Purchases and Sales Made in Q2 2022 in Ishares Msci Usa Min Vol Facto (USMV)

USMV Quotes by TradingView

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 22, 2022 Q2 2022
Forvis Wealth Advisors, LLC

BUY
 -
12.5K
+ 205.96%
$835K - $990K
18.6K $1.66M
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
12.1K
+ 10.23%
$808K - $957K
130K $11.6M
Aug 05, 2022 Q2 2022
Forum Private Client Group LLC

BUY
 -
11.5K
+ 10.63%
$767K - $910K
120K $10.7M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
11.4K
+ 1.04%
$760K - $901K
1.1M $98.2M
Jul 27, 2022 Q2 2022
Bouchey Financial Group LTD

BUY
 -
11.3K
New
$757K - $897K
11.3K $1.01M
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
10.3K
+ 3.57%
$688K - $815K
299K $26.6M
Nov 14, 2024 Q2 2022
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
9.47K
+ 3.67%
$632K - $749K
268K $23.9M
Jul 14, 2022 Q2 2022
Mascoma Wealth Management LLC

BUY
 -
9.41K
+ 12.05%
$628K - $744K
87.5K $7.8M
Aug 09, 2022 Q2 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
9.34K
+ 13.01%
$623K - $739K
81.1K $7.23M
Aug 11, 2022 Q2 2022
Invst, LLC

Indianapolis, IN
BUY
 -
9.22K
+ 40.14%
$615K - $729K
32.2K $2.87M
Jan 12, 2023 Q2 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
8.58K
+ 23.71%
$572K - $678K
44.7K $3.99M
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
8.37K
+ 2.75%
$559K - $662K
313K $27.9M
Jul 22, 2022 Q2 2022
Retireful, LLC

BUY
 -
8.29K
+ 224.07%
$553K - $656K
12K $1.07M
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

BUY
 -
8.23K
+ 3.88%
$549K - $651K
220K $19.6M
Aug 11, 2022 Q2 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
8.06K
+ 13.54%
$538K - $638K
67.6K $6.02M
Aug 02, 2022 Q2 2022
Uma Financial Services, Inc.

BUY
 -
7.98K
+ 18.37%
$532K - $631K
51.4K $4.58M
Jul 12, 2022 Q2 2022
Kwmg, LLC

BUY
 -
7.92K
+ 4.51%
$529K - $626K
184K $16.4M
Jul 29, 2022 Q2 2022
Austin Private Wealth, LLC

BUY
 -
7.77K
+ 20.98%
$518K - $614K
44.8K $3.99M
Aug 15, 2022 Q2 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
7.67K
+ 59.12%
$512K - $607K
20.6K $1.84M
Aug 09, 2022 Q2 2022
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
7.59K
+ 41.51%
$506K - $600K
25.9K $2.31M
Aug 10, 2022 Q2 2022
Nwam LLC

Mercer Island, WA
BUY
 -
7.39K
+ 21.16%
$493K - $584K
42.3K $3.77M
Aug 15, 2022 Q2 2022
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
6.96K
New
$465K - $551K
6.96K $620K
Aug 12, 2022 Q2 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
6.7K
+ 9.95%
$447K - $530K
74K $6.6M
Sep 23, 2022 Q2 2022
Capital Wealth Alliance, LLC

BUY
 -
6.67K
New
$445K - $527K
6.67K $594K
Aug 10, 2022 Q2 2022
Eq LLC

Mercer Island, WA
BUY
 -
6.64K
+ 47.57%
$443K - $525K
20.6K $1.83M
Aug 08, 2022 Q2 2022
Coldstream Capital Management Inc

BUY
 -
6.63K
New
$442K - $524K
6.63K $591K
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
BUY
 -
6.56K
+ 20.39%
$438K - $519K
38.7K $3.45M
Aug 12, 2022 Q2 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
6.37K
+ 11.16%
$425K - $504K
63.4K $5.65M
Aug 10, 2022 Q2 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
6.07K
+ 23.47%
$405K - $480K
32K $2.85M
Jul 13, 2022 Q2 2022
Ade, LLC

BUY
 -
5.89K
+ 6.98%
$393K - $466K
90.3K $8.04M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
5.85K
+ 0.4%
$391K - $463K
1.48M $132M
Aug 10, 2022 Q2 2022
Corbett Road Capital Management, LLC

Mclean, VA
BUY
 -
5.72K
New
$381K - $452K
5.72K $509K
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
5.68K
+ 10.45%
$379K - $449K
60K $5.35M
Jul 25, 2022 Q2 2022
Sage Financial Group Inc

BUY
 -
5.61K
New
$374K - $444K
5.61K $500K
Aug 02, 2022 Q2 2022
Journey Advisory Group, LLC

BUY
 -
5.61K
New
$374K - $443K
5.61K $499K
Aug 01, 2022 Q2 2022
Shore Haven Wealth Partners, LLC

BUY
 -
5.6K
+ 49.84%
$374K - $443K
16.8K $1.5M
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

BUY
 -
5.49K
+ 25.97%
$366K - $434K
26.6K $2.37M
Jul 28, 2022 Q2 2022
Jb Capital LLC

BUY
 -
5.41K
+ 3.88%
$361K - $428K
145K $12.9M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
5.4K
+ 1.04%
$360K - $427K
524K $46.7M
Aug 15, 2022 Q2 2022
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
5.3K
+ 6.19%
$353K - $419K
90.9K $8.1M
Aug 15, 2022 Q2 2022
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
5.3K
New
$353K - $419K
5.3K $472K
Jul 13, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

BUY
 -
5.23K
New
$349K - $413K
5.23K $466K
Aug 16, 2022 Q2 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
5.19K
+ 10.8%
$347K - $411K
53.3K $4.75M
Aug 09, 2022 Q2 2022
Camden National Bank

Camden, ME
BUY
 -
5.15K
+ 9.21%
$343K - $407K
61K $5.44M
Aug 10, 2022 Q2 2022
Wells Financial Advisors Inc

BUY
 -
5.12K
+ 5.73%
$342K - $405K
94.5K $8.42M
Aug 03, 2022 Q2 2022
Empire Life Investments Inc.

BUY
 -
5.07K
+ 7.59%
$339K - $401K
71.9K $6.41M
Jul 11, 2022 Q2 2022
Mc Naughton Wealth Management, LLC

BUY
 -
4.91K
+ 2.55%
$327K - $388K
198K $17.6M
Aug 04, 2022 Q2 2022
True Link Financial Advisors, LLC

BUY
 -
4.86K
+ 4.54%
$324K - $384K
112K $9.97M
Jul 25, 2022 Q2 2022
One Advisory Partners, LLC

BUY
 -
4.7K
+ 14.26%
$314K - $372K
37.7K $3.36M

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