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 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.35KClosed |
$223K - $265K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.35K- 10.19% |
$224K - $265K
|
29.5K
$2.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.35K- 35.17% |
$224K - $265K
|
6.18K
$550K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-3.36KClosed |
$224K - $266K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.38K- 15.76% |
$226K - $267K
|
18.1K
$1.61M
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.39K- 4.29% |
$226K - $268K
|
75.6K
$6.74M
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-3.42K- 17.6% |
$228K - $270K
|
16K
$1.43M
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.45K- 43.08% |
$230K - $273K
|
4.56K
$406K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.47K- 3.71% |
$232K - $275K
|
90.2K
$8.03M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.5K- 1.61% |
$233K - $276K
|
213K
$19M
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-3.52K- 2.91% |
$235K - $279K
|
117K
$10.5M
|
|
|
Jul 12, 2022
Q2 2022
|
Bay Rivers Group
|
SELL
|
- |
-3.59K- 3.3% |
$240K - $284K
|
105K
$9.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.6K- 2.96% |
$240K - $285K
|
118K
$10.5M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.6K- 2.96% |
$240K - $285K
|
118K
$10.5M
|
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.77KClosed |
$251K - $298K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-3.82K- 21.13% |
$255K - $302K
|
14.3K
$1.27M
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.84KClosed |
$256K - $303K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.86KClosed |
$258K - $306K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
SELL
|
- |
-3.87K- 14.07% |
$259K - $306K
|
23.7K
$2.11M
|
|
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-3.92K- 1.39% |
$261K - $310K
|
278K
$24.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.96K- 4.61% |
$264K - $313K
|
81.9K
$7.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.96K- 97.44% |
$264K - $313K
|
104
$9.27K
|
|
|
Jul 15, 2022
Q2 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-4K- 7.41% |
$267K - $316K
|
50K
$4.46M
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-4.01KClosed |
$268K - $317K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.02K- 2.88% |
$268K - $318K
|
135K
$12.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-4.04K- 4.97% |
$270K - $320K
|
77.3K
$6.89M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.11K- 5.5% |
$274K - $325K
|
70.6K
$6.29M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-4.11K- 18.48% |
$274K - $325K
|
18.1K
$1.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-4.15K- 0.82% |
$277K - $328K
|
504K
$44.9M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-4.26K- 13.86% |
$284K - $337K
|
26.5K
$2.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-4.39KClosed |
$293K - $347K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.46K- 37.99% |
$297K - $353K
|
7.28K
$648K
|
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-4.53K- 14.91% |
$302K - $358K
|
25.9K
$2.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.58K- 11.6% |
$305K - $362K
|
34.9K
$3.11M
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-4.68K- 6.46% |
$312K - $370K
|
67.8K
$6.04M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.68K- 16.21% |
$313K - $371K
|
24.2K
$2.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-4.7K- 44.62% |
$314K - $372K
|
5.84K
$520K
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.71KClosed |
$314K - $372K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-4.75K- 30.36% |
$317K - $376K
|
10.9K
$971K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.77K- 17.6% |
$319K - $378K
|
22.3K
$1.99M
|
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4.81K- 29.37% |
$321K - $380K
|
11.6K
$1.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.84K- 18.36% |
$323K - $383K
|
21.5K
$1.92M
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-4.98K- 3.57% |
$332K - $394K
|
134K
$12M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-4.99KClosed |
$333K - $395K
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.03K- 52.08% |
$336K - $398K
|
4.63K
$412K
|
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-5.13K- 50.7% |
$343K - $406K
|
4.99K
$445K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-5.15KClosed |
$344K - $407K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-5.19K- 59.85% |
$347K - $411K
|
3.48K
$310K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.2K- 9.86% |
$347K - $411K
|
47.5K
$4.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.2KClosed |
$347K - $411K
|
0
$0
|