Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
14.2K+ 45.1% |
$935K - $1.07M
|
45.8K
$4.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
14K+ 65.71% |
$923K - $1.06M
|
35.4K
$3.35M
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
13.8K+ 7.55% |
$906K - $1.04M
|
196K
$18.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.6K+ 2.83% |
$897K - $1.03M
|
495K
$46.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
13.5K+ 34.94% |
$889K - $1.02M
|
52.2K
$4.94M
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
13.4K+ 21.06% |
$880K - $1.01M
|
76.9K
$7.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.1K+ 3.54% |
$859K - $987K
|
383K
$36.2M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
13KNew |
$855K - $982K
|
13K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13K+ 15.68% |
$852K - $978K
|
95.6K
$9.04M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
13K+ 57.6% |
$852K - $978K
|
35.5K
$3.35M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 7.96% |
$849K - $975K
|
175K
$16.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.7K+ 5.43% |
$834K - $958K
|
246K
$23.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
12.4KNew |
$814K - $935K
|
12.4K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
12.1K+ 0.64% |
$793K - $911K
|
1.89M
$179M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.9K+ 0.9% |
$785K - $901K
|
1.34M
$127M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11.6K+ 6.28% |
$762K - $875K
|
196K
$18.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
11.5K+ 205.4% |
$755K - $867K
|
17.1K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.4K+ 18.81% |
$751K - $862K
|
72.1K
$6.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
11.4K+ 24.07% |
$746K - $857K
|
58.5K
$5.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.1K+ 8.62% |
$729K - $837K
|
140K
$13.2M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.7K+ 47.91% |
$704K - $809K
|
33.1K
$3.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
10.5KNew |
$691K - $793K
|
10.5K
$993K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
10.5K+ 10.83% |
$688K - $790K
|
107K
$10.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
10.2K+ 20.01% |
$672K - $772K
|
61.3K
$5.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
10.2K+ 71.08% |
$671K - $770K
|
24.6K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
9.77K+ 95.56% |
$642K - $737K
|
20K
$1.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
9.73K+ 5.6% |
$640K - $735K
|
184K
$17.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
9.7K+ 4.52% |
$637K - $732K
|
224K
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.28K+ 6.98% |
$610K - $700K
|
142K
$13.4M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.18K+ 580.53% |
$604K - $693K
|
10.8K
$1.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9.15KNew |
$601K - $690K
|
9.15K
$864K
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
9.09KNew |
$598K - $687K
|
9.09K
$859K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
9.04K+ 8.27% |
$594K - $682K
|
118K
$11.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.93K+ 23.3% |
$587K - $674K
|
47.2K
$4.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.77K+ 6.82% |
$576K - $662K
|
137K
$13M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
8.7KNew |
$572K - $656K
|
8.7K
$822K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
8.61KNew |
$566K - $650K
|
8.61K
$813K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.57KNew |
$563K - $647K
|
8.57K
$810K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
8.43KNew |
$554K - $637K
|
8.43K
$797K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.3K+ 22.15% |
$546K - $627K
|
45.8K
$4.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
8.26K+ 17.61% |
$543K - $624K
|
55.2K
$5.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.23KNew |
$541K - $621K
|
8.23K
$778K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.18K+ 93.23% |
$538K - $617K
|
16.9K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.01K+ 39.13% |
$527K - $605K
|
28.5K
$2.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.01KNew |
$527K - $605K
|
8.01K
$757K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.9K+ 219.44% |
$519K - $596K
|
11.5K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7.86KNew |
$517K - $594K
|
7.86K
$743K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.82K+ 11.42% |
$514K - $590K
|
76.3K
$7.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7.8K+ 23.49% |
$513K - $589K
|
41K
$3.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.78K+ 3.37% |
$511K - $587K
|
238K
$22.5M
|