Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
4.33MNew |
$289M - $342M
|
4.33M
$399M
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
1.38MNew |
$92M - $109M
|
1.38M
$127M
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.35MNew |
$89.9M - $107M
|
1.35M
$124M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
883K+ 4.32% |
$58.9M - $69.8M
|
21.3M
$1.96B
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
593K+ 5.66% |
$39.6M - $46.9M
|
11.1M
$1.02B
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
535K+ 565.41% |
$35.7M - $42.4M
|
630K
$58.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
384K+ 41.23% |
$25.6M - $30.4M
|
1.32M
$121M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
344K+ 52.21% |
$22.9M - $27.2M
|
1M
$92.4M
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
294K+ 3962.67% |
$19.6M - $23.3M
|
301K
$27.8M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
275K+ 171.94% |
$18.3M - $21.7M
|
434K
$40M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
268K+ 9.03% |
$17.9M - $21.2M
|
3.24M
$299M
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
BUY
|
- |
254KNew |
$17M - $20.1M
|
254K
$23.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
232K+ 115.05% |
$15.5M - $18.4M
|
434K
$40M
|
|
|
Aug 15, 2022
Q2 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
231K+ 51.83% |
$15.4M - $18.3M
|
677K
$62.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
208KNew |
$13.9M - $16.4M
|
208K
$19.1M
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
124K+ 27.01% |
$8.25M - $9.78M
|
581K
$53.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
121KNew |
$8.1M - $9.6M
|
121K
$11.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
112K+ 3.0% |
$7.5M - $8.89M
|
3.87M
$356M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
109K+ 34.09% |
$7.26M - $8.61M
|
428K
$39.5M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
105K+ 44833.33% |
$7M - $8.3M
|
105K
$9.69M
|
|
|
Aug 03, 2022
Q2 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
101KNew |
$6.76M - $8.01M
|
101K
$9.34M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
95.1K+ 6.33% |
$6.35M - $7.52M
|
1.6M
$147M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
93.6K+ 36.56% |
$6.24M - $7.4M
|
349K
$32.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
BUY
|
- |
93.1K+ 227.08% |
$6.21M - $7.37M
|
134K
$12.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
87.4KNew |
$5.83M - $6.91M
|
87.4K
$8.06M
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
84.7K+ 35.71% |
$5.65M - $6.7M
|
322K
$29.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
81.2K+ 4.99% |
$5.42M - $6.43M
|
1.71M
$158M
|
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
80.7K+ 28.48% |
$5.38M - $6.38M
|
364K
$33.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
78.9K+ 297.64% |
$5.26M - $6.24M
|
105K
$9.71M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
78K+ 50.54% |
$5.21M - $6.17M
|
232K
$21.4M
|
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
69.6K+ 57.38% |
$4.64M - $5.5M
|
191K
$17.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
69.4K+ 28.43% |
$4.63M - $5.49M
|
314K
$28.9M
|
|
|
Nov 29, 2022
Q2 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
69KNew |
$4.6M - $5.46M
|
69K
$6.36M
|
|
|
Oct 30, 2023
Q2 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
69KNew |
$4.6M - $5.46M
|
69K
$6.36M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
68.6KNew |
$4.58M - $5.43M
|
68.6K
$6.33M
|
|
|
Aug 16, 2022
Q2 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
68KNew |
$4.54M - $5.38M
|
68K
$6.27M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
61.6K+ 48.13% |
$4.11M - $4.88M
|
190K
$17.5M
|
|
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
59.2KNew |
$3.95M - $4.68M
|
59.2K
$5.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
58.1KNew |
$3.88M - $4.6M
|
58.1K
$5.36M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
56.7K+ 23.03% |
$3.79M - $4.49M
|
303K
$27.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
55.4KNew |
$3.7M - $4.38M
|
55.4K
$5.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
52.3K+ 10.45% |
$3.49M - $4.13M
|
552K
$50.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
51.5K+ 465.0% |
$3.44M - $4.08M
|
62.6K
$5.77M
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
51.4K+ 61.91% |
$3.43M - $4.07M
|
135K
$12.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
51.3KNew |
$3.42M - $4.05M
|
51.3K
$4.73M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
49.6K+ 26.47% |
$3.31M - $3.93M
|
237K
$21.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
47.9K+ 43.64% |
$3.19M - $3.79M
|
158K
$14.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
45.7K+ 2.99% |
$3.05M - $3.61M
|
1.57M
$145M
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
45.2K+ 7.05% |
$3.02M - $3.58M
|
686K
$63.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
41.2K+ 48.83% |
$2.75M - $3.26M
|
126K
$11.6M
|