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 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.12K+ 1.41% |
$74.9K - $88.8K
|
80.9K
$7.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.1K+ 147.11% |
$73.1K - $86.7K
|
1.84K
$164K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.09K+ 15.85% |
$72.9K - $86.5K
|
7.99K
$712K
|
|
|
Aug 04, 2022
Q2 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 0.29% |
$72.2K - $85.6K
|
379K
$33.7M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.05K+ 25.88% |
$69.8K - $82.7K
|
5.09K
$453K
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.04K+ 2.51% |
$69.6K - $82.5K
|
42.6K
$3.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.03K+ 3.15% |
$68.5K - $81.2K
|
33.6K
$2.99M
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
997+ 1.93% |
$66.5K - $78.9K
|
52.7K
$4.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
953+ 1.07% |
$63.6K - $75.4K
|
90.2K
$8.04M
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
940+ 7.09% |
$62.7K - $74.4K
|
14.2K
$1.26M
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
933+ 1.93% |
$62.3K - $73.8K
|
49.4K
$4.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
932+ 29.18% |
$62.2K - $73.7K
|
4.13K
$368K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
911+ 1.05% |
$60.8K - $72.1K
|
88K
$7.84M
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
893+ 8.04% |
$59.6K - $70.6K
|
12K
$1.07M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
890+ 29.48% |
$59.4K - $70.4K
|
3.91K
$348K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
886New |
$59.1K - $70.1K
|
886
$78.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
883+ 14.51% |
$58.9K - $69.8K
|
6.97K
$621K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
873New |
$58.3K - $69.1K
|
873
$77.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
860+ 0.3% |
$57.4K - $68K
|
291K
$26M
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
822+ 75.48% |
$54.9K - $65K
|
1.91K
$170K
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
817+ 20.85% |
$54.5K - $64.6K
|
4.74K
$422K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
813+ 2.39% |
$54.3K - $64.3K
|
34.8K
$3.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
796+ 7.13% |
$53.1K - $63K
|
12K
$1.07M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
759+ 4.87% |
$50.6K - $60K
|
16.4K
$1.46M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
754New |
$50.3K - $59.6K
|
754
$67.2K
|
|
|
Jul 21, 2022
Q2 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
753+ 0.37% |
$50.2K - $59.6K
|
204K
$18.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
741+ 51.14% |
$49.4K - $58.6K
|
2.19K
$195K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
732New |
$48.8K - $57.9K
|
732
$65.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
727+ 5.51% |
$48.5K - $57.5K
|
13.9K
$1.24M
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
726+ 3.96% |
$48.4K - $57.4K
|
19.1K
$1.7M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
719New |
$48K - $56.9K
|
719
$64.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
713+ 4.52% |
$47.6K - $56.4K
|
16.5K
$1.47M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
706+ 0.83% |
$47.1K - $55.8K
|
86.2K
$7.68M
|
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
BUY
|
- |
705+ 8.85% |
$47K - $55.8K
|
8.67K
$772K
|
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
699+ 5.41% |
$46.6K - $55.3K
|
13.6K
$1.21M
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
678+ 1.85% |
$45.2K - $53.6K
|
37.3K
$3.33M
|
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
BUY
|
- |
653+ 4.61% |
$43.6K - $51.7K
|
14.8K
$1.32M
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
630+ 6.89% |
$42K - $49.8K
|
9.78K
$871K
|
|
|
Jun 17, 2024
Q2 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
623+ 8.48% |
$41.6K - $49.3K
|
7.97K
$710K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
605+ 4.21% |
$40.4K - $47.9K
|
15K
$1.33M
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
592+ 1.0% |
$39.5K - $46.8K
|
59.6K
$5.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
589+ 589.0% |
$39.3K - $46.6K
|
689
$61.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
584+ 13.79% |
$39K - $46.2K
|
4.82K
$429K
|
|
|
Aug 12, 2022
Q2 2022
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
570New |
$38K - $45.1K
|
570
$50.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
563+ 11.68% |
$37.6K - $44.5K
|
5.38K
$480K
|
|
|
Jul 29, 2022
Q2 2022
|
White Pine Investment CO
|
BUY
|
- |
557+ 0.35% |
$37.2K - $44.1K
|
159K
$14.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
525+ 16.85% |
$35K - $41.5K
|
3.64K
$324K
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
519+ 12.04% |
$34.6K - $41.1K
|
4.83K
$430K
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
515+ 4.83% |
$34.4K - $40.7K
|
11.2K
$997K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
511New |
$34.1K - $40.4K
|
511
$45.5K
|