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 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-169- 2.12% |
$11.2K - $13K
|
7.82K
$719K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-179- 3.44% |
$11.8K - $13.7K
|
5.03K
$463K
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-180- 1.61% |
$11.9K - $13.8K
|
11K
$1.01M
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-183- 1.9% |
$12.1K - $14K
|
9.45K
$869K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-185- 0.19% |
$12.2K - $14.2K
|
96.3K
$8.85M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-189- 2.14% |
$12.5K - $14.5K
|
8.66K
$797K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-200- 2.77% |
$13.2K - $15.3K
|
7.03K
$646K
|
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
SELL
|
- |
-200- 0.72% |
$13.2K - $15.3K
|
27.7K
$2.55M
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-200- 1.07% |
$13.2K - $15.3K
|
18.5K
$1.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-203- 5.72% |
$13.4K - $15.6K
|
3.35K
$308K
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-204- 5.04% |
$13.5K - $15.6K
|
3.85K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-205- 0.44% |
$13.6K - $15.7K
|
46K
$4.23M
|
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-205- 0.82% |
$13.6K - $15.7K
|
24.7K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-208- 0.25% |
$13.7K - $15.9K
|
83.4K
$7.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-210- 1.06% |
$13.9K - $16.1K
|
19.5K
$1.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-211- 4.91% |
$13.9K - $16.2K
|
4.09K
$376K
|
|
|
Nov 01, 2022
Q3 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-216- 0.3% |
$14.3K - $16.6K
|
72.7K
$6.69M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-218- 8.08% |
$14.4K - $16.7K
|
2.48K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-245- 0.32% |
$16.2K - $18.8K
|
77K
$7.08M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-247- 2.15% |
$16.3K - $18.9K
|
11.3K
$1.04M
|
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-250- 6.87% |
$16.5K - $19.2K
|
3.39K
$312K
|
|
|
Nov 09, 2022
Q3 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-250- 5.75% |
$16.5K - $19.2K
|
4.1K
$377K
|
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-260- 0.3% |
$17.2K - $19.9K
|
86.2K
$7.92M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-262- 2.24% |
$17.3K - $20.1K
|
11.4K
$1.05M
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-262- 5.62% |
$17.3K - $20.1K
|
4.4K
$405K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-263- 5.21% |
$17.4K - $20.2K
|
4.78K
$440K
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-272- 6.63% |
$18K - $20.8K
|
3.83K
$352K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-273- 6.31% |
$18K - $20.9K
|
4.05K
$373K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-281- 4.81% |
$18.6K - $21.5K
|
5.56K
$511K
|
|
|
Nov 01, 2022
Q3 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-285- 7.72% |
$18.8K - $21.8K
|
3.41K
$313K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-292- 36.14% |
$19.3K - $22.4K
|
516
$47.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
SELL
|
- |
-294- 0.93% |
$19.4K - $22.5K
|
31.2K
$2.87M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-303- 2.28% |
$20K - $23.2K
|
13K
$1.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-310- 2.22% |
$20.5K - $23.8K
|
13.6K
$1.25M
|
|
|
Oct 20, 2022
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-314- 1.78% |
$20.8K - $24.1K
|
17.4K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-318- 3.17% |
$21K - $24.4K
|
9.71K
$893K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-320- 5.25% |
$21.2K - $24.5K
|
5.78K
$531K
|
|
|
Nov 03, 2022
Q3 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-325- 3.76% |
$21.5K - $24.9K
|
8.31K
$764K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-330- 11.26% |
$21.8K - $25.3K
|
2.6K
$239K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-330- 0.55% |
$21.8K - $25.3K
|
59.2K
$5.45M
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-344- 4.6% |
$22.7K - $26.4K
|
7.13K
$655K
|
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-369- 0.21% |
$24.4K - $28.3K
|
176K
$16.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-375- 9.47% |
$24.8K - $28.7K
|
3.58K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Compton Financial Group, LLC
|
SELL
|
- |
-383- 0.38% |
$25.3K - $29.3K
|
102K
$9.35M
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-389- 0.46% |
$25.7K - $29.8K
|
83.8K
$7.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-399- 0.75% |
$26.4K - $30.6K
|
52.9K
$4.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-415- 1.47% |
$27.4K - $31.8K
|
27.7K
$2.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-420- 7.71% |
$27.8K - $32.2K
|
5.03K
$463K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-434- 2.4% |
$28.7K - $33.3K
|
17.6K
$1.62M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-436- 2.39% |
$28.8K - $33.4K
|
17.8K
$1.64M
|