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 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-28- 0.36% |
$1.94K - $2.07K
|
7.78K
$697K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-28- 0.94% |
$1.94K - $2.07K
|
2.96K
$266K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-30- 0.61% |
$2.07K - $2.21K
|
4.89K
$438K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-30- 1.07% |
$2.07K - $2.21K
|
2.77K
$248K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-38- 0.13% |
$2.63K - $2.8K
|
30.1K
$2.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-39- 0.37% |
$2.7K - $2.88K
|
10.4K
$935K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-40- 0.58% |
$2.76K - $2.95K
|
6.89K
$618K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.02% |
$2.76K - $2.95K
|
3.9K
$350K
|
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-41- 0.1% |
$2.83K - $3.02K
|
40.2K
$3.6M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-41- 0.05% |
$2.83K - $3.02K
|
82.2K
$7.37M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-42- 3.98% |
$2.9K - $3.1K
|
1.01K
$90.9K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-43- 0.64% |
$2.97K - $3.17K
|
6.72K
$603K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-56- 0.21% |
$3.87K - $4.13K
|
26.1K
$2.34M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-58- 1.05% |
$4.01K - $4.28K
|
5.48K
$492K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-61- 39.1% |
$4.22K - $4.5K
|
95
$8.52K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-62- 24.9% |
$4.29K - $4.57K
|
187
$16.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-63- 0.56% |
$4.35K - $4.65K
|
11.3K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-63- 0.55% |
$4.35K - $4.65K
|
11.4K
$1.02M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-64- 6.29% |
$4.42K - $4.72K
|
954
$85.5K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-64- 1.94% |
$4.42K - $4.72K
|
3.24K
$290K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-66- 9.84% |
$4.56K - $4.87K
|
605
$54.2K
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-70- 6.36% |
$4.84K - $5.16K
|
1.03K
$92.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-70- 2.23% |
$4.84K - $5.16K
|
3.07K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-73- 0.31% |
$5.05K - $5.39K
|
23.4K
$2.1M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-76- 0.46% |
$5.25K - $5.61K
|
16.6K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-77- 1.53% |
$5.32K - $5.68K
|
4.96K
$445K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-77- 0.65% |
$5.32K - $5.68K
|
11.8K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-78- 4.18% |
$5.39K - $5.75K
|
1.79K
$160K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-79- 0.5% |
$5.46K - $5.83K
|
15.6K
$1.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-81- 6.99% |
$5.6K - $5.98K
|
1.08K
$96.7K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-86- 1.07% |
$5.94K - $6.35K
|
7.92K
$710K
|
|
|
Apr 21, 2023
Q1 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-87- 0.11% |
$6.01K - $6.42K
|
76.5K
$6.86M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-90- 12.52% |
$6.22K - $6.64K
|
629
$56.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-97- 0.3% |
$6.7K - $7.16K
|
32.2K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-97- 1.79% |
$6.7K - $7.16K
|
5.32K
$477K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-97- 0.64% |
$6.7K - $7.16K
|
15K
$1.34M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-98- 0.17% |
$6.77K - $7.23K
|
56.8K
$5.09M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-105- 1.83% |
$7.26K - $7.75K
|
5.62K
$504K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-108- 6.61% |
$7.46K - $7.97K
|
1.53K
$137K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-108- 1.57% |
$7.46K - $7.97K
|
6.78K
$607K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-110- 0.87% |
$7.6K - $8.12K
|
12.5K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-117- 2.43% |
$8.09K - $8.63K
|
4.7K
$421K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-122- 6.15% |
$8.43K - $9K
|
1.86K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-128- 3.24% |
$8.85K - $9.44K
|
3.83K
$343K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-130- 2.62% |
$8.99K - $9.59K
|
4.84K
$434K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-131- 7.78% |
$9.05K - $9.67K
|
1.55K
$139K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-132- 3.61% |
$9.12K - $9.74K
|
3.52K
$316K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-137- 0.19% |
$9.47K - $10.1K
|
70.4K
$6.31M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-139- 1.85% |
$9.61K - $10.3K
|
7.36K
$660K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-139- 2.89% |
$9.61K - $10.3K
|
4.67K
$419K
|