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 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
23.7K+ 52.95% |
$1.57M - $1.82M
|
68.5K
$6.44M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
23.4K+ 0.79% |
$1.55M - $1.8M
|
3M
$282M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
23KNew |
$1.52M - $1.76M
|
23K
$2.16M
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
22.7K+ 3.31% |
$1.5M - $1.74M
|
709K
$66.7M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
20.7K+ 33.38% |
$1.37M - $1.59M
|
82.7K
$7.77M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
19.6K+ 35.2% |
$1.3M - $1.5M
|
75.3K
$7.07M
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
19.4KNew |
$1.28M - $1.48M
|
19.4K
$1.82M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.2KNew |
$1.27M - $1.47M
|
19.2K
$1.8M
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
18.5KNew |
$1.22M - $1.42M
|
18.5K
$1.74M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
17.7K+ 402.63% |
$1.17M - $1.36M
|
22.2K
$2.08M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.5K+ 16.69% |
$1.16M - $1.34M
|
123K
$11.5M
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
17.4KNew |
$1.15M - $1.33M
|
17.4K
$1.63M
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
BUY
|
- |
17.3K+ 39.54% |
$1.14M - $1.33M
|
61.1K
$5.75M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
16.9K+ 6.23% |
$1.12M - $1.29M
|
288K
$27M
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
16.8K+ 8.88% |
$1.11M - $1.29M
|
206K
$19.4M
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
16.7KNew |
$1.1M - $1.28M
|
16.7K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.8KNew |
$1.04M - $1.21M
|
15.8K
$1.48M
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
15.7KNew |
$1.04M - $1.21M
|
15.7K
$1.48M
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
15.6K+ 2269.38% |
$1.03M - $1.2M
|
16.3K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.6K+ 19.22% |
$1.03M - $1.2M
|
96.7K
$9.09M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
15K+ 8.9% |
$989K - $1.15M
|
183K
$17.2M
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14.9K+ 44.46% |
$987K - $1.14M
|
48.5K
$4.56M
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14.5K+ 12.71% |
$960K - $1.11M
|
129K
$12.1M
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
14.4K+ 38.52% |
$951K - $1.1M
|
51.7K
$4.86M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
14.4K+ 26.82% |
$949K - $1.1M
|
67.9K
$6.38M
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
14.4KNew |
$949K - $1.1M
|
14.4K
$1.35M
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.3K+ 100.68% |
$945K - $1.1M
|
28.5K
$2.68M
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
BUY
|
- |
14.2KNew |
$941K - $1.09M
|
14.2K
$1.34M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
14.1K+ 17.43% |
$930K - $1.08M
|
94.8K
$8.91M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
14K+ 5.89% |
$924K - $1.07M
|
251K
$23.6M
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
13.9K+ 62.04% |
$916K - $1.06M
|
36.2K
$3.4M
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
13.6K+ 35.6% |
$900K - $1.04M
|
51.9K
$4.88M
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
13.6K+ 59.04% |
$896K - $1.04M
|
36.5K
$3.43M
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
13.5K+ 55.36% |
$891K - $1.03M
|
37.8K
$3.56M
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
13.3K+ 55.63% |
$882K - $1.02M
|
37.3K
$3.51M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
13K+ 13.86% |
$859K - $996K
|
107K
$10M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.9K+ 2.55% |
$851K - $986K
|
517K
$48.6M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.8K+ 9.1% |
$847K - $982K
|
154K
$14.4M
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
12K+ 4.5% |
$796K - $923K
|
280K
$26.3M
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
11.5K+ 12.54% |
$763K - $884K
|
104K
$9.73M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11.4K+ 9.35% |
$751K - $870K
|
133K
$12.5M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.3K+ 15.71% |
$747K - $866K
|
83.3K
$7.83M
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.2K+ 117.97% |
$742K - $860K
|
20.7K
$1.95M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.2K+ 117.97% |
$742K - $860K
|
20.7K
$1.95M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
11K+ 3.5% |
$725K - $840K
|
325K
$30.5M
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
11K+ 24.5% |
$724K - $840K
|
55.7K
$5.23M
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
10.6KNew |
$699K - $810K
|
10.6K
$994K
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.6KNew |
$698K - $809K
|
10.6K
$993K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.5K+ 11.38% |
$697K - $808K
|
103K
$9.7M
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
10.5K+ 17.59% |
$695K - $805K
|
70.3K
$6.61M
|