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 26, 2023 Q2 2023
Latitude Advisors, LLC

BUY
 -
717
+ 12.68%
$51.2K - $53.3K
6.37K $565K
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
711
+ 6.61%
$50.8K - $52.8K
11.5K $1.02M
Aug 23, 2023 Q2 2023
Tnf LLC

BUY
 -
701
+ 1.25%
$50.1K - $52.1K
57K $5.05M
Aug 09, 2023 Q2 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
689
+ 1.99%
$49.2K - $51.2K
35.3K $3.13M
Aug 08, 2023 Q2 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
688
+ 7.36%
$49.2K - $51.1K
10K $890K
Aug 10, 2023 Q2 2023
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
673
+ 10.69%
$48.1K - $50K
6.97K $618K
Aug 14, 2023 Q2 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
662
+ 3.39%
$47.3K - $49.2K
20.2K $1.79M
Jul 12, 2023 Q2 2023
Lantz Financial LLC

BUY
 -
648
+ 3.31%
$46.3K - $48.2K
20.2K $1.79M
Jul 31, 2023 Q2 2023
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
636
+ 4.32%
$45.4K - $47.3K
15.4K $1.36M
Jul 05, 2023 Q2 2023
Modus Advisors, LLC

BUY
 -
628
+ 0.51%
$44.9K - $46.7K
125K $11.1M
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
620
New
$44.3K - $46.1K
620 $55K
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
595
+ 8.38%
$42.5K - $44.2K
7.7K $682K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
588
+ 2.31%
$42K - $43.7K
26K $2.31M
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
568
+ 20.32%
$40.6K - $42.2K
3.36K $298K
Aug 08, 2023 Q2 2023
Hanlon Investment Management, Inc.

BUY
 -
565
+ 9.91%
$40.4K - $42K
6.27K $555K
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
531
+ 0.34%
$37.9K - $39.5K
157K $13.9M
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
529
New
$37.8K - $39.3K
529 $46.9K
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
528
New
$37.7K - $39.2K
528 $46.8K
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

BUY
 -
525
+ 2.69%
$37.5K - $39K
20K $1.78M
Aug 09, 2023 Q2 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
525
+ 10.84%
$37.5K - $39K
5.37K $476K
Aug 23, 2023 Q2 2023
Headinvest, LLC

Portland, ME
BUY
 -
525
+ 8.22%
$37.5K - $39K
6.91K $613K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
507
+ 63.3%
$36.2K - $37.7K
1.31K $116K
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
494
+ 2.67%
$35.3K - $36.7K
19K $1.69M
Aug 11, 2023 Q2 2023
Tcwp LLC

Tampa, FL
BUY
 -
482
+ 1.99%
$34.4K - $35.8K
24.7K $2.19M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
480
+ 5.8%
$34.3K - $35.7K
8.76K $776K
Aug 24, 2023 Q2 2023
Strategy Asset Managers LLC

BUY
 -
480
+ 2.87%
$34.3K - $35.7K
17.2K $1.53M
Aug 09, 2023 Q2 2023
Ma Private Wealth

BUY
 -
469
+ 0.31%
$33.5K - $34.9K
154K $13.6M
Jul 27, 2023 Q2 2023
ETF Store, Inc.

BUY
 -
448
+ 0.62%
$32K - $33.3K
72.7K $6.45M
Aug 09, 2023 Q2 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
443
+ 2.81%
$31.6K - $32.9K
16.2K $1.44M
Aug 14, 2023 Q2 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
415
+ 12.06%
$29.6K - $30.8K
3.86K $342K
Jul 13, 2023 Q2 2023
Veery Capital, LLC

BUY
 -
413
+ 3.95%
$29.5K - $30.7K
10.9K $963K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
408
New
$29.1K - $30.3K
408 $36.2K
Aug 14, 2023 Q2 2023
Mendel Money Management

Northbrook, IL
BUY
 -
401
+ 9.68%
$28.6K - $29.8K
4.54K $403K
Jul 18, 2023 Q2 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
393
+ 0.73%
$28.1K - $29.2K
54.2K $4.8M
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

BUY
 -
367
+ 4.3%
$26.2K - $27.3K
8.9K $789K
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

BUY
 -
352
+ 5.81%
$25.1K - $26.2K
6.41K $568K
Jul 14, 2023 Q2 2023
Shore Point Advisors, LLC

BUY
 -
349
+ 0.48%
$24.9K - $25.9K
73.7K $6.54M
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
343
+ 2.42%
$24.5K - $25.5K
14.5K $1.29M
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
342
+ 3.84%
$24.4K - $25.4K
9.24K $819K
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
338
+ 239.72%
$24.1K - $25.1K
479 $42.5K
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
318
+ 7.04%
$22.7K - $23.6K
4.84K $429K
Aug 11, 2023 Q2 2023
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
314
+ 0.22%
$22.4K - $23.3K
140K $12.4M
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
311
+ 3.2%
$22.2K - $23.1K
10K $889K
Aug 14, 2023 Q2 2023
Apexium Financial, LP

BUY
 -
308
+ 0.45%
$22K - $22.9K
68K $6.03M
Jul 28, 2023 Q2 2023
Calamos Wealth Management LLC

BUY
 -
303
+ 0.33%
$21.6K - $22.5K
93K $8.25M
Jul 26, 2023 Q2 2023
Patten Group, Inc.

BUY
 -
296
+ 4.87%
$21.1K - $22K
6.37K $565K
Jul 18, 2023 Q2 2023
Annapolis Financial Services, LLC

BUY
 -
290
+ 29.0%
$20.7K - $21.6K
1.29K $114K
Jul 11, 2023 Q2 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
283
+ 2.73%
$20.2K - $21K
10.6K $943K
Jul 13, 2023 Q2 2023
Patriot Investment Management Inc.

BUY
 -
274
+ 0.98%
$19.6K - $20.4K
28.3K $2.51M

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