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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-140- 0.42% |
$9.68K - $10.3K
|
33.3K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-147- 2.2% |
$10.2K - $10.8K
|
6.52K
$585K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-151- 1.66% |
$10.4K - $11.1K
|
8.93K
$801K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-153- 4.93% |
$10.6K - $11.3K
|
2.95K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-153- 0.14% |
$10.6K - $11.3K
|
108K
$9.69M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-153- 3.22% |
$10.6K - $11.3K
|
4.6K
$412K
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-157- 2.92% |
$10.9K - $11.6K
|
5.22K
$468K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-162- 1.52% |
$11.2K - $12K
|
10.5K
$939K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-163- 5.01% |
$11.3K - $12K
|
3.09K
$277K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-166- 0.55% |
$11.5K - $12.2K
|
30.1K
$2.7M
|
|
|
May 09, 2023
Q1 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-175- 4.77% |
$12.1K - $12.9K
|
3.49K
$313K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-175- 4.66% |
$12.1K - $12.9K
|
3.58K
$321K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-176- 9.23% |
$12.2K - $13K
|
1.73K
$155K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-177- 0.57% |
$12.2K - $13.1K
|
30.8K
$2.77M
|
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
SELL
|
- |
-177- 0.19% |
$12.2K - $13.1K
|
92.8K
$8.32M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-180- 5.15% |
$12.4K - $13.3K
|
3.31K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-195- 3.45% |
$13.5K - $14.4K
|
5.46K
$489K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-200- 1.33% |
$13.8K - $14.8K
|
14.8K
$1.33M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-201- 3.62% |
$13.9K - $14.8K
|
5.36K
$480K
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-202- 0.63% |
$14K - $14.9K
|
32K
$2.87M
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-204- 3.61% |
$14.1K - $15.1K
|
5.45K
$488K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-231- 65.25% |
$16K - $17K
|
123
$11K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-232- 13.76% |
$16K - $17.1K
|
1.45K
$130K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-241- 0.42% |
$16.7K - $17.8K
|
57.8K
$5.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-243- 5.83% |
$16.8K - $17.9K
|
3.93K
$352K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-249- 0.99% |
$17.2K - $18.4K
|
25K
$2.24M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-249- 5.65% |
$17.2K - $18.4K
|
4.16K
$373K
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-252- 0.14% |
$17.4K - $18.6K
|
175K
$15.7M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-253- 2.38% |
$17.5K - $18.7K
|
10.4K
$930K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-256- 2.39% |
$17.7K - $18.9K
|
10.4K
$936K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-260- 1.73% |
$18K - $19.2K
|
14.7K
$1.32M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-262- 0.78% |
$18.1K - $19.3K
|
33.3K
$2.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-272- 1.14% |
$18.8K - $20.1K
|
23.6K
$2.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-273- 2.59% |
$18.9K - $20.1K
|
10.3K
$922K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-273- 6.6% |
$18.9K - $20.1K
|
3.86K
$346K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-275- 17.17% |
$19K - $20.3K
|
1.33K
$119K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-282- 4.89% |
$19.5K - $20.8K
|
5.49K
$492K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-292- 3.0% |
$20.2K - $21.5K
|
9.44K
$847K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-297- 0.47% |
$20.5K - $21.9K
|
62.7K
$5.62M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-297Closed |
$20.5K - $21.9K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-301- 1.77% |
$20.8K - $22.2K
|
16.7K
$1.49M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-304- 40.21% |
$21K - $22.4K
|
452
$40.5K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-318- 8.67% |
$22K - $23.5K
|
3.35K
$300K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-320- 92.22% |
$22.1K - $23.6K
|
27
$2.42K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-324- 7.25% |
$22.4K - $23.9K
|
4.14K
$371K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-325- 9.47% |
$22.5K - $24K
|
3.11K
$279K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-325- 10.05% |
$22.5K - $24K
|
2.91K
$261K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-327- 9.28% |
$22.6K - $24.1K
|
3.2K
$287K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-344- 3.1% |
$23.8K - $25.4K
|
10.8K
$964K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-349- 5.45% |
$24.1K - $25.7K
|
6.06K
$543K
|