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 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-15KClosed |
$994K - $1.15M
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.7K- 2.23% |
$1.04M - $1.2M
|
687K
$64.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-15.9K- 1.01% |
$1.05M - $1.22M
|
1.56M
$147M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.3K- 0.54% |
$1.08M - $1.25M
|
2.99M
$282M
|
|
|
Nov 14, 2022
Q3 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-16.5K- 16.63% |
$1.09M - $1.27M
|
83K
$7.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-17.4K- 13.18% |
$1.15M - $1.34M
|
115K
$10.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.7K- 0.38% |
$1.17M - $1.36M
|
4.7M
$444M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-18.9K- 1.09% |
$1.25M - $1.45M
|
1.71M
$162M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.4K- 3.88% |
$1.35M - $1.56M
|
504K
$47.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-22.1K- 76.51% |
$1.46M - $1.69M
|
6.78K
$641K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-22.3K- 0.77% |
$1.47M - $1.71M
|
2.89M
$273M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-22.6K- 10.59% |
$1.49M - $1.73M
|
191K
$18M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.7K- 1.1% |
$1.5M - $1.74M
|
2.05M
$194M
|
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-23K- 13.49% |
$1.52M - $1.77M
|
148K
$14M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-23.2K- 49.02% |
$1.53M - $1.78M
|
24.1K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.8K- 7.62% |
$1.58M - $1.83M
|
289K
$27.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-25.8K- 4.45% |
$1.7M - $1.98M
|
554K
$52.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-26.2K- 4.56% |
$1.73M - $2.01M
|
548K
$51.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-26.5K- 6.95% |
$1.75M - $2.03M
|
355K
$33.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-26.9K- 30.78% |
$1.78M - $2.06M
|
60.6K
$5.73M
|
|
|
Oct 21, 2022
Q3 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-27.1K- 45.77% |
$1.79M - $2.08M
|
32.1K
$3.03M
|
|
|
Oct 28, 2022
Q3 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-27.8K- 27.84% |
$1.84M - $2.13M
|
72K
$6.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-28.8K- 15.18% |
$1.91M - $2.21M
|
161K
$15.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30.5K- 50.51% |
$2.02M - $2.34M
|
29.9K
$2.82M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-30.5K- 39.42% |
$2.02M - $2.34M
|
46.9K
$4.43M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-30.6K- 26.63% |
$2.02M - $2.34M
|
84.3K
$7.96M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-33.9K- 1.77% |
$2.24M - $2.6M
|
1.88M
$177M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-34.9K- 46.82% |
$2.31M - $2.67M
|
39.6K
$3.75M
|
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-35.4K- 32.33% |
$2.34M - $2.71M
|
74.1K
$7.01M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-35.6KClosed |
$2.35M - $2.73M
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-36.6K- 13.69% |
$2.42M - $2.8M
|
230K
$21.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-37.1K- 20.69% |
$2.45M - $2.84M
|
142K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-37.3K- 10.38% |
$2.46M - $2.86M
|
322K
$30.4M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-38.2K- 9.75% |
$2.53M - $2.93M
|
354K
$33.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38.9K- 0.81% |
$2.57M - $2.98M
|
4.79M
$452M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-41.7K- 7.18% |
$2.76M - $3.2M
|
539K
$51M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-42.7K- 8.67% |
$2.82M - $3.27M
|
450K
$42.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-43.8K- 3.31% |
$2.89M - $3.35M
|
1.28M
$121M
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-45.1K- 27.69% |
$2.98M - $3.45M
|
118K
$11.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-46.9K- 9.16% |
$3.1M - $3.6M
|
465K
$44M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-47.2K- 1.52% |
$3.12M - $3.62M
|
3.07M
$290M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-47.4K- 24.97% |
$3.13M - $3.63M
|
142K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-47.5K- 0.95% |
$3.14M - $3.64M
|
4.97M
$470M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-50.2K- 38.83% |
$3.32M - $3.85M
|
79.1K
$7.48M
|
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-53.2KClosed |
$3.52M - $4.08M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-58.8K- 44.13% |
$3.89M - $4.51M
|
74.5K
$7.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-88.6K- 48.98% |
$5.86M - $6.79M
|
92.3K
$8.73M
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-91.4K- 97.94% |
$6.04M - $7M
|
1.93K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-93.4K- 44.98% |
$6.17M - $7.16M
|
114K
$10.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-103K- 84.59% |
$6.79M - $7.87M
|
18.7K
$1.77M
|