Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11M+ 140054.16% |
$720M - $827M
|
11M
$1.03B
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
4.28MNew |
$281M - $323M
|
4.28M
$402M
|
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
3.26MNew |
$214M - $246M
|
3.26M
$306M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.85M+ 199.3% |
$187M - $215M
|
4.28M
$402M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.4M+ 483.15% |
$91.8M - $105M
|
1.69M
$158M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.11M+ 7.63% |
$73.1M - $83.9M
|
15.7M
$1.47B
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
913K+ 23.66% |
$60M - $68.9M
|
4.77M
$448M
|
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
643KNew |
$42.3M - $48.6M
|
643K
$60.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
609KNew |
$40M - $46M
|
609K
$57.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
585KNew |
$38.5M - $44.2M
|
585K
$54.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
579K+ 16876.96% |
$38.1M - $43.7M
|
582K
$54.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
556K+ 15.05% |
$36.6M - $42M
|
4.25M
$399M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
543K+ 11.03% |
$35.7M - $41M
|
5.46M
$512M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
441K+ 1379.3% |
$29M - $33.3M
|
473K
$44.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
439K+ 22.95% |
$28.9M - $33.2M
|
2.35M
$221M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
419K+ 152.98% |
$27.5M - $31.6M
|
692K
$64.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
360K+ 7.52% |
$23.7M - $27.2M
|
5.15M
$483M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
316KNew |
$20.8M - $23.9M
|
316K
$29.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
301K+ 16.96% |
$19.8M - $22.8M
|
2.08M
$195M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
274K+ 128.22% |
$18M - $20.7M
|
487K
$45.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
260KNew |
$17.1M - $19.6M
|
260K
$24.4M
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
256KNew |
$16.8M - $19.3M
|
256K
$24M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
224K+ 24.94% |
$14.7M - $16.9M
|
1.12M
$105M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
199K+ 142.22% |
$13.1M - $15M
|
339K
$31.8M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
188K+ 34.92% |
$12.4M - $14.2M
|
728K
$68.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
179K+ 11.88% |
$11.7M - $13.5M
|
1.68M
$158M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
172K+ 51.45% |
$11.3M - $13M
|
508K
$47.6M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
164K+ 18.48% |
$10.8M - $12.4M
|
1.05M
$98.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
163KNew |
$10.7M - $12.3M
|
163K
$15.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
157KNew |
$10.3M - $11.8M
|
157K
$14.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
156K+ 183.77% |
$10.3M - $11.8M
|
241K
$22.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
152K+ 11.43% |
$9.99M - $11.5M
|
1.48M
$139M
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
150KNew |
$9.89M - $11.4M
|
150K
$14.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
132KNew |
$8.69M - $9.98M
|
132K
$12.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
129KNew |
$8.47M - $9.72M
|
129K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
122K+ 0.94% |
$8M - $9.19M
|
13.1M
$1.23B
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
121KNew |
$7.97M - $9.16M
|
121K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
105KNew |
$6.88M - $7.9M
|
105K
$9.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
96.8KNew |
$6.36M - $7.3M
|
96.8K
$9.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
91.8K+ 1.89% |
$6.03M - $6.93M
|
4.95M
$465M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
89.2K+ 73.29% |
$5.86M - $6.73M
|
211K
$19.8M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
89K+ 272.59% |
$5.85M - $6.72M
|
122K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
85.3K+ 6.63% |
$5.61M - $6.44M
|
1.37M
$129M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
83.6K+ 29.44% |
$5.49M - $6.31M
|
367K
$34.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
81.2K+ 203.98% |
$5.34M - $6.13M
|
121K
$11.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
80.9K+ 338.59% |
$5.32M - $6.11M
|
105K
$9.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
73.5KNew |
$4.83M - $5.55M
|
73.5K
$6.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
70.9K+ 10.32% |
$4.66M - $5.35M
|
758K
$71.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
70.7K+ 43.87% |
$4.65M - $5.34M
|
232K
$21.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
69.7K+ 772.66% |
$4.58M - $5.26M
|
78.7K
$7.39M
|