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 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5.13K+ 28.33% |
$339K - $393K
|
23.3K
$2.16M
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
BUY
|
- |
5.11K+ 2.53% |
$338K - $391K
|
207K
$19.2M
|
|
Oct 13, 2022
Q3 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
5.11K+ 127.36% |
$338K - $391K
|
9.12K
$845K
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
5.1K+ 20.13% |
$337K - $391K
|
30.4K
$2.82M
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.01K+ 11.19% |
$331K - $384K
|
49.8K
$4.61M
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
5KNew |
$331K - $383K
|
5K
$464K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.97K+ 1.71% |
$329K - $381K
|
296K
$27.4M
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.95K+ 1.15% |
$327K - $379K
|
435K
$40.3M
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.93KNew |
$326K - $378K
|
4.93K
$457K
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
4.93K+ 0.54% |
$326K - $378K
|
925K
$85.7M
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.89K+ 25.17% |
$323K - $375K
|
24.3K
$2.25M
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.76K+ 8.58% |
$314K - $364K
|
60.2K
$5.58M
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
4.65K+ 19.65% |
$307K - $356K
|
28.3K
$2.62M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.59KNew |
$303K - $352K
|
4.59K
$426K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.56K+ 31.2% |
$301K - $349K
|
19.2K
$1.78M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.55K+ 43.58% |
$301K - $349K
|
15K
$1.39M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.5K+ 5.85% |
$297K - $345K
|
81.4K
$7.55M
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
BUY
|
- |
4.26K+ 28.69% |
$281K - $326K
|
19.1K
$1.77M
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.24K+ 13.27% |
$280K - $325K
|
36.2K
$3.36M
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
4.12K+ 2.33% |
$272K - $316K
|
181K
$16.8M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
4.1K+ 12.45% |
$271K - $314K
|
37K
$3.43M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.06K+ 117.1% |
$268K - $311K
|
7.53K
$698K
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4K+ 19.45% |
$265K - $307K
|
24.6K
$2.28M
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.99KNew |
$264K - $306K
|
3.99K
$370K
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.93K+ 23.57% |
$260K - $301K
|
20.6K
$1.91M
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
3.87K+ 21.6% |
$256K - $297K
|
21.8K
$2.02M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.85K+ 0.01% |
$255K - $295K
|
31.7M
$2.94B
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.81KNew |
$252K - $292K
|
3.81K
$353K
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
3.76K+ 1.2% |
$248K - $288K
|
317K
$29.4M
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.74K+ 1.35% |
$247K - $286K
|
281K
$26M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.73K+ 53.54% |
$247K - $286K
|
10.7K
$992K
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.72K+ 14.01% |
$246K - $285K
|
30.3K
$2.81M
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.69K+ 21.89% |
$244K - $283K
|
20.5K
$1.9M
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.6KNew |
$238K - $276K
|
3.6K
$334K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.49K+ 31.47% |
$230K - $267K
|
14.6K
$1.35M
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
3.49K+ 96.4% |
$230K - $267K
|
7.1K
$658K
|
|
Nov 14, 2022
Q3 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
3.45K+ 1.55% |
$228K - $265K
|
227K
$21M
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
3.44K+ 3.87% |
$227K - $264K
|
92.4K
$8.57M
|
|
Oct 13, 2022
Q3 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.43K+ 2.25% |
$227K - $263K
|
156K
$14.5M
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.4K+ 7.77% |
$225K - $261K
|
47.2K
$4.37M
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.39KNew |
$224K - $260K
|
3.39K
$315K
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
3.38KNew |
$223K - $259K
|
3.38K
$313K
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.35KNew |
$221K - $257K
|
3.35K
$311K
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.32K+ 29.96% |
$220K - $255K
|
14.4K
$1.34M
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.31KNew |
$219K - $253K
|
3.31K
$306K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.3K+ 22.23% |
$218K - $253K
|
18.2K
$1.68M
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.23K+ 34.02% |
$214K - $248K
|
12.7K
$1.18M
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
3.23K+ 11.83% |
$213K - $247K
|
30.5K
$2.83M
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.23K+ 5.07% |
$213K - $247K
|
66.9K
$6.2M
|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.21K+ 31.91% |
$212K - $246K
|
13.3K
$1.23M
|