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
|
Geneos Wealth Management Inc.
|
BUY
|
- |
62.9K+ 15.01% |
$4.16M - $4.82M
|
482K
$44.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.8KNew |
$4.15M - $4.82M
|
62.8K
$5.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.8KNew |
$4.15M - $4.82M
|
62.8K
$5.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60.5K+ 584.11% |
$4M - $4.64M
|
70.9K
$6.52M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59.6K+ 19.66% |
$3.94M - $4.57M
|
363K
$33.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
57.5K+ 252.94% |
$3.8M - $4.41M
|
80.3K
$7.38M
|
|
|
Nov 14, 2022
Q3 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
57KNew |
$3.77M - $4.37M
|
57K
$5.24M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
56.2KNew |
$3.71M - $4.3M
|
56.2K
$5.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
53.6KNew |
$3.54M - $4.11M
|
53.6K
$4.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
52.7KNew |
$3.48M - $4.04M
|
52.7K
$4.85M
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
50.2K+ 44.91% |
$3.32M - $3.85M
|
162K
$14.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
49.4KNew |
$3.26M - $3.78M
|
49.4K
$4.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
44.8K+ 5.04% |
$2.96M - $3.43M
|
932K
$85.7M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
44.5K+ 51.66% |
$2.94M - $3.41M
|
131K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
44.4K+ 824.82% |
$2.93M - $3.4M
|
49.8K
$4.58M
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
44.3K+ 117.69% |
$2.93M - $3.4M
|
82K
$7.54M
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
43.9KNew |
$2.9M - $3.36M
|
43.9K
$4.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.5K+ 3.3% |
$2.81M - $3.25M
|
1.33M
$122M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
42.1KNew |
$2.78M - $3.23M
|
42.1K
$3.87M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
41.7K+ 59.55% |
$2.75M - $3.19M
|
112K
$10.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41K+ 2.57% |
$2.71M - $3.14M
|
1.64M
$151M
|
|
|
Nov 14, 2022
Q3 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
39.7K+ 14.3% |
$2.62M - $3.04M
|
317K
$29.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39.6K+ 20.38% |
$2.62M - $3.03M
|
234K
$21.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
38.6K+ 48.32% |
$2.55M - $2.95M
|
118K
$10.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37.9K+ 333.83% |
$2.51M - $2.91M
|
49.3K
$4.53M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
36.1K+ 220.6% |
$2.39M - $2.77M
|
52.5K
$4.83M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
35.8K+ 41.76% |
$2.37M - $2.75M
|
122K
$11.2M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.9K+ 6.79% |
$2.24M - $2.6M
|
533K
$49M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
32.7K+ 49.64% |
$2.16M - $2.5M
|
98.5K
$9.06M
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
32.6K+ 76.5% |
$2.15M - $2.5M
|
75.2K
$6.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32.5KNew |
$2.15M - $2.49M
|
32.5K
$2.99M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
32.1K+ 31.9% |
$2.12M - $2.46M
|
133K
$12.2M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
31.1K+ 25.83% |
$2.06M - $2.38M
|
152K
$13.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30.6K+ 20.68% |
$2.02M - $2.34M
|
179K
$16.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
30.6KNew |
$2.02M - $2.34M
|
30.6K
$2.81M
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
30.5K+ 216.73% |
$2.01M - $2.34M
|
44.5K
$4.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
29.5KNew |
$1.95M - $2.26M
|
29.5K
$2.71M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
29K+ 14.08% |
$1.92M - $2.22M
|
235K
$21.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
28.8K+ 95866.67% |
$1.9M - $2.2M
|
28.8K
$2.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
28.7K+ 4716.12% |
$1.9M - $2.2M
|
29.3K
$2.69M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
28.5KNew |
$1.89M - $2.19M
|
28.5K
$2.62M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
27.8K+ 72.91% |
$1.84M - $2.13M
|
65.8K
$6.05M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
27.6K+ 164.86% |
$1.82M - $2.11M
|
44.3K
$4.08M
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
27.1K+ 20.23% |
$1.79M - $2.08M
|
161K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
25.9K+ 2.55% |
$1.71M - $1.99M
|
1.04M
$95.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.6K+ 1.73% |
$1.69M - $1.96M
|
1.5M
$138M
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
25.5K+ 45.92% |
$1.69M - $1.95M
|
81K
$7.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
24.7K+ 60.09% |
$1.63M - $1.89M
|
65.9K
$6.06M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24.3K+ 1637.9% |
$1.61M - $1.86M
|
25.8K
$2.37M
|
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
23.9KNew |
$1.58M - $1.83M
|
23.9K
$2.2M
|