Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-21.2K- 5.27% |
$1.42M - $1.68M
|
381K
$33.8M
|
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-22.6K- 5.68% |
$1.51M - $1.78M
|
375K
$33.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-22.8K- 99.42% |
$1.52M - $1.8M
|
133
$11.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-22.8K- 83.43% |
$1.52M - $1.81M
|
4.54K
$402K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-22.9K- 27.54% |
$1.53M - $1.82M
|
60.4K
$5.35M
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-23.9K- 83.38% |
$1.6M - $1.89M
|
4.77K
$423K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-24.1K- 16.55% |
$1.61M - $1.91M
|
121K
$10.8M
|
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-25.1K- 15.17% |
$1.67M - $1.98M
|
140K
$12.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-25.2K- 13.64% |
$1.68M - $1.99M
|
159K
$14.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-25.3KClosed |
$1.69M - $2M
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-25.7KClosed |
$1.71M - $2.03M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-25.7KClosed |
$1.72M - $2.04M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25.8K- 6.17% |
$1.72M - $2.04M
|
392K
$34.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-27.3K- 2.02% |
$1.82M - $2.16M
|
1.32M
$117M
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-27.3K- 6.05% |
$1.82M - $2.16M
|
425K
$37.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-27.6KClosed |
$1.84M - $2.18M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-28.2K- 50.26% |
$1.88M - $2.23M
|
27.9K
$2.48M
|
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-28.8K- 39.98% |
$1.92M - $2.28M
|
43.2K
$3.83M
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-29.2K- 62.32% |
$1.95M - $2.31M
|
17.6K
$1.56M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Cmt
|
SELL
|
- |
-29.3K- 13.86% |
$1.96M - $2.32M
|
182K
$16.1M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-30.2K- 25.97% |
$2.02M - $2.39M
|
86.1K
$7.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-31.8KClosed |
$2.12M - $2.51M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-32.1K- 89.24% |
$2.14M - $2.54M
|
3.87K
$343K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.4K- 47.54% |
$2.16M - $2.56M
|
35.7K
$3.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34.4K- 19.63% |
$2.29M - $2.72M
|
141K
$12.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-37.9K- 26.01% |
$2.53M - $3M
|
108K
$9.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-38.2K- 77.61% |
$2.55M - $3.02M
|
11K
$976K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-39.1K- 18.62% |
$2.61M - $3.09M
|
171K
$15.1M
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39.9K- 37.12% |
$2.66M - $3.15M
|
67.5K
$5.99M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-41.9K- 9.1% |
$2.8M - $3.31M
|
419K
$37.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-42.7K- 77.78% |
$2.85M - $3.38M
|
12.2K
$1.08M
|
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-42.9KClosed |
$2.86M - $3.4M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-44K- 27.13% |
$2.94M - $3.48M
|
118K
$10.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-44.7K- 8.27% |
$2.98M - $3.53M
|
496K
$43.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-45K- 93.7% |
$3M - $3.56M
|
3.02K
$268K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-46K- 10.81% |
$3.07M - $3.64M
|
380K
$33.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.6KClosed |
$3.18M - $3.77M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-48.9K- 5.22% |
$3.26M - $3.87M
|
887K
$78.7M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-49.8K- 55.4% |
$3.32M - $3.94M
|
40.1K
$3.55M
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-50.7K- 68.28% |
$3.38M - $4.01M
|
23.5K
$2.09M
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-51K- 81.6% |
$3.41M - $4.04M
|
11.5K
$1.02M
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-51.8K- 41.0% |
$3.46M - $4.1M
|
74.5K
$6.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-52.4KClosed |
$3.49M - $4.14M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-52.7K- 6.04% |
$3.52M - $4.17M
|
820K
$72.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-57.2K- 30.67% |
$3.82M - $4.53M
|
129K
$11.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-63.7K- 53.32% |
$4.25M - $5.04M
|
55.7K
$4.94M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-65.9K- 31.85% |
$4.4M - $5.21M
|
141K
$12.5M
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-67KClosed |
$4.47M - $5.3M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-69KClosed |
$4.6M - $5.46M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-74.3KClosed |
$4.96M - $5.88M
|
0
$0
|