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 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
68.8K+ 60.2% |
$4.52M - $5.19M
|
183K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68KNew |
$4.47M - $5.13M
|
68K
$6.39M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
67.6K+ 32.82% |
$4.45M - $5.11M
|
274K
$25.7M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
66.5KNew |
$4.37M - $5.02M
|
66.5K
$6.25M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
63.7KNew |
$4.19M - $4.81M
|
63.7K
$5.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
62.4K+ 96.1% |
$4.1M - $4.71M
|
127K
$12M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
62K+ 19.09% |
$4.07M - $4.68M
|
387K
$36.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
56.1K+ 9.41% |
$3.69M - $4.23M
|
652K
$61.3M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56KNew |
$3.68M - $4.22M
|
56K
$5.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.5K+ 1.81% |
$3.65M - $4.19M
|
3.13M
$294M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
54.1K+ 718.58% |
$3.56M - $4.08M
|
61.6K
$5.79M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
54.1K+ 718.58% |
$3.56M - $4.08M
|
61.6K
$5.79M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53.8K+ 14.83% |
$3.54M - $4.06M
|
416K
$39.1M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
52.3K+ 79.37% |
$3.44M - $3.95M
|
118K
$11.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
52.2KNew |
$3.43M - $3.94M
|
52.2K
$4.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
51.3KNew |
$3.37M - $3.87M
|
51.3K
$4.82M
|
|
|
Jan 20, 2023
Q4 2022
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
50KNew |
$3.29M - $3.78M
|
50K
$4.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
47.1K+ 154.17% |
$3.1M - $3.56M
|
77.7K
$7.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
46.2K+ 50.01% |
$3.04M - $3.49M
|
139K
$13M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
45.1K+ 19.22% |
$2.97M - $3.41M
|
280K
$26.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
43.8KNew |
$2.88M - $3.31M
|
43.8K
$4.12M
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
43.5KNew |
$2.86M - $3.28M
|
43.5K
$4.09M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
39.9K+ 38.16% |
$2.63M - $3.02M
|
145K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
39.9K+ 74.39% |
$2.62M - $3.01M
|
93.5K
$8.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
37.9KNew |
$2.49M - $2.86M
|
37.9K
$3.56M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.9K+ 1.2% |
$2.36M - $2.71M
|
3.02M
$284M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
35.6KNew |
$2.34M - $2.69M
|
35.6K
$3.34M
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
35.2K+ 62.7% |
$2.32M - $2.66M
|
91.4K
$8.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
35.1K+ 15.29% |
$2.31M - $2.65M
|
264K
$24.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
34.7K+ 7.33% |
$2.28M - $2.62M
|
508K
$47.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
34.6K+ 72.83% |
$2.27M - $2.61M
|
82K
$7.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
34.1K+ 747.69% |
$2.24M - $2.57M
|
38.7K
$3.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
33.7K+ 12.39% |
$2.21M - $2.54M
|
305K
$28.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
33.5KNew |
$2.21M - $2.53M
|
33.5K
$3.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
33.4KNew |
$2.2M - $2.52M
|
33.4K
$3.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
33.1K+ 10.29% |
$2.18M - $2.5M
|
355K
$33.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
32.5K+ 166.51% |
$2.14M - $2.46M
|
52K
$4.89M
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
32.5KNew |
$2.13M - $2.45M
|
32.5K
$3.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
32.4KNew |
$2.13M - $2.44M
|
32.4K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
32.3KNew |
$2.12M - $2.44M
|
32.3K
$3.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
32.2KNew |
$2.12M - $2.43M
|
32.2K
$3.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
31.1K+ 30.14% |
$2.04M - $2.35M
|
134K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
30.5KNew |
$2.01M - $2.3M
|
30.5K
$2.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
30.3K+ 9.56% |
$1.99M - $2.29M
|
348K
$32.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
29.9KNew |
$1.97M - $2.26M
|
29.9K
$2.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
29.7K+ 133.91% |
$1.95M - $2.24M
|
51.8K
$4.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
28.4K+ 147.86% |
$1.87M - $2.14M
|
47.6K
$4.47M
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
27.4K+ 108.63% |
$1.8M - $2.07M
|
52.7K
$4.95M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
26.8K+ 23.19% |
$1.76M - $2.02M
|
142K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
26.5K+ 86.91% |
$1.74M - $2M
|
57K
$5.36M
|