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 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.33K- 6.19% |
$87.4K - $100K
|
20.1K
$1.77M
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.39K- 1.55% |
$91.2K - $105K
|
88.3K
$7.74M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.41K- 19.93% |
$92.9K - $107K
|
5.68K
$498K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.42K- 2.55% |
$93.2K - $107K
|
54.3K
$4.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.43K- 2.67% |
$93.8K - $108K
|
51.9K
$4.55M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.43K- 5.32% |
$94.3K - $108K
|
25.5K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-1.44K- 2.01% |
$94.5K - $109K
|
70.2K
$6.15M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.46K- 1.25% |
$96K - $110K
|
115K
$10.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.46K- 8.89% |
$96.2K - $110K
|
15K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.48K- 19.21% |
$97.6K - $112K
|
6.24K
$547K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 5.38% |
$98K - $112K
|
26.2K
$2.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-1.5K- 16.88% |
$98.3K - $113K
|
7.36K
$646K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.52K- 47.48% |
$100K - $115K
|
1.69K
$148K
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-1.54K- 1.43% |
$101K - $116K
|
106K
$9.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.56K- 2.04% |
$102K - $117K
|
74.6K
$6.54M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.57K- 1.28% |
$103K - $119K
|
121K
$10.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.58K- 7.04% |
$104K - $119K
|
20.8K
$1.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.6K- 3.45% |
$105K - $121K
|
44.7K
$3.92M
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-1.61K- 3.71% |
$106K - $122K
|
41.7K
$3.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.67K- 10.65% |
$110K - $126K
|
14K
$1.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.67K- 0.66% |
$110K - $126K
|
249K
$21.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.7K- 0.97% |
$112K - $128K
|
174K
$15.2M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.73K- 59.35% |
$114K - $131K
|
1.18K
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 1.31% |
$114K - $131K
|
131K
$11.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.73K- 22.71% |
$114K - $131K
|
5.9K
$517K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.74K- 6.68% |
$114K - $131K
|
24.3K
$2.13M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-1.75K- 2.86% |
$115K - $132K
|
59.4K
$5.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.81K- 0.99% |
$119K - $137K
|
181K
$15.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.82K- 23.18% |
$119K - $137K
|
6.02K
$528K
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.82K- 4.18% |
$120K - $137K
|
41.7K
$3.65M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.84K- 29.93% |
$121K - $139K
|
4.32K
$379K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.85K- 1.3% |
$122K - $140K
|
140K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.86K- 7.16% |
$122K - $140K
|
24.1K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.87K- 1.24% |
$123K - $141K
|
149K
$13.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.91K- 20.53% |
$125K - $144K
|
7.38K
$647K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.91K- 2.1% |
$125K - $144K
|
88.9K
$7.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.94K- 13.63% |
$127K - $146K
|
12.3K
$1.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.01K- 0.88% |
$132K - $152K
|
226K
$19.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.02K- 5.03% |
$133K - $153K
|
38.2K
$3.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-2.06K- 35.69% |
$135K - $155K
|
3.71K
$325K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.06K- 2.23% |
$135K - $155K
|
90.2K
$7.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.07K- 2.44% |
$136K - $156K
|
82.5K
$7.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.13K- 1.57% |
$140K - $161K
|
133K
$11.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.14K- 3.16% |
$141K - $162K
|
65.8K
$5.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2.16K- 13.2% |
$142K - $163K
|
14.2K
$1.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.19K- 2.63% |
$144K - $165K
|
81.1K
$7.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-2.23K- 24.5% |
$147K - $169K
|
6.88K
$604K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.33K- 3.48% |
$153K - $176K
|
64.5K
$5.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.38K- 27.77% |
$156K - $179K
|
6.18K
$542K
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.52K- 4.15% |
$165K - $190K
|
58.1K
$5.09M
|