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 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
4.71K+ 10.56% |
$309K - $355K
|
49.2K
$4.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.64K+ 24.04% |
$305K - $351K
|
24K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.62KNew |
$304K - $349K
|
4.62K
$437K
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.57KNew |
$301K - $345K
|
4.57K
$432K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.45KNew |
$293K - $336K
|
4.45K
$421K
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.4K+ 1.57% |
$289K - $332K
|
284K
$26.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.36K+ 0.11% |
$286K - $329K
|
3.85M
$364M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.29K+ 20.26% |
$282K - $324K
|
25.5K
$2.41M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.27KNew |
$280K - $322K
|
4.27K
$403K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.19K+ 8.07% |
$275K - $316K
|
56.1K
$5.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.13K+ 30.15% |
$272K - $312K
|
17.8K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4.05K+ 22.49% |
$266K - $306K
|
22.1K
$2.09M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.02KNew |
$264K - $304K
|
4.02K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.98K+ 5.32% |
$262K - $301K
|
78.9K
$7.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
3.96K+ 3.83% |
$261K - $299K
|
107K
$10.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.85K+ 26.75% |
$253K - $291K
|
18.3K
$1.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3.85KNew |
$253K - $290K
|
3.85K
$364K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
3.83K+ 293.04% |
$252K - $289K
|
5.14K
$486K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.71KNew |
$244K - $280K
|
3.71K
$351K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.7K+ 40.06% |
$243K - $279K
|
12.9K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.65K+ 20.07% |
$240K - $275K
|
21.8K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
3.57KNew |
$235K - $270K
|
3.57K
$338K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
3.56K+ 0.64% |
$234K - $269K
|
558K
$52.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
3.52K+ 1.85% |
$232K - $266K
|
194K
$18.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.49K+ 38.18% |
$229K - $263K
|
12.6K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.48K+ 12.5% |
$229K - $263K
|
31.3K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.48K+ 5.72% |
$229K - $263K
|
64.3K
$6.08M
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
3.46K+ 28.45% |
$227K - $261K
|
15.6K
$1.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
3.45KNew |
$227K - $261K
|
3.45K
$326K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
3.43K+ 12.14% |
$226K - $259K
|
31.7K
$3M
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.41KNew |
$224K - $257K
|
3.41K
$322K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.39K+ 3.86% |
$223K - $256K
|
91.3K
$8.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.37K+ 0.58% |
$222K - $255K
|
586K
$55.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
3.37K+ 17.76% |
$221K - $254K
|
22.3K
$2.11M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.35KNew |
$220K - $253K
|
3.35K
$317K
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
3.31K+ 14.92% |
$218K - $250K
|
25.5K
$2.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.3K+ 37.31% |
$217K - $249K
|
12.2K
$1.15M
|
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
3.25KNew |
$214K - $246K
|
3.25K
$308K
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.23KNew |
$212K - $244K
|
3.23K
$305K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
3.19KNew |
$210K - $241K
|
3.19K
$301K
|
|
|
Feb 13, 2025
Q4 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3.19K+ 68.33% |
$209K - $241K
|
7.85K
$742K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
3.18KNew |
$209K - $240K
|
3.18K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 0.84% |
$208K - $239K
|
382K
$36.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.17KNew |
$208K - $239K
|
3.17K
$299K
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
3.16K+ 1.82% |
$207K - $238K
|
177K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.14KNew |
$207K - $237K
|
3.14K
$297K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.1K+ 1.07% |
$204K - $234K
|
294K
$27.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
3.09KNew |
$203K - $234K
|
3.09K
$292K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.09K+ 2.04% |
$203K - $233K
|
155K
$14.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.06KNew |
$201K - $231K
|
3.06K
$289K
|