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 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
12.4K+ 21.95% |
$857K - $915K
|
68.9K
$6.21M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12KNew |
$831K - $887K
|
12K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11.7K+ 55.05% |
$807K - $862K
|
32.9K
$2.96M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
11.6K+ 77.16% |
$804K - $858K
|
26.7K
$2.41M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11KNew |
$761K - $813K
|
11K
$992K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.9K+ 6.59% |
$755K - $806K
|
177K
$15.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
10.8K+ 80.05% |
$745K - $795K
|
24.2K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.6K+ 13.09% |
$734K - $783K
|
91.7K
$8.26M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.6K+ 29.85% |
$731K - $781K
|
46K
$4.15M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10.3K+ 347.35% |
$711K - $759K
|
13.2K
$1.19M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10K+ 19.24% |
$694K - $741K
|
62.2K
$5.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
9.95KNew |
$688K - $734K
|
9.95K
$897K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.85K+ 56.36% |
$680K - $726K
|
27.3K
$2.46M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.77K+ 31.15% |
$675K - $720K
|
41.1K
$3.7M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.75K+ 53.15% |
$674K - $719K
|
28.1K
$2.53M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.11K+ 35.77% |
$630K - $672K
|
34.6K
$3.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.04K+ 6.84% |
$625K - $667K
|
141K
$12.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.81K+ 64.6% |
$609K - $650K
|
22.4K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.75K+ 15.99% |
$605K - $646K
|
63.5K
$5.72M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.73K+ 26.13% |
$603K - $644K
|
42.1K
$3.8M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
8.56K+ 32.14% |
$591K - $631K
|
35.2K
$3.17M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8.41K+ 1.87% |
$581K - $621K
|
458K
$41.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
8.31KNew |
$574K - $613K
|
8.31K
$748K
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
8.05K+ 121.48% |
$557K - $594K
|
14.7K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.87K+ 44.06% |
$544K - $581K
|
25.7K
$2.32M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
7.86K+ 35.63% |
$543K - $580K
|
29.9K
$2.7M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
7.83K+ 1.56% |
$541K - $578K
|
509K
$45.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
7.65K+ 8.28% |
$529K - $564K
|
100K
$9.01M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
7.36KNew |
$508K - $543K
|
7.36K
$663K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7.16K+ 29.97% |
$495K - $528K
|
31K
$2.8M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7.13KNew |
$493K - $526K
|
7.13K
$642K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.11K+ 40.32% |
$491K - $524K
|
24.7K
$2.23M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.94K+ 2.05% |
$480K - $512K
|
346K
$31.2M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.81K+ 4.57% |
$471K - $503K
|
156K
$14.1M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.69K+ 16.45% |
$462K - $494K
|
47.3K
$4.27M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
6.64K+ 5.22% |
$459K - $490K
|
134K
$12.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
6.61KNew |
$457K - $488K
|
6.61K
$596K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.45K+ 1.49% |
$446K - $476K
|
440K
$39.7M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
6.4KNew |
$443K - $472K
|
6.4K
$577K
|
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
BUY
|
- |
6.3K+ 4.28% |
$435K - $464K
|
153K
$13.8M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.28K+ 22.45% |
$434K - $463K
|
34.3K
$3.09M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.27K+ 3.2% |
$434K - $463K
|
202K
$18.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
6.2KNew |
$429K - $457K
|
6.2K
$559K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6.18KNew |
$427K - $456K
|
6.18K
$557K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.18K+ 25.59% |
$427K - $456K
|
30.3K
$2.73M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
6.12K+ 6.69% |
$423K - $451K
|
97.5K
$8.79M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.07K+ 21.32% |
$420K - $448K
|
34.5K
$3.11M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.99K+ 6.56% |
$414K - $442K
|
97.3K
$8.77M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
5.94K+ 63.64% |
$410K - $438K
|
15.3K
$1.38M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.9K+ 7.46% |
$408K - $435K
|
85K
$7.66M
|