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 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.94K+ 1.06% |
$281K - $293K
|
377K
$33.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.88K+ 93.39% |
$277K - $289K
|
8.04K
$722K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.86KNew |
$276K - $287K
|
3.86K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.77KNew |
$269K - $280K
|
3.77K
$339K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.76KNew |
$269K - $280K
|
3.76K
$338K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.7K+ 103.3% |
$264K - $275K
|
7.27K
$653K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.63KNew |
$259K - $269K
|
3.63K
$326K
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
3.55KNew |
$254K - $264K
|
3.55K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.54K+ 1.75% |
$253K - $263K
|
206K
$18.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.54KNew |
$253K - $263K
|
3.54K
$318K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.46K+ 3.77% |
$247K - $257K
|
95.2K
$8.55M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.45K+ 3.26% |
$246K - $256K
|
109K
$9.83M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.45KNew |
$246K - $256K
|
3.45K
$310K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
3.44KNew |
$246K - $256K
|
3.44K
$309K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
BUY
|
- |
3.42KNew |
$244K - $254K
|
3.42K
$307K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.39K+ 4.56% |
$242K - $252K
|
77.7K
$6.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.34KNew |
$239K - $248K
|
3.34K
$300K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3.34K+ 40.22% |
$239K - $248K
|
11.6K
$1.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
3.31K+ 11.19% |
$236K - $246K
|
32.9K
$2.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
3.23K+ 3.03% |
$231K - $240K
|
110K
$9.86M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
3.22KNew |
$230K - $239K
|
3.22K
$289K
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.16KNew |
$226K - $235K
|
3.16K
$284K
|
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.16KNew |
$226K - $235K
|
3.16K
$284K
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.16KNew |
$226K - $235K
|
3.16K
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.13KNew |
$223K - $232K
|
3.13K
$281K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.11KNew |
$222K - $231K
|
3.11K
$279K
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
3.1KNew |
$221K - $230K
|
3.1K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.07K+ 82.8% |
$219K - $228K
|
6.77K
$608K
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.07KNew |
$219K - $228K
|
3.07K
$275K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.06K+ 12.61% |
$219K - $227K
|
27.3K
$2.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.01KNew |
$215K - $224K
|
3.01K
$271K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.01K+ 3.01% |
$215K - $223K
|
103K
$9.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3KNew |
$214K - $223K
|
3K
$269K
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.94KNew |
$210K - $218K
|
2.94K
$264K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.91KNew |
$208K - $216K
|
2.91K
$261K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
2.9K+ 3.5% |
$207K - $216K
|
86K
$7.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2.85K+ 0.73% |
$204K - $212K
|
393K
$35.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.83KNew |
$202K - $210K
|
2.83K
$254K
|
|
|
Jul 14, 2023
Q2 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
2.82K+ 95.04% |
$201K - $209K
|
5.78K
$519K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
2.79K+ 8.22% |
$199K - $208K
|
36.8K
$3.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.79KNew |
$199K - $208K
|
2.79K
$251K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.78KNew |
$198K - $206K
|
2.78K
$250K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
2.77KNew |
$198K - $206K
|
2.77K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.75KNew |
$196K - $204K
|
2.75K
$247K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.74KNew |
$196K - $204K
|
2.74K
$246K
|
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.72KNew |
$195K - $202K
|
2.72K
$245K
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.71KNew |
$194K - $202K
|
2.71K
$244K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.7KNew |
$193K - $201K
|
2.7K
$243K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.69K+ 11.17% |
$192K - $200K
|
26.8K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.69K+ 2.01% |
$192K - $200K
|
137K
$12.3M
|