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 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.21K+ 31.91% |
$212K - $246K
|
13.3K
$1.25M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.21K+ 3.05% |
$212K - $246K
|
108K
$10.2M
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.19K+ 36.88% |
$211K - $244K
|
11.8K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.17K+ 1.18% |
$210K - $243K
|
273K
$25.8M
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.17KNew |
$210K - $243K
|
3.17K
$300K
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
3.15KNew |
$208K - $241K
|
3.15K
$298K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.13K+ 12.48% |
$207K - $240K
|
28.2K
$2.67M
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.1KNew |
$205K - $238K
|
3.1K
$293K
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
3.04K+ 0.96% |
$201K - $233K
|
318K
$30M
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.95K+ 39.45% |
$195K - $226K
|
10.4K
$984K
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.94K+ 37.25% |
$195K - $226K
|
10.8K
$1.02M
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.86K+ 15.7% |
$189K - $219K
|
21.1K
$1.99M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.72K+ 2.59% |
$180K - $209K
|
108K
$10.2M
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.64K+ 15.98% |
$174K - $202K
|
19.1K
$1.81M
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.61K+ 28.2% |
$172K - $200K
|
11.8K
$1.12M
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
2.6K+ 21.71% |
$172K - $199K
|
14.6K
$1.38M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.6K+ 7.27% |
$172K - $199K
|
38.3K
$3.62M
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.57K+ 4.42% |
$170K - $197K
|
60.7K
$5.74M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.52K+ 1.08% |
$166K - $193K
|
235K
$22.2M
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.51K+ 20.93% |
$166K - $192K
|
14.5K
$1.37M
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.49K+ 22.16% |
$164K - $191K
|
13.7K
$1.3M
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.41K+ 12.98% |
$160K - $185K
|
21K
$1.99M
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.37K+ 1.2% |
$156K - $181K
|
200K
$18.9M
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
2.36K+ 0.93% |
$156K - $181K
|
258K
$24.3M
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.29K+ 3.61% |
$151K - $176K
|
65.7K
$6.21M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.27K+ 1.42% |
$150K - $174K
|
162K
$15.3M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.27K+ 26.95% |
$150K - $174K
|
10.7K
$1.01M
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.26K+ 48.71% |
$149K - $173K
|
6.88K
$651K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.23K+ 3.29% |
$147K - $171K
|
69.8K
$6.6M
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
2.22K+ 52.61% |
$147K - $170K
|
6.44K
$609K
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.18K+ 1.67% |
$144K - $167K
|
133K
$12.5M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.17K+ 22.21% |
$144K - $166K
|
12K
$1.13M
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.08K+ 10.08% |
$138K - $160K
|
22.7K
$2.15M
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.04K+ 24.53% |
$135K - $156K
|
10.3K
$978K
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2K+ 0.91% |
$132K - $153K
|
223K
$21.1M
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.98K+ 12.36% |
$131K - $152K
|
18K
$1.7M
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.96K+ 27.66% |
$129K - $150K
|
9.02K
$853K
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.93K+ 11.55% |
$128K - $148K
|
18.7K
$1.76M
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.92K+ 4.43% |
$127K - $147K
|
45.3K
$4.28M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.79KNew |
$118K - $137K
|
1.79K
$169K
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.78K+ 6.02% |
$118K - $136K
|
31.3K
$2.96M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.75K+ 6.7% |
$115K - $134K
|
27.8K
$2.63M
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.74K+ 3.52% |
$115K - $133K
|
51.1K
$4.83M
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.69K+ 40.27% |
$112K - $130K
|
5.89K
$557K
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.61K+ 322.49% |
$106K - $123K
|
2.1K
$199K
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.58K+ 44.03% |
$104K - $121K
|
5.16K
$487K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.49K+ 20.53% |
$98.8K - $114K
|
8.77K
$829K
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
1.48K+ 5.08% |
$97.5K - $113K
|
30.5K
$2.88M
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.47K+ 2.81% |
$97.4K - $113K
|
53.8K
$5.09M
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.46K+ 1.36% |
$96.7K - $112K
|
109K
$10.3M
|