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
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-5.25K- 96.84% |
$350K - $415K
|
171
$15.2K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-5.4K- 50.0% |
$360K - $427K
|
5.4K
$481K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.53K- 3.4% |
$369K - $437K
|
157K
$14M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.57K- 8.57% |
$372K - $441K
|
59.5K
$5.3M
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-5.58K- 3.06% |
$372K - $441K
|
177K
$15.7M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.61K- 3.16% |
$374K - $444K
|
172K
$15.3M
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-5.73K- 6.37% |
$382K - $453K
|
84.2K
$7.5M
|
|
Aug 10, 2022
Q2 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-5.91KClosed |
$395K - $468K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-5.96K- 6.95% |
$398K - $471K
|
79.8K
$7.11M
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-6.08K- 8.93% |
$406K - $481K
|
62K
$5.52M
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.23K- 10.42% |
$415K - $492K
|
53.5K
$4.77M
|
|
Jul 22, 2022
Q2 2022
|
Financial Life Advisors
|
SELL
|
- |
-6.23K- 4.85% |
$416K - $493K
|
122K
$10.9M
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-6.36K- 97.49% |
$425K - $503K
|
164
$14.6K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.39K- 47.75% |
$426K - $505K
|
6.99K
$623K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.47K- 40.46% |
$432K - $512K
|
9.52K
$848K
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.47K- 40.46% |
$432K - $512K
|
9.52K
$848K
|
|
Aug 26, 2022
Q2 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-6.53KClosed |
$436K - $517K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.68K- 2.28% |
$446K - $528K
|
286K
$25.5M
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-6.77K- 18.13% |
$452K - $535K
|
30.6K
$2.72M
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-6.82KClosed |
$455K - $539K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-6.9K- 1.43% |
$461K - $546K
|
477K
$42.5M
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-6.94K- 11.38% |
$463K - $549K
|
54K
$4.82M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.96K- 91.96% |
$464K - $550K
|
608
$54.2K
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-7.01KClosed |
$467K - $554K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-7.09K- 6.31% |
$473K - $561K
|
105K
$9.38M
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-7.14K- 34.69% |
$476K - $565K
|
13.4K
$1.2M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.19K- 6.5% |
$480K - $568K
|
103K
$9.21M
|
|
Jul 15, 2022
Q2 2022
|
Newfound Research LLC
|
SELL
|
- |
-7.32K- 26.12% |
$488K - $579K
|
20.7K
$1.84M
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.38K- 9.22% |
$493K - $584K
|
72.7K
$6.48M
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-7.5K- 10.0% |
$500K - $593K
|
67.4K
$6.01M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.68K- 3.53% |
$512K - $607K
|
210K
$18.7M
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-7.74K- 12.67% |
$517K - $612K
|
53.4K
$4.76M
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-7.75KClosed |
$517K - $613K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.85K- 52.47% |
$524K - $621K
|
7.11K
$634K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-7.87K- 3.12% |
$525K - $623K
|
244K
$21.8M
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-8.07K- 30.25% |
$539K - $638K
|
18.6K
$1.66M
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-8.13K- 25.21% |
$542K - $643K
|
24.1K
$2.15M
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-8.13K- 10.41% |
$542K - $643K
|
70K
$6.23M
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
SELL
|
- |
-8.34K- 9.08% |
$556K - $659K
|
83.5K
$7.44M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.51K- 44.92% |
$568K - $673K
|
10.4K
$930K
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
SELL
|
- |
-8.55K- 10.84% |
$571K - $677K
|
70.3K
$6.27M
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-8.73K- 8.04% |
$582K - $690K
|
99.8K
$8.9M
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.74K- 19.56% |
$583K - $691K
|
35.9K
$3.2M
|
|
Aug 10, 2022
Q2 2022
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-8.92K- 2.84% |
$595K - $705K
|
305K
$27.1M
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.02K- 40.44% |
$602K - $713K
|
13.3K
$1.18M
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
SELL
|
- |
-9.04K- 7.33% |
$603K - $715K
|
114K
$10.2M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.13K- 19.53% |
$609K - $722K
|
37.6K
$3.35M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-9.31K- 1.02% |
$621K - $736K
|
905K
$80.6M
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-9.33K- 3.53% |
$623K - $738K
|
255K
$22.7M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.38K- 10.96% |
$626K - $742K
|
76.2K
$6.79M
|