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 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
637+ 10.9% |
$41.9K - $48.1K
|
6.48K
$613K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
629+ 6.45% |
$41.4K - $47.5K
|
10.4K
$982K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
623+ 13.03% |
$41K - $47K
|
5.4K
$511K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
615+ 9.7% |
$40.4K - $46.4K
|
6.95K
$657K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
609+ 4.69% |
$40K - $46K
|
13.6K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
609+ 4.47% |
$40K - $46K
|
14.2K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
606+ 2.32% |
$39.8K - $45.8K
|
26.7K
$2.53M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
600+ 72.99% |
$39.5K - $45.3K
|
1.42K
$134K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
588+ 4.04% |
$38.7K - $44.4K
|
15.2K
$1.43M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
582+ 8.72% |
$38.3K - $43.9K
|
7.25K
$686K
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
575+ 7.27% |
$37.8K - $43.4K
|
8.48K
$802K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
568+ 5.09% |
$37.3K - $42.9K
|
11.7K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
567+ 7.32% |
$37.3K - $42.8K
|
8.31K
$786K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
565+ 11.64% |
$37.1K - $42.7K
|
5.42K
$512K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
560+ 19.75% |
$36.8K - $42.3K
|
3.4K
$321K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
553+ 4.63% |
$36.4K - $41.8K
|
12.5K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
544+ 109.68% |
$35.8K - $41.1K
|
1.04K
$98.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
523+ 418.4% |
$34.4K - $39.5K
|
648
$61.2K
|
|
|
Feb 13, 2025
Q4 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
501+ 11.06% |
$32.9K - $37.8K
|
5.03K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
497+ 12.46% |
$32.7K - $37.5K
|
4.49K
$424K
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
496+ 0.68% |
$32.6K - $37.4K
|
73.2K
$6.92M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
492+ 128.13% |
$32.3K - $37.1K
|
876
$82.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
476+ 0.44% |
$31.3K - $35.9K
|
108K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
467New |
$30.7K - $35.3K
|
467
$44.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
460+ 3.06% |
$30.2K - $34.7K
|
15.5K
$1.46M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
449+ 0.41% |
$29.5K - $33.9K
|
111K
$10.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
446+ 6.93% |
$29.3K - $33.7K
|
6.89K
$651K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
443+ 13.01% |
$29.1K - $33.4K
|
3.85K
$364K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
437+ 8.82% |
$28.7K - $33K
|
5.39K
$510K
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
435+ 2.28% |
$28.6K - $32.8K
|
19.5K
$1.84M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
425New |
$27.9K - $32.1K
|
425
$40.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
425+ 2.29% |
$27.9K - $32.1K
|
19K
$1.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
424+ 3.7% |
$27.9K - $32K
|
11.9K
$1.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
415+ 7.76% |
$27.3K - $31.3K
|
5.76K
$545K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
408New |
$26.8K - $30.8K
|
408
$38.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
407+ 3.59% |
$26.8K - $30.7K
|
11.7K
$1.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
398+ 11.79% |
$26.2K - $30K
|
3.77K
$357K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
383New |
$25.2K - $28.9K
|
383
$36.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
372+ 8.26% |
$24.5K - $28.1K
|
4.88K
$461K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
360+ 0.61% |
$23.7K - $27.2K
|
59.7K
$5.65M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
359+ 1.2% |
$23.6K - $27.1K
|
30.2K
$2.86M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
355+ 5.77% |
$23.3K - $26.8K
|
6.51K
$615K
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
347+ 0.47% |
$22.8K - $26.2K
|
74.8K
$7.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
337+ 0.36% |
$22.2K - $25.4K
|
92.7K
$8.77M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
328New |
$21.6K - $24.8K
|
328
$31K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
320+ 1185.19% |
$21K - $24.2K
|
347
$32.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
317+ 1.54% |
$20.8K - $23.9K
|
20.9K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
308+ 0.38% |
$20.3K - $23.3K
|
80.4K
$7.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
306New |
$20.1K - $23.1K
|
306
$28.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
303+ 0.15% |
$19.9K - $22.9K
|
200K
$18.9M
|