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 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
179+ 4.04% |
$11.9K - $14.2K
|
4.61K
$410K
|
|
|
Aug 05, 2022
Q2 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
172+ 0.31% |
$11.5K - $13.6K
|
56.3K
$5.02M
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
171+ 3.53% |
$11.4K - $13.5K
|
5.02K
$447K
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
BUY
|
- |
168+ 3.36% |
$11.2K - $13.3K
|
5.17K
$460K
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
157+ 4.41% |
$10.5K - $12.4K
|
3.72K
$331K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
157+ 1.93% |
$10.5K - $12.4K
|
8.29K
$739K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
153+ 41.46% |
$10.2K - $12.1K
|
522
$46.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
BUY
|
- |
150+ 3.25% |
$10K - $11.9K
|
4.77K
$425K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
147+ 0.74% |
$9.81K - $11.6K
|
20.1K
$1.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
141+ 0.16% |
$9.41K - $11.2K
|
89.8K
$8M
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
137New |
$9.14K - $10.8K
|
137
$12.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
134+ 2.48% |
$8.94K - $10.6K
|
5.53K
$493K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
134+ 7.12% |
$8.94K - $10.6K
|
2.02K
$180K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
117New |
$7.81K - $9.25K
|
117
$10.4K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
111+ 7.13% |
$7.41K - $8.78K
|
1.67K
$149K
|
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
109+ 0.16% |
$7.27K - $8.62K
|
67.5K
$6.01M
|
|
|
Jul 20, 2022
Q2 2022
|
Lincoln Capital LLC
|
BUY
|
- |
108+ 0.87% |
$7.21K - $8.54K
|
12.6K
$1.12M
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
107+ 1.71% |
$7.14K - $8.46K
|
6.35K
$566K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
103+ 5.51% |
$6.87K - $8.15K
|
1.97K
$176K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
102+ 0.08% |
$6.81K - $8.07K
|
126K
$11.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
101New |
$6.74K - $7.99K
|
101
$9K
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
99+ 0.74% |
$6.61K - $7.83K
|
13.4K
$1.19M
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
95+ 0.36% |
$6.34K - $7.51K
|
26.6K
$2.37M
|
|
|
Jul 28, 2022
Q2 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
94+ 0.53% |
$6.27K - $7.44K
|
17.9K
$1.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
88+ 0.21% |
$5.87K - $6.96K
|
41.8K
$3.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
87New |
$5.81K - $6.88K
|
87
$7.75K
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
85+ 1.85% |
$5.67K - $6.72K
|
4.67K
$416K
|
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
83+ 0.52% |
$5.54K - $6.57K
|
16K
$1.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
78+ 0.91% |
$5.2K - $6.17K
|
8.65K
$770K
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
77+ 0.92% |
$5.14K - $6.09K
|
8.42K
$751K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
75+ 1.61% |
$5K - $5.93K
|
4.74K
$422K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
72+ 3.99% |
$4.8K - $5.7K
|
1.88K
$167K
|
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
71+ 0.51% |
$4.74K - $5.62K
|
13.9K
$1.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
70+ 0.11% |
$4.67K - $5.54K
|
61.2K
$5.45M
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
69+ 1.14% |
$4.6K - $5.46K
|
6.1K
$543K
|
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
66+ 0.87% |
$4.4K - $5.22K
|
7.7K
$686K
|
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
64+ 2.29% |
$4.27K - $5.06K
|
2.86K
$255K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
64+ 1.09% |
$4.27K - $5.06K
|
5.94K
$530K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
63+ 0.85% |
$4.2K - $4.98K
|
7.47K
$665K
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
60+ 0.09% |
$4K - $4.75K
|
64.2K
$5.72M
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
51+ 0.32% |
$3.4K - $4.03K
|
15.9K
$1.42M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
46+ 5.72% |
$3.07K - $3.64K
|
850
$75.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
42New |
$2.8K - $3.32K
|
42
$3.74K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
41New |
$2.74K - $3.24K
|
41
$3.65K
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
BUY
|
- |
40+ 1.27% |
$2.67K - $3.16K
|
3.2K
$285K
|
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
39+ 0.36% |
$2.6K - $3.08K
|
10.8K
$965K
|
|
|
Aug 08, 2022
Q2 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
39+ 0.28% |
$2.6K - $3.08K
|
13.8K
$1.23M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
36New |
$2.4K - $2.85K
|
36
$3.21K
|
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
BUY
|
- |
34+ 1.06% |
$2.27K - $2.69K
|
3.25K
$289K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
34New |
$2.27K - $2.69K
|
34
$3.03K
|