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 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.44K+ 27.55% |
$95.3K - $110K
|
6.67K
$631K
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1.44K+ 2.35% |
$95.1K - $110K
|
62.6K
$5.91M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.38K+ 3.18% |
$91.2K - $106K
|
44.7K
$4.23M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 59.39% |
$91.2K - $106K
|
3.7K
$350K
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.37K+ 15.06% |
$90.6K - $105K
|
10.5K
$990K
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.37K+ 29.74% |
$90.6K - $105K
|
5.98K
$565K
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
1.36K+ 22.5% |
$89.6K - $104K
|
7.38K
$698K
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
BUY
|
- |
1.34K+ 1.6% |
$88.5K - $103K
|
84.8K
$8.02M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.33K+ 1.46% |
$87.6K - $102K
|
92K
$8.69M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.31KNew |
$86.4K - $100K
|
1.31K
$124K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.24K+ 5.85% |
$82K - $95.1K
|
22.5K
$2.12M
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.23K+ 2.23% |
$81.2K - $94.2K
|
56.3K
$5.32M
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.21K+ 8.1% |
$80.2K - $93K
|
16.2K
$1.53M
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.21K+ 6.76% |
$79.8K - $92.6K
|
19.1K
$1.8M
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.17K+ 70.25% |
$77.4K - $89.7K
|
2.84K
$268K
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
1.15K+ 1.85% |
$75.8K - $87.9K
|
63.1K
$5.96M
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
1.14K+ 0.96% |
$75.2K - $87.2K
|
119K
$11.3M
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.13K+ 1.51% |
$74.4K - $86.2K
|
75.8K
$7.17M
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
1.1K+ 3.51% |
$72.8K - $84.4K
|
32.5K
$3.07M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.08K+ 27.12% |
$71.5K - $82.8K
|
5.07K
$479K
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.05K+ 3.25% |
$69.2K - $80.2K
|
33.2K
$3.14M
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.05K+ 35.35% |
$69.1K - $80.2K
|
4.01K
$379K
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.04K+ 15.53% |
$68.8K - $79.8K
|
7.75K
$732K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.02K+ 9.89% |
$67.7K - $78.5K
|
11.4K
$1.08M
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 43.23% |
$67.6K - $78.3K
|
3.39K
$320K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.02K+ 58.3% |
$67.3K - $78K
|
2.76K
$261K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.02K+ 2.72% |
$67.2K - $77.9K
|
38.4K
$3.62M
|
|
Oct 12, 2022
Q3 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
1K+ 1.12% |
$66.2K - $76.7K
|
90.3K
$8.54M
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1KNew |
$66.1K - $76.6K
|
1K
$94.5K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
975+ 2.29% |
$64.4K - $74.7K
|
43.5K
$4.11M
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
956+ 582.93% |
$63.2K - $73.3K
|
1.12K
$106K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
946New |
$62.5K - $72.5K
|
946
$89.4K
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
929+ 133.86% |
$61.4K - $71.2K
|
1.62K
$153K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
885+ 20.33% |
$58.5K - $67.8K
|
5.24K
$495K
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
862+ 0.45% |
$57K - $66.1K
|
192K
$18.1M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
848+ 2.63% |
$56.1K - $65K
|
33.1K
$3.13M
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
790+ 2.89% |
$52.2K - $60.5K
|
28.1K
$2.66M
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
771+ 22.45% |
$51K - $59.1K
|
4.21K
$397K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
759+ 1.03% |
$50.2K - $58.2K
|
74.4K
$7.03M
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
BUY
|
- |
742+ 3.15% |
$49K - $56.9K
|
24.3K
$2.3M
|
|
Oct 13, 2022
Q3 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
740+ 1.95% |
$48.9K - $56.7K
|
38.7K
$3.66M
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
740+ 3.45% |
$48.9K - $56.7K
|
22.2K
$2.1M
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
728+ 5.16% |
$48.1K - $55.8K
|
14.8K
$1.4M
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
722+ 16.45% |
$47.7K - $55.3K
|
5.11K
$483K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
717+ 1.83% |
$47.4K - $54.9K
|
39.8K
$3.76M
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
699+ 8.29% |
$46.2K - $53.6K
|
9.13K
$863K
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
696+ 5.11% |
$46K - $53.3K
|
14.3K
$1.35M
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
695+ 10.84% |
$45.9K - $53.3K
|
7.11K
$672K
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
694+ 5.16% |
$45.9K - $53.2K
|
14.1K
$1.34M
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
690+ 14.29% |
$45.6K - $52.9K
|
5.52K
$522K
|