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
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-5.11K- 34.99% |
$353K - $377K
|
9.49K
$851K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.14K- 13.81% |
$356K - $380K
|
32.1K
$2.88M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.2K- 25.55% |
$359K - $384K
|
15.2K
$1.36M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-5.28K- 23.86% |
$365K - $390K
|
16.9K
$1.51M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.29K- 2.46% |
$366K - $391K
|
210K
$18.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-5.4K- 22.24% |
$373K - $398K
|
18.9K
$1.69M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-5.43K- 4.87% |
$376K - $401K
|
106K
$9.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.44K- 10.37% |
$376K - $402K
|
47K
$4.22M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.48K- 6.8% |
$379K - $405K
|
75.2K
$6.74M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.58K- 7.57% |
$386K - $412K
|
68.2K
$6.11M
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-5.84K- 16.47% |
$403K - $431K
|
29.6K
$2.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.85K- 33.21% |
$405K - $432K
|
11.8K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-5.93K- 66.69% |
$410K - $437K
|
2.96K
$265K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.03K- 1.33% |
$417K - $445K
|
446K
$40M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6.08K- 8.15% |
$420K - $448K
|
68.5K
$6.14M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.14K- 87.67% |
$424K - $453K
|
863
$77.4K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.22K- 1.51% |
$430K - $459K
|
406K
$36.4M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.23K- 2.62% |
$431K - $460K
|
232K
$20.8M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6.25K- 76.48% |
$432K - $461K
|
1.92K
$172K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-6.26K- 57.32% |
$433K - $462K
|
4.66K
$418K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-6.34K- 5.82% |
$438K - $468K
|
103K
$9.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.44K- 15.08% |
$445K - $475K
|
36.2K
$3.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.85K- 28.87% |
$473K - $505K
|
16.9K
$1.51M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-6.89K- 30.78% |
$476K - $508K
|
15.5K
$1.39M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.92KClosed |
$478K - $510K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-7.19K- 42.53% |
$497K - $530K
|
9.71K
$871K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-7.34K- 37.74% |
$507K - $541K
|
12.1K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.37K- 1.6% |
$509K - $544K
|
452K
$40.5M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.46K- 1.05% |
$516K - $550K
|
702K
$62.9M
|
|
|
May 09, 2023
Q1 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-7.5K- 10.98% |
$519K - $554K
|
60.8K
$5.45M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.92K- 4.92% |
$547K - $584K
|
153K
$13.7M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-8.12K- 2.59% |
$562K - $599K
|
305K
$27.4M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-8.27K- 15.53% |
$571K - $610K
|
45K
$4.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-8.47K- 6.28% |
$585K - $625K
|
126K
$11.3M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.6K- 23.95% |
$594K - $635K
|
27.3K
$2.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.76K- 24.07% |
$606K - $646K
|
27.6K
$2.48M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-9.04K- 16.38% |
$625K - $667K
|
46.1K
$4.14M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-9.21K- 44.35% |
$637K - $679K
|
11.6K
$1.04M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-9.33K- 2.72% |
$645K - $688K
|
333K
$29.9M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-9.51K- 4.51% |
$657K - $702K
|
201K
$18.1M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-9.76K- 3.34% |
$675K - $720K
|
282K
$25.3M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-9.78K- 20.78% |
$676K - $722K
|
37.3K
$3.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-10K- 28.23% |
$692K - $739K
|
25.5K
$2.28M
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-10.4K- 9.13% |
$716K - $764K
|
103K
$9.24M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-10.5K- 43.01% |
$724K - $773K
|
13.9K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-10.7K- 9.49% |
$736K - $786K
|
102K
$9.11M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-11K- 8.48% |
$764K - $815K
|
119K
$10.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-11.6K- 30.54% |
$800K - $854K
|
26.3K
$2.36M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-11.9K- 15.06% |
$823K - $879K
|
67.2K
$6.03M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12K- 92.83% |
$830K - $886K
|
928
$83.2K
|