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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-439- 1.44% |
$29K - $33.6K
|
30.1K
$2.77M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-447- 1.85% |
$29.5K - $34.3K
|
23.8K
$2.19M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-454- 0.79% |
$30K - $34.8K
|
57K
$5.24M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-465- 3.23% |
$30.7K - $35.6K
|
13.9K
$1.28M
|
|
|
Nov 10, 2022
Q3 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-470- 11.37% |
$31.1K - $36K
|
3.67K
$337K
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-478- 1.23% |
$31.6K - $36.6K
|
38.3K
$3.52M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-485- 2.54% |
$32.1K - $37.2K
|
18.6K
$1.71M
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-485- 9.71% |
$32.1K - $37.2K
|
4.51K
$415K
|
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-488- 12.62% |
$32.3K - $37.4K
|
3.38K
$311K
|
|
|
Nov 10, 2022
Q3 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-489- 9.47% |
$32.3K - $37.5K
|
4.67K
$430K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-492- 8.01% |
$32.5K - $37.7K
|
5.65K
$520K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-496- 77.62% |
$32.8K - $38K
|
143
$13.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-498- 0.37% |
$32.9K - $38.2K
|
134K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-500- 4.59% |
$33.1K - $38.3K
|
10.4K
$956K
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-500- 8.1% |
$33.1K - $38.3K
|
5.68K
$522K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-504- 0.4% |
$33.3K - $38.6K
|
126K
$11.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-504- 7.56% |
$33.3K - $38.6K
|
6.16K
$567K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-522Closed |
$34.5K - $40K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-525- 4.46% |
$34.7K - $40.2K
|
11.3K
$1.04M
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-532- 3.53% |
$35.2K - $40.8K
|
14.5K
$1.34M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
SELL
|
- |
-535- 2.8% |
$35.4K - $41K
|
18.6K
$1.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-538- 1.51% |
$35.6K - $41.2K
|
35.2K
$3.24M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-540- 47.12% |
$35.7K - $41.4K
|
606
$55.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-558- 0.47% |
$36.9K - $42.8K
|
117K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-576- 9.45% |
$38.1K - $44.1K
|
5.52K
$508K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-579- 3.4% |
$38.3K - $44.4K
|
16.5K
$1.51M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-585- 0.77% |
$38.7K - $44.8K
|
75.1K
$6.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-585- 3.6% |
$38.7K - $44.8K
|
15.7K
$1.44M
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-597- 1.74% |
$39.5K - $45.7K
|
33.7K
$3.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-598- 1.43% |
$39.5K - $45.8K
|
41.2K
$3.79M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-600- 81.97% |
$39.7K - $46K
|
132
$12.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-605- 24.41% |
$40K - $46.4K
|
1.87K
$172K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-613- 4.14% |
$40.5K - $47K
|
14.2K
$1.31M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-616- 8.85% |
$40.7K - $47.2K
|
6.34K
$583K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-618- 2.32% |
$40.8K - $47.4K
|
26.1K
$2.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-625- 8.28% |
$41.3K - $47.9K
|
6.92K
$637K
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-646- 5.32% |
$42.7K - $49.5K
|
11.5K
$1.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-646- 0.37% |
$42.7K - $49.5K
|
174K
$16M
|
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-654- 5.85% |
$43.2K - $50.1K
|
10.5K
$968K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-658- 7.77% |
$43.5K - $50.4K
|
7.81K
$718K
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-663- 1.85% |
$43.8K - $50.8K
|
35.2K
$3.24M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-671- 4.52% |
$44.4K - $51.4K
|
14.2K
$1.3M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-674- 33.2% |
$44.6K - $51.6K
|
1.36K
$125K
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-675- 1.0% |
$44.6K - $51.7K
|
66.8K
$6.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-682- 0.23% |
$45.1K - $52.3K
|
291K
$26.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-692- 45.71% |
$45.7K - $53K
|
822
$75.6K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-695- 8.93% |
$45.9K - $53.3K
|
7.09K
$652K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-696- 9.26% |
$46K - $53.3K
|
6.82K
$627K
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-706- 14.07% |
$46.7K - $54.1K
|
4.31K
$396K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-721- 73.87% |
$47.7K - $55.3K
|
255
$23.4K
|