Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-31- 3.06% |
$2.05K - $2.38K
|
982
$91K
|
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
SELL
|
- |
-31- 0.96% |
$2.05K - $2.38K
|
3.2K
$297K
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-32- 0.36% |
$2.12K - $2.45K
|
8.87K
$822K
|
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-33- 0.01% |
$2.18K - $2.53K
|
312K
$28.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-36- 0.04% |
$2.38K - $2.76K
|
87.9K
$8.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-37- 0.63% |
$2.45K - $2.84K
|
5.79K
$537K
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-39- 0.58% |
$2.58K - $2.99K
|
6.72K
$623K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-44- 44.44% |
$2.91K - $3.37K
|
55
$5.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-44- 0.71% |
$2.91K - $3.37K
|
6.16K
$571K
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-45- 3.94% |
$2.97K - $3.45K
|
1.1K
$102K
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-45- 0.5% |
$2.97K - $3.45K
|
9.04K
$838K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-50- 0.58% |
$3.3K - $3.83K
|
8.56K
$794K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-50- 16.67% |
$3.3K - $3.83K
|
250
$23.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-51- 0.36% |
$3.37K - $3.91K
|
14K
$1.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-52- 2.55% |
$3.44K - $3.98K
|
1.99K
$184K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-55- 0.98% |
$3.64K - $4.21K
|
5.54K
$513K
|
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-63- 0.44% |
$4.16K - $4.83K
|
14.2K
$1.32M
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-68- 0.51% |
$4.49K - $5.21K
|
13.3K
$1.24M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-68- 1.18% |
$4.49K - $5.21K
|
5.7K
$529K
|
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-70- 0.35% |
$4.63K - $5.36K
|
20K
$1.85M
|
|
|
Oct 27, 2022
Q3 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-71- 0.27% |
$4.69K - $5.44K
|
25.8K
$2.39M
|
|
|
Nov 04, 2022
Q3 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-73- 0.12% |
$4.83K - $5.59K
|
61K
$5.65M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-74- 0.65% |
$4.89K - $5.67K
|
11.3K
$1.05M
|
|
|
Oct 17, 2022
Q3 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-75- 0.36% |
$4.96K - $5.75K
|
21K
$1.94M
|
|
|
Oct 13, 2022
Q3 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-87- 0.51% |
$5.75K - $6.67K
|
17K
$1.57M
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-89- 2.05% |
$5.88K - $6.82K
|
4.25K
$394K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-94- 47.72% |
$6.21K - $7.2K
|
103
$9.55K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-95- 1.92% |
$6.28K - $7.28K
|
4.86K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-97- 0.45% |
$6.41K - $7.43K
|
21.5K
$1.99M
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-97- 0.9% |
$6.41K - $7.43K
|
10.7K
$989K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-105- 45.65% |
$6.94K - $8.05K
|
125
$11.6K
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-107- 0.45% |
$7.07K - $8.2K
|
23.4K
$2.17M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-109- 5.7% |
$7.2K - $8.35K
|
1.8K
$167K
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
SELL
|
- |
-111- 0.67% |
$7.34K - $8.51K
|
16.5K
$1.53M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-117- 21.2% |
$7.73K - $8.97K
|
435
$40.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-119- 1.03% |
$7.87K - $9.12K
|
11.4K
$1.06M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-119- 0.04% |
$7.87K - $9.12K
|
317K
$29.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-120- 2.52% |
$7.93K - $9.2K
|
4.65K
$431K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-120- 0.72% |
$7.93K - $9.2K
|
16.6K
$1.54M
|
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-125- 2.15% |
$8.26K - $9.58K
|
5.68K
$527K
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-137- 0.88% |
$9.06K - $10.5K
|
15.3K
$1.42M
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-139- 4.08% |
$9.19K - $10.7K
|
3.27K
$303K
|
|
|
Oct 31, 2022
Q3 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-139- 4.31% |
$9.19K - $10.7K
|
3.08K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-149- 0.2% |
$9.85K - $11.4K
|
73.9K
$6.85M
|
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
SELL
|
- |
-151- 0.13% |
$9.98K - $11.6K
|
114K
$10.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-155- 2.17% |
$10.2K - $11.9K
|
7K
$649K
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-158- 0.7% |
$10.4K - $12.1K
|
22.4K
$2.07M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-163- 2.09% |
$10.8K - $12.5K
|
7.63K
$707K
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-168- 3.25% |
$11.1K - $12.9K
|
5K
$464K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-169- 0.83% |
$11.2K - $13K
|
20.2K
$1.87M
|