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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
31+ 0.17% |
$2.05K - $2.38K
|
18.8K
$1.76M
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
30+ 0.48% |
$1.98K - $2.3K
|
6.32K
$591K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
25+ 0.31% |
$1.65K - $1.92K
|
8.01K
$749K
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
24+ 0.18% |
$1.59K - $1.84K
|
13.3K
$1.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
24+ 0.44% |
$1.59K - $1.84K
|
5.44K
$508K
|
|
|
Oct 26, 2022
Q3 2022
|
Lincoln Capital LLC
|
BUY
|
- |
20+ 0.16% |
$1.32K - $1.53K
|
12.6K
$1.18M
|
|
|
Oct 19, 2022
Q3 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
19+ 0.32% |
$1.26K - $1.46K
|
5.94K
$555K
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
18+ 0.28% |
$1.19K - $1.38K
|
6.45K
$603K
|
|
|
Oct 25, 2022
Q3 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
17+ 0.12% |
$1.12K - $1.3K
|
13.9K
$1.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
16+ 0.15% |
$1.06K - $1.23K
|
10.8K
$1.01M
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
16+ 0.52% |
$1.06K - $1.23K
|
3.11K
$291K
|
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
16+ 0.23% |
$1.06K - $1.23K
|
6.96K
$650K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
15New |
$991 - $1.15K
|
15
$1.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14+ 3.33% |
$925 - $1.07K
|
435
$40.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 0.25% |
$859 - $996
|
5.17K
$483K
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
BUY
|
- |
13+ 0.03% |
$859 - $996
|
39.4K
$3.68M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12New |
$793 - $920
|
12
$1.12K
|
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
BUY
|
- |
12+ 0.37% |
$793 - $920
|
3.26K
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
11New |
$727 - $843
|
11
$1.03K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
11+ 0.34% |
$727 - $843
|
3.21K
$300K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
10+ 0.36% |
$661 - $766
|
2.81K
$263K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10+ 0.2% |
$661 - $766
|
4.96K
$464K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
10+ 0.11% |
$661 - $766
|
9.23K
$863K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
10New |
$661 - $766
|
10
$935
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 0.52% |
$463 - $536
|
1.34K
$125K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6+ 0.15% |
$397 - $460
|
4.06K
$379K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 1.59% |
$397 - $460
|
384
$35.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
6+ 0.19% |
$397 - $460
|
3.16K
$295K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.25% |
$331 - $383
|
1.98K
$185K
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5+ 0.1% |
$331 - $383
|
5K
$468K
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5+ 0.09% |
$331 - $383
|
5.4K
$505K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.44% |
$198 - $230
|
686
$64.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
1New |
$66.1 - $76.6
|
1
$93.5
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.13% |
$66.1 - $76.6
|
752
$70.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.34% |
$66.1 - $76.6
|
295
$27.6K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1- 0.01% |
$66.1 - $76.6
|
7.97K
$745K
|
|
|
Nov 14, 2022
Q3 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-3- 0.07% |
$198 - $230
|
4.38K
$409K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 0.01% |
$264 - $307
|
34.8K
$3.25M
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-4- 1.01% |
$264 - $307
|
393
$36.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Veery Capital, LLC
|
SELL
|
- |
-6- 0.06% |
$397 - $460
|
9.69K
$906K
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-8- 0.02% |
$529 - $613
|
35.4K
$3.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-9- 0.26% |
$595 - $690
|
3.5K
$327K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-11- 0.22% |
$727 - $843
|
4.93K
$461K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-11- 0.03% |
$727 - $843
|
34.4K
$3.21M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 5.71% |
$1.06K - $1.23K
|
264
$24.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-20- 0.31% |
$1.32K - $1.53K
|
6.33K
$592K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-24- 0.47% |
$1.59K - $1.84K
|
5.04K
$471K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 6.43% |
$1.65K - $1.92K
|
364
$34K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-25- 0.24% |
$1.65K - $1.92K
|
10.2K
$956K
|