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 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
7.11K+ 11.65% |
$508K - $528K
|
68.1K
$6.04M
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
7.1KNew |
$507K - $528K
|
7.1K
$629K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.07K+ 6.4% |
$505K - $525K
|
117K
$10.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
6.72K+ 48.37% |
$480K - $500K
|
20.6K
$1.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.64KNew |
$475K - $494K
|
6.64K
$589K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.64K+ 30.98% |
$474K - $493K
|
28.1K
$2.49M
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.61K+ 9.75% |
$472K - $491K
|
74.4K
$6.59M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.31K+ 23.11% |
$451K - $469K
|
33.6K
$2.98M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.31K+ 23.11% |
$451K - $469K
|
33.6K
$2.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.28K+ 8.03% |
$449K - $467K
|
84.5K
$7.49M
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
BUY
|
- |
6.22K+ 23.28% |
$444K - $462K
|
32.9K
$2.92M
|
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.21KNew |
$444K - $462K
|
6.21K
$551K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.2K+ 12.9% |
$443K - $461K
|
54.3K
$4.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.88K+ 24.77% |
$420K - $437K
|
29.6K
$2.63M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.87K+ 2.48% |
$419K - $436K
|
243K
$21.5M
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
5.87K+ 5.99% |
$419K - $436K
|
104K
$9.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.82KNew |
$416K - $433K
|
5.82K
$516K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.8K+ 5.75% |
$414K - $431K
|
107K
$9.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.58K+ 41.56% |
$398K - $415K
|
19K
$1.68M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5.57KNew |
$398K - $414K
|
5.57K
$494K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5.56KNew |
$397K - $413K
|
5.56K
$493K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
5.48K+ 37.61% |
$391K - $407K
|
20K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.41K+ 17.86% |
$387K - $402K
|
35.7K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.23K+ 3.73% |
$373K - $389K
|
145K
$12.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.08KNew |
$363K - $377K
|
5.08K
$450K
|
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
5.03K+ 17.77% |
$359K - $374K
|
33.3K
$2.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.02K+ 5.92% |
$359K - $373K
|
89.8K
$7.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4.97K+ 0.14% |
$355K - $369K
|
3.63M
$322M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.94K+ 4.4% |
$353K - $367K
|
117K
$10.4M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.79K+ 12.43% |
$342K - $356K
|
43.3K
$3.84M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.73K+ 7.41% |
$338K - $351K
|
68.5K
$6.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
4.67K+ 2.54% |
$334K - $347K
|
189K
$16.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.63K+ 498.81% |
$331K - $344K
|
5.56K
$493K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.63K+ 498.81% |
$331K - $344K
|
5.56K
$493K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
4.54K+ 3.32% |
$324K - $337K
|
141K
$12.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4.45K+ 28.75% |
$318K - $331K
|
19.9K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.43KNew |
$316K - $329K
|
4.43K
$393K
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
4.41K+ 28.25% |
$315K - $328K
|
20K
$1.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.41K+ 7.09% |
$315K - $328K
|
66.6K
$5.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.33KNew |
$309K - $322K
|
4.33K
$384K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.26K+ 31.91% |
$304K - $316K
|
17.6K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4.23K+ 4.24% |
$302K - $315K
|
104K
$9.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
4.18KNew |
$299K - $311K
|
4.18K
$371K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.16K+ 17.61% |
$297K - $309K
|
27.8K
$2.46M
|
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
BUY
|
- |
4.16K+ 2.71% |
$297K - $309K
|
157K
$14M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
4.14K+ 1.75% |
$296K - $308K
|
241K
$21.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.13K+ 7.23% |
$295K - $307K
|
61.3K
$5.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.13K+ 25.79% |
$295K - $307K
|
20.2K
$1.79M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.13K+ 8.05% |
$295K - $307K
|
55.4K
$4.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
4.12KNew |
$294K - $306K
|
4.12K
$365K
|