Purchases and Sales Made in Q2 2023 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 2023. 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 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.25M+ 69.64% |
$161M - $168M
|
5.49M
$515M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.73M+ 6.8% |
$124M - $129M
|
27.2M
$2.55B
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.48M+ 2122.51% |
$106M - $110M
|
1.55M
$145M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.46M+ 44.97% |
$105M - $109M
|
4.72M
$443M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.21M+ 2495.04% |
$86.3M - $89.8M
|
1.26M
$118M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.13M+ 7.17% |
$80.8M - $84.1M
|
16.9M
$1.59B
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
999K+ 2374.76% |
$71.4M - $74.2M
|
1.04M
$97.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
884K+ 38.79% |
$63.1M - $65.7M
|
3.16M
$297M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
817K+ 15.25% |
$58.4M - $60.7M
|
6.17M
$579M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
671K+ 79.2% |
$47.9M - $49.9M
|
1.52M
$142M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
572K+ 747.82% |
$40.9M - $42.5M
|
649K
$60.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
464KNew |
$33.2M - $34.5M
|
464K
$43.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
433K+ 10.2% |
$30.9M - $32.2M
|
4.68M
$439M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
305K+ 739.33% |
$21.8M - $22.7M
|
346K
$32.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
237K+ 4.63% |
$16.9M - $17.6M
|
5.36M
$503M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
235K+ 309.64% |
$16.8M - $17.5M
|
311K
$29.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
207K+ 28.33% |
$14.8M - $15.4M
|
938K
$88M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
176K+ 24.8% |
$12.6M - $13.1M
|
888K
$83.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
150KNew |
$10.7M - $11.1M
|
150K
$14.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
139KNew |
$9.94M - $10.3M
|
139K
$13.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
139K+ 43.05% |
$9.9M - $10.3M
|
461K
$43.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
130KNew |
$9.3M - $9.67M
|
130K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
129KNew |
$9.2M - $9.57M
|
129K
$12.1M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
128K+ 122.76% |
$9.15M - $9.52M
|
232K
$21.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
128K+ 0.31% |
$9.12M - $9.49M
|
41.2M
$3.86B
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
125K+ 4241.08% |
$8.93M - $9.29M
|
128K
$12M
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
120KNew |
$8.6M - $8.95M
|
120K
$11.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
120KNew |
$8.57M - $8.92M
|
120K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
116K+ 2.44% |
$8.32M - $8.65M
|
4.88M
$458M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
116K+ 33.38% |
$8.26M - $8.59M
|
462K
$43.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
113KNew |
$8.07M - $8.39M
|
113K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
103K+ 6.92% |
$7.35M - $7.65M
|
1.59M
$149M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
93.9K+ 7.68% |
$6.71M - $6.98M
|
1.32M
$123M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
92.7KNew |
$6.62M - $6.89M
|
92.7K
$8.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
92.3K+ 3236.9% |
$6.59M - $6.86M
|
95.1K
$8.93M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
87.7K+ 874.25% |
$6.27M - $6.52M
|
97.8K
$9.17M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
86.3K+ 16.98% |
$6.17M - $6.42M
|
595K
$55.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
86K+ 80.75% |
$6.14M - $6.39M
|
192K
$18.1M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
86K+ 80.75% |
$6.14M - $6.39M
|
192K
$18.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
82.2K+ 135.06% |
$5.87M - $6.11M
|
143K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
74KNew |
$5.29M - $5.5M
|
74K
$6.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
72.1K+ 11.19% |
$5.15M - $5.36M
|
717K
$67.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
70.7KNew |
$5.05M - $5.26M
|
70.7K
$6.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
65.2K+ 35.2% |
$4.66M - $4.85M
|
251K
$23.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
63.9K+ 84.95% |
$4.56M - $4.75M
|
139K
$13M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
55.8K+ 18.24% |
$3.99M - $4.15M
|
362K
$33.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
53.4K+ 5.14% |
$3.82M - $3.97M
|
1.09M
$103M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
53.4K+ 19.07% |
$3.81M - $3.97M
|
333K
$31.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
51.9KNew |
$3.71M - $3.86M
|
51.9K
$4.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.9K+ 70.02% |
$3.43M - $3.56M
|
116K
$10.9M
|