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 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-831- 17.4% |
$54.6K - $62.7K
|
3.95K
$346K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-846- 16.41% |
$55.6K - $63.9K
|
4.31K
$378K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-856- 7.23% |
$56.3K - $64.6K
|
11K
$963K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-859- 6.12% |
$56.5K - $64.9K
|
13.2K
$1.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-861- 0.85% |
$56.6K - $65K
|
101K
$8.82M
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-866- 10.95% |
$56.9K - $65.4K
|
7.04K
$617K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-877- 1.08% |
$57.7K - $66.2K
|
80.7K
$7.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-904- 32.16% |
$59.4K - $68.3K
|
1.91K
$167K
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-913- 1.18% |
$60K - $68.9K
|
76.2K
$6.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-938- 1.89% |
$61.7K - $70.8K
|
48.7K
$4.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-943- 0.37% |
$62K - $71.2K
|
257K
$22.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-949- 6.78% |
$62.4K - $71.6K
|
13K
$1.14M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-950- 2.3% |
$62.5K - $71.7K
|
40.3K
$3.53M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-971- 3.26% |
$63.8K - $73.3K
|
28.8K
$2.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-978- 60.26% |
$64.3K - $73.8K
|
645
$56.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 4.78% |
$66.1K - $75.9K
|
20K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.02K- 2.9% |
$66.9K - $76.8K
|
34K
$2.98M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.03K- 4.44% |
$67.7K - $77.7K
|
22.1K
$1.94M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.05K- 36.86% |
$68.8K - $79K
|
1.79K
$157K
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.05K- 4.27% |
$69.2K - $79.5K
|
23.6K
$2.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.06K- 14.34% |
$69.6K - $80K
|
6.32K
$554K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.07K- 15.68% |
$70.5K - $81K
|
5.77K
$506K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.07K- 12.96% |
$70.6K - $81.1K
|
7.22K
$633K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.1K- 19.23% |
$72.5K - $83.3K
|
4.63K
$406K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-1.1K- 5.78% |
$72.5K - $83.3K
|
18K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.11K- 10.18% |
$72.9K - $83.7K
|
9.78K
$857K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-1.11K- 18.9% |
$73.2K - $84K
|
4.78K
$419K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-1.13K- 1.07% |
$74K - $84.9K
|
104K
$9.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.13K- 26.78% |
$74K - $85K
|
3.08K
$270K
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-1.14K- 1.05% |
$74.9K - $86K
|
107K
$9.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1.15K- 7.9% |
$75.5K - $86.7K
|
13.4K
$1.17M
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.15K- 1.91% |
$75.9K - $87.1K
|
59.1K
$5.19M
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.17K- 6.57% |
$77.1K - $88.5K
|
16.7K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.18K- 1.21% |
$77.6K - $89.1K
|
96.3K
$8.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
SELL
|
- |
-1.2K- 1.14% |
$78.9K - $90.6K
|
104K
$9.16M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.21K- 17.27% |
$79.5K - $91.3K
|
5.79K
$508K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.21K- 2.04% |
$79.5K - $91.3K
|
58K
$5.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.23K- 3.21% |
$80.9K - $92.9K
|
37.1K
$3.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.27K- 3.98% |
$83.2K - $95.5K
|
30.5K
$2.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.28K- 3.81% |
$84.4K - $96.9K
|
32.4K
$2.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-1.28K- 2.21% |
$84.4K - $96.9K
|
56.8K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.28K- 13.58% |
$84.4K - $96.9K
|
8.17K
$716K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-1.29K- 9.26% |
$84.8K - $97.4K
|
12.6K
$1.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-1.29K- 21.57% |
$84.9K - $97.5K
|
4.69K
$412K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.29K- 3.43% |
$85.1K - $97.7K
|
36.4K
$3.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.3K- 4.0% |
$85.1K - $97.8K
|
31.1K
$2.73M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 9.09% |
$85.3K - $97.9K
|
13K
$1.14M
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.31K- 2.98% |
$86K - $98.8K
|
42.6K
$3.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.31K- 0.78% |
$86.2K - $99K
|
166K
$14.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.31K- 1.75% |
$86.3K - $99.1K
|
73.7K
$6.47M
|