Purchases and Sales Made in Q2 2023 in Ishares Msci Usa Min Vol Facto (USMV)

USMV Quotes by TradingView

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
Jul 21, 2023 Q2 2023
Tempus Wealth Planning, LLC

BUY
 -
273
+ 6.76%
$19.5K - $20.3K
4.31K $405K
Aug 10, 2023 Q2 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
273
+ 1.61%
$19.5K - $20.3K
17.2K $1.62M
Aug 02, 2023 Q2 2023
Wambolt & Associates, LLC

BUY
 -
272
+ 8.51%
$19.4K - $20.2K
3.47K $326K
Aug 09, 2023 Q2 2023
Sheets Smith Wealth Management

BUY
 -
272
+ 2.04%
$19.4K - $20.2K
13.6K $1.28M
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
272
+ 1.34%
$19.4K - $20.2K
20.6K $1.94M
Jul 21, 2023 Q2 2023
Columbus Macro, LLC

BUY
 -
268
+ 3.44%
$19.1K - $19.9K
8.06K $758K
Aug 14, 2023 Q2 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
265
+ 6.93%
$18.9K - $19.7K
4.09K $384K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
252
New
$18K - $18.7K
252 $23.7K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
242
+ 0.7%
$17.3K - $18K
34.8K $3.28M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
242
+ 7.04%
$17.3K - $18K
3.68K $346K
Jul 20, 2023 Q2 2023
Charter Oak Capital Management, LLC

BUY
 -
232
+ 4.03%
$16.6K - $17.2K
5.98K $562K
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
231
+ 6.97%
$16.5K - $17.2K
3.54K $333K
Aug 04, 2023 Q2 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
229
+ 4.18%
$16.4K - $17K
5.71K $537K
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
225
+ 19.28%
$16.1K - $16.7K
1.39K $131K
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
221
+ 8.01%
$15.8K - $16.4K
2.98K $280K
Jul 18, 2023 Q2 2023
Atlas Brown,Inc.

BUY
 -
204
+ 6.02%
$14.6K - $15.2K
3.59K $338K
Jul 31, 2023 Q2 2023
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
200
+ 3.47%
$14.3K - $14.9K
5.96K $561K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
199
+ 18.46%
$14.2K - $14.8K
1.28K $120K
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
196
+ 206.32%
$14K - $14.6K
291 $27.4K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
194
+ 4.71%
$13.9K - $14.4K
4.32K $406K
Aug 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
187
+ 77.59%
$13.4K - $13.9K
428 $40.2K
Aug 11, 2023 Q2 2023
Wescott Financial Advisory Group, LLC

BUY
 -
182
+ 0.56%
$13K - $13.5K
32.5K $3.05M
Aug 02, 2023 Q2 2023
Keystone Financial Services

BUY
 -
179
+ 0.28%
$12.8K - $13.3K
64.4K $6.05M
Jun 17, 2024 Q2 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
172
+ 2.34%
$12.3K - $12.8K
7.52K $706K
Jul 14, 2023 Q2 2023
Cordatus Wealth Management LLC

Newtown, PA
BUY
 -
170
+ 0.34%
$12.1K - $12.6K
50.2K $4.72M
Aug 01, 2023 Q2 2023
Cutter & CO Brokerage, Inc.

BUY
 -
166
+ 5.63%
$11.9K - $12.3K
3.11K $293K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
161
+ 12.75%
$11.5K - $12K
1.42K $134K
Jul 24, 2023 Q2 2023
Dohj, LLC

Seattle, WA
BUY
 -
154
+ 0.46%
$11K - $11.4K
33.8K $3.18M
Aug 10, 2023 Q2 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
150
New
$10.7K - $11.1K
150 $14.1K
Jul 28, 2023 Q2 2023
Welch & Forbes LLC

BUY
 -
150
+ 1.05%
$10.7K - $11.1K
14.5K $1.36M
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
150
+ 2.94%
$10.7K - $11.1K
5.25K $494K
May 01, 2024 Q2 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
150
New
$10.7K - $11.1K
150 $14.1K
Aug 04, 2023 Q2 2023
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
133
+ 2.44%
$9.5K - $9.89K
5.58K $524K
Aug 07, 2023 Q2 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
117
+ 3.32%
$8.36K - $8.7K
3.64K $342K
Jul 13, 2023 Q2 2023
Qp Wealth Management, LLC

BUY
 -
115
+ 2.2%
$8.22K - $8.55K
5.34K $502K
Aug 02, 2023 Q2 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
115
+ 2.08%
$8.22K - $8.55K
5.64K $530K
Jul 10, 2023 Q2 2023
Cox Capital Mgt LLC

BUY
 -
114
+ 2.27%
$8.14K - $8.47K
5.14K $483K
Aug 04, 2023 Q2 2023
Lincoln Capital LLC

BUY
 -
111
+ 1.02%
$7.93K - $8.25K
11K $1.03M
Aug 10, 2023 Q2 2023
Opus Investment Management Inc

BUY
 -
110
+ 0.18%
$7.86K - $8.18K
62.5K $5.88M
Jul 20, 2023 Q2 2023
Derbend Asset Management

BUY
 -
109
+ 3.56%
$7.79K - $8.1K
3.18K $298K
Aug 21, 2023 Q2 2023
Bokf, Na

Tulsa, OK
BUY
 -
108
+ 12.51%
$7.72K - $8.03K
971 $91.3K
Nov 30, 2023 Q2 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
107
New
$7.64K - $7.95K
107 $10.1K
Jul 31, 2023 Q2 2023
True Wealth Advisors, LLC

BUY
 -
105
+ 3.3%
$7.5K - $7.8K
3.29K $309K
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
105
+ 20.92%
$7.5K - $7.8K
607 $57.1K
Aug 09, 2023 Q2 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
102
+ 0.61%
$7.29K - $7.58K
16.8K $1.57M
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
101
+ 14.21%
$7.22K - $7.51K
812 $76.3K
Jul 14, 2023 Q2 2023
Oxinas Partners Wealth Management LLC

BUY
 -
94
+ 0.88%
$6.72K - $6.99K
10.8K $1.02M
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
93
+ 0.25%
$6.64K - $6.91K
37.6K $3.53M
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

BUY
 -
86
New
$6.14K - $6.39K
86 $8.08K

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