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 02, 2022
Q3 2022
|
Bcm Advisors, LLC
|
SELL
|
- |
-1.33K- 2.65% |
$88.2K - $102K
|
48.9K
$4.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.34K- 2.17% |
$88.4K - $102K
|
60.3K
$5.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.35K- 2.47% |
$89.4K - $104K
|
53.5K
$4.92M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.39K- 11.54% |
$91.9K - $107K
|
10.7K
$980K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.39K- 11.54% |
$91.9K - $107K
|
10.7K
$980K
|
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-1.41K- 1.29% |
$93.1K - $108K
|
108K
$9.94M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.45K- 14.78% |
$95.5K - $111K
|
8.33K
$766K
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1.47K- 9.17% |
$97K - $112K
|
14.5K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.47K- 1.96% |
$97K - $112K
|
73.3K
$6.74M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.48K- 21.23% |
$97.7K - $113K
|
5.48K
$504K
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.5K- 4.43% |
$99.2K - $115K
|
32.4K
$2.98M
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-1.5K- 7.27% |
$99.4K - $115K
|
19.2K
$1.76M
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.51K- 5.44% |
$99.7K - $116K
|
26.2K
$2.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.53K- 6.38% |
$101K - $117K
|
22.4K
$2.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-1.57K- 6.05% |
$104K - $120K
|
24.4K
$2.24M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.57K- 10.25% |
$104K - $120K
|
13.7K
$1.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.58K- 1.83% |
$104K - $121K
|
84.6K
$7.78M
|
|
|
Oct 14, 2022
Q3 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.58K- 2.01% |
$105K - $121K
|
77.1K
$7.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.6K- 30.21% |
$106K - $123K
|
3.7K
$340K
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-1.62K- 6.83% |
$107K - $124K
|
22K
$2.03M
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 0.59% |
$107K - $124K
|
273K
$25.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.68K- 2.09% |
$111K - $129K
|
78.8K
$7.25M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.7K- 13.23% |
$112K - $130K
|
11.2K
$1.03M
|
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
SELL
|
- |
-1.7K- 0.67% |
$113K - $131K
|
252K
$23.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.7K- 17.25% |
$113K - $131K
|
8.17K
$751K
|
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.74K- 12.85% |
$115K - $133K
|
11.8K
$1.08M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-1.76K- 1.48% |
$116K - $134K
|
116K
$10.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1.78K- 0.98% |
$117K - $136K
|
179K
$16.5M
|
|
|
Oct 05, 2022
Q3 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.78K- 1.95% |
$118K - $137K
|
89.5K
$8.23M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.8K- 5.14% |
$119K - $138K
|
33.2K
$3.05M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.81K- 2.95% |
$119K - $138K
|
59.4K
$5.46M
|
|
|
Oct 12, 2022
Q3 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.93K- 4.74% |
$127K - $148K
|
38.8K
$3.56M
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.94K- 34.67% |
$128K - $149K
|
3.65K
$336K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.96K- 7.03% |
$130K - $150K
|
25.9K
$2.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.96K- 0.69% |
$130K - $150K
|
284K
$26.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.97K- 4.95% |
$130K - $151K
|
37.7K
$3.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.98K- 28.47% |
$131K - $152K
|
4.99K
$458K
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.03K- 5.86% |
$134K - $156K
|
32.7K
$3M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.06K- 0.68% |
$136K - $158K
|
299K
$27.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.07K- 7.02% |
$137K - $159K
|
27.5K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.09K- 9.7% |
$138K - $160K
|
19.5K
$1.79M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.1K- 42.02% |
$139K - $161K
|
2.9K
$267K
|
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-2.11K- 16.41% |
$140K - $162K
|
10.8K
$989K
|
|
|
Nov 14, 2022
Q3 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.13K- 16.02% |
$141K - $164K
|
11.2K
$1.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.14K- 12.13% |
$141K - $164K
|
15.5K
$1.42M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.14K- 1.82% |
$142K - $164K
|
116K
$10.6M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.14K- 1.82% |
$142K - $164K
|
116K
$10.6M
|
|
|
Oct 28, 2022
Q3 2022
|
White Pine Investment CO
|
SELL
|
- |
-2.15K- 1.35% |
$142K - $164K
|
157K
$14.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.16K- 2.4% |
$142K - $165K
|
87.7K
$8.06M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.18K- 2.1% |
$144K - $167K
|
101K
$9.32M
|