Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-721- 73.87% |
$47.7K - $55.3K
|
255
$24.1K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-729Closed |
$48.2K - $55.9K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-745- 2.24% |
$49.2K - $57.1K
|
32.5K
$3.07M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-747- 17.75% |
$49.4K - $57.2K
|
3.46K
$327K
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
SELL
|
- |
-771- 1.78% |
$51K - $59.1K
|
42.4K
$4.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-773- 3.85% |
$51.1K - $59.2K
|
19.3K
$1.83M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-781- 3.01% |
$51.6K - $59.8K
|
25.2K
$2.38M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-800Closed |
$52.9K - $61.3K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
SELL
|
- |
-805- 1.14% |
$53.2K - $61.7K
|
69.5K
$6.57M
|
|
|
Oct 05, 2022
Q3 2022
|
Edge Rock Capital LLC
|
SELL
|
- |
-812- 0.8% |
$53.7K - $62.2K
|
101K
$9.5M
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-821- 13.48% |
$54.3K - $62.9K
|
5.27K
$498K
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-821- 18.66% |
$54.3K - $62.9K
|
3.58K
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-860- 5.89% |
$56.8K - $65.9K
|
13.7K
$1.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Family Capital Trust CO
|
SELL
|
- |
-872- 0.93% |
$57.6K - $66.8K
|
93.2K
$8.81M
|
|
|
Oct 26, 2022
Q3 2022
|
Smart Money Group LLC
|
SELL
|
- |
-883- 0.44% |
$58.4K - $67.7K
|
198K
$18.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-883- 8.15% |
$58.4K - $67.7K
|
9.95K
$940K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-894- 4.55% |
$59.1K - $68.5K
|
18.8K
$1.77M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-927- 7.13% |
$61.3K - $71K
|
12.1K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-944- 12.05% |
$62.4K - $72.3K
|
6.89K
$651K
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
SELL
|
- |
-950- 5.12% |
$62.8K - $72.8K
|
17.6K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-962- 0.68% |
$63.6K - $73.7K
|
140K
$13.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-971- 0.4% |
$64.2K - $74.4K
|
243K
$23M
|
|
|
Oct 13, 2022
Q3 2022
|
Ade, LLC
|
SELL
|
- |
-997- 1.1% |
$65.9K - $76.4K
|
89.3K
$8.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1K- 7.81% |
$66.1K - $76.6K
|
11.8K
$1.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1K- 24.01% |
$66.1K - $76.6K
|
3.17K
$299K
|
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.01K- 2.25% |
$66.5K - $77.1K
|
43.8K
$4.14M
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
SELL
|
- |
-1.03K- 3.93% |
$67.8K - $78.6K
|
25.1K
$2.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.03K- 21.8% |
$68.3K - $79.2K
|
3.71K
$351K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.04K- 1.6% |
$68.5K - $79.4K
|
63.7K
$6.02M
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 1.65% |
$70.1K - $81.2K
|
63.2K
$5.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.07K- 7.56% |
$70.9K - $82.2K
|
13.1K
$1.24M
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-1.08K- 18.4% |
$71.2K - $82.5K
|
4.78K
$452K
|
|
|
Oct 18, 2022
Q3 2022
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.08K- 0.53% |
$71.4K - $82.8K
|
203K
$19.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.08K- 5.24% |
$71.4K - $82.8K
|
19.5K
$1.85M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.08K- 4.86% |
$71.6K - $83K
|
21.2K
$2M
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 1.18% |
$71.7K - $83.1K
|
90.8K
$8.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.12K- 5.59% |
$74.2K - $86.1K
|
19K
$1.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.12K- 10.9% |
$74.3K - $86.1K
|
9.19K
$868K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.15K- 62.3% |
$75.8K - $87.9K
|
694
$65.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.17K- 2.07% |
$77.1K - $89.4K
|
55.2K
$5.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.18K- 1.73% |
$77.9K - $90.3K
|
67K
$6.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.18K- 4.74% |
$78.2K - $90.7K
|
23.8K
$2.25M
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 3.29% |
$79.9K - $92.6K
|
35.6K
$3.36M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.21K- 20.18% |
$80K - $92.7K
|
4.79K
$452K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.22K- 9.02% |
$80.3K - $93.1K
|
12.3K
$1.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.22K- 2.56% |
$80.5K - $93.3K
|
46.3K
$4.38M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-1.23K- 0.71% |
$81.4K - $94.4K
|
172K
$16.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-1.25K- 12.16% |
$82.8K - $96K
|
9.05K
$856K
|
|
|
Feb 13, 2025
Q3 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.27K- 21.41% |
$83.9K - $97.3K
|
4.66K
$441K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-1.28K- 24.84% |
$84.3K - $97.8K
|
3.86K
$365K
|