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 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.44KNew |
$163K - $193K
|
2.44K
$218K
|
|
|
Jul 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
BUY
|
- |
2.44K+ 2.11% |
$162K - $193K
|
118K
$10.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.4K+ 8.54% |
$160K - $190K
|
30.5K
$2.72M
|
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 1.38% |
$159K - $189K
|
175K
$15.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.38K+ 6.13% |
$159K - $188K
|
41.1K
$3.67M
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.36K+ 2.83% |
$157K - $187K
|
85.8K
$7.65M
|
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
BUY
|
- |
2.3K+ 1.17% |
$153K - $182K
|
199K
$17.7M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.21K+ 0.82% |
$147K - $174K
|
271K
$24.1M
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
2.11K+ 29.57% |
$140K - $167K
|
9.22K
$822K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.08K+ 38.14% |
$139K - $165K
|
7.55K
$673K
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
2.08K+ 154.75% |
$139K - $165K
|
3.43K
$306K
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.05K+ 28.2% |
$137K - $162K
|
9.34K
$832K
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.04K+ 22.22% |
$136K - $161K
|
11.2K
$1M
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.03K+ 31.63% |
$135K - $160K
|
8.43K
$751K
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
2.02K+ 9.32% |
$134K - $159K
|
23.6K
$2.11M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.89K+ 18.62% |
$126K - $150K
|
12K
$1.07M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.89K+ 18.62% |
$126K - $150K
|
12K
$1.07M
|
|
|
Jul 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.83K+ 2.58% |
$122K - $145K
|
73K
$6.5M
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.83K+ 9.13% |
$122K - $145K
|
21.9K
$1.95M
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
1.83K+ 14.94% |
$122K - $145K
|
14.1K
$1.25M
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.83K+ 2.03% |
$122K - $144K
|
92K
$8.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.82K+ 3.43% |
$122K - $144K
|
55.1K
$4.91M
|
|
|
Jul 07, 2022
Q2 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
1.81K+ 2.06% |
$121K - $143K
|
89.3K
$7.96M
|
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
BUY
|
- |
1.8K+ 8.24% |
$120K - $142K
|
23.6K
$2.1M
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.75K+ 1.96% |
$117K - $139K
|
91.3K
$8.14M
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Investment Management Inc
|
BUY
|
- |
1.69K+ 2.8% |
$113K - $134K
|
62K
$5.52M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.66K+ 2.3% |
$111K - $131K
|
73.6K
$6.56M
|
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 19.02% |
$111K - $131K
|
10.4K
$923K
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.65K+ 7.72% |
$110K - $130K
|
23K
$2.05M
|
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.6K+ 1.49% |
$107K - $127K
|
110K
$9.76M
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
BUY
|
- |
1.59K+ 7.68% |
$106K - $126K
|
22.3K
$1.99M
|
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.59K+ 6.08% |
$106K - $125K
|
27.7K
$2.47M
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.58K+ 8.85% |
$105K - $125K
|
19.4K
$1.73M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.56K+ 1.57% |
$104K - $123K
|
101K
$8.97M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.5KNew |
$99.9K - $118K
|
1.5K
$133K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.5K+ 30.88% |
$99.8K - $118K
|
6.34K
$565K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.47K+ 5.67% |
$97.9K - $116K
|
27.3K
$2.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.42K+ 10.88% |
$94.6K - $112K
|
14.5K
$1.29M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.41K+ 0.2% |
$94.3K - $112K
|
703K
$62.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.41K+ 7.58% |
$94.3K - $112K
|
20K
$1.79M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.41K+ 33.63% |
$93.9K - $111K
|
5.59K
$498K
|
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
1.39K+ 6.94% |
$93K - $110K
|
21.5K
$1.91M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.35K+ 47.54% |
$90.3K - $107K
|
4.2K
$374K
|
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.34K+ 0.79% |
$89.4K - $106K
|
172K
$15.3M
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
1.27K+ 28.19% |
$84.7K - $100K
|
5.77K
$514K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.26K+ 13.79% |
$83.7K - $99.3K
|
10.4K
$923K
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.24K+ 4.43% |
$82.8K - $98.2K
|
29.3K
$2.61M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2K+ 8.95% |
$80.1K - $94.9K
|
14.6K
$1.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.17K+ 4.68% |
$77.9K - $92.3K
|
26.1K
$2.32M
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.14K+ 0.27% |
$75.8K - $89.9K
|
430K
$38.3M
|