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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-34- 0.04% |
$2.24K - $2.57K
|
78.8K
$6.91M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-35- 0.88% |
$2.3K - $2.64K
|
3.93K
$345K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-36- 0.24% |
$2.37K - $2.72K
|
15K
$1.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-37- 0.74% |
$2.43K - $2.79K
|
4.99K
$438K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-40- 0.35% |
$2.63K - $3.02K
|
11.3K
$994K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-42- 0.07% |
$2.76K - $3.17K
|
61.3K
$5.37M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-44- 1.14% |
$2.89K - $3.32K
|
3.8K
$333K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-46- 0.06% |
$3.02K - $3.47K
|
80.6K
$7.07M
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-46- 0.42% |
$3.02K - $3.47K
|
10.9K
$958K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-49- 1.31% |
$3.22K - $3.7K
|
3.69K
$323K
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
SELL
|
- |
-50- 0.28% |
$3.29K - $3.78K
|
17.6K
$1.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-50- 0.06% |
$3.29K - $3.78K
|
83.8K
$7.34M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-51- 2.42% |
$3.35K - $3.85K
|
2.05K
$180K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-53- 1.24% |
$3.48K - $4K
|
4.22K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-56- 1.11% |
$3.68K - $4.23K
|
4.99K
$437K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-61- 0.58% |
$4.01K - $4.61K
|
10.5K
$918K
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-61- 1.12% |
$4.01K - $4.61K
|
5.37K
$471K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-62- 3.22% |
$4.08K - $4.68K
|
1.86K
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-64- 1.68% |
$4.21K - $4.83K
|
3.75K
$328K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-66- 0.19% |
$4.34K - $4.98K
|
35.1K
$3.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-70- 0.59% |
$4.6K - $5.29K
|
11.9K
$1.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-71- 0.36% |
$4.67K - $5.36K
|
19.9K
$1.74M
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-75- 1.96% |
$4.93K - $5.66K
|
3.75K
$329K
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-75- 0.9% |
$4.93K - $5.66K
|
8.24K
$722K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-75- 1.32% |
$4.93K - $5.66K
|
5.6K
$491K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-79- 1.86% |
$5.19K - $5.96K
|
4.17K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-90- 0.31% |
$5.92K - $6.8K
|
29.4K
$2.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-95- 0.39% |
$6.25K - $7.17K
|
24.3K
$2.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-98- 3.44% |
$6.44K - $7.4K
|
2.75K
$241K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-99- 0.48% |
$6.51K - $7.47K
|
20.6K
$1.81M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-102- 9.11% |
$6.71K - $7.7K
|
1.02K
$89.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-107- 0.12% |
$7.04K - $8.08K
|
90.2K
$7.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-108- 9.38% |
$7.1K - $8.15K
|
1.04K
$91.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-113- 2.94% |
$7.43K - $8.53K
|
3.73K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-114- 1.68% |
$7.5K - $8.61K
|
6.67K
$585K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-117- 29.7% |
$7.69K - $8.83K
|
277
$24.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-120- 2.17% |
$7.89K - $9.06K
|
5.42K
$475K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-123- 0.92% |
$8.09K - $9.29K
|
13.2K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-125- 1.08% |
$8.22K - $9.44K
|
11.4K
$1M
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-128- 1.57% |
$8.42K - $9.66K
|
8.04K
$705K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-128- 0.22% |
$8.42K - $9.66K
|
56.9K
$4.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-134- 1.55% |
$8.81K - $10.1K
|
8.53K
$748K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-138- 19.88% |
$9.07K - $10.4K
|
556
$48.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-144- 2.49% |
$9.47K - $10.9K
|
5.65K
$495K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-150- 2.17% |
$9.86K - $11.3K
|
6.77K
$594K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-150- 60.0% |
$9.86K - $11.3K
|
100
$8.77K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-157- 4.48% |
$10.3K - $11.9K
|
3.35K
$293K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-158- 0.59% |
$10.4K - $11.9K
|
26.5K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-159- 0.57% |
$10.5K - $12K
|
28K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-163- 2.29% |
$10.7K - $12.3K
|
6.95K
$609K
|