Latest Institutional Purchases of Ishares Msci Usa Min Vol Facto (USMV)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Min Vol Facto (USMV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.41KNew |
$224K - $257K
|
3.41K
$317K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.35KNew |
$220K - $253K
|
3.35K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.94KNew |
$194K - $222K
|
2.94K
$274K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.87KNew |
$188K - $216K
|
2.87K
$267K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.8KNew |
$184K - $211K
|
2.8K
$261K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.83KNew |
$120K - $138K
|
1.83K
$170K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.73KNew |
$113K - $130K
|
1.73K
$161K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.29KNew |
$85K - $97.6K
|
1.29K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
840+ 1.34% |
$55.2K - $63.4K
|
63.7K
$5.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
PUT |
700New |
$46K - $52.9K
|
700
$65.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
609+ 4.47% |
$40K - $46K
|
14.2K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
544+ 109.68% |
$35.8K - $41.1K
|
1.04K
$96.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
443+ 13.01% |
$29.1K - $33.4K
|
3.85K
$358K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
425New |
$27.9K - $32.1K
|
425
$39.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
408New |
$26.8K - $30.8K
|
408
$38K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
398+ 11.79% |
$26.2K - $30K
|
3.77K
$351K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
383New |
$25.2K - $28.9K
|
383
$35.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
306New |
$20.1K - $23.1K
|
306
$28.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
297New |
$19.5K - $22.4K
|
297
$27.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
281+ 2.83% |
$18.5K - $21.2K
|
10.2K
$951K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
250New |
$16.4K - $18.9K
|
250
$23.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
242New |
$15.9K - $18.3K
|
242
$22.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
206New |
$13.5K - $15.6K
|
206
$19.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
159New |
$10.5K - $12K
|
159
$14.8K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
132New |
$8.68K - $9.97K
|
132
$12.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
59New |
$3.88K - $4.45K
|
59
$5.49K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
40New |
$2.63K - $3.02K
|
40
$3.72K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
24New |
$1.58K - $1.81K
|
24
$2.23K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
18New |
$1.18K - $1.36K
|
18
$1.68K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
18New |
$1.18K - $1.36K
|
18
$1.68K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
17New |
$1.12K - $1.28K
|
17
$1.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
11New |
$723 - $831
|
11
$1.02K
|
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
6+ 0.16% |
$395 - $453
|
3.72K
$346K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
333K+ 40.56% |
$22M - $25.5M
|
1.15M
$107M
|
|
|
Nov 14, 2022
Q3 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
70.7KNew |
$4.67M - $5.41M
|
70.7K
$6.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
44.4K+ 824.82% |
$2.93M - $3.4M
|
49.8K
$4.63M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
42.1KNew |
$2.78M - $3.23M
|
42.1K
$3.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
16.7KNew |
$1.1M - $1.28M
|
16.7K
$1.55M
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.6KNew |
$698K - $809K
|
10.6K
$983K
|
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
3.49K+ 96.4% |
$230K - $267K
|
7.1K
$661K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.17KNew |
$210K - $243K
|
3.17K
$295K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
946New |
$62.5K - $72.5K
|
946
$88K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
885+ 20.33% |
$58.5K - $67.8K
|
5.24K
$488K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
694+ 5.16% |
$45.9K - $53.2K
|
14.1K
$1.32M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
423New |
$28K - $32.4K
|
423
$39.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
351New |
$23.2K - $26.9K
|
351
$32.7K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
173+ 6.03% |
$11.4K - $13.3K
|
3.04K
$283K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
160New |
$10.6K - $12.3K
|
160
$14.9K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
156New |
$10.3K - $12K
|
156
$14.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
127+ 1.49% |
$8.39K - $9.73K
|
8.63K
$803K
|
|