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 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-363- 6.86% |
$25.9K - $27K
|
4.93K
$443K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-373- 1.12% |
$26.6K - $27.7K
|
33K
$2.96M
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-380- 6.97% |
$27.1K - $28.2K
|
5.07K
$456K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-394- 15.97% |
$28.1K - $29.3K
|
2.07K
$186K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-405- 7.21% |
$28.9K - $30.1K
|
5.21K
$468K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-433- 0.41% |
$30.9K - $32.2K
|
106K
$9.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-433- 4.24% |
$30.9K - $32.2K
|
9.77K
$878K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-438- 0.45% |
$31.3K - $32.6K
|
97.5K
$8.76M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-444- 32.1% |
$31.7K - $33K
|
939
$84.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-444- 1.46% |
$31.7K - $33K
|
30.1K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-447- 4.31% |
$31.9K - $33.2K
|
9.93K
$892K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-449- 3.98% |
$32.1K - $33.4K
|
10.8K
$972K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-453- 3.35% |
$32.4K - $33.7K
|
13.1K
$1.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-457- 1.61% |
$32.6K - $34K
|
27.9K
$2.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-462- 3.66% |
$33K - $34.3K
|
12.2K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-463- 3.93% |
$33.1K - $34.4K
|
11.3K
$1.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-465- 2.7% |
$33.2K - $34.6K
|
16.8K
$1.51M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-467- 0.67% |
$33.4K - $34.7K
|
69.2K
$6.22M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-468- 3.41% |
$33.4K - $34.8K
|
13.3K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-470- 0.17% |
$33.6K - $34.9K
|
278K
$25M
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-484- 5.1% |
$34.6K - $36K
|
9.01K
$809K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-500- 10.33% |
$35.7K - $37.2K
|
4.34K
$390K
|
|
|
Jul 17, 2023
Q2 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-501- 2.65% |
$35.8K - $37.2K
|
18.4K
$1.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-502- 7.32% |
$35.9K - $37.3K
|
6.35K
$571K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-510- 78.1% |
$36.4K - $37.9K
|
143
$12.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-525- 21.17% |
$37.5K - $39K
|
1.96K
$176K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-527- 1.33% |
$37.6K - $39.2K
|
39K
$3.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-538- 13.68% |
$38.4K - $40K
|
3.4K
$305K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-541- 4.26% |
$38.6K - $40.2K
|
12.2K
$1.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-544- 2.98% |
$38.9K - $40.4K
|
17.7K
$1.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-548- 4.86% |
$39.1K - $40.7K
|
10.7K
$964K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-556- 1.43% |
$39.7K - $41.3K
|
38.4K
$3.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-560- 6.73% |
$40K - $41.6K
|
7.76K
$698K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-580- 20.41% |
$41.4K - $43.1K
|
2.26K
$203K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-650- 1.05% |
$46.4K - $48.3K
|
61.2K
$5.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-657- 5.05% |
$46.9K - $48.8K
|
12.3K
$1.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-662- 3.89% |
$47.3K - $49.2K
|
16.4K
$1.47M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-664- 6.46% |
$47.4K - $49.4K
|
9.62K
$864K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-686- 3.42% |
$49K - $51K
|
19.4K
$1.74M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-688- 6.65% |
$49.2K - $51.1K
|
9.66K
$868K
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-698- 12.91% |
$49.9K - $51.9K
|
4.71K
$423K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-699- 10.32% |
$49.9K - $52K
|
6.07K
$546K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-700- 15.23% |
$50K - $52K
|
3.9K
$350K
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
SELL
|
- |
-701- 0.46% |
$50.1K - $52.1K
|
152K
$13.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-706- 2.19% |
$50.4K - $52.5K
|
31.5K
$2.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-711- 3.76% |
$50.8K - $52.8K
|
18.2K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-743- 3.91% |
$53.1K - $55.2K
|
18.3K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-743- 6.69% |
$53.1K - $55.2K
|
10.4K
$932K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-745- 7.53% |
$53.2K - $55.4K
|
9.15K
$822K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-746- 4.35% |
$53.3K - $55.5K
|
16.4K
$1.47M
|