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 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-77.1K- 0.54% |
$5.15M - $6.1M
|
14.1M
$1.25B
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-77.1K- 0.54% |
$5.15M - $6.1M
|
14.1M
$1.25B
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-79KClosed |
$5.27M - $6.25M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-83.8K- 2.62% |
$5.59M - $6.63M
|
3.12M
$276M
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-84.6K- 39.0% |
$5.64M - $6.69M
|
132K
$11.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-96.7K- 55.13% |
$6.45M - $7.65M
|
78.7K
$6.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-98.9K- 69.88% |
$6.6M - $7.82M
|
42.6K
$3.78M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-101K- 25.73% |
$6.76M - $8.02M
|
293K
$25.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-103KClosed |
$6.89M - $8.17M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-105K- 99.78% |
$7M - $8.3M
|
234
$20.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-111K- 8.35% |
$7.44M - $8.82M
|
1.22M
$108M
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-114K- 89.89% |
$7.63M - $9.04M
|
12.9K
$1.14M
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-125K- 64.6% |
$8.31M - $9.85M
|
68.2K
$6.05M
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-126K- 90.47% |
$8.41M - $9.97M
|
13.3K
$1.18M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-127K- 6.24% |
$8.48M - $10.1M
|
1.91M
$169M
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-133K- 34.7% |
$8.88M - $10.5M
|
250K
$22.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-134KClosed |
$8.92M - $10.6M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-134K- 79.86% |
$8.94M - $10.6M
|
33.8K
$2.99M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-149K- 65.9% |
$9.94M - $11.8M
|
77.1K
$6.83M
|
|
|
Jul 29, 2022
Q2 2022
|
Better Wealth, LLC
|
SELL
|
- |
-168K- 84.7% |
$11.2M - $13.3M
|
30.3K
$2.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-177K- 28.15% |
$11.8M - $14M
|
452K
$40.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-198K- 6.19% |
$13.2M - $15.7M
|
3M
$266M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-203K- 4.12% |
$13.5M - $16M
|
4.72M
$418M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-209K- 35.39% |
$13.9M - $16.5M
|
382K
$33.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-213K- 4.07% |
$14.2M - $16.8M
|
5.02M
$445M
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-227K- 7.23% |
$15.1M - $17.9M
|
2.91M
$258M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-235K- 10.2% |
$15.7M - $18.6M
|
2.07M
$184M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-248KClosed |
$16.5M - $19.6M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-249KClosed |
$16.6M - $19.7M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-273KClosed |
$18.2M - $21.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-286KClosed |
$19.1M - $22.6M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-296K- 10.41% |
$19.8M - $23.4M
|
2.55M
$226M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-310K- 5.86% |
$20.7M - $24.5M
|
4.98M
$442M
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-312K- 45.42% |
$20.8M - $24.7M
|
375K
$33.2M
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-344K- 93.6% |
$23M - $27.2M
|
23.5K
$2.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-359K- 1.12% |
$23.9M - $28.4M
|
31.7M
$2.81B
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-384K- 7.37% |
$25.6M - $30.4M
|
4.83M
$428M
|
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-389K- 80.67% |
$26M - $30.8M
|
93.3K
$8.27M
|
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-389K- 80.67% |
$26M - $30.8M
|
93.3K
$8.27M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-436K- 3.32% |
$29.1M - $34.5M
|
12.7M
$1.13B
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-546KClosed |
$36.4M - $43.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-619K- 97.73% |
$41.3M - $49M
|
14.4K
$1.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.04M- 74.54% |
$69.2M - $82.1M
|
354K
$31.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.58M- 63.1% |
$105M - $125M
|
924K
$81.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.19MClosed |
$146M - $173M
|
0
$0
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3.43M- 99.0% |
$229M - $271M
|
34.7K
$3.08M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-8.05M- 98.8% |
$537M - $637M
|
97.9K
$8.68M
|