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 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
686+ 5.5% |
$45.3K - $52.6K
|
13.2K
$1.21M
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
675+ 0.83% |
$44.6K - $51.7K
|
81.5K
$7.5M
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
667+ 0.9% |
$44.1K - $51.1K
|
74.7K
$6.87M
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
662+ 4.06% |
$43.8K - $50.7K
|
17K
$1.56M
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
BUY
|
- |
648+ 1.43% |
$42.8K - $49.7K
|
46K
$4.23M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
640+ 4.44% |
$42.3K - $49K
|
15.1K
$1.38M
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
639+ 6.11% |
$42.2K - $49K
|
11.1K
$1.02M
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
636+ 0.71% |
$42K - $48.7K
|
89.7K
$8.25M
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
634+ 1.25% |
$41.9K - $48.6K
|
51.5K
$4.74M
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
630+ 0.62% |
$41.6K - $48.3K
|
103K
$9.44M
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
626+ 7.43% |
$41.4K - $48K
|
9.05K
$832K
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
570+ 13.64% |
$37.7K - $43.7K
|
4.75K
$437K
|
|
Oct 12, 2022
Q3 2022
|
Bay Rivers Group
|
BUY
|
- |
560+ 0.53% |
$37K - $42.9K
|
106K
$9.71M
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
536+ 15.73% |
$35.4K - $41.1K
|
3.94K
$363K
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
532+ 2.67% |
$35.2K - $40.8K
|
20.5K
$1.88M
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
506+ 6.39% |
$33.4K - $38.8K
|
8.42K
$774K
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
496New |
$32.8K - $38K
|
496
$45.6K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
455+ 0.77% |
$30.1K - $34.9K
|
59.9K
$5.51M
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
454+ 1.86% |
$30K - $34.8K
|
24.8K
$2.28M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
454+ 8.01% |
$30K - $34.8K
|
6.13K
$563K
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
446+ 3.88% |
$29.5K - $34.2K
|
11.9K
$1.1M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
438+ 0.09% |
$29K - $33.6K
|
473K
$43.5M
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
437+ 0.83% |
$28.9K - $33.5K
|
53.2K
$4.89M
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
433+ 8.0% |
$28.6K - $33.2K
|
5.84K
$537K
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
432+ 0.67% |
$28.6K - $33.1K
|
64.8K
$5.95M
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
430+ 0.84% |
$28.4K - $33K
|
51.8K
$4.77M
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
423New |
$28K - $32.4K
|
423
$38.9K
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
386+ 0.55% |
$25.5K - $29.6K
|
71K
$6.53M
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
370+ 2.27% |
$24.5K - $28.4K
|
16.7K
$1.53M
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
368+ 4.34% |
$24.3K - $28.2K
|
8.85K
$814K
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
355+ 7.11% |
$23.5K - $27.2K
|
5.35K
$492K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
351New |
$23.2K - $26.9K
|
351
$32.3K
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
342+ 9.29% |
$22.6K - $26.2K
|
4.02K
$370K
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
337New |
$22.3K - $25.8K
|
337
$31K
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
333+ 2.38% |
$22K - $25.5K
|
14.3K
$1.32M
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
328+ 9.62% |
$21.7K - $25.1K
|
3.74K
$344K
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
321+ 4.55% |
$21.2K - $24.6K
|
7.37K
$678K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
310+ 11.91% |
$20.5K - $23.8K
|
2.91K
$268K
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
305+ 5.13% |
$20.2K - $23.4K
|
6.25K
$575K
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
301+ 9.31% |
$19.9K - $23.1K
|
3.54K
$325K
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
277+ 2.45% |
$18.3K - $21.2K
|
11.6K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
277+ 12.65% |
$18.3K - $21.2K
|
2.47K
$227K
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
274+ 5.74% |
$18.1K - $21K
|
5.04K
$464K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
246+ 3.85% |
$16.3K - $18.9K
|
6.64K
$611K
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
239+ 0.9% |
$15.8K - $18.3K
|
26.9K
$2.47M
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
239+ 7.6% |
$15.8K - $18.3K
|
3.38K
$311K
|
|
Nov 09, 2022
Q3 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
236+ 0.91% |
$15.6K - $18.1K
|
26.1K
$2.4M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
233+ 25.38% |
$15.4K - $17.9K
|
1.15K
$106K
|
|
Nov 14, 2022
Q3 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
210+ 0.22% |
$13.9K - $16.1K
|
96.5K
$8.88M
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
208+ 6.16% |
$13.7K - $15.9K
|
3.58K
$329K
|