Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
20+ 0.4% |
$1.38K - $1.48K
|
5.02K
$452K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
19+ 0.07% |
$1.31K - $1.4K
|
28K
$2.52M
|
|
|
Apr 11, 2023
Q1 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
18+ 0.3% |
$1.24K - $1.33K
|
5.98K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.1% |
$1.24K - $1.33K
|
18.3K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
17+ 0.26% |
$1.18K - $1.25K
|
6.49K
$584K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
16+ 0.43% |
$1.11K - $1.18K
|
3.74K
$337K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
15+ 0.08% |
$1.04K - $1.11K
|
17.9K
$1.61M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
14+ 0.38% |
$968 - $1.03K
|
3.72K
$336K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
14+ 0.39% |
$968 - $1.03K
|
3.58K
$322K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
14+ 0.2% |
$968 - $1.03K
|
6.98K
$629K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
12+ 0.24% |
$829 - $885
|
4.98K
$449K
|
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
11+ 0.3% |
$760 - $812
|
3.72K
$335K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
10+ 0.36% |
$691 - $738
|
2.76K
$249K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
10+ 0.06% |
$691 - $738
|
16.6K
$1.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9+ 0.03% |
$622 - $664
|
30.4K
$2.74M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8New |
$553 - $590
|
8
$721
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.43% |
$484 - $516
|
1.63K
$147K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
5+ 0.06% |
$346 - $369
|
7.71K
$695K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5+ 6.02% |
$346 - $369
|
88
$7.93K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.2% |
$276 - $295
|
1.99K
$179K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
4+ 0.09% |
$276 - $295
|
4.22K
$380K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.04% |
$276 - $295
|
11.3K
$1.02M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4+ 0.58% |
$276 - $295
|
693
$62.4K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 3.75% |
$207 - $221
|
83
$7.48K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.08% |
$207 - $221
|
3.71K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 0.43% |
$138 - $148
|
468
$42.2K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.45% |
$138 - $148
|
445
$40.1K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2+ 1.05% |
$138 - $148
|
192
$17.3K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.43% |
$138 - $148
|
469
$42.3K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1+ 0.02% |
$69.1 - $73.8
|
4.75K
$428K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.06% |
$69.1 - $73.8
|
1.81K
$163K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.68% |
$69.1 - $73.8
|
147
$13.2K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-1- 0.03% |
$69.1 - $73.8
|
3.88K
$350K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4- 0.08% |
$276 - $295
|
4.7K
$424K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-5- 0.17% |
$346 - $369
|
2.87K
$258K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-5- 0.08% |
$346 - $369
|
6.3K
$567K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-5- 0.35% |
$346 - $369
|
1.42K
$128K
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-5- 0.01% |
$346 - $369
|
52.7K
$4.75M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6- 0.07% |
$415 - $443
|
8.56K
$771K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-6- 31.58% |
$415 - $443
|
13
$1.17K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-6- 2.17% |
$415 - $443
|
271
$24.4K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-7- 0.09% |
$484 - $516
|
7.76K
$700K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-13- 5.12% |
$899 - $959
|
241
$21.7K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-16- 0.82% |
$1.11K - $1.18K
|
1.94K
$175K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-17- 1.44% |
$1.18K - $1.25K
|
1.17K
$105K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-17- 0.3% |
$1.18K - $1.25K
|
5.6K
$505K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-18- 0.33% |
$1.24K - $1.33K
|
5.39K
$485K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-18- 4.85% |
$1.24K - $1.33K
|
353
$31.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-24- 0.42% |
$1.66K - $1.77K
|
5.75K
$518K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-27- 0.84% |
$1.87K - $1.99K
|
3.2K
$288K
|