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 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.1K- 10.25% |
$730K - $838K
|
97.2K
$9.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-11.2K- 22.87% |
$733K - $842K
|
37.6K
$3.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.5K- 39.12% |
$753K - $865K
|
17.8K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11.5K- 55.23% |
$753K - $865K
|
9.29K
$873K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11.5K- 55.23% |
$753K - $865K
|
9.29K
$873K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-11.5K- 3.78% |
$755K - $867K
|
292K
$27.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-12.3K- 16.5% |
$806K - $926K
|
62K
$5.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-12.3K- 5.4% |
$808K - $928K
|
215K
$20.2M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-12.6K- 54.53% |
$825K - $948K
|
10.5K
$984K
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-13.3K- 20.98% |
$871K - $1M
|
49.9K
$4.69M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-13.5K- 35.64% |
$887K - $1.02M
|
24.4K
$2.29M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-13.6K- 4.72% |
$893K - $1.03M
|
274K
$25.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-14K- 2.55% |
$919K - $1.06M
|
534K
$50.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-14.1K- 45.38% |
$926K - $1.06M
|
17K
$1.59M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-14.3K- 18.95% |
$937K - $1.08M
|
60.9K
$5.73M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-14.3K- 4.84% |
$941K - $1.08M
|
281K
$26.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.4K- 2.34% |
$1.01M - $1.16M
|
641K
$60.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-15.7K- 5.24% |
$1.03M - $1.19M
|
284K
$26.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-15.8K- 14.62% |
$1.04M - $1.19M
|
92.2K
$8.67M
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-15.9K- 10.21% |
$1.05M - $1.2M
|
140K
$13.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-16.6K- 13.45% |
$1.09M - $1.26M
|
107K
$10.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-16.8K- 53.75% |
$1.1M - $1.27M
|
14.5K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-16.8K- 32.59% |
$1.1M - $1.27M
|
34.7K
$3.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-17K- 15.9% |
$1.12M - $1.28M
|
89.8K
$8.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
SELL
|
- |
-19.2K- 14.47% |
$1.26M - $1.45M
|
113K
$10.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-19.4K- 22.98% |
$1.27M - $1.46M
|
64.9K
$6.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-20K- 45.04% |
$1.32M - $1.51M
|
24.4K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-20.1K- 4.86% |
$1.32M - $1.51M
|
393K
$36.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-20.2K- 17.86% |
$1.33M - $1.53M
|
93K
$8.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-21.3K- 22.46% |
$1.4M - $1.61M
|
73.5K
$6.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-21.9K- 49.03% |
$1.44M - $1.66M
|
22.8K
$2.14M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-22.7K- 52.17% |
$1.49M - $1.71M
|
20.8K
$1.95M
|
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-23.9K- 33.2% |
$1.57M - $1.8M
|
48.1K
$4.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-25.6K- 51.86% |
$1.68M - $1.93M
|
23.7K
$2.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25.8K- 16.81% |
$1.7M - $1.95M
|
128K
$12M
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-26K- 22.01% |
$1.71M - $1.97M
|
92.3K
$8.68M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-26.6K- 2.88% |
$1.75M - $2.01M
|
898K
$84.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-27.2K- 8.12% |
$1.79M - $2.06M
|
308K
$29M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.7K- 6.14% |
$1.82M - $2.09M
|
422K
$39.7M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-28.6K- 64.52% |
$1.88M - $2.16M
|
15.7K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-29.1K- 59.55% |
$1.91M - $2.2M
|
19.8K
$1.86M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30K- 6.63% |
$1.97M - $2.27M
|
422K
$39.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-30.8K- 19.13% |
$2.03M - $2.33M
|
130K
$12.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-31.9K- 1.11% |
$2.1M - $2.41M
|
2.86M
$268M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-32K- 4.72% |
$2.1M - $2.42M
|
646K
$60.7M
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-32K- 8.55% |
$2.11M - $2.42M
|
343K
$32.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-33.1K- 86.01% |
$2.17M - $2.5M
|
5.38K
$506K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-34.6K- 3.02% |
$2.28M - $2.61M
|
1.11M
$104M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-34.8K- 26.67% |
$2.29M - $2.63M
|
95.7K
$9M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-37.3K- 11.96% |
$2.45M - $2.82M
|
275K
$25.8M
|