Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.83M+ 12.51% |
$196M - $209M
|
25.5M
$2.29B
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.22M+ 1394.62% |
$154M - $164M
|
2.38M
$215M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.11M+ 26.02% |
$76.4M - $81.6M
|
5.35M
$482M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
870K+ 2.16% |
$60.1M - $64.2M
|
41.1M
$3.7B
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
724K+ 24.94% |
$50.1M - $53.4M
|
3.63M
$327M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
720KNew |
$49.8M - $53.1M
|
720K
$64.8M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
652K+ 8.47% |
$45M - $48.1M
|
8.35M
$752M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
593K+ 35.18% |
$41M - $43.7M
|
2.28M
$205M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
499K+ 18.22% |
$34.5M - $36.8M
|
3.24M
$292M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
447K+ 169.04% |
$30.9M - $33M
|
711K
$64.1M
|
|
|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
396K+ 4670.13% |
$27.4M - $29.2M
|
405K
$36.4M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
391K+ 1058.54% |
$27M - $28.8M
|
428K
$38.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
359K+ 41.5% |
$24.8M - $26.5M
|
1.22M
$110M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
351K+ 319.38% |
$24.2M - $25.9M
|
460K
$41.5M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
347K+ 7.27% |
$24M - $25.6M
|
5.12M
$461M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
293KNew |
$20.3M - $21.7M
|
293K
$26.4M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
262K+ 44.64% |
$18.1M - $19.3M
|
847K
$76.3M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
243K+ 4310.12% |
$16.8M - $17.9M
|
249K
$22.4M
|
|
|
May 09, 2023
Q1 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
233KNew |
$16.1M - $17.2M
|
233K
$21M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
218K+ 153.05% |
$15M - $16M
|
360K
$32.4M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
191K+ 177.42% |
$13.2M - $14.1M
|
298K
$26.9M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
158K+ 32.39% |
$10.9M - $11.6M
|
645K
$58.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
154K+ 26.45% |
$10.6M - $11.4M
|
736K
$66.3M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
153K+ 61.25% |
$10.6M - $11.3M
|
402K
$36.2M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
151KNew |
$10.5M - $11.2M
|
151K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
143K+ 986.05% |
$9.92M - $10.6M
|
158K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
138K+ 20.0% |
$9.57M - $10.2M
|
831K
$74.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
137K+ 23.11% |
$9.49M - $10.1M
|
731K
$65.8M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
135K+ 9.1% |
$9.32M - $9.95M
|
1.62M
$146M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
126KNew |
$8.72M - $9.31M
|
126K
$11.4M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
126K+ 114501.82% |
$8.71M - $9.29M
|
126K
$11.4M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
118K+ 8.59% |
$8.14M - $8.69M
|
1.49M
$134M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
117K+ 170.81% |
$8.08M - $8.62M
|
185K
$16.7M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
103K+ 95.96% |
$7.12M - $7.6M
|
210K
$19M
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
99.7KNew |
$6.89M - $7.36M
|
99.7K
$8.98M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
97.6K+ 28888.46% |
$6.75M - $7.2M
|
98K
$8.83M
|
|
|
May 15, 2023
Q1 2023
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
96KNew |
$6.64M - $7.08M
|
96K
$8.65M
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
BUY
|
- |
95.2K+ 505.31% |
$6.58M - $7.02M
|
114K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
94K+ 138.26% |
$6.5M - $6.94M
|
162K
$14.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
93.7K+ 41.83% |
$6.48M - $6.91M
|
318K
$28.6M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.8K+ 0.59% |
$6.41M - $6.84M
|
15.8M
$1.42B
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
91.9K+ 22.06% |
$6.35M - $6.78M
|
508K
$45.8M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
87K+ 91.47% |
$6.01M - $6.42M
|
182K
$16.4M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
83.8K+ 8.77% |
$5.79M - $6.18M
|
1.04M
$93.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
81.8K+ 36.53% |
$5.66M - $6.04M
|
306K
$27.5M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
78.2K+ 2.74% |
$5.41M - $5.77M
|
2.93M
$264M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
76.5KNew |
$5.29M - $5.65M
|
76.5K
$6.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
74.8K+ 182.52% |
$5.17M - $5.52M
|
116K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
73.2K+ 664.26% |
$5.06M - $5.4M
|
84.2K
$7.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
69.7K+ 124.33% |
$4.82M - $5.14M
|
126K
$11.3M
|