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 12, 2022
Q3 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-6.1K- 51.42% |
$403K - $468K
|
5.77K
$530K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-6.18K- 5.55% |
$409K - $474K
|
105K
$9.67M
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-6.23K- 8.01% |
$412K - $478K
|
71.6K
$6.58M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.36K- 16.92% |
$421K - $488K
|
31.2K
$2.87M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.37K- 9.28% |
$421K - $488K
|
62.3K
$5.73M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.46K- 0.89% |
$427K - $495K
|
717K
$65.9M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6.46K- 18.92% |
$427K - $495K
|
27.7K
$2.54M
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-6.46K- 44.97% |
$427K - $495K
|
7.91K
$727K
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.65K- 2.34% |
$440K - $510K
|
277K
$25.5M
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-6.66K- 12.48% |
$440K - $511K
|
46.7K
$4.3M
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.95K- 10.18% |
$459K - $532K
|
61.3K
$5.64M
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-6.96K- 12.49% |
$460K - $533K
|
48.8K
$4.48M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.07K- 43.25% |
$468K - $542K
|
9.28K
$853K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-7.15K- 0.79% |
$472K - $548K
|
898K
$82.6M
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-7.17K- 9.86% |
$474K - $550K
|
65.6K
$6.03M
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.22K- 2.32% |
$477K - $553K
|
304K
$27.9M
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-7.35K- 2.03% |
$486K - $563K
|
354K
$32.5M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.55K- 3.38% |
$499K - $579K
|
216K
$19.8M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-7.57K- 59.08% |
$500K - $580K
|
5.24K
$482K
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-7.57K- 59.07% |
$500K - $580K
|
5.25K
$482K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.61K- 12.61% |
$503K - $583K
|
52.8K
$4.85M
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-7.72K- 13.21% |
$510K - $591K
|
50.7K
$4.66M
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-8.2K- 72.91% |
$542K - $628K
|
3.05K
$280K
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8.21K- 1.81% |
$543K - $629K
|
444K
$40.9M
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.4K- 23.38% |
$555K - $644K
|
27.5K
$2.53M
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-8.41K- 30.84% |
$556K - $644K
|
18.9K
$1.73M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-8.43K- 19.4% |
$557K - $646K
|
35K
$3.22M
|
|
Oct 19, 2022
Q3 2022
|
Wealth Cmt
|
SELL
|
- |
-8.61K- 4.73% |
$569K - $660K
|
173K
$16M
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
SELL
|
- |
-8.88K- 7.27% |
$587K - $680K
|
113K
$10.4M
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-9.24K- 10.2% |
$611K - $708K
|
81.4K
$7.48M
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-9.56K- 10.12% |
$632K - $733K
|
84.9K
$7.81M
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-9.57K- 38.69% |
$633K - $733K
|
15.2K
$1.39M
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-9.82K- 1.98% |
$649K - $753K
|
486K
$44.7M
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10K- 15.37% |
$661K - $767K
|
55.1K
$5.07M
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-10K- 13.0% |
$664K - $770K
|
67.2K
$6.18M
|
|
Oct 28, 2022
Q3 2022
|
Better Wealth, LLC
|
SELL
|
- |
-10.1K- 33.13% |
$664K - $770K
|
20.3K
$1.87M
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-10.2K- 11.26% |
$672K - $778K
|
80.1K
$7.36M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.2K- 2.69% |
$676K - $784K
|
370K
$34M
|
|
Nov 03, 2022
Q3 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-10.5K- 6.72% |
$696K - $806K
|
146K
$13.4M
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-10.6K- 8.32% |
$701K - $812K
|
117K
$10.7M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-11.1KClosed |
$731K - $848K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-11.7K- 9.2% |
$772K - $895K
|
115K
$10.6M
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-11.7K- 2.76% |
$773K - $897K
|
413K
$38M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.9K- 16.34% |
$785K - $910K
|
60.8K
$5.59M
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-13.2K- 19.9% |
$875K - $1.01M
|
53.3K
$4.9M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13.7K- 49.97% |
$905K - $1.05M
|
13.7K
$1.26M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.4K- 0.37% |
$950K - $1.1M
|
3.85M
$354M
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-14.5K- 3.05% |
$961K - $1.11M
|
462K
$42.5M
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-15KClosed |
$994K - $1.15M
|
0
$0
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.7K- 2.23% |
$1.04M - $1.2M
|
687K
$63.2M
|