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 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
4.66K+ 50.3% |
$311K - $369K
|
13.9K
$1.24M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.53K+ 4.74% |
$303K - $359K
|
100K
$8.88M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
4.39K+ 8.95% |
$293K - $347K
|
53.4K
$4.74M
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.37K+ 1.36% |
$291K - $346K
|
326K
$28.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
4.35K+ 26.05% |
$290K - $344K
|
21K
$1.87M
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
4.19K+ 66.7% |
$279K - $331K
|
10.5K
$928K
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
BUY
|
- |
4.17K+ 72.96% |
$278K - $330K
|
9.88K
$876K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
4.16K+ 5.03% |
$278K - $329K
|
86.9K
$7.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
4.1KNew |
$274K - $324K
|
4.1K
$364K
|
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
4.01KNew |
$268K - $317K
|
4.01K
$356K
|
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.9K+ 9.79% |
$260K - $308K
|
43.8K
$3.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.8K+ 1.44% |
$253K - $300K
|
267K
$23.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
3.77K+ 7.69% |
$252K - $298K
|
52.8K
$4.68M
|
|
|
Jul 28, 2022
Q2 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
3.72K+ 1.74% |
$248K - $294K
|
217K
$19.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.71KNew |
$248K - $294K
|
3.71K
$329K
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3.69K+ 2.61% |
$247K - $292K
|
145K
$12.9M
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.67K+ 16.17% |
$245K - $290K
|
26.3K
$2.34M
|
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.63K+ 2.44% |
$242K - $287K
|
152K
$13.5M
|
|
|
Jul 12, 2022
Q2 2022
|
Hoese & CO LLP
|
BUY
|
- |
3.61K+ 8.34% |
$241K - $285K
|
46.8K
$4.15M
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.58KNew |
$239K - $283K
|
3.58K
$317K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.57KNew |
$238K - $282K
|
3.57K
$316K
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.52K+ 4.58% |
$235K - $279K
|
80.5K
$7.14M
|
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
3.49K+ 18.11% |
$233K - $276K
|
22.7K
$2.02M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 14.48% |
$231K - $274K
|
27.4K
$2.43M
|
|
|
Oct 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.34KNew |
$223K - $264K
|
3.34K
$296K
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.34KNew |
$223K - $264K
|
3.34K
$296K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
3.32KNew |
$222K - $263K
|
3.32K
$295K
|
|
|
Jul 20, 2022
Q2 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.31KNew |
$221K - $262K
|
3.31K
$294K
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.28K+ 9.39% |
$219K - $260K
|
38.3K
$3.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.2KNew |
$214K - $253K
|
3.2K
$284K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.2K+ 7.89% |
$213K - $253K
|
43.7K
$3.88M
|
|
|
Jul 20, 2022
Q2 2022
|
F
|
BUY
|
- |
3.18KNew |
$212K - $252K
|
3.18K
$282K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.14K+ 5.89% |
$210K - $249K
|
56.5K
$5.01M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
3.13KNew |
$209K - $248K
|
3.13K
$278K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.11K+ 37.72% |
$208K - $246K
|
11.4K
$1.01M
|
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
3.06KNew |
$204K - $242K
|
3.06K
$271K
|
|
|
Jul 14, 2022
Q2 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
3.02KNew |
$201K - $239K
|
3.02K
$267K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.94KNew |
$196K - $233K
|
2.94K
$261K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.92K+ 4.94% |
$195K - $231K
|
62K
$5.49M
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.83K+ 24.89% |
$189K - $224K
|
14.2K
$1.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.77K+ 3.85% |
$185K - $219K
|
74.7K
$6.63M
|
|
|
Aug 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.69K+ 3.11% |
$179K - $212K
|
89K
$7.89M
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.68K+ 0.75% |
$179K - $212K
|
359K
$31.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.62K+ 44.62% |
$175K - $207K
|
8.48K
$752K
|
|
|
Aug 02, 2022
Q2 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
2.61K+ 2.62% |
$174K - $206K
|
102K
$9.05M
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.59K+ 18.84% |
$173K - $205K
|
16.3K
$1.45M
|
|
|
Jul 15, 2022
Q2 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
2.56K+ 1.47% |
$171K - $202K
|
177K
$15.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.51K+ 42.48% |
$167K - $198K
|
8.41K
$745K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.49K+ 4.07% |
$166K - $197K
|
63.6K
$5.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.48K+ 1.43% |
$165K - $196K
|
176K
$15.6M
|