Purchases and Sales Made in Q2 2023 in Ishares Msci Usa Min Vol Facto (USMV)

USMV Quotes by TradingView

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 27, 2023 Q2 2023
Gds Wealth Management

BUY
 -
14.9K
+ 5.07%
$1.07M - $1.11M
309K $27.4M
Jul 18, 2023 Q2 2023
Summit Global Investments

Bountiful, UT
BUY
 -
14.2K
+ 6.74%
$1.01M - $1.05M
225K $19.9M
Jul 24, 2023 Q2 2023
Legacy Financial Group LLC

BUY
 -
13.8K
+ 51.74%
$987K - $1.03M
40.5K $3.59M
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
13.5K
+ 4.6%
$965K - $1M
307K $27.2M
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
12.7K
New
$911K - $947K
12.7K $1.13M
Aug 10, 2023 Q2 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
12.6K
New
$899K - $935K
12.6K $1.12M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
12.4K
+ 22.97%
$887K - $923K
66.5K $5.9M
Aug 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
12.2K
+ 9.84%
$872K - $908K
136K $12.1M
Jul 17, 2023 Q2 2023
F Dx Advisors, Inc.

BUY
 -
12K
+ 13.58%
$861K - $896K
101K $8.94M
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
11.6K
+ 5.53%
$829K - $863K
222K $19.7M
Jul 19, 2023 Q2 2023
Shore Haven Wealth Partners, LLC

BUY
 -
11.4K
+ 30.9%
$817K - $850K
48.5K $4.3M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
11.4K
+ 2.29%
$815K - $848K
510K $45.2M
Jul 28, 2023 Q2 2023
Invst, LLC

Indianapolis, IN
BUY
 -
11.4K
+ 20.02%
$815K - $848K
68.4K $6.06M
Jul 10, 2023 Q2 2023
Telemus Capital, LLC

BUY
 -
11.1K
+ 3.78%
$791K - $823K
304K $26.9M
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
11.1K
+ 14.36%
$790K - $822K
88.1K $7.81M
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
10.9K
New
$780K - $811K
10.9K $968K
Apr 16, 2024 Q2 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
10.9K
+ 169.54%
$775K - $807K
17.3K $1.53M
Jul 21, 2023 Q2 2023
Austin Private Wealth, LLC

BUY
 -
10.6K
+ 9.62%
$755K - $786K
120K $10.7M
Jul 11, 2023 Q2 2023
Wealth Management Resources, Inc.

BUY
 -
10.4K
+ 8.6%
$742K - $772K
131K $11.6M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
10.4K
+ 160.82%
$741K - $771K
16.8K $1.49M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
10.2K
+ 344.78%
$729K - $759K
13.2K $1.17M
Aug 11, 2023 Q2 2023
Security Financial Services, Inc.

BUY
 -
10.2K
+ 6.08%
$728K - $758K
178K $15.8M
Jul 27, 2023 Q2 2023
Colton Groome Financial Advisors, LLC

BUY
 -
10.1K
+ 43.97%
$724K - $753K
33.2K $2.94M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
10K
+ 14.27%
$718K - $747K
80.4K $7.13M
Aug 14, 2023 Q2 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
10K
+ 10.93%
$716K - $745K
102K $9.02M
Aug 04, 2023 Q2 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
9.96K
+ 12.29%
$712K - $740K
91K $8.07M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
9.93K
+ 5.61%
$709K - $738K
187K $16.6M
Jul 21, 2023 Q2 2023
Cypress Wealth Services, LLC

BUY
 -
9.76K
+ 14.17%
$697K - $726K
78.7K $6.97M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
9.72K
+ 0.6%
$695K - $723K
1.63M $144M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
9.61K
+ 6.36%
$686K - $714K
161K $14.3M
Aug 14, 2023 Q2 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
9.58K
New
$684K - $712K
9.58K $849K
Jul 07, 2023 Q2 2023
Anderson Hoagland & CO

BUY
 -
9.58K
+ 8.22%
$684K - $712K
126K $11.2M
Jul 14, 2023 Q2 2023
Sharkey, Howes & Javer

BUY
 -
9.51K
+ 11.99%
$679K - $707K
88.8K $7.87M
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
9.46K
+ 45.1%
$676K - $703K
30.4K $2.7M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
9.31K
+ 1.63%
$665K - $692K
582K $51.6M
Aug 09, 2023 Q2 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
9.17K
New
$655K - $682K
9.17K $813K
Jul 14, 2023 Q2 2023
Astoria Portfolio Advisors Llc.

BUY
 -
9.1K
+ 12.45%
$650K - $676K
82.1K $7.28M
Aug 01, 2023 Q2 2023
Financial Advisors, LLC

Andover, MA
BUY
 -
8.48K
+ 0.79%
$606K - $630K
1.08M $96.1M
Jul 17, 2024 Q2 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
8.21K
+ 11.19%
$586K - $610K
81.5K $7.23M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
8.14K
+ 31.14%
$581K - $605K
34.3K $3.04M
Aug 04, 2023 Q2 2023
Lester Murray Antman Dba Simply Rich

BUY
 -
7.76K
+ 4.44%
$554K - $577K
182K $16.2M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
7.76K
+ 18.87%
$554K - $577K
48.9K $4.33M
Jul 27, 2023 Q2 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
7.68K
+ 52.28%
$548K - $570K
22.4K $1.98M
Jul 06, 2023 Q2 2023
In Track Investment Management Inc

BUY
 -
7.65K
New
$547K - $569K
7.65K $679K
Jul 17, 2023 Q2 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
7.51K
New
$537K - $558K
7.51K $666K
Aug 09, 2023 Q2 2023
Running Point Capital Advisors, LLC

BUY
 -
7.44K
+ 3.61%
$531K - $553K
214K $18.9M
Jul 14, 2023 Q2 2023
Trinity Wealth Management, LLC

BUY
 -
7.39K
+ 5.07%
$528K - $549K
153K $13.6M
Jul 13, 2023 Q2 2023
Asset Management Resources, LLC

BUY
 -
7.3K
+ 3.93%
$521K - $542K
193K $17.1M
Aug 14, 2023 Q2 2023
Grayhawk Investment Strategies Inc.

Calgary, A0
BUY
 -
7.2K
+ 3.64%
$514K - $535K
205K $18.2M

Track Institutional and Insider Activities on USMV

Follow ISHARES MSCI USA MIN VOL FACTO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells USMV shares.

Notify only if

Insider Trading

Get notified when an Ishares Msci Usa Min Vol Facto insider buys or sells USMV shares.

Notify only if

News

Receive news related to ISHARES MSCI USA MIN VOL FACTO

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on USMV