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 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-33.3K- 33.14% |
$2.38M - $2.48M
|
67.2K
$6.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-43.3K- 5.93% |
$3.09M - $3.22M
|
686K
$64.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-43.4K- 11.22% |
$3.1M - $3.23M
|
344K
$32.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-46.6K- 55.29% |
$3.33M - $3.46M
|
37.7K
$3.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-47.5K- 19.83% |
$3.39M - $3.53M
|
192K
$18M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-50.4K- 88.92% |
$3.6M - $3.74M
|
6.28K
$590K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-51.6K- 14.78% |
$3.69M - $3.83M
|
297K
$28M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-51.8K- 31.99% |
$3.7M - $3.85M
|
110K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-52.4K- 53.11% |
$3.74M - $3.89M
|
46.3K
$4.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-53K- 42.01% |
$3.79M - $3.94M
|
73.2K
$6.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-56K- 24.59% |
$4M - $4.16M
|
172K
$16.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-56.1K- 27.67% |
$4.01M - $4.17M
|
147K
$13.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-58K- 26.21% |
$4.14M - $4.31M
|
163K
$15.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59.5K- 1.92% |
$4.25M - $4.43M
|
3.05M
$286M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-63.2K- 5.76% |
$4.52M - $4.7M
|
1.03M
$97.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-64K- 66.67% |
$4.57M - $4.76M
|
32K
$3.01M
|
|
|
Aug 08, 2024
Q2 2023
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-64K- 66.67% |
$4.57M - $4.76M
|
32K
$3.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-66.1K- 16.84% |
$4.72M - $4.91M
|
327K
$30.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-71.4K- 16.97% |
$5.1M - $5.31M
|
349K
$32.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-71.7K- 95.74% |
$5.13M - $5.33M
|
3.19K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-73.1K- 88.77% |
$5.22M - $5.43M
|
9.24K
$868K
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-73.7K- 84.1% |
$5.26M - $5.48M
|
13.9K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-75.6K- 23.53% |
$5.4M - $5.62M
|
246K
$23.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-76.2K- 2.6% |
$5.44M - $5.66M
|
2.86M
$269M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-77.3K- 5.99% |
$5.52M - $5.75M
|
1.21M
$114M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-86.4K- 5.61% |
$6.17M - $6.42M
|
1.45M
$137M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-91.5K- 83.1% |
$6.54M - $6.8M
|
18.6K
$1.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-95.5K- 33.03% |
$6.82M - $7.1M
|
194K
$18.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-102K- 6.13% |
$7.26M - $7.55M
|
1.56M
$146M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-102K- 9.67% |
$7.29M - $7.58M
|
953K
$89.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-104K- 34.84% |
$7.42M - $7.72M
|
194K
$18.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
SELL
|
- |
-111K- 97.05% |
$7.91M - $8.23M
|
3.37K
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-118K- 6.83% |
$8.41M - $8.75M
|
1.6M
$151M
|
|
|
Aug 09, 2023
Q2 2023
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-124K- 24.16% |
$8.86M - $9.22M
|
389K
$36.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-126K- 99.91% |
$9M - $9.36M
|
110
$10.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-132K- 76.32% |
$9.42M - $9.8M
|
40.9K
$3.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-181K- 3.88% |
$12.9M - $13.4M
|
4.47M
$420M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-184K- 42.64% |
$13.2M - $13.7M
|
248K
$23.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-188K- 6.13% |
$13.4M - $14M
|
2.88M
$270M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-204K- 2.45% |
$14.6M - $15.2M
|
8.14M
$765M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-229K- 65.53% |
$16.4M - $17M
|
120K
$11.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-237K- 24.04% |
$16.9M - $17.6M
|
750K
$70.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-238K- 98.61% |
$17M - $17.7M
|
3.35K
$315K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-243K- 67.7% |
$17.4M - $18.1M
|
116K
$10.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-248K- 53.77% |
$17.7M - $18.4M
|
213K
$20M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-248K- 53.77% |
$17.7M - $18.4M
|
213K
$20M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-258K- 82.09% |
$18.4M - $19.2M
|
56.3K
$5.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-266K- 7.2% |
$19M - $19.8M
|
3.43M
$323M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-278K- 27.04% |
$19.9M - $20.7M
|
750K
$70.5M
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-281K- 65.82% |
$20.1M - $20.9M
|
146K
$13.7M
|