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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-853- 19.38% |
$56.9K - $67.5K
|
3.55K
$316K
|
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-853- 7.8% |
$56.9K - $67.5K
|
10.1K
$898K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-855- 12.4% |
$57.1K - $67.6K
|
6.04K
$538K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-859- 1.52% |
$57.3K - $67.9K
|
55.7K
$4.96M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-864- 3.14% |
$57.7K - $68.3K
|
26.7K
$2.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-866- 7.79% |
$57.8K - $68.5K
|
10.2K
$913K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
SELL
|
- |
-889- 9.15% |
$59.3K - $70.3K
|
8.83K
$787K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-897- 0.82% |
$59.9K - $71K
|
108K
$9.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-900- 1.19% |
$60.1K - $71.2K
|
74.7K
$6.66M
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-905- 5.76% |
$60.4K - $71.6K
|
14.8K
$1.32M
|
|
|
Jul 25, 2022
Q2 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-917- 2.36% |
$61.2K - $72.5K
|
38K
$3.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-921- 0.87% |
$61.5K - $72.9K
|
105K
$9.36M
|
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-945- 2.68% |
$63.1K - $74.7K
|
34.3K
$3.05M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-963- 13.44% |
$64.3K - $76.2K
|
6.2K
$552K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-967- 24.81% |
$64.5K - $76.5K
|
2.93K
$261K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-972- 48.41% |
$64.9K - $76.9K
|
1.04K
$92.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-979- 24.33% |
$65.3K - $77.4K
|
3.05K
$271K
|
|
|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-993- 19.75% |
$66.3K - $78.5K
|
4.04K
$360K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.01KClosed |
$67.1K - $79.6K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.03K- 26.45% |
$68.8K - $81.6K
|
2.87K
$255K
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 26.25% |
$70.1K - $83.1K
|
2.95K
$263K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.07K- 1.27% |
$71.2K - $84.4K
|
83.2K
$7.41M
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.07K- 4.27% |
$71.2K - $84.4K
|
23.9K
$2.13M
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-1.1K- 15.84% |
$73.5K - $87.2K
|
5.85K
$522K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.11K- 6.36% |
$74K - $87.7K
|
16.3K
$1.46M
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.12K- 6.79% |
$74.6K - $88.4K
|
15.3K
$1.37M
|
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-1.14K- 8.69% |
$75.9K - $90K
|
12K
$1.07M
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-1.15K- 1.96% |
$76.7K - $90.9K
|
57.5K
$5.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.17K- 2.65% |
$78.2K - $92.7K
|
43K
$3.83M
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
SELL
|
- |
-1.19K- 2.67% |
$79.1K - $93.7K
|
43.2K
$3.85M
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.19K- 5.69% |
$79.5K - $94.2K
|
19.7K
$1.76M
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.2K- 0.38% |
$80.3K - $95.2K
|
313K
$27.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.23K- 15.48% |
$82.1K - $97.3K
|
6.71K
$598K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.25K- 2.23% |
$83.6K - $99.1K
|
54.9K
$4.89M
|
|
|
Aug 09, 2022
Q2 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-1.25K- 5.62% |
$83.6K - $99.1K
|
21K
$1.87M
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.27K- 32.84% |
$84.9K - $101K
|
2.6K
$232K
|
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.28K- 7.32% |
$85.5K - $101K
|
16.2K
$1.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 15.6% |
$85.9K - $102K
|
6.97K
$621K
|
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.29K- 24.55% |
$85.9K - $102K
|
3.96K
$353K
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.3K- 4.49% |
$86.5K - $103K
|
27.6K
$2.46M
|
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.3K- 10.42% |
$86.5K - $103K
|
11.2K
$994K
|
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.3K- 11.21% |
$86.8K - $103K
|
10.3K
$919K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.3K- 5.52% |
$86.9K - $103K
|
22.3K
$1.98M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.31K- 6.15% |
$87.3K - $103K
|
19.9K
$1.78M
|
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-1.31K- 2.1% |
$87.4K - $104K
|
61.1K
$5.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.31K- 7.42% |
$87.6K - $104K
|
16.4K
$1.46M
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.33K- 2.59% |
$88.8K - $105K
|
50K
$4.46M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.35K- 4.68% |
$90.3K - $107K
|
27.6K
$2.46M
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.37K- 5.91% |
$91.1K - $108K
|
21.7K
$1.94M
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.37K- 3.69% |
$91.7K - $109K
|
35.9K
$3.2M
|