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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3.05KNew |
$201K - $230K
|
3.05K
$288K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.02KNew |
$199K - $228K
|
3.02K
$286K
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
3.01K+ 3.06% |
$198K - $227K
|
101K
$9.57M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3KNew |
$197K - $227K
|
3K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.99KNew |
$196K - $226K
|
2.99K
$282K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.96K+ 27.74% |
$195K - $224K
|
13.6K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.94KNew |
$194K - $222K
|
2.94K
$278K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.93K+ 0.34% |
$193K - $221K
|
864K
$81.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.9KNew |
$191K - $219K
|
2.9K
$274K
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
BUY
|
- |
2.9K+ 5.56% |
$191K - $219K
|
55.1K
$5.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.89K+ 9.22% |
$190K - $218K
|
34.2K
$3.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.87KNew |
$189K - $217K
|
2.87K
$271K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.87KNew |
$188K - $216K
|
2.87K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.86K+ 9.52% |
$188K - $216K
|
32.9K
$3.11M
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.86KNew |
$188K - $216K
|
2.86K
$270K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.85KNew |
$187K - $215K
|
2.85K
$269K
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.83KNew |
$186K - $214K
|
2.83K
$268K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
2.8KNew |
$184K - $211K
|
2.8K
$265K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.8KNew |
$184K - $211K
|
2.8K
$265K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.79K+ 7.2% |
$183K - $211K
|
41.6K
$3.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.76KNew |
$182K - $209K
|
2.76K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
2.76K+ 2.72% |
$182K - $209K
|
104K
$9.88M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
2.59K+ 8.86% |
$170K - $195K
|
31.8K
$3M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
2.59K+ 3.93% |
$170K - $195K
|
68.4K
$6.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.57K+ 1.43% |
$169K - $194K
|
182K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.55K+ 2.5% |
$168K - $193K
|
105K
$9.89M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.5K+ 483.91% |
$164K - $189K
|
3.01K
$285K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.49K+ 12.98% |
$164K - $188K
|
21.7K
$2.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
2.47K+ 1.09% |
$163K - $187K
|
229K
$21.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
2.45K+ 8.03% |
$161K - $185K
|
32.9K
$3.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.43K+ 20.11% |
$160K - $183K
|
14.5K
$1.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.4K+ 41.5% |
$158K - $181K
|
8.18K
$773K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.37K+ 8.32% |
$156K - $179K
|
30.9K
$2.92M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.14K+ 183.61% |
$141K - $161K
|
3.3K
$312K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
2.13K+ 5.75% |
$140K - $161K
|
39.2K
$3.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.09K+ 10.93% |
$137K - $158K
|
21.2K
$2.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.98K+ 10.15% |
$130K - $149K
|
21.4K
$2.03M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.94K+ 9.46% |
$127K - $146K
|
22.4K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
1.94K+ 2.79% |
$127K - $146K
|
71.5K
$6.76M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.92K+ 6.79% |
$126K - $145K
|
30.2K
$2.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.83KNew |
$120K - $138K
|
1.83K
$172K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.8K+ 7.26% |
$119K - $136K
|
26.6K
$2.52M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.79K+ 93.41% |
$117K - $135K
|
3.7K
$349K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.73KNew |
$113K - $130K
|
1.73K
$163K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.67K+ 4.79% |
$110K - $126K
|
36.4K
$3.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.67K+ 4.79% |
$110K - $126K
|
36.4K
$3.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.65K+ 896.74% |
$108K - $125K
|
1.83K
$173K
|
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
BUY
|
- |
1.65K+ 15.15% |
$108K - $124K
|
12.5K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.59K+ 17.54% |
$104K - $120K
|
10.6K
$1M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.56K+ 5.61% |
$103K - $118K
|
29.4K
$2.78M
|