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 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.41K- 12.6% |
$94.1K - $112K
|
9.78K
$871K
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-1.44K- 7.21% |
$96.2K - $114K
|
18.6K
$1.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.45K- 69.43% |
$96.8K - $115K
|
639
$56.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.46K- 3.26% |
$97.6K - $116K
|
43.5K
$3.87M
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.47KClosed |
$97.9K - $116K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
SELL
|
- |
-1.47K- 5.33% |
$98K - $116K
|
26.1K
$2.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.47K- 2.12% |
$98.4K - $117K
|
68.1K
$6.07M
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 15.95% |
$100K - $119K
|
7.91K
$705K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.56K- 0.92% |
$104K - $123K
|
168K
$15M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.57K- 8.4% |
$105K - $124K
|
17.1K
$1.53M
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.57K- 8.6% |
$105K - $125K
|
16.7K
$1.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.61K- 11.19% |
$108K - $128K
|
12.8K
$1.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.71K- 3.33% |
$114K - $135K
|
49.6K
$4.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.71K- 7.86% |
$114K - $135K
|
20.1K
$1.79M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.72K- 19.79% |
$115K - $136K
|
6.96K
$620K
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.79K- 31.08% |
$119K - $141K
|
3.96K
$353K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.79K- 1.68% |
$119K - $142K
|
105K
$9.32M
|
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.81K- 0.63% |
$120K - $143K
|
283K
$25.2M
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.82K- 20.25% |
$121K - $144K
|
7.16K
$638K
|
|
|
Jul 28, 2022
Q2 2022
|
Bcm Advisors, LLC
|
SELL
|
- |
-1.84K- 3.53% |
$123K - $146K
|
50.3K
$4.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.87K- 16.76% |
$125K - $148K
|
9.29K
$827K
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.89K- 3.29% |
$126K - $149K
|
55.5K
$4.95M
|
|
|
Mar 11, 2024
Q2 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.9K- 5.05% |
$127K - $150K
|
35.7K
$3.18M
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-1.9K- 10.44% |
$127K - $150K
|
16.3K
$1.45M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.91K- 4.21% |
$127K - $151K
|
43.3K
$3.86M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.91K- 4.21% |
$127K - $151K
|
43.3K
$3.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.91K- 14.98% |
$127K - $151K
|
10.8K
$965K
|
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.91K- 4.59% |
$128K - $151K
|
39.8K
$3.54M
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.96K- 2.08% |
$130K - $155K
|
91.9K
$8.19M
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.97K- 5.48% |
$131K - $156K
|
33.9K
$3.02M
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.98K- 6.95% |
$132K - $157K
|
26.6K
$2.37M
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.99K- 0.71% |
$133K - $157K
|
277K
$24.7M
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-2K- 28.8% |
$134K - $158K
|
4.95K
$441K
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.03K- 20.56% |
$135K - $160K
|
7.84K
$698K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.05K- 33.98% |
$137K - $162K
|
3.99K
$355K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.05K- 2.39% |
$137K - $162K
|
83.6K
$7.45M
|
|
|
Jul 20, 2022
Q2 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-2.1K- 5.06% |
$140K - $166K
|
39.4K
$3.51M
|
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.15K- 3.36% |
$143K - $170K
|
61.6K
$5.49M
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.15K- 2.22% |
$144K - $170K
|
94.9K
$8.46M
|
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.16K- 24.33% |
$144K - $170K
|
6.7K
$597K
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.19K- 26.46% |
$146K - $174K
|
6.1K
$543K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.22K- 22.19% |
$148K - $176K
|
7.79K
$694K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.26K- 2.17% |
$151K - $179K
|
102K
$9.09M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.29K- 3.41% |
$153K - $181K
|
64.8K
$5.77M
|
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.3K- 0.83% |
$154K - $182K
|
275K
$24.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.41K- 6.44% |
$161K - $190K
|
35K
$3.12M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.42K- 3.25% |
$161K - $191K
|
72K
$6.41M
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.47KClosed |
$164K - $195K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.47KClosed |
$165K - $196K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.48K- 0.68% |
$166K - $196K
|
361K
$32.2M
|