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 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-172- 5.05% |
$11.3K - $13K
|
3.23K
$283K
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-174- 4.41% |
$11.4K - $13.1K
|
3.77K
$331K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-180- 1.36% |
$11.8K - $13.6K
|
13K
$1.14M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-185- 0.72% |
$12.2K - $14K
|
25.6K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-187- 0.77% |
$12.3K - $14.1K
|
24.1K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-191- 4.33% |
$12.6K - $14.4K
|
4.22K
$370K
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
SELL
|
- |
-198- 6.19% |
$13K - $14.9K
|
3K
$263K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-198- 1.85% |
$13K - $14.9K
|
10.5K
$921K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-201- 3.2% |
$13.2K - $15.2K
|
6.08K
$533K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-202- 2.55% |
$13.3K - $15.3K
|
7.71K
$676K
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-203- 1.89% |
$13.3K - $15.3K
|
10.6K
$925K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-209- 1.98% |
$13.7K - $15.8K
|
10.4K
$909K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-210- 3.43% |
$13.8K - $15.9K
|
5.92K
$519K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-215- 2.08% |
$14.1K - $16.2K
|
10.1K
$888K
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-237- 4.59% |
$15.6K - $17.9K
|
4.93K
$432K
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-243- 0.18% |
$16K - $18.3K
|
135K
$11.8M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-249- 33.51% |
$16.4K - $18.8K
|
494
$43.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-250- 4.38% |
$16.4K - $18.9K
|
5.45K
$478K
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-252- 0.78% |
$16.6K - $19K
|
32.2K
$2.82M
|
|
|
Jan 30, 2023
Q4 2022
|
Family Capital Trust CO
|
SELL
|
- |
-259- 0.28% |
$17K - $19.6K
|
92.9K
$8.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-259- 1.0% |
$17K - $19.6K
|
25.5K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-260- 1.09% |
$17.1K - $19.6K
|
23.5K
$2.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-261- 0.85% |
$17.2K - $19.7K
|
30.4K
$2.66M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-264- 0.67% |
$17.4K - $19.9K
|
39.4K
$3.45M
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
SELL
|
- |
-266- 0.85% |
$17.5K - $20.1K
|
31K
$2.71M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-267- 4.83% |
$17.6K - $20.2K
|
5.27K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-273- 5.39% |
$17.9K - $20.6K
|
4.79K
$420K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-275- 7.13% |
$18.1K - $20.8K
|
3.58K
$314K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-278- 2.44% |
$18.3K - $21K
|
11.1K
$973K
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-286- 0.33% |
$18.8K - $21.6K
|
85.9K
$7.53M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-291- 1.3% |
$19.1K - $22K
|
22.1K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-292- 5.29% |
$19.2K - $22K
|
5.23K
$459K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-295- 8.24% |
$19.4K - $22.3K
|
3.28K
$288K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-301- 3.28% |
$19.8K - $22.7K
|
8.88K
$779K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-307- 2.37% |
$20.2K - $23.2K
|
12.7K
$1.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-310- 2.02% |
$20.4K - $23.4K
|
15K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-327- 2.97% |
$21.5K - $24.7K
|
10.7K
$938K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-341- 7.18% |
$22.4K - $25.7K
|
4.41K
$386K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-342- 4.91% |
$22.5K - $25.8K
|
6.63K
$581K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-360- 1.71% |
$23.7K - $27.2K
|
20.7K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-361- 5.38% |
$23.7K - $27.3K
|
6.35K
$557K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-361- 3.63% |
$23.7K - $27.3K
|
9.59K
$841K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-362- 2.13% |
$23.8K - $27.3K
|
16.6K
$1.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-375- 7.84% |
$24.7K - $28.3K
|
4.41K
$387K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-380- 0.58% |
$25K - $28.7K
|
65K
$5.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-380- 3.63% |
$25K - $28.7K
|
10.1K
$885K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-389- 3.59% |
$25.6K - $29.4K
|
10.5K
$917K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-389- 1.6% |
$25.6K - $29.4K
|
23.9K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-390- 0.38% |
$25.6K - $29.4K
|
102K
$8.96M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-400- 5.63% |
$26.3K - $30.2K
|
6.71K
$588K
|