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 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.49K- 18.32% |
$166K - $197K
|
11.1K
$987K
|
|
Jul 25, 2022
Q2 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-2.56K- 1.25% |
$171K - $202K
|
202K
$18M
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
SELL
|
- |
-2.59KClosed |
$173K - $205K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-2.6KClosed |
$173K - $206K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.6K- 3.39% |
$173K - $206K
|
74K
$6.6M
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-2.62K- 9.51% |
$174K - $207K
|
24.9K
$2.22M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.62K- 16.78% |
$175K - $207K
|
13K
$1.16M
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.62K- 2.0% |
$175K - $207K
|
129K
$11.5M
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.62KClosed |
$175K - $207K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.62KClosed |
$175K - $208K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-2.67KClosed |
$178K - $211K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-2.67KClosed |
$178K - $211K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.68KClosed |
$179K - $212K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.7K- 42.75% |
$180K - $213K
|
3.62K
$322K
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.72KClosed |
$182K - $215K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.74K- 17.4% |
$183K - $216K
|
13K
$1.16M
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-2.74KClosed |
$183K - $217K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.75KClosed |
$183K - $217K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.76KClosed |
$184K - $219K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.77KClosed |
$185K - $219K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.78KClosed |
$185K - $220K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-2.79KClosed |
$186K - $221K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.79KClosed |
$186K - $221K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.8KClosed |
$187K - $221K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.81K- 7.78% |
$187K - $222K
|
33.3K
$2.97M
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.81K- 1.2% |
$187K - $222K
|
231K
$20.5M
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-2.85K- 35.36% |
$190K - $225K
|
5.21K
$464K
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.87K- 6.03% |
$191K - $227K
|
44.7K
$3.98M
|
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-2.88KClosed |
$192K - $228K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-2.89K- 5.36% |
$193K - $228K
|
50.9K
$4.54M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.89K- 6.54% |
$193K - $228K
|
41.2K
$3.67M
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
SELL
|
- |
-2.9KClosed |
$194K - $229K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.91K- 4.19% |
$194K - $230K
|
66.5K
$5.93M
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-2.95K- 10.84% |
$197K - $233K
|
24.2K
$2.16M
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.95KClosed |
$197K - $233K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.95K- 3.16% |
$197K - $234K
|
90.6K
$8.07M
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.97K- 7.34% |
$198K - $235K
|
37.5K
$3.34M
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.01K- 6.6% |
$201K - $238K
|
42.6K
$3.79M
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-3.04K- 10.88% |
$203K - $241K
|
24.9K
$2.22M
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.07KClosed |
$205K - $243K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.07KClosed |
$205K - $243K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-3.1KClosed |
$207K - $245K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.11KClosed |
$208K - $246K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.12KClosed |
$208K - $247K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.15K- 15.62% |
$210K - $249K
|
17K
$1.52M
|
|
Jul 22, 2022
Q2 2022
|
Ttp Investments, Inc.
|
SELL
|
- |
-3.19KClosed |
$213K - $252K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-3.19K- 10.96% |
$213K - $253K
|
25.9K
$2.31M
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.24K- 1.1% |
$216K - $256K
|
291K
$25.9M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.28K- 8.76% |
$219K - $259K
|
34.1K
$3.04M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.31K- 11.65% |
$221K - $262K
|
25.1K
$2.24M
|