6.68K
$616K
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
181+ 0.24% |
$12.5K - $13.4K
|
74.9K
$6.91M
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
179+ 0.71% |
$12.4K - $13.2K
|
25.4K
$2.34M
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
176+ 3.63% |
$12.2K - $13K
|
5.03K
$464K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
172New |
$11.9K - $12.7K
|
172
$15.9K
|