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
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-87- 0.68% |
$5.81K - $6.88K
|
12.7K
$1.13M
|
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-92- 2.66% |
$6.14K - $7.28K
|
3.37K
$300K
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-94- 0.87% |
$6.27K - $7.44K
|
10.8K
$959K
|
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-94- 2.45% |
$6.27K - $7.44K
|
3.75K
$334K
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-95Closed |
$6.34K - $7.51K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-97Closed |
$6.47K - $7.67K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-100- 0.37% |
$6.67K - $7.91K
|
26.6K
$2.37M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 1.46% |
$6.67K - $7.91K
|
6.73K
$599K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-101Closed |
$6.74K - $7.99K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-102- 0.66% |
$6.81K - $8.07K
|
15.3K
$1.36M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-102- 5.52% |
$6.81K - $8.07K
|
1.75K
$156K
|
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-106- 8.5% |
$7.07K - $8.38K
|
1.14K
$102K
|
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-111- 3.07% |
$7.41K - $8.78K
|
3.5K
$312K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-113- 1.0% |
$7.54K - $8.94K
|
11.2K
$995K
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-114- 6.34% |
$7.61K - $9.02K
|
1.68K
$150K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-115- 0.54% |
$7.67K - $9.1K
|
21.2K
$1.89M
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-118- 7.23% |
$7.87K - $9.33K
|
1.51K
$135K
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-120- 1.06% |
$8.01K - $9.49K
|
11.1K
$993K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-121Closed |
$8.07K - $9.57K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-123- 1.36% |
$8.21K - $9.73K
|
8.9K
$793K
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-127- 0.14% |
$8.47K - $10K
|
89.1K
$7.94M
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-135- 2.92% |
$9.01K - $10.7K
|
4.49K
$400K
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-137- 3.27% |
$9.14K - $10.8K
|
4.05K
$361K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-140- 0.19% |
$9.34K - $11.1K
|
74.8K
$6.67M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-145- 8.91% |
$9.68K - $11.5K
|
1.48K
$132K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-146- 9.86% |
$9.74K - $11.5K
|
1.34K
$119K
|
|
|
Jul 11, 2022
Q2 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-147- 0.73% |
$9.81K - $11.6K
|
20K
$1.79M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-152- 0.86% |
$10.1K - $12K
|
17.6K
$1.57M
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-152- 0.97% |
$10.1K - $12K
|
15.5K
$1.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-158- 2.86% |
$10.5K - $12.5K
|
5.37K
$479K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-160- 0.18% |
$10.7K - $12.7K
|
87.5K
$7.8M
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-165Closed |
$11K - $13.1K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-168- 73.04% |
$11.2K - $13.3K
|
62
$5.52K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-170- 3.88% |
$11.3K - $13.4K
|
4.21K
$375K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-175Closed |
$11.7K - $13.8K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-180- 0.26% |
$12K - $14.2K
|
68.3K
$6.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-203- 1.32% |
$13.5K - $16.1K
|
15.2K
$1.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-204- 5.61% |
$13.6K - $16.1K
|
3.43K
$306K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-205- 3.49% |
$13.7K - $16.2K
|
5.67K
$505K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-209- 17.64% |
$13.9K - $16.5K
|
976
$87K
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-213- 1.15% |
$14.2K - $16.8K
|
18.3K
$1.63M
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-220- 5.82% |
$14.7K - $17.4K
|
3.56K
$317K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-220- 4.85% |
$14.7K - $17.4K
|
4.31K
$384K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-221- 0.24% |
$14.7K - $17.5K
|
90.6K
$8.08M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-225- 2.91% |
$15K - $17.8K
|
7.52K
$670K
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-229- 3.62% |
$15.3K - $18.1K
|
6.09K
$543K
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-234- 0.6% |
$15.6K - $18.5K
|
38.8K
$3.46M
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-247- 10.79% |
$16.5K - $19.5K
|
2.04K
$182K
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-247- 0.69% |
$16.5K - $19.5K
|
35.7K
$3.18M
|
|
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-247- 0.56% |
$16.5K - $19.5K
|
44.2K
$3.94M
|