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 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-125K- 94.05% |
$8.26M - $9.57M
|
7.91K
$733K
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-125K- 35.27% |
$8.26M - $9.58M
|
229K
$21.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-139K- 55.61% |
$9.2M - $10.7M
|
111K
$10.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-142K- 17.28% |
$9.36M - $10.9M
|
678K
$62.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-187K- 18.61% |
$12.3M - $14.3M
|
816K
$75.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-188K- 51.78% |
$12.5M - $14.4M
|
176K
$16.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-280K- 44.51% |
$18.5M - $21.5M
|
350K
$32.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-341K- 36.95% |
$22.6M - $26.2M
|
583K
$54M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-343K- 91.46% |
$22.6M - $26.3M
|
32K
$2.97M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-427K- 98.27% |
$28.2M - $32.7M
|
7.53K
$698K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-427K- 98.27% |
$28.2M - $32.7M
|
7.53K
$698K
|
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-504KClosed |
$33.3M - $38.6M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-2.9M- 66.94% |
$191M - $222M
|
1.43M
$133M
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7.29M- 98.49% |
$482M - $559M
|
112K
$10.4M
|