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 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
205+ 2.76% |
$13.6K - $15.7K
|
7.64K
$702K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
204+ 0.18% |
$13.5K - $15.6K
|
113K
$10.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
202+ 23.76% |
$13.4K - $15.5K
|
1.05K
$96.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
BUY
|
- |
202+ 0.66% |
$13.4K - $15.5K
|
30.8K
$2.83M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
201+ 56.3% |
$13.3K - $15.4K
|
558
$51.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
199+ 1.78% |
$13.2K - $15.2K
|
11.4K
$1.05M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
BUY
|
- |
197+ 5.25% |
$13K - $15.1K
|
3.95K
$363K
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
BUY
|
- |
194+ 1.62% |
$12.8K - $14.9K
|
12.2K
$1.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
192+ 4.45% |
$12.7K - $14.7K
|
4.5K
$414K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
189+ 3.13% |
$12.5K - $14.5K
|
6.23K
$573K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
181+ 112.42% |
$12K - $13.9K
|
342
$31.4K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
174+ 0.31% |
$11.5K - $13.3K
|
56.7K
$5.21M
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
173+ 6.03% |
$11.4K - $13.3K
|
3.04K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
171+ 76.68% |
$11.3K - $13.1K
|
394
$36.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
171+ 3.55% |
$11.3K - $13.1K
|
4.99K
$459K
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
167+ 3.58% |
$11K - $12.8K
|
4.84K
$445K
|
|
|
Oct 12, 2022
Q3 2022
|
Milestone Advisory Partners
|
BUY
|
- |
163+ 0.38% |
$10.8K - $12.5K
|
43.3K
$3.99M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
160New |
$10.6K - $12.3K
|
160
$14.7K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
156New |
$10.3K - $12K
|
156
$14.3K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
149+ 7.98% |
$9.85K - $11.4K
|
2.02K
$185K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
142+ 0.47% |
$9.39K - $10.9K
|
30.6K
$2.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
140+ 0.58% |
$9.25K - $10.7K
|
24.3K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
129+ 4.29% |
$8.53K - $9.89K
|
3.13K
$288K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
128+ 0.23% |
$8.46K - $9.81K
|
54.8K
$5.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
127+ 1.49% |
$8.39K - $9.73K
|
8.63K
$793K
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
125+ 0.96% |
$8.26K - $9.58K
|
13.1K
$1.21M
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
124New |
$8.2K - $9.5K
|
124
$11.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
124+ 1.09% |
$8.2K - $9.5K
|
11.5K
$1.06M
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
114+ 1.85% |
$7.54K - $8.74K
|
6.28K
$577K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
109+ 2.03% |
$7.2K - $8.35K
|
5.48K
$504K
|
|
|
Nov 14, 2022
Q3 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
100+ 0.14% |
$6.61K - $7.66K
|
72K
$6.62M
|
|
|
Oct 11, 2022
Q3 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
99+ 1.01% |
$6.54K - $7.59K
|
9.93K
$913K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
80New |
$5.29K - $6.13K
|
80
$7.36K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
75+ 0.77% |
$4.96K - $5.75K
|
9.85K
$906K
|
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
75+ 2.01% |
$4.96K - $5.75K
|
3.81K
$350K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
74+ 0.27% |
$4.89K - $5.67K
|
27.7K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
71+ 0.51% |
$4.69K - $5.44K
|
14K
$1.29M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
53+ 0.02% |
$3.5K - $4.06K
|
308K
$28.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
BUY
|
- |
50+ 0.05% |
$3.3K - $3.83K
|
108K
$9.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
44+ 0.3% |
$2.91K - $3.37K
|
15K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
40+ 0.36% |
$2.64K - $3.07K
|
11K
$1.01M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
39New |
$2.58K - $2.99K
|
39
$3.59K
|
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
38+ 0.49% |
$2.51K - $2.91K
|
7.73K
$711K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
36New |
$2.38K - $2.76K
|
36
$3.31K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
34+ 0.61% |
$2.25K - $2.61K
|
5.64K
$519K
|
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
33+ 0.98% |
$2.18K - $2.53K
|
3.4K
$313K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
31+ 0.17% |
$2.05K - $2.38K
|
18.8K
$1.73M
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
30+ 0.48% |
$1.98K - $2.3K
|
6.32K
$581K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
25+ 0.31% |
$1.65K - $1.92K
|
8.01K
$736K
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
24+ 0.18% |
$1.59K - $1.84K
|
13.3K
$1.22M
|