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
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-9.4KClosed |
$627K - $743K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-9.64K- 5.59% |
$643K - $763K
|
163K
$14.5M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.83K- 8.67% |
$656K - $777K
|
104K
$9.22M
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.85K- 55.87% |
$658K - $779K
|
7.78K
$694K
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-9.97K- 17.75% |
$665K - $789K
|
46.2K
$4.12M
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-10.3K- 26.88% |
$684K - $811K
|
27.9K
$2.49M
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-10.9KClosed |
$725K - $860K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-10.9K- 38.57% |
$730K - $866K
|
17.4K
$1.55M
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-11.2K- 13.3% |
$745K - $883K
|
72.8K
$6.48M
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-11.3KClosed |
$757K - $897K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-11.3K- 12.78% |
$757K - $897K
|
77.4K
$6.9M
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-11.4K- 9.61% |
$763K - $905K
|
108K
$9.58M
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-12.2K- 6.05% |
$814K - $965K
|
189K
$16.9M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.4K- 5.26% |
$826K - $979K
|
223K
$19.9M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.4K- 2.42% |
$827K - $980K
|
499K
$44.5M
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-12.5KClosed |
$831K - $986K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-12.5K- 9.81% |
$834K - $988K
|
115K
$10.2M
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-12.6K- 67.59% |
$839K - $994K
|
6.03K
$537K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-12.6K- 54.13% |
$840K - $996K
|
10.7K
$951K
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.6KClosed |
$841K - $997K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-12.7K- 0.43% |
$849K - $1.01M
|
2.97M
$265M
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-12.7K- 73.79% |
$849K - $1.01M
|
4.52K
$403K
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-13.5K- 0.78% |
$902K - $1.07M
|
1.73M
$154M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-14.2K- 8.12% |
$947K - $1.12M
|
161K
$14.3M
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-14.3KClosed |
$952K - $1.13M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-14.3K- 2.72% |
$956K - $1.13M
|
512K
$45.6M
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-14.5K- 7.64% |
$964K - $1.14M
|
175K
$15.6M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.7K- 7.5% |
$979K - $1.16M
|
181K
$16.1M
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-15.3K- 82.59% |
$1.02M - $1.21M
|
3.23K
$288K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-16K- 3.27% |
$1.07M - $1.27M
|
473K
$42.1M
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-16.3K- 20.01% |
$1.09M - $1.29M
|
65.1K
$5.8M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-16.6K- 5.06% |
$1.11M - $1.31M
|
311K
$27.7M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-16.9K- 1.29% |
$1.13M - $1.33M
|
1.29M
$115M
|
|
Jul 11, 2022
Q2 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-17.2K- 59.12% |
$1.15M - $1.36M
|
11.9K
$1.06M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-17.2K- 9.07% |
$1.15M - $1.36M
|
173K
$15.4M
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-17.5K- 12.13% |
$1.17M - $1.39M
|
127K
$11.3M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-18.1K- 2.15% |
$1.21M - $1.43M
|
823K
$73.3M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-18.3K- 75.33% |
$1.22M - $1.45M
|
6K
$534K
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-18.9K- 19.52% |
$1.26M - $1.49M
|
77.8K
$6.94M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-19.1K- 61.57% |
$1.27M - $1.51M
|
11.9K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-19.3K- 55.85% |
$1.29M - $1.53M
|
15.3K
$1.36M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.5K- 17.38% |
$1.3M - $1.54M
|
92.6K
$8.25M
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.5K- 6.43% |
$1.3M - $1.54M
|
284K
$25.3M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.5K- 4.56% |
$1.3M - $1.55M
|
409K
$36.4M
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-19.6K- 25.26% |
$1.31M - $1.55M
|
58.1K
$5.17M
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-19.7KClosed |
$1.32M - $1.56M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-19.9K- 21.11% |
$1.33M - $1.57M
|
74.4K
$6.63M
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-20KClosed |
$1.33M - $1.58M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-20.1KClosed |
$1.34M - $1.59M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-20.7KClosed |
$1.38M - $1.64M
|
0
$0
|