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 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-167- 0.29% |
$11.9K - $12.4K
|
58.1K
$5.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-169- 2.54% |
$12.1K - $12.6K
|
6.48K
$582K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-175- 0.17% |
$12.5K - $13K
|
103K
$9.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-177- 21.64% |
$12.6K - $13.2K
|
641
$57.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-177- 0.96% |
$12.6K - $13.2K
|
18.2K
$1.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-183- 1.42% |
$13.1K - $13.6K
|
12.7K
$1.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-185- 0.56% |
$13.2K - $13.8K
|
32.7K
$2.94M
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-186- 1.3% |
$13.3K - $13.8K
|
14.1K
$1.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-187- 0.49% |
$13.4K - $13.9K
|
38.1K
$3.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-190- 3.89% |
$13.6K - $14.1K
|
4.7K
$422K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-195- 5.51% |
$13.9K - $14.5K
|
3.34K
$300K
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-196- 3.52% |
$14K - $14.6K
|
5.37K
$482K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-198- 2.69% |
$14.1K - $14.7K
|
7.16K
$644K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-203- 5.25% |
$14.5K - $15.1K
|
3.66K
$329K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-208- 0.82% |
$14.9K - $15.5K
|
25.1K
$2.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-214- 1.08% |
$15.3K - $15.9K
|
19.6K
$1.76M
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-220- 2.43% |
$15.7K - $16.4K
|
8.84K
$794K
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-224- 3.55% |
$16K - $16.6K
|
6.08K
$547K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-225- 2.93% |
$16.1K - $16.7K
|
7.46K
$671K
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
SELL
|
- |
-227- 0.73% |
$16.2K - $16.9K
|
30.8K
$2.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-229- 0.48% |
$16.4K - $17K
|
47.1K
$4.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-234- 0.89% |
$16.7K - $17.4K
|
26.1K
$2.34M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-238- 1.08% |
$17K - $17.7K
|
21.7K
$1.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-239- 2.68% |
$17.1K - $17.8K
|
8.69K
$781K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-243- 1.44% |
$17.4K - $18.1K
|
16.7K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-244- 0.3% |
$17.4K - $18.1K
|
80.4K
$7.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-245- 7.33% |
$17.5K - $18.2K
|
3.1K
$278K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-246- 1.47% |
$17.6K - $18.3K
|
16.5K
$1.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-249- 0.71% |
$17.8K - $18.5K
|
34.6K
$3.11M
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-254- 0.57% |
$18.1K - $18.9K
|
44.3K
$3.98M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-255- 1.09% |
$18.2K - $19K
|
23.1K
$2.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-264- 0.57% |
$18.9K - $19.6K
|
45.8K
$4.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-266- 4.91% |
$19K - $19.8K
|
5.15K
$463K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-276- 7.87% |
$19.7K - $20.5K
|
3.23K
$290K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-280- 88.05% |
$20K - $20.8K
|
38
$3.41K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-290- 0.29% |
$20.7K - $21.6K
|
99.7K
$8.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-293- 7.44% |
$20.9K - $21.8K
|
3.65K
$328K
|
|
|
Jul 19, 2023
Q2 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-296- 3.69% |
$21.1K - $22K
|
7.73K
$695K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-296- 4.18% |
$21.1K - $22K
|
6.78K
$609K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-299- 3.53% |
$21.4K - $22.2K
|
8.18K
$735K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-300- 8.63% |
$21.4K - $22.3K
|
3.18K
$285K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-301- 4.88% |
$21.5K - $22.4K
|
5.87K
$527K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-304- 6.4% |
$21.7K - $22.6K
|
4.45K
$400K
|
|
|
Aug 02, 2023
Q2 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-307- 3.84% |
$21.9K - $22.8K
|
7.69K
$690K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-325- 9.08% |
$23.2K - $24.2K
|
3.25K
$292K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-331- 1.99% |
$23.6K - $24.6K
|
16.3K
$1.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-335- 2.41% |
$23.9K - $24.9K
|
13.5K
$1.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-348- 2.96% |
$24.9K - $25.9K
|
11.4K
$1.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-361- 11.75% |
$25.8K - $26.8K
|
2.71K
$244K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-361- 2.17% |
$25.8K - $26.8K
|
16.3K
$1.46M
|