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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
10.1K+ 26.14% |
$669K - $776K
|
48.9K
$4.62M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.98K+ 3.07% |
$660K - $765K
|
335K
$31.7M
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
9.84K+ 73.82% |
$650K - $754K
|
23.2K
$2.19M
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.7K+ 76.6% |
$641K - $743K
|
22.4K
$2.11M
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9.58K+ 240.18% |
$633K - $734K
|
13.6K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9.4K+ 42.05% |
$621K - $720K
|
31.7K
$3M
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.36K+ 2.87% |
$618K - $717K
|
336K
$31.7M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.29K+ 252.42% |
$614K - $712K
|
13K
$1.23M
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
9.19KNew |
$607K - $704K
|
9.19K
$868K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
9.1K+ 10.4% |
$602K - $697K
|
96.6K
$9.13M
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.96K+ 3.06% |
$592K - $687K
|
302K
$28.5M
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
8.48K+ 2.63% |
$560K - $649K
|
330K
$31.2M
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
8.47K+ 106.46% |
$560K - $649K
|
16.4K
$1.55M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
8.43K+ 8.16% |
$557K - $646K
|
112K
$10.6M
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
8.2K+ 269.16% |
$542K - $628K
|
11.2K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8.17K+ 37.36% |
$540K - $626K
|
30K
$2.84M
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
8.16K+ 38.8% |
$540K - $626K
|
29.2K
$2.76M
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.73KNew |
$511K - $592K
|
7.73K
$730K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.72K+ 10.13% |
$510K - $592K
|
83.9K
$7.93M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
7.69K+ 11.85% |
$508K - $589K
|
72.5K
$6.85M
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.6K+ 231.73% |
$503K - $583K
|
10.9K
$1.03M
|
|
Nov 09, 2022
Q3 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
7.52K+ 5.18% |
$497K - $576K
|
153K
$14.4M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.45K+ 3.38% |
$492K - $571K
|
228K
$21.5M
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.38K+ 10.94% |
$488K - $566K
|
74.9K
$7.08M
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.38KNew |
$488K - $566K
|
7.38K
$698K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.35K+ 17.8% |
$486K - $563K
|
48.6K
$4.6M
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
7.34K+ 4.27% |
$485K - $563K
|
179K
$16.9M
|
|
Oct 20, 2022
Q3 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
7.33K+ 8.06% |
$484K - $562K
|
98.3K
$9.29M
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
7.33K+ 3.99% |
$484K - $562K
|
191K
$18M
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
BUY
|
- |
7.32K+ 30.22% |
$484K - $561K
|
31.5K
$2.98M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.26K+ 16.6% |
$480K - $556K
|
51K
$4.82M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.21K+ 17.03% |
$476K - $552K
|
49.5K
$4.68M
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.94K+ 20.85% |
$459K - $532K
|
40.2K
$3.8M
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6.8K+ 229.52% |
$449K - $521K
|
9.76K
$922K
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.5K+ 24.66% |
$429K - $498K
|
32.8K
$3.1M
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6.33KNew |
$419K - $485K
|
6.33K
$599K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.29K+ 29.13% |
$415K - $482K
|
27.9K
$2.63M
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.22K+ 26.41% |
$411K - $476K
|
29.8K
$2.81M
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.1K+ 22.09% |
$403K - $467K
|
33.7K
$3.18M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.01K+ 0.53% |
$397K - $461K
|
1.15M
$108M
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
BUY
|
- |
5.96K+ 49.12% |
$394K - $457K
|
18.1K
$1.71M
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.74KNew |
$379K - $439K
|
5.74K
$542K
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.71K+ 37.19% |
$377K - $437K
|
21.1K
$1.99M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.67K+ 141.09% |
$375K - $434K
|
9.68K
$915K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.33K+ 8.89% |
$353K - $409K
|
65.3K
$6.18M
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.33K+ 3.96% |
$352K - $408K
|
140K
$13.2M
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
BUY
|
- |
5.31K+ 11.32% |
$351K - $407K
|
52.2K
$4.93M
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.3K+ 34.91% |
$350K - $406K
|
20.5K
$1.93M
|
|
Nov 14, 2022
Q3 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
5.29K+ 10.02% |
$350K - $405K
|
58.1K
$5.49M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.15K+ 2.87% |
$340K - $394K
|
185K
$17.4M
|