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 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
509+ 17.56% |
$34K - $40.3K
|
3.41K
$304K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
484+ 0.73% |
$32.3K - $38.3K
|
66.6K
$5.93M
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
483+ 20.84% |
$32.2K - $38.2K
|
2.8K
$250K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
472+ 1.1% |
$31.5K - $37.3K
|
43.4K
$3.87M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
456+ 2.16% |
$30.4K - $36.1K
|
21.6K
$1.92M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
445+ 0.69% |
$29.7K - $35.2K
|
64.8K
$5.78M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
438+ 14.46% |
$29.2K - $34.6K
|
3.47K
$309K
|
|
|
Aug 15, 2022
Q2 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
430+ 0.32% |
$28.7K - $34K
|
133K
$11.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
424+ 5.67% |
$28.3K - $33.5K
|
7.91K
$705K
|
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
414+ 1.76% |
$27.6K - $32.7K
|
24K
$2.14M
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
407+ 0.45% |
$27.2K - $32.2K
|
90K
$8.02M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
400New |
$26.7K - $31.6K
|
400
$35.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
396+ 0.98% |
$26.4K - $31.3K
|
40.7K
$3.63M
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
378New |
$25.2K - $29.9K
|
378
$33.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
366New |
$24.4K - $29K
|
366
$32.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
354+ 13.36% |
$23.6K - $28K
|
3K
$268K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
338+ 17.04% |
$22.6K - $26.7K
|
2.32K
$207K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
336+ 71.19% |
$22.4K - $26.6K
|
808
$72K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
329+ 1.01% |
$22K - $26K
|
32.9K
$2.93M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
325+ 77.75% |
$21.7K - $25.7K
|
743
$66.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
314+ 0.81% |
$21K - $24.8K
|
39.1K
$3.48M
|
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
BUY
|
- |
313+ 2.65% |
$20.9K - $24.8K
|
12.1K
$1.08M
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
312+ 8.85% |
$20.8K - $24.7K
|
3.84K
$342K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
303+ 8.97% |
$20.2K - $24K
|
3.68K
$328K
|
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
302+ 2.63% |
$20.2K - $23.9K
|
11.8K
$1.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
300+ 2.14% |
$20K - $23.7K
|
14.3K
$1.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
300+ 4.91% |
$20K - $23.7K
|
6.41K
$571K
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
300+ 2.17% |
$20K - $23.7K
|
14.1K
$1.26M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
289New |
$19.3K - $22.9K
|
289
$25.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
276+ 3.59% |
$18.4K - $21.8K
|
7.96K
$709K
|
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
274+ 4.03% |
$18.3K - $21.7K
|
7.07K
$630K
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
270+ 9.11% |
$18K - $21.4K
|
3.23K
$288K
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
259+ 5.29% |
$17.3K - $20.5K
|
5.15K
$459K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
257+ 0.65% |
$17.1K - $20.3K
|
39.7K
$3.53M
|
|
|
Jul 28, 2022
Q2 2022
|
Concentrum Wealth Management
|
BUY
|
- |
251+ 2.37% |
$16.7K - $19.9K
|
10.9K
$967K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
242+ 2.54% |
$16.1K - $19.1K
|
9.78K
$871K
|
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
240+ 8.9% |
$16K - $19K
|
2.94K
$262K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
235New |
$15.7K - $18.6K
|
235
$20.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
232+ 1.55% |
$15.5K - $18.4K
|
15.2K
$1.36M
|
|
|
Aug 05, 2022
Q2 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
228+ 4.62% |
$15.2K - $18K
|
5.16K
$460K
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
214+ 0.49% |
$14.3K - $16.9K
|
43.8K
$3.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
214+ 12.25% |
$14.3K - $16.9K
|
1.96K
$175K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
204+ 0.5% |
$13.6K - $16.1K
|
41.3K
$3.68M
|
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
197+ 0.15% |
$13.1K - $15.6K
|
133K
$11.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
197New |
$13.1K - $15.6K
|
197
$17.6K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
191+ 489.74% |
$12.7K - $15.1K
|
230
$20.5K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
190New |
$12.7K - $15K
|
190
$16.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
189+ 6.4% |
$12.6K - $14.9K
|
3.14K
$280K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
184New |
$12.3K - $14.6K
|
184
$16.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
181New |
$12.1K - $14.3K
|
181
$16.1K
|