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 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.44K- 2.5% |
$174K - $181K
|
95K
$8.54M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-2.5K- 7.11% |
$179K - $186K
|
32.7K
$2.93M
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.54K- 9.15% |
$182K - $189K
|
25.3K
$2.27M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.61K- 2.15% |
$186K - $194K
|
119K
$10.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.62K- 4.84% |
$187K - $195K
|
51.5K
$4.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-2.67K- 23.56% |
$191K - $199K
|
8.67K
$779K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.68K- 2.12% |
$191K - $199K
|
123K
$11.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-2.82K- 1.59% |
$201K - $209K
|
174K
$15.6M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.82K- 11.06% |
$202K - $210K
|
22.7K
$2.04M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.83K- 1.0% |
$202K - $211K
|
280K
$25.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.84K- 19.57% |
$203K - $211K
|
11.7K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.98K- 33.25% |
$213K - $222K
|
5.98K
$538K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.02K- 23.66% |
$216K - $224K
|
9.74K
$875K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.04K- 25.75% |
$217K - $226K
|
8.75K
$787K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-3.05K- 9.92% |
$218K - $227K
|
27.7K
$2.49M
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-3.09K- 3.59% |
$220K - $229K
|
82.9K
$7.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-3.11K- 3.63% |
$222K - $231K
|
82.4K
$7.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.13K- 43.72% |
$224K - $233K
|
4.03K
$362K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.2K- 1.48% |
$228K - $238K
|
213K
$19.1M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-3.26K- 9.63% |
$233K - $242K
|
30.5K
$2.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.34K- 3.93% |
$239K - $249K
|
81.7K
$7.34M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.42K- 9.44% |
$245K - $254K
|
32.8K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.53K- 5.55% |
$252K - $262K
|
60K
$5.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.62K- 3.91% |
$259K - $269K
|
89K
$8M
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.64K- 1.09% |
$260K - $271K
|
330K
$29.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.69K- 10.28% |
$264K - $274K
|
32.2K
$2.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.75K- 14.54% |
$268K - $279K
|
22.1K
$1.98M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-3.77K- 12.74% |
$269K - $280K
|
25.8K
$2.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-3.79K- 23.3% |
$271K - $282K
|
12.5K
$1.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-3.8K- 7.08% |
$271K - $282K
|
49.9K
$4.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-3.8K- 1.49% |
$272K - $283K
|
251K
$22.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.85K- 10.58% |
$275K - $286K
|
32.5K
$2.92M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.9K- 8.08% |
$279K - $290K
|
44.4K
$3.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-3.99K- 2.83% |
$285K - $296K
|
137K
$12.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.01K- 20.07% |
$287K - $298K
|
16K
$1.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-4.09K- 5.58% |
$292K - $304K
|
69.3K
$6.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.11K- 5.48% |
$294K - $305K
|
70.8K
$6.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.21K- 81.54% |
$301K - $313K
|
954
$85.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.33K- 43.97% |
$309K - $321K
|
5.51K
$495K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-4.54K- 2.52% |
$324K - $337K
|
175K
$15.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.56K- 53.04% |
$325K - $339K
|
4.03K
$362K
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4.78K- 18.97% |
$342K - $356K
|
20.4K
$1.84M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.81K- 57.36% |
$344K - $358K
|
3.58K
$321K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.86K- 10.33% |
$347K - $361K
|
42.2K
$3.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.95K- 7.98% |
$354K - $368K
|
57.2K
$5.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.03K- 6.48% |
$360K - $374K
|
72.6K
$6.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-5.09K- 8.6% |
$364K - $378K
|
54.1K
$4.86M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-5.17K- 34.97% |
$370K - $385K
|
9.62K
$864K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-5.2K- 61.33% |
$371K - $386K
|
3.28K
$294K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-5.2K- 23.81% |
$371K - $387K
|
16.6K
$1.49M
|