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 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-354- 3.31% |
$24.5K - $26.1K
|
10.3K
$928K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-371- 11.72% |
$25.6K - $27.4K
|
2.79K
$251K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-379- 18.46% |
$26.2K - $28K
|
1.67K
$150K
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-388- 1.71% |
$26.8K - $28.6K
|
22.2K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-426- 2.14% |
$29.4K - $31.4K
|
19.5K
$1.75M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-439- 0.76% |
$30.3K - $32.4K
|
57.6K
$5.16M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-456- 3.96% |
$31.5K - $33.6K
|
11K
$990K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-464- 10.54% |
$32.1K - $34.2K
|
3.94K
$353K
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-470- 0.75% |
$32.5K - $34.7K
|
61.9K
$5.55M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-472- 3.63% |
$32.6K - $34.8K
|
12.5K
$1.12M
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-485- 12.15% |
$33.5K - $35.8K
|
3.51K
$314K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-499- 11.2% |
$34.5K - $36.8K
|
3.96K
$355K
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-517- 3.2% |
$35.7K - $38.1K
|
15.6K
$1.4M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-520- 1.57% |
$35.9K - $38.4K
|
32.6K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-520- 9.49% |
$35.9K - $38.4K
|
4.96K
$445K
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-534- 4.51% |
$36.9K - $39.4K
|
11.3K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-546- 2.24% |
$37.7K - $40.3K
|
23.8K
$2.14M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-551- 1.72% |
$38.1K - $40.7K
|
31.4K
$2.82M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-561- 15.22% |
$38.8K - $41.4K
|
3.13K
$280K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-569- 0.59% |
$39.3K - $42K
|
95.7K
$8.58M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-591- 1.72% |
$40.8K - $43.6K
|
33.7K
$3.02M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-592- 4.55% |
$40.9K - $43.7K
|
12.4K
$1.11M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-606- 2.49% |
$41.9K - $44.7K
|
23.8K
$2.13M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-612- 0.71% |
$42.3K - $45.2K
|
85.3K
$7.65M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-640- 4.25% |
$44.2K - $47.2K
|
14.4K
$1.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-641- 12.85% |
$44.3K - $47.3K
|
4.35K
$390K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-642- 15.71% |
$44.4K - $47.4K
|
3.45K
$309K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-659- 4.19% |
$45.6K - $48.6K
|
15.1K
$1.35M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-663- 0.53% |
$45.8K - $48.9K
|
124K
$11.1M
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-668- 2.73% |
$46.2K - $49.3K
|
23.8K
$2.13M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-670- 4.23% |
$46.3K - $49.4K
|
15.2K
$1.36M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-671- 10.61% |
$46.4K - $49.5K
|
5.65K
$507K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-677- 5.94% |
$46.8K - $49.9K
|
10.7K
$961K
|
|
|
Apr 18, 2023
Q1 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-700- 6.66% |
$48.4K - $51.6K
|
9.81K
$879K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-729- 19.18% |
$50.4K - $53.8K
|
3.07K
$275K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-730- 66.61% |
$50.5K - $53.9K
|
366
$32.8K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-734- 2.1% |
$50.7K - $54.2K
|
34.2K
$3.07M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
SELL
|
- |
-735- 19.48% |
$50.8K - $54.2K
|
3.04K
$272K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-771- 20.2% |
$53.3K - $56.9K
|
3.05K
$273K
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-800- 0.46% |
$55.3K - $59K
|
172K
$15.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-812- 2.04% |
$56.1K - $59.9K
|
39K
$3.5M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-813- 0.3% |
$56.2K - $60K
|
270K
$24.2M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-824- 7.48% |
$57K - $60.8K
|
10.2K
$914K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-849- 2.64% |
$58.7K - $62.6K
|
31.3K
$2.81M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-863- 10.56% |
$59.7K - $63.7K
|
7.31K
$655K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-869- 1.47% |
$60.1K - $64.1K
|
58.3K
$5.23M
|
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
SELL
|
- |
-875- 1.59% |
$60.5K - $64.6K
|
54.2K
$4.86M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-875- 8.95% |
$60.5K - $64.6K
|
8.9K
$798K
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-897- 4.02% |
$62K - $66.2K
|
21.4K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-901- 2.16% |
$62.3K - $66.5K
|
40.8K
$3.66M
|