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 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.16K- 2.4% |
$142K - $165K
|
87.7K
$8.29M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.18K- 2.1% |
$144K - $167K
|
101K
$9.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-2.2K- 1.24% |
$145K - $169K
|
175K
$16.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.42K- 5.04% |
$160K - $186K
|
45.6K
$4.31M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.44K- 8.31% |
$161K - $187K
|
26.9K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.46K- 1.3% |
$163K - $189K
|
187K
$17.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.49K- 19.15% |
$165K - $191K
|
10.5K
$994K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.5K- 3.0% |
$165K - $191K
|
80.7K
$7.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.52K- 27.13% |
$167K - $193K
|
6.77K
$640K
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-2.55K- 4.71% |
$168K - $195K
|
51.5K
$4.87M
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.64K- 2.51% |
$175K - $203K
|
103K
$9.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.72K- 2.71% |
$180K - $208K
|
97.4K
$9.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.73K- 2.87% |
$180K - $209K
|
92.2K
$8.72M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.76K- 15.57% |
$182K - $211K
|
14.9K
$1.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.76K- 3.58% |
$183K - $212K
|
74.3K
$7.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.85K- 3.16% |
$188K - $218K
|
87.3K
$8.25M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.85K- 16.66% |
$189K - $219K
|
14.3K
$1.35M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.87K- 3.86% |
$190K - $220K
|
71.5K
$6.76M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.94K- 18.56% |
$194K - $225K
|
12.9K
$1.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.01K- 1.3% |
$199K - $231K
|
228K
$21.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-3.16K- 3.03% |
$209K - $242K
|
101K
$9.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-3.19K- 28.57% |
$211K - $244K
|
7.97K
$753K
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-3.3K- 4.89% |
$218K - $253K
|
64.1K
$6.06M
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.39K- 6.21% |
$224K - $259K
|
51.2K
$4.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-3.42K- 2.86% |
$226K - $262K
|
116K
$11M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-3.44K- 3.18% |
$227K - $264K
|
105K
$9.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-3.45K- 7.36% |
$228K - $264K
|
43.4K
$4.1M
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.51K- 9.82% |
$232K - $269K
|
32.2K
$3.04M
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-3.6K- 19.34% |
$238K - $276K
|
15K
$1.42M
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-3.72K- 5.59% |
$246K - $285K
|
62.8K
$5.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.82K- 7.46% |
$253K - $293K
|
47.4K
$4.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.84K- 11.01% |
$254K - $294K
|
31K
$2.93M
|
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-4.02K- 13.73% |
$266K - $308K
|
25.3K
$2.39M
|
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-4.04KClosed |
$267K - $309K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-4.24K- 8.7% |
$280K - $325K
|
44.4K
$4.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-4.32K- 8.12% |
$285K - $331K
|
48.8K
$4.61M
|
|
|
Nov 04, 2022
Q3 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-4.32K- 31.39% |
$286K - $331K
|
9.45K
$893K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.42K- 9.94% |
$292K - $338K
|
40K
$3.78M
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.48K- 25.67% |
$296K - $343K
|
13K
$1.22M
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-4.5K- 1.59% |
$298K - $345K
|
278K
$26.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.63K- 2.69% |
$306K - $354K
|
167K
$15.8M
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4.74K- 4.13% |
$313K - $363K
|
110K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.81K- 11.3% |
$318K - $369K
|
37.8K
$3.57M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.94K- 7.89% |
$327K - $379K
|
57.7K
$5.45M
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-5K- 42.74% |
$331K - $383K
|
6.7K
$633K
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-5.24K- 42.89% |
$346K - $401K
|
6.97K
$659K
|
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-5.26K- 3.75% |
$348K - $403K
|
135K
$12.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.47K- 8.78% |
$362K - $419K
|
56.8K
$5.37M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-5.73K- 21.66% |
$379K - $439K
|
20.7K
$1.96M
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.76K- 7.03% |
$381K - $441K
|
76.1K
$7.2M
|