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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-913- 3.87% |
$63.1K - $67.4K
|
22.7K
$2.04M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-914- 1.38% |
$63.2K - $67.4K
|
65.6K
$5.88M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-920- 10.58% |
$63.6K - $67.9K
|
7.78K
$697K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-940- 22.91% |
$65K - $69.4K
|
3.16K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-945- 1.25% |
$65.3K - $69.7K
|
74.9K
$6.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-957- 8.48% |
$66.1K - $70.6K
|
10.3K
$926K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-973- 22.06% |
$67.3K - $71.8K
|
3.44K
$308K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-976- 1.63% |
$67.5K - $72K
|
58.8K
$5.27M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.01K- 74.91% |
$69.7K - $74.4K
|
338
$30.3K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.03K- 7.17% |
$71.1K - $75.8K
|
13.3K
$1.19M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.07K- 0.62% |
$74.2K - $79.2K
|
173K
$15.5M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.08K- 1.31% |
$74.8K - $79.8K
|
81.5K
$7.3M
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-1.08K- 1.67% |
$74.9K - $80K
|
63.9K
$5.73M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 4.92% |
$76.4K - $81.5K
|
21.4K
$1.92M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.11K- 5.01% |
$76.6K - $81.7K
|
21K
$1.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.12K- 2.96% |
$77.6K - $82.8K
|
36.8K
$3.3M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.15K- 8.87% |
$79.3K - $84.6K
|
11.8K
$1.06M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.15K- 1.67% |
$79.5K - $84.8K
|
67.7K
$6.07M
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.16K- 9.43% |
$80K - $85.4K
|
11.1K
$996K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.19K- 2.15% |
$82.2K - $87.7K
|
54.1K
$4.85M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.21K- 4.34% |
$83.3K - $88.9K
|
26.5K
$2.38M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.21K- 2.25% |
$83.5K - $89.1K
|
52.5K
$4.71M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.24K- 23.66% |
$85.9K - $91.7K
|
4.01K
$360K
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-1.25K- 2.43% |
$86.1K - $91.9K
|
50.1K
$4.49M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.26K- 4.92% |
$86.8K - $92.7K
|
24.3K
$2.17M
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-1.26K- 10.41% |
$87.2K - $93K
|
10.8K
$973K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.27K- 12.86% |
$87.6K - $93.5K
|
8.59K
$770K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.28K- 23.02% |
$88.6K - $94.6K
|
4.29K
$384K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1.29K- 1.24% |
$89K - $95K
|
103K
$9.21M
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.31K- 12.65% |
$90.6K - $96.7K
|
9.06K
$812K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.32K- 0.45% |
$91.3K - $97.5K
|
289K
$25.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.36K- 8.99% |
$93.9K - $100K
|
13.7K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.39K- 2.85% |
$95.8K - $102K
|
47.3K
$4.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.39K- 12.1% |
$96.4K - $103K
|
10.1K
$908K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-1.4K- 0.54% |
$96.6K - $103K
|
255K
$22.9M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.41K- 2.68% |
$97.5K - $104K
|
51.3K
$4.6M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.41K- 29.0% |
$97.7K - $104K
|
3.46K
$310K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.45K- 6.97% |
$100K - $107K
|
19.4K
$1.74M
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.46K- 1.59% |
$101K - $108K
|
90.3K
$8.09M
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.48K- 30.24% |
$102K - $109K
|
3.42K
$306K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.49K- 11.17% |
$103K - $110K
|
11.8K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-1.5K- 31.96% |
$104K - $111K
|
3.19K
$286K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.51K- 9.76% |
$104K - $111K
|
14K
$1.25M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 32.34% |
$105K - $112K
|
3.19K
$286K
|
|
|
Apr 10, 2023
Q1 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.56K- 0.77% |
$108K - $115K
|
201K
$18M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.56K- 1.52% |
$108K - $115K
|
101K
$9.03M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.56K- 29.83% |
$108K - $115K
|
3.67K
$329K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.57K- 0.65% |
$109K - $116K
|
239K
$21.5M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.59K- 3.54% |
$110K - $117K
|
43.1K
$3.87M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-1.61K- 6.44% |
$111K - $119K
|
23.4K
$2.09M
|