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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.78% |
$2.27K - $2.69K
|
4.4K
$392K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
34+ 0.09% |
$2.27K - $2.69K
|
37.3K
$3.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
31+ 0.28% |
$2.07K - $2.45K
|
11K
$979K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
27New |
$1.8K - $2.14K
|
27
$2.41K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
26+ 35.62% |
$1.73K - $2.06K
|
99
$8.82K
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
25+ 0.41% |
$1.67K - $1.98K
|
6.16K
$549K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
25+ 6.87% |
$1.67K - $1.98K
|
389
$34.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
20+ 0.65% |
$1.33K - $1.58K
|
3.1K
$276K
|
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
18+ 0.35% |
$1.2K - $1.42K
|
5.2K
$463K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
18+ 0.43% |
$1.2K - $1.42K
|
4.18K
$372K
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
17+ 0.18% |
$1.13K - $1.34K
|
9.64K
$859K
|
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
15+ 0.15% |
$1K - $1.19K
|
10.1K
$896K
|
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
15+ 0.27% |
$1K - $1.19K
|
5.59K
$498K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
15+ 0.19% |
$1K - $1.19K
|
7.98K
$711K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
13New |
$867 - $1.03K
|
13
$1.16K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
13+ 13.68% |
$867 - $1.03K
|
108
$9.62K
|
|
|
Jul 27, 2022
Q2 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
13+ 0.22% |
$867 - $1.03K
|
5.92K
$528K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
13+ 0.17% |
$867 - $1.03K
|
7.84K
$698K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.12% |
$867 - $1.03K
|
11.1K
$988K
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.13% |
$801 - $949
|
8.92K
$795K
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
12+ 0.19% |
$801 - $949
|
6.43K
$573K
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
10+ 0.28% |
$667 - $791
|
3.53K
$315K
|
|
|
Jul 25, 2022
Q2 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
10+ 0.36% |
$667 - $791
|
2.82K
$251K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10+ 11.11% |
$667 - $791
|
100
$8.91K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9+ 0.05% |
$601 - $712
|
18.8K
$1.67M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
8New |
$534 - $633
|
8
$713
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
8+ 0.28% |
$534 - $633
|
2.85K
$254K
|
|
|
Jul 19, 2022
Q2 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
7+ 0.04% |
$467 - $554
|
17K
$1.52M
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7+ 0.02% |
$467 - $554
|
30.5K
$2.71M
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.75% |
$334 - $396
|
676
$60.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5+ 0.31% |
$334 - $396
|
1.6K
$143K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5+ 0.04% |
$334 - $396
|
12.5K
$1.11M
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.03% |
$267 - $316
|
13.3K
$1.19M
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4+ 0.05% |
$267 - $316
|
7.47K
$666K
|
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4+ 0.07% |
$267 - $316
|
5.4K
$481K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.33% |
$267 - $316
|
1.2K
$107K
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$200 - $237
|
4.76K
$424K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$200 - $237
|
32.2K
$2.87M
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
3+ 0.0% |
$200 - $237
|
157K
$13.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
3+ 0.1% |
$200 - $237
|
3.15K
$281K
|
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3+ 0.01% |
$200 - $237
|
28.2K
$2.51M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.29% |
$133 - $158
|
701
$62.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2+ 0.01% |
$133 - $158
|
14.1K
$1.26M
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.29% |
$133 - $158
|
683
$60.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2+ 0.05% |
$133 - $158
|
4.41K
$393K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.13% |
$66.7 - $79.1
|
751
$66.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$66.7 - $79.1
|
9.84K
$876K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.24% |
$66.7 - $79.1
|
421
$37.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1+ 0.01% |
$66.7 - $79.1
|
17.9K
$1.59M
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.34% |
$66.7 - $79.1
|
294
$26.2K
|