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 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
40.9K+ 113.91% |
$2.73M - $3.24M
|
76.9K
$6.85M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40K+ 0.53% |
$2.67M - $3.16M
|
7.57M
$675M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
39.3K+ 1111.85% |
$2.62M - $3.11M
|
42.9K
$3.82M
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
38.4K+ 4.36% |
$2.56M - $3.04M
|
920K
$81.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
38.1KNew |
$2.54M - $3.01M
|
38.1K
$3.39M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
37.1K+ 21.98% |
$2.47M - $2.93M
|
206K
$18.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
34.7K+ 46.46% |
$2.32M - $2.75M
|
110K
$9.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
34.6K+ 53.19% |
$2.31M - $2.73M
|
99.5K
$8.87M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
34.1K+ 7.26% |
$2.28M - $2.7M
|
504K
$44.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33.1K+ 20.52% |
$2.21M - $2.62M
|
194K
$17.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
32.9K+ 3.35% |
$2.2M - $2.6M
|
1.02M
$90.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.8K+ 3.02% |
$2.19M - $2.59M
|
1.12M
$99.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
32.4K+ 118.45% |
$2.16M - $2.56M
|
59.8K
$5.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.1K+ 21.78% |
$2.14M - $2.54M
|
179K
$16M
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
31.9K+ 5.82% |
$2.13M - $2.52M
|
580K
$51.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30.4K+ 25.84% |
$2.03M - $2.4M
|
148K
$13.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
28.9KNew |
$1.93M - $2.28M
|
28.9K
$2.57M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
28K+ 3.53% |
$1.87M - $2.21M
|
820K
$73.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
BUY
|
- |
27.3KNew |
$1.82M - $2.16M
|
27.3K
$2.43M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27.2K+ 157.42% |
$1.81M - $2.15M
|
44.4K
$3.96M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.8K+ 7.39% |
$1.72M - $2.04M
|
376K
$33.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
25.3KNew |
$1.69M - $2M
|
25.3K
$2.26M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
24.8K+ 528.81% |
$1.66M - $1.97M
|
29.5K
$2.63M
|
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
22K+ 24.2% |
$1.47M - $1.74M
|
113K
$10.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.9K+ 11.01% |
$1.46M - $1.73M
|
221K
$19.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
21.4KNew |
$1.43M - $1.69M
|
21.4K
$1.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21.3K+ 3.03% |
$1.42M - $1.68M
|
724K
$64.5M
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21.1K+ 3.82% |
$1.41M - $1.67M
|
574K
$51.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
20K+ 11.8% |
$1.34M - $1.58M
|
190K
$16.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
20K+ 274.43% |
$1.33M - $1.58M
|
27.3K
$2.43M
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
19.4KNew |
$1.29M - $1.53M
|
19.4K
$1.73M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18.3K+ 43.47% |
$1.22M - $1.45M
|
60.4K
$5.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.4K+ 5.67% |
$1.16M - $1.38M
|
325K
$29M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16.9K+ 17.37% |
$1.13M - $1.34M
|
114K
$10.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
16.1K+ 6.36% |
$1.08M - $1.28M
|
270K
$24.1M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
15.8KNew |
$1.06M - $1.25M
|
15.8K
$1.41M
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
BUY
|
- |
15.6K+ 52.58% |
$1.04M - $1.24M
|
45.3K
$4.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
15.3K+ 1.36% |
$1.02M - $1.21M
|
1.14M
$102M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.7K+ 36.85% |
$983K - $1.17M
|
54.7K
$4.88M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14.6K+ 8.85% |
$974K - $1.15M
|
179K
$16M
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.3K+ 4.86% |
$954K - $1.13M
|
308K
$27.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
14.1K+ 21.12% |
$939K - $1.11M
|
80.7K
$7.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
13.9K+ 6.66% |
$929K - $1.1M
|
223K
$19.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
13.6K+ 16.48% |
$911K - $1.08M
|
96.5K
$8.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
13.6K+ 43.42% |
$905K - $1.07M
|
44.8K
$3.99M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
13.5K+ 2.29% |
$902K - $1.07M
|
603K
$53.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
13.5KNew |
$901K - $1.07M
|
13.5K
$1.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.5KNew |
$899K - $1.07M
|
13.5K
$1.2M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12.8K+ 613.0% |
$852K - $1.01M
|
14.9K
$1.32M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.7KNew |
$845K - $1M
|
12.7K
$1.13M
|