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 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.66K+ 4.73% |
$119K - $124K
|
36.8K
$3.46M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
1.65K+ 1.83% |
$118K - $123K
|
92K
$8.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
1.57K+ 3.21% |
$112K - $117K
|
50.5K
$4.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.54K+ 5.84% |
$110K - $114K
|
27.9K
$2.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.53K+ 5.08% |
$109K - $114K
|
31.6K
$2.97M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.53K+ 2.48% |
$109K - $114K
|
63.2K
$5.94M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.51K+ 5811.54% |
$108K - $112K
|
1.54K
$144K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.44K+ 1.83% |
$103K - $107K
|
80.2K
$7.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
1.4K+ 8.22% |
$100K - $104K
|
18.5K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.4K+ 40.5% |
$100K - $104K
|
4.86K
$457K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.37K+ 2.7% |
$97.7K - $102K
|
51.9K
$4.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.31K+ 1.59% |
$93.2K - $97K
|
83.5K
$7.85M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.28K+ 1.44% |
$91.2K - $94.9K
|
89.7K
$8.43M
|
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.27K+ 0.33% |
$91K - $94.7K
|
384K
$36.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.27K+ 0.82% |
$90.8K - $94.5K
|
156K
$14.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.27K+ 2.05% |
$90.8K - $94.5K
|
63.3K
$5.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
1.26K+ 0.38% |
$90.1K - $93.7K
|
330K
$31M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.22K+ 2.51% |
$87.1K - $90.6K
|
49.8K
$4.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 5.9% |
$86.1K - $89.6K
|
21.6K
$2.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.2K+ 177.22% |
$85.6K - $89K
|
1.87K
$176K
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.19K+ 17.74% |
$85.1K - $88.5K
|
7.9K
$743K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.12K+ 17.24% |
$80.3K - $83.5K
|
7.64K
$719K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.12K+ 2.53% |
$80.3K - $83.5K
|
45.6K
$4.28M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.12K+ 117.09% |
$79.8K - $83K
|
2.07K
$195K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.12K+ 117.09% |
$79.8K - $83K
|
2.07K
$195K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.08K+ 31.12% |
$77.4K - $80.5K
|
4.56K
$429K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.05K+ 1.23% |
$74.9K - $78K
|
86.4K
$8.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.01K+ 11.32% |
$72.2K - $75.1K
|
9.94K
$935K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
970+ 0.9% |
$69.3K - $72.1K
|
109K
$10.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
959+ 165.63% |
$68.5K - $71.3K
|
1.54K
$145K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
950+ 2.82% |
$67.9K - $70.6K
|
34.7K
$3.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
939+ 27.26% |
$67.1K - $69.8K
|
4.38K
$412K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
928+ 3.75% |
$66.3K - $69K
|
25.7K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
925+ 30833.33% |
$66.1K - $68.8K
|
928
$87.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
908+ 0.49% |
$64.9K - $67.5K
|
185K
$17.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
904+ 1.72% |
$64.6K - $67.2K
|
53.6K
$5.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
899+ 6.51% |
$64.2K - $66.8K
|
14.7K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
889+ 167.42% |
$63.5K - $66.1K
|
1.42K
$133K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
887+ 1.24% |
$63.4K - $65.9K
|
72.2K
$6.78M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
881+ 2.82% |
$62.9K - $65.5K
|
32.1K
$3.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
875+ 13.86% |
$62.5K - $65K
|
7.19K
$676K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
871+ 2.77% |
$62.2K - $64.7K
|
32.3K
$3.04M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
831+ 0.41% |
$59.4K - $61.8K
|
202K
$19M
|
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
783+ 0.34% |
$55.9K - $58.2K
|
233K
$21.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
783+ 20.4% |
$55.9K - $58.2K
|
4.62K
$434K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
771+ 9.15% |
$55.1K - $57.3K
|
9.2K
$865K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
756+ 9.09% |
$54K - $56.2K
|
9.07K
$853K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
743+ 24.18% |
$53.1K - $55.2K
|
3.82K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
740New |
$52.9K - $55K
|
740
$69.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
730+ 12.11% |
$52.2K - $54.3K
|
6.76K
$635K
|