Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.5M+ 91.34% |
$1.29B - $1.49B
|
40.8M
$3.82B
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.3M+ 96.97% |
$814M - $944M
|
25M
$2.35B
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.31M+ 7462.31% |
$483M - $560M
|
7.4M
$695M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.92MNew |
$325M - $377M
|
4.92M
$461M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.45M+ 844.3% |
$228M - $264M
|
3.86M
$362M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.06M+ 80.67% |
$136M - $158M
|
4.61M
$433M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.92M+ 17.32% |
$127M - $147M
|
13M
$1.22B
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.78MNew |
$118M - $136M
|
1.78M
$167M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.37M+ 1087.28% |
$90.2M - $105M
|
1.49M
$140M
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
614K+ 658.64% |
$40.6M - $47.1M
|
708K
$66.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
544KNew |
$35.9M - $41.7M
|
544K
$51M
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
530K+ 40.29% |
$35M - $40.6M
|
1.85M
$173M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
501K+ 1882.39% |
$33.1M - $38.4M
|
528K
$49.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
486K+ 3.45% |
$32.1M - $37.2M
|
14.6M
$1.37B
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
455K+ 14.04% |
$30M - $34.8M
|
3.69M
$347M
|
|
|
Nov 15, 2022
Q3 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
379K+ 174.2% |
$25M - $29M
|
596K
$55.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
342K+ 4.51% |
$22.6M - $26.2M
|
7.91M
$743M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
333K+ 40.56% |
$22M - $25.5M
|
1.15M
$108M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
303K+ 79.53% |
$20.1M - $23.3M
|
685K
$64.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
259K+ 161.08% |
$17.1M - $19.8M
|
419K
$39.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
258K+ 42.84% |
$17.1M - $19.8M
|
861K
$80.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
234KNew |
$15.5M - $17.9M
|
234K
$22M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
204K+ 11.94% |
$13.5M - $15.6M
|
1.91M
$180M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
184K+ 16.66% |
$12.1M - $14.1M
|
1.29M
$121M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
178K+ 204.94% |
$11.8M - $13.6M
|
265K
$24.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
159K+ 14.23% |
$10.5M - $12.2M
|
1.28M
$120M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
133K+ 393.95% |
$8.79M - $10.2M
|
167K
$15.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
129KNew |
$8.5M - $9.85M
|
129K
$12.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
126KNew |
$8.36M - $9.69M
|
126K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
124K+ 41.53% |
$8.2M - $9.5M
|
423K
$39.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
117K+ 31.23% |
$7.75M - $8.99M
|
493K
$46.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
114K+ 72.37% |
$7.54M - $8.74M
|
272K
$25.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
113K+ 111.93% |
$7.45M - $8.64M
|
213K
$20M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
106K+ 8.68% |
$7.02M - $8.14M
|
1.33M
$125M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
104K+ 18.78% |
$6.86M - $7.95M
|
656K
$61.6M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
91.5K+ 182.81% |
$6.05M - $7.01M
|
142K
$13.3M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
90.9KNew |
$6.01M - $6.97M
|
90.9K
$8.53M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
89.9KNew |
$5.94M - $6.89M
|
89.9K
$8.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
84.4K+ 478.32% |
$5.58M - $6.47M
|
102K
$9.58M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
83.9K+ 2146.38% |
$5.55M - $6.43M
|
87.8K
$8.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
82.4K+ 199.95% |
$5.45M - $6.32M
|
124K
$11.6M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
72.7K+ 169.51% |
$4.8M - $5.57M
|
116K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
72.2KNew |
$4.77M - $5.53M
|
72.2K
$6.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
70.7KNew |
$4.67M - $5.41M
|
70.7K
$6.63M
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
BUY
|
- |
69.4K+ 47.92% |
$4.59M - $5.32M
|
214K
$20.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
67.4K+ 64.19% |
$4.46M - $5.16M
|
172K
$16.2M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
65.9K+ 8.0% |
$4.35M - $5.05M
|
889K
$83.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
64.9KNew |
$4.29M - $4.97M
|
64.9K
$6.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
63.8K+ 30.42% |
$4.22M - $4.89M
|
274K
$25.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
63.5KNew |
$4.2M - $4.87M
|
63.5K
$5.96M
|