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 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-251- 19.86% |
$16.7K - $19.9K
|
1.01K
$90.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-257- 0.14% |
$17.1K - $20.3K
|
181K
$16.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-260- 2.87% |
$17.3K - $20.6K
|
8.81K
$785K
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-266- 0.45% |
$17.8K - $21K
|
58.4K
$5.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-271- 1.78% |
$18.1K - $21.4K
|
14.9K
$1.33M
|
|
|
Jul 20, 2022
Q2 2022
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-273Closed |
$18.2K - $21.6K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-275Closed |
$18.4K - $21.8K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Parthenon LLC
|
SELL
|
- |
-275- 4.47% |
$18.4K - $21.8K
|
5.87K
$523K
|
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-275Closed |
$18.4K - $21.8K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Golden Green, Inc.
|
SELL
|
- |
-281- 4.21% |
$18.8K - $22.2K
|
6.4K
$570K
|
|
|
Jul 27, 2022
Q2 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-288- 0.76% |
$19.2K - $22.8K
|
37.6K
$3.35M
|
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-293- 0.56% |
$19.6K - $23.2K
|
52.3K
$4.66M
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-293- 2.65% |
$19.6K - $23.2K
|
10.8K
$959K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-294- 1.19% |
$19.6K - $23.3K
|
24.4K
$2.17M
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-295- 8.44% |
$19.7K - $23.3K
|
3.2K
$285K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-301- 0.25% |
$20.1K - $23.8K
|
120K
$10.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-309- 4.61% |
$20.6K - $24.4K
|
6.39K
$570K
|
|
|
Jul 19, 2022
Q2 2022
|
Family Capital Trust CO
|
SELL
|
- |
-318- 0.34% |
$21.2K - $25.2K
|
94.1K
$8.38M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-320- 39.12% |
$21.4K - $25.3K
|
498
$44.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-327- 0.1% |
$21.8K - $25.9K
|
312K
$27.8M
|
|
|
Jul 15, 2022
Q2 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-334- 0.38% |
$22.3K - $26.4K
|
86.4K
$7.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-339- 6.43% |
$22.6K - $26.8K
|
4.94K
$440K
|
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-341- 1.63% |
$22.8K - $27K
|
20.6K
$1.84M
|
|
|
Aug 11, 2022
Q2 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-348- 0.45% |
$23.2K - $27.5K
|
77.3K
$6.89M
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-363- 8.23% |
$24.2K - $28.7K
|
4.05K
$361K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-364- 2.76% |
$24.3K - $28.8K
|
12.8K
$1.14M
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-364- 3.12% |
$24.3K - $28.8K
|
11.3K
$1.01M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-364- 2.76% |
$24.3K - $28.8K
|
12.8K
$1.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-367- 4.16% |
$24.5K - $29K
|
8.47K
$754K
|
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-375- 0.39% |
$25K - $29.7K
|
96.3K
$8.58M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-385- 9.3% |
$25.7K - $30.5K
|
3.75K
$334K
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-390- 5.32% |
$26K - $30.8K
|
6.94K
$618K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-391Closed |
$26.1K - $30.9K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-393- 0.81% |
$26.2K - $31.1K
|
48K
$4.28M
|
|
|
Jul 11, 2022
Q2 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-395- 1.59% |
$26.4K - $31.2K
|
24.5K
$2.18M
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-401- 0.97% |
$26.8K - $31.7K
|
41K
$3.65M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-410Closed |
$27.4K - $32.4K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-410Closed |
$27.4K - $32.4K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-412- 1.3% |
$27.5K - $32.6K
|
31.4K
$2.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-419- 8.24% |
$28K - $33.1K
|
4.66K
$416K
|
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-420- 3.16% |
$28K - $33.2K
|
12.9K
$1.15M
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-428- 4.37% |
$28.6K - $33.9K
|
9.36K
$834K
|
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-439- 3.49% |
$29.3K - $34.7K
|
12.1K
$1.08M
|
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-445- 6.17% |
$29.7K - $35.2K
|
6.77K
$603K
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-449- 0.84% |
$30K - $35.5K
|
53.1K
$4.73M
|
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
SELL
|
- |
-453- 1.42% |
$30.2K - $35.8K
|
31.5K
$2.81M
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-454- 9.71% |
$30.3K - $35.9K
|
4.22K
$376K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-461- 0.96% |
$30.8K - $36.5K
|
47.4K
$4.22M
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-468- 0.15% |
$31.2K - $37K
|
315K
$28.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-473Closed |
$31.6K - $37.4K
|
0
$0
|