Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
13+ 0.09% |
$855 - $982
|
15.2K
$1.38M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
13+ 0.11% |
$855 - $982
|
11.5K
$1.05M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
12+ 0.04% |
$789 - $906
|
27.5K
$2.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
12+ 0.22% |
$789 - $906
|
5.57K
$506K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
11New |
$723 - $831
|
11
$1K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
9+ 0.17% |
$592 - $680
|
5.25K
$478K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9+ 0.27% |
$592 - $680
|
3.32K
$301K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8+ 1.84% |
$526 - $604
|
443
$40.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7+ 0.01% |
$460 - $529
|
48.5K
$4.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
7+ 0.19% |
$460 - $529
|
3.7K
$337K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
6+ 0.03% |
$395 - $453
|
22.4K
$2.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
BUY
|
- |
6+ 0.02% |
$395 - $453
|
39.4K
$3.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
6+ 0.19% |
$395 - $453
|
3.17K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
6+ 0.16% |
$395 - $453
|
3.72K
$338K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.86% |
$395 - $453
|
707
$64.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.25% |
$329 - $378
|
1.98K
$180K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5+ 0.04% |
$329 - $378
|
13.3K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
5+ 0.46% |
$329 - $378
|
1.1K
$100K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 0.53% |
$263 - $302
|
756
$68.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.38% |
$263 - $302
|
1.06K
$96K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4+ 0.07% |
$263 - $302
|
5.41K
$492K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.44% |
$197 - $227
|
689
$62.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2+ 0.01% |
$132 - $151
|
27.7K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.58% |
$132 - $151
|
344
$31.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.04% |
$132 - $151
|
5.48K
$499K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.99% |
$65.8 - $75.5
|
102
$9.28K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.06% |
$65.8 - $75.5
|
1.8K
$164K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.34% |
$65.8 - $75.5
|
296
$26.9K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1- -0.0% |
$65.8 - $75.5
|
95.7K
$8.71M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2- 5.13% |
$132 - $151
|
37
$3.36K
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
SELL
|
- |
-3- 0.03% |
$197 - $227
|
9.69K
$881K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
SELL
|
- |
-4- 0.03% |
$263 - $302
|
14.2K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-10- 1.02% |
$658 - $755
|
972
$88.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-11- 0.31% |
$723 - $831
|
3.52K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-12- 0.36% |
$789 - $906
|
3.34K
$304K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-14- 0.11% |
$921 - $1.06K
|
12.6K
$1.15M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-14- 0.1% |
$921 - $1.06K
|
14.3K
$1.3M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-14- 25.45% |
$921 - $1.06K
|
41
$3.73K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-16- 0.14% |
$1.05K - $1.21K
|
11.2K
$1.01M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-17- 0.71% |
$1.12K - $1.28K
|
2.37K
$215K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-18- 0.11% |
$1.18K - $1.36K
|
16.6K
$1.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-20- 0.43% |
$1.32K - $1.51K
|
4.63K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.57% |
$1.32K - $1.51K
|
3.51K
$319K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-20- 0.28% |
$1.32K - $1.51K
|
7.11K
$646K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-22- 5.6% |
$1.45K - $1.66K
|
371
$33.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-23- 0.01% |
$1.51K - $1.74K
|
181K
$16.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-27- 0.25% |
$1.78K - $2.04K
|
10.6K
$967K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-30- 0.88% |
$1.97K - $2.27K
|
3.36K
$306K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-31- 0.49% |
$2.04K - $2.34K
|
6.3K
$573K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-32- 1.61% |
$2.1K - $2.42K
|
1.96K
$178K
|