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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-755- 61.08% |
$53.9K - $56.1K
|
481
$43.2K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-757- 17.19% |
$54.1K - $56.3K
|
3.65K
$328K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-761- 1.32% |
$54.4K - $56.6K
|
57.1K
$5.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-762- 13.4% |
$54.4K - $56.6K
|
4.92K
$442K
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-777- 1.52% |
$55.5K - $57.8K
|
50.4K
$4.53M
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-778- 18.8% |
$55.6K - $57.8K
|
3.36K
$302K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-789- 11.45% |
$56.4K - $58.6K
|
6.1K
$548K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-796- 8.86% |
$56.9K - $59.2K
|
8.19K
$735K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-799- 0.98% |
$57.1K - $59.4K
|
80.7K
$7.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-800- 2.67% |
$57.2K - $59.5K
|
29.1K
$2.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-822- 1.45% |
$58.7K - $61.1K
|
56K
$5.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-823- 4.25% |
$58.8K - $61.2K
|
18.5K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-834- 4.25% |
$59.6K - $62K
|
18.8K
$1.69M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-852- 1.13% |
$60.9K - $63.3K
|
74.6K
$6.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-860- 2.69% |
$61.4K - $63.9K
|
31.1K
$2.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-860- 8.77% |
$61.4K - $63.9K
|
8.95K
$804K
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-890- 3.46% |
$63.6K - $66.2K
|
24.8K
$2.23M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-892- 2.61% |
$63.7K - $66.3K
|
33.3K
$3M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-913- 12.48% |
$65.2K - $67.9K
|
6.4K
$575K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-915- 0.89% |
$65.4K - $68K
|
102K
$9.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-917- 9.06% |
$65.5K - $68.2K
|
9.21K
$827K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-925- 99.68% |
$66.1K - $68.8K
|
3
$270
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-929- 1.88% |
$66.4K - $69.1K
|
48.4K
$4.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-932- 4.19% |
$66.6K - $69.3K
|
21.3K
$1.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-936- 4.29% |
$66.9K - $69.6K
|
20.9K
$1.88M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-952- 2.63% |
$68K - $70.8K
|
35.3K
$3.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-954- 1.24% |
$68.2K - $70.9K
|
75.9K
$6.82M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-958- 9.14% |
$68.4K - $71.2K
|
9.52K
$855K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-961- 18.07% |
$68.7K - $71.4K
|
4.36K
$392K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-965- 3.28% |
$68.9K - $71.7K
|
28.5K
$2.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-990- 1.1% |
$70.7K - $73.6K
|
89.3K
$8.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-990- 4.1% |
$70.7K - $73.6K
|
23.1K
$2.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-992- 4.37% |
$70.9K - $73.7K
|
21.7K
$1.95M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-993- 6.73% |
$70.9K - $73.8K
|
13.8K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.01K- 0.29% |
$71.8K - $74.7K
|
344K
$30.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.01K- 8.08% |
$72.4K - $75.4K
|
11.5K
$1.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.04K- 14.43% |
$74.1K - $77.1K
|
6.15K
$553K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.04K- 11.5% |
$74.2K - $77.2K
|
7.99K
$717K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.04K- 19.79% |
$74.4K - $77.5K
|
4.22K
$379K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.05K- 1.3% |
$74.9K - $77.9K
|
79.3K
$7.13M
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-1.07K- 2.31% |
$76.1K - $79.2K
|
45.1K
$4.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.07K- 24.79% |
$76.3K - $79.4K
|
3.24K
$291K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Capital Trust CO
|
SELL
|
- |
-1.1K- 1.19% |
$78.8K - $82K
|
91.7K
$8.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.12K- 4.13% |
$79.7K - $82.9K
|
25.9K
$2.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.14K- 11.14% |
$81.1K - $84.4K
|
9.05K
$813K
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.14K- 1.33% |
$81.3K - $84.6K
|
84.1K
$7.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.14K- 3.67% |
$81.4K - $84.7K
|
29.9K
$2.69M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.16K- 22.96% |
$82.9K - $86.2K
|
3.89K
$350K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.16K- 2.69% |
$83K - $86.4K
|
42K
$3.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.17K- 9.62% |
$83.2K - $86.6K
|
10.9K
$983K
|