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 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
297New |
$19.5K - $22.4K
|
297
$28.1K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
297New |
$19.5K - $22.4K
|
297
$28.1K
|
|
Jan 12, 2023
Q4 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
281+ 2.83% |
$18.5K - $21.2K
|
10.2K
$966K
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
278+ 7.95% |
$18.3K - $21K
|
3.77K
$357K
|
|
Feb 09, 2023
Q4 2022
|
Opus Investment Management Inc
|
BUY
|
- |
277+ 0.45% |
$18.2K - $20.9K
|
62.3K
$5.89M
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
274+ 0.48% |
$18K - $20.7K
|
57.3K
$5.42M
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
268+ 3.04% |
$17.6K - $20.2K
|
9.08K
$858K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
264New |
$17.4K - $19.9K
|
264
$25K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
262+ 1.09% |
$17.2K - $19.8K
|
24.4K
$2.31M
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
258+ 180.42% |
$17K - $19.5K
|
401
$37.9K
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
254+ 0.28% |
$16.7K - $19.2K
|
89.8K
$8.49M
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
250New |
$16.4K - $18.9K
|
250
$23.6K
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
247+ 2.73% |
$16.2K - $18.6K
|
9.3K
$879K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
246+ 18.14% |
$16.2K - $18.6K
|
1.6K
$151K
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
242New |
$15.9K - $18.3K
|
242
$22.9K
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
242+ 71.81% |
$15.9K - $18.3K
|
579
$54.7K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
239+ 6.46% |
$15.7K - $18K
|
3.94K
$372K
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
229+ 0.83% |
$15.1K - $17.3K
|
28K
$2.64M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
222+ 2.13% |
$14.6K - $16.8K
|
10.6K
$1M
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
222+ 4.84% |
$14.6K - $16.8K
|
4.81K
$455K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
216New |
$14.2K - $16.3K
|
216
$20.4K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
208+ 1.11% |
$13.7K - $15.7K
|
19K
$1.79M
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
206New |
$13.5K - $15.6K
|
206
$19.5K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
195+ 1.26% |
$12.8K - $14.7K
|
15.7K
$1.48M
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
BUY
|
- |
185+ 0.16% |
$12.2K - $14K
|
114K
$10.8M
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
184+ 2.94% |
$12.1K - $13.9K
|
6.43K
$608K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
175New |
$11.5K - $13.2K
|
175
$16.5K
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
164+ 1.48% |
$10.8K - $12.4K
|
11.3K
$1.06M
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
163+ 1.09% |
$10.7K - $12.3K
|
15.1K
$1.43M
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
160+ 4.47% |
$10.5K - $12.1K
|
3.74K
$354K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
159New |
$10.5K - $12K
|
159
$15K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
146+ 135.19% |
$9.6K - $11K
|
254
$24K
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
146+ 2.31% |
$9.6K - $11K
|
6.48K
$612K
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
146+ 0.19% |
$9.6K - $11K
|
76K
$7.18M
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
145+ 2.75% |
$9.53K - $10.9K
|
5.42K
$512K
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
143+ 0.23% |
$9.4K - $10.8K
|
62.7K
$5.93M
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
137New |
$9.01K - $10.3K
|
137
$12.9K
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
134+ 1.19% |
$8.81K - $10.1K
|
11.4K
$1.08M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
132New |
$8.68K - $9.97K
|
132
$12.5K
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
127+ 1.17% |
$8.35K - $9.59K
|
11K
$1.04M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
126+ 0.62% |
$8.28K - $9.51K
|
20.3K
$1.92M
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
117+ 6.27% |
$7.69K - $8.83K
|
1.98K
$188K
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
115+ 3.06% |
$7.56K - $8.68K
|
3.87K
$366K
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
113+ 2.81% |
$7.43K - $8.53K
|
4.14K
$391K
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
112+ 1018.18% |
$7.36K - $8.46K
|
123
$11.6K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
110New |
$7.23K - $8.31K
|
110
$10.4K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
109+ 6.09% |
$7.17K - $8.23K
|
1.9K
$180K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
108+ 1.57% |
$7.1K - $8.15K
|
7K
$662K
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
BUY
|
- |
107+ 0.65% |
$7.04K - $8.08K
|
16.6K
$1.57M
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
107+ 0.84% |
$7.04K - $8.08K
|
12.8K
$1.21M
|