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 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-483- 0.46% |
$32.2K - $38.2K
|
105K
$9.38M
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-490Closed |
$32.7K - $38.8K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-499- 0.7% |
$33.3K - $39.5K
|
70.4K
$6.27M
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-499- 0.16% |
$33.3K - $39.5K
|
317K
$28.2M
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-510- 0.77% |
$34K - $40.3K
|
65.8K
$5.86M
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-551- 1.95% |
$36.8K - $43.6K
|
27.7K
$2.47M
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-551- 8.43% |
$36.8K - $43.6K
|
5.99K
$533K
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-554- 3.04% |
$37K - $43.8K
|
17.7K
$1.58M
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-556- 1.86% |
$37.1K - $44K
|
29.4K
$2.62M
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-556- 4.66% |
$37.1K - $44K
|
11.4K
$1.01M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-557- 2.1% |
$37.2K - $44.1K
|
26K
$2.31M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-560- 16.17% |
$37.4K - $44.3K
|
2.9K
$259K
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-571- 10.35% |
$38.1K - $45.2K
|
4.95K
$441K
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-578- 11.66% |
$38.6K - $45.7K
|
4.38K
$390K
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-588- 23.52% |
$39.2K - $46.5K
|
1.91K
$170K
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-597- 3.87% |
$39.8K - $47.2K
|
14.8K
$1.32M
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-597- 1.66% |
$39.8K - $47.2K
|
35.4K
$3.16M
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-598Closed |
$39.9K - $47.3K
|
0
$0
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-600- 1.12% |
$40K - $47.5K
|
53.2K
$4.74M
|
|
Aug 10, 2022
Q2 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-601- 12.69% |
$40.1K - $47.5K
|
4.14K
$368K
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-602- 6.21% |
$40.2K - $47.6K
|
9.09K
$810K
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-617- 12.32% |
$41.2K - $48.8K
|
4.39K
$391K
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-617- 6.1% |
$41.2K - $48.8K
|
9.51K
$847K
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-618- 2.25% |
$41.2K - $48.9K
|
26.8K
$2.39M
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-634- 3.36% |
$42.3K - $50.1K
|
18.2K
$1.62M
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-640- 16.82% |
$42.7K - $50.6K
|
3.17K
$282K
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-646Closed |
$43.1K - $51.1K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-655- 3.8% |
$43.7K - $51.8K
|
16.6K
$1.48M
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-659- 7.35% |
$44K - $52.1K
|
8.31K
$740K
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-659- 21.8% |
$44K - $52.1K
|
2.36K
$211K
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-659- 21.8% |
$44K - $52.1K
|
2.36K
$211K
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-677- 1.07% |
$45.2K - $53.6K
|
62.3K
$5.55M
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-680- 11.88% |
$45.4K - $53.8K
|
5.04K
$449K
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-685- 8.66% |
$45.7K - $54.2K
|
7.23K
$644K
|
|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-702- 10.78% |
$46.8K - $55.5K
|
5.81K
$517K
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-708Closed |
$47.2K - $56K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-721- 2.12% |
$48.1K - $57K
|
33.3K
$2.96M
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-744- 6.73% |
$49.6K - $58.9K
|
10.3K
$918K
|
|
Jul 13, 2022
Q2 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-749- 5.44% |
$50K - $59.2K
|
13K
$1.16M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-756- 6.34% |
$50.4K - $59.8K
|
11.2K
$996K
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-757- 1.59% |
$50.5K - $59.9K
|
46.9K
$4.18M
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-763- 3.28% |
$50.9K - $60.4K
|
22.5K
$2.01M
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-765- 1.18% |
$51K - $60.5K
|
64.3K
$5.73M
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-769Closed |
$51.3K - $60.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-798- 0.74% |
$53.3K - $63.1K
|
107K
$9.54M
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-815- 0.43% |
$54.4K - $64.5K
|
190K
$16.9M
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-817- 2.17% |
$54.5K - $64.6K
|
36.8K
$3.28M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-831- 20.21% |
$55.5K - $65.7K
|
3.28K
$292K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-846- 4.83% |
$56.5K - $66.9K
|
16.7K
$1.48M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-846- 3.99% |
$56.5K - $66.9K
|
20.4K
$1.81M
|