Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
4+ 0.05% |
$286 - $297
|
7.72K
$693K
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
4+ 0.05% |
$286 - $297
|
8.55K
$768K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
4New |
$286 - $297
|
4
$359
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 0.23% |
$286 - $297
|
1.74K
$156K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4+ 0.13% |
$286 - $297
|
3.05K
$274K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.07% |
$286 - $297
|
5.49K
$493K
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
4+ 0.1% |
$286 - $297
|
3.97K
$357K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3+ 0.02% |
$214 - $223
|
16.4K
$1.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3New |
$214 - $223
|
3
$270
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3+ 0.07% |
$214 - $223
|
4.22K
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.08% |
$214 - $223
|
3.71K
$333K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.13% |
$143 - $149
|
1.49K
$134K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.43% |
$143 - $149
|
471
$42.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.29% |
$143 - $149
|
695
$62.4K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.45% |
$143 - $149
|
447
$40.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.34% |
$71.4 - $74.3
|
297
$26.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$71.4 - $74.3
|
7.3K
$656K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.22% |
$71.4 - $74.3
|
453
$40.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1+ 0.0% |
$71.4 - $74.3
|
88.3K
$7.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.28% |
$71.4 - $74.3
|
354
$31.8K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.05% |
$71.4 - $74.3
|
1.88K
$169K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2- 0.1% |
$143 - $149
|
2.07K
$186K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-4- 0.04% |
$286 - $297
|
10.4K
$937K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7- 0.06% |
$500 - $520
|
11K
$992K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-11- 2.35% |
$786 - $818
|
457
$41.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-12Closed |
$857 - $892
|
0
$0
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-13Closed |
$929 - $966
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-17- 1.27% |
$1.21K - $1.26K
|
1.33K
$119K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-19- 0.09% |
$1.36K - $1.41K
|
21.5K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-20- 4.5% |
$1.43K - $1.49K
|
424
$38.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-20- 0.4% |
$1.43K - $1.49K
|
5K
$449K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-21- 0.37% |
$1.5K - $1.56K
|
5.7K
$512K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-22- 0.07% |
$1.57K - $1.64K
|
30.1K
$2.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-25- 0.62% |
$1.79K - $1.86K
|
4.02K
$361K
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-25- 0.21% |
$1.79K - $1.86K
|
11.8K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-25- 0.09% |
$1.79K - $1.86K
|
26.5K
$2.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-25- 0.13% |
$1.79K - $1.86K
|
19.5K
$1.75M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-27- 5.18% |
$1.93K - $2.01K
|
494
$44.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-28- 0.24% |
$2K - $2.08K
|
11.5K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-30- 0.2% |
$2.14K - $2.23K
|
14.7K
$1.32M
|
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
SELL
|
- |
-32- 0.03% |
$2.29K - $2.38K
|
114K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-32- 0.36% |
$2.29K - $2.38K
|
8.83K
$793K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-33- 0.7% |
$2.36K - $2.45K
|
4.66K
$419K
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
SELL
|
- |
-34- 0.06% |
$2.43K - $2.53K
|
54.1K
$4.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-38- 0.13% |
$2.71K - $2.82K
|
30.3K
$2.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-40- 0.56% |
$2.86K - $2.97K
|
7.12K
$640K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-40- 4.92% |
$2.86K - $2.97K
|
773
$69.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-41- 0.02% |
$2.93K - $3.05K
|
167K
$15M
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-41- 0.41% |
$2.93K - $3.05K
|
9.91K
$891K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-43- 11.75% |
$3.07K - $3.2K
|
323
$29K
|