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 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.2K- 9.22% |
$85.7K - $89.2K
|
11.8K
$1.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.2K- 12.74% |
$85.9K - $89.4K
|
8.24K
$734K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.21K- 3.85% |
$86.2K - $89.7K
|
30.1K
$2.68M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.21K- 2.31% |
$86.4K - $89.9K
|
51.3K
$4.57M
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.24K- 11.54% |
$88.7K - $92.3K
|
9.52K
$848K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.25K- 1.16% |
$89.2K - $92.8K
|
107K
$9.52M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.26K- 1.07% |
$90.3K - $94K
|
117K
$10.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.32K- 19.7% |
$94K - $97.8K
|
5.37K
$478K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.32K- 0.98% |
$94.5K - $98.3K
|
133K
$11.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.34K- 6.33% |
$96K - $99.9K
|
19.9K
$1.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.35K- 9.41% |
$96.2K - $100K
|
13K
$1.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.36K- 7.41% |
$97.1K - $101K
|
17K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.36K- 1.43% |
$97.4K - $101K
|
94.3K
$8.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.38K- 4.22% |
$98.4K - $102K
|
31.2K
$2.78M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 0.54% |
$98.8K - $103K
|
253K
$22.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.43K- 14.13% |
$102K - $106K
|
8.7K
$775K
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-1.47K- 0.69% |
$105K - $110K
|
211K
$18.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.52K- 0.98% |
$109K - $113K
|
155K
$13.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.57K- 2.09% |
$112K - $117K
|
73.6K
$6.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.64K- 1.14% |
$117K - $122K
|
143K
$12.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.71K- 9.22% |
$122K - $127K
|
16.8K
$1.5M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.72K- 2.91% |
$123K - $128K
|
57.2K
$5.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.74K- 2.09% |
$125K - $130K
|
81.5K
$7.26M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.78K- 38.25% |
$127K - $132K
|
2.87K
$256K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.84K- 16.22% |
$131K - $137K
|
9.5K
$846K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.84K- 23.45% |
$132K - $137K
|
6.02K
$536K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.86K- 29.26% |
$133K - $138K
|
4.5K
$401K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.9K- 25.99% |
$136K - $141K
|
5.41K
$482K
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.93K- 13.83% |
$138K - $144K
|
12K
$1.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-1.93K- 5.46% |
$138K - $144K
|
33.5K
$2.98M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.93K- 34.07% |
$138K - $144K
|
3.74K
$333K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.95K- 0.64% |
$139K - $145K
|
303K
$27M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.96K- 0.85% |
$140K - $146K
|
230K
$20.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2.11K- 4.91% |
$151K - $157K
|
40.9K
$3.65M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.15K- 5.75% |
$153K - $159K
|
35.1K
$3.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.16K- 32.59% |
$154K - $161K
|
4.47K
$398K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.18K- 37.33% |
$156K - $162K
|
3.66K
$326K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.23K- 9.02% |
$160K - $166K
|
22.5K
$2.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.24K- 2.11% |
$160K - $166K
|
104K
$9.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.25K- 0.76% |
$161K - $167K
|
293K
$26.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.26K- 3.92% |
$161K - $168K
|
55.3K
$4.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.29K- 19.63% |
$164K - $170K
|
9.38K
$836K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-2.33K- 12.4% |
$166K - $173K
|
16.4K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.34K- 4.77% |
$167K - $174K
|
46.7K
$4.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.34K- 0.68% |
$167K - $174K
|
340K
$30.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-2.35K- 15.24% |
$168K - $175K
|
13.1K
$1.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.36K- 19.67% |
$169K - $176K
|
9.65K
$860K
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.38K- 3.11% |
$170K - $177K
|
74.1K
$6.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.38K- 0.22% |
$170K - $177K
|
1.08M
$96.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2.39K- 11.14% |
$171K - $177K
|
19K
$1.7M
|