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 12, 2022
Q2 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-3- 9.09% |
$200 - $237
|
30
$2.67K
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-4- 0.57% |
$267 - $316
|
694
$61.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5- 0.1% |
$334 - $396
|
5K
$445K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-8- 0.18% |
$534 - $633
|
4.35K
$388K
|
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-8- 0.11% |
$534 - $633
|
7.05K
$628K
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-8- 1.98% |
$534 - $633
|
397
$35.4K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-9Closed |
$601 - $712
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10- 0.05% |
$667 - $791
|
19.7K
$1.75M
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-11- 1.98% |
$734 - $870
|
544
$48.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11- 0.05% |
$734 - $870
|
22.4K
$2M
|
|
|
Jul 22, 2022
Q2 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-15- 0.4% |
$1K - $1.19K
|
3.73K
$332K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-16- 0.1% |
$1.07K - $1.27K
|
16.7K
$1.49M
|
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-17- 0.17% |
$1.13K - $1.34K
|
10K
$894K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-18Closed |
$1.2K - $1.42K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-18- 0.33% |
$1.2K - $1.42K
|
5.41K
$482K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-20Closed |
$1.33K - $1.58K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-22- 0.19% |
$1.47K - $1.74K
|
11.7K
$1.04M
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-22Closed |
$1.47K - $1.74K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-24- 0.14% |
$1.6K - $1.9K
|
16.7K
$1.49M
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
SELL
|
- |
-25- 0.63% |
$1.67K - $1.98K
|
3.97K
$354K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-26- 0.51% |
$1.73K - $2.06K
|
5.06K
$451K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-28Closed |
$1.87K - $2.21K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-28- 0.02% |
$1.87K - $2.21K
|
115K
$10.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-32- 10.26% |
$2.14K - $2.53K
|
280
$24.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-35- 0.24% |
$2.34K - $2.77K
|
14.6K
$1.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-37- 0.68% |
$2.47K - $2.93K
|
5.41K
$482K
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-39- 0.03% |
$2.6K - $3.08K
|
127K
$11.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-40- 19.9% |
$2.67K - $3.16K
|
161
$14.3K
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-40Closed |
$2.67K - $3.16K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-42- 0.19% |
$2.8K - $3.32K
|
21.6K
$1.92M
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-44- 7.38% |
$2.94K - $3.48K
|
552
$49.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-49- 1.21% |
$3.27K - $3.88K
|
3.99K
$355K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-50- 0.04% |
$3.34K - $3.95K
|
111K
$9.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-56- 1.63% |
$3.74K - $4.43K
|
3.37K
$301K
|
|
|
Aug 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-56- 0.48% |
$3.74K - $4.43K
|
11.5K
$1.02M
|
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
SELL
|
- |
-58- 0.59% |
$3.87K - $4.59K
|
9.7K
$864K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-59- 1.12% |
$3.94K - $4.67K
|
5.23K
$466K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-61Closed |
$4.07K - $4.83K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-63- 0.26% |
$4.2K - $4.98K
|
24.1K
$2.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-65- 0.82% |
$4.34K - $5.14K
|
7.9K
$704K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-66- 0.58% |
$4.4K - $5.22K
|
11.4K
$1.02M
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-67- 0.73% |
$4.47K - $5.3K
|
9.1K
$811K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-68- 52.71% |
$4.54K - $5.38K
|
61
$5.44K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-71- 0.8% |
$4.74K - $5.62K
|
8.85K
$789K
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-73- 1.91% |
$4.87K - $5.77K
|
3.75K
$334K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-74- 2.9% |
$4.94K - $5.85K
|
2.48K
$221K
|
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-76- 1.72% |
$5.07K - $6.01K
|
4.34K
$386K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-78Closed |
$5.2K - $6.17K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
SELL
|
- |
-84- 0.44% |
$5.61K - $6.64K
|
19.1K
$1.71M
|
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
SELL
|
- |
-85- 17.53% |
$5.67K - $6.72K
|
400
$35.6K
|