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
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.89K- 5.57% |
$200K - $213K
|
49K
$4.39M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.94K- 3.27% |
$203K - $217K
|
86.9K
$7.79M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.98K- 17.59% |
$206K - $220K
|
14K
$1.25M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.99K- 28.01% |
$207K - $221K
|
7.69K
$689K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.07K- 12.32% |
$212K - $227K
|
21.8K
$1.96M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.11K- 13.69% |
$215K - $230K
|
19.6K
$1.76M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.13K- 29.93% |
$216K - $231K
|
7.32K
$656K
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.24K- 0.93% |
$224K - $239K
|
345K
$31M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.3K- 92.16% |
$228K - $244K
|
281
$25.2K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-3.31K- 19.76% |
$229K - $245K
|
13.5K
$1.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-3.33K- 46.08% |
$230K - $246K
|
3.9K
$350K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-3.38K- 4.04% |
$234K - $250K
|
80.4K
$7.21M
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-3.42K- 37.57% |
$236K - $252K
|
5.68K
$509K
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-3.42K- 19.02% |
$236K - $252K
|
14.6K
$1.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-3.43K- 6.13% |
$237K - $253K
|
52.5K
$4.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.44K- 4.05% |
$238K - $254K
|
81.4K
$7.3M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-3.46K- 9.84% |
$239K - $255K
|
31.7K
$2.84M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.53K- 10.37% |
$244K - $260K
|
30.5K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3.57K- 50.22% |
$247K - $263K
|
3.54K
$317K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.61K- 6.83% |
$250K - $267K
|
49.3K
$4.42M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-3.63K- 1.98% |
$251K - $268K
|
180K
$16.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-3.72K- 5.37% |
$257K - $275K
|
65.6K
$5.88M
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-3.81K- 27.21% |
$263K - $281K
|
10.2K
$913K
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
SELL
|
- |
-3.91K- 1.59% |
$270K - $289K
|
242K
$21.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.95K- 8.4% |
$273K - $291K
|
43.1K
$3.86M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.95K- 1.73% |
$273K - $291K
|
225K
$20.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-3.98K- 10.1% |
$275K - $293K
|
35.4K
$3.17M
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-4.1K- 12.62% |
$283K - $302K
|
28.4K
$2.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4.12K- 45.14% |
$285K - $304K
|
5.01K
$449K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-4.14K- 48.54% |
$286K - $305K
|
4.39K
$394K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.2K- 62.69% |
$290K - $310K
|
2.5K
$224K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-4.24K- 6.04% |
$293K - $313K
|
65.9K
$5.91M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.37K- 14.6% |
$302K - $322K
|
25.6K
$2.29M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-4.45K- 4.8% |
$308K - $329K
|
88.3K
$7.92M
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-4.48K- 23.93% |
$309K - $330K
|
14.2K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.49K- 4.2% |
$310K - $331K
|
102K
$9.18M
|
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-4.51K- 56.67% |
$312K - $333K
|
3.45K
$310K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-4.52K- 19.85% |
$313K - $334K
|
18.3K
$1.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-4.59K- 54.48% |
$318K - $339K
|
3.84K
$344K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-4.74K- 11.57% |
$328K - $350K
|
36.3K
$3.25M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-4.77K- 11.83% |
$329K - $352K
|
35.5K
$3.19M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.83K- 7.51% |
$334K - $356K
|
59.5K
$5.33M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4.85K- 68.26% |
$335K - $357K
|
2.25K
$202K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-4.85K- 8.29% |
$335K - $358K
|
53.7K
$4.81M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-4.88K- 8.55% |
$337K - $360K
|
52.2K
$4.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-4.89K- 56.06% |
$338K - $361K
|
3.84K
$344K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.9K- 4.68% |
$339K - $362K
|
99.7K
$8.94M
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4.96K- 25.46% |
$343K - $366K
|
14.5K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-4.98K- 35.11% |
$344K - $367K
|
9.2K
$824K
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-5.01K- 2.76% |
$346K - $369K
|
177K
$15.8M
|