Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
93+ 0.25% |
$6.64K - $6.91K
|
37.6K
$3.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
86New |
$6.14K - $6.39K
|
86
$8.06K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
79+ 0.34% |
$5.64K - $5.87K
|
23.4K
$2.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
77+ 2.25% |
$5.5K - $5.72K
|
3.5K
$328K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
68+ 0.57% |
$4.86K - $5.05K
|
12.1K
$1.13M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
59New |
$4.21K - $4.39K
|
59
$5.53K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
55+ 1.02% |
$3.93K - $4.09K
|
5.44K
$510K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
51+ 3.05% |
$3.64K - $3.79K
|
1.73K
$162K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
48+ 0.54% |
$3.43K - $3.57K
|
8.86K
$830K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
44+ 0.44% |
$3.14K - $3.27K
|
10K
$939K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
43New |
$3.07K - $3.2K
|
43
$4.03K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
43+ 0.45% |
$3.07K - $3.2K
|
9.58K
$897K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
43New |
$3.07K - $3.2K
|
43
$4.03K
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
BUY
|
- |
42+ 0.04% |
$3K - $3.12K
|
105K
$9.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
42+ 0.74% |
$3K - $3.12K
|
5.72K
$536K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
42+ 0.37% |
$3K - $3.12K
|
11.3K
$1.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
36+ 0.27% |
$2.57K - $2.68K
|
13.6K
$1.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
34+ 0.14% |
$2.43K - $2.53K
|
24.3K
$2.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
34New |
$2.43K - $2.53K
|
34
$3.19K
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
30+ 0.55% |
$2.14K - $2.23K
|
5.46K
$511K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
29+ 0.58% |
$2.07K - $2.16K
|
5.01K
$469K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.79% |
$1.79K - $1.86K
|
3.19K
$298K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
24New |
$1.71K - $1.78K
|
24
$2.25K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
22+ 0.25% |
$1.57K - $1.64K
|
8.95K
$839K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
22+ 0.3% |
$1.57K - $1.64K
|
7.38K
$691K
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
21+ 0.5% |
$1.5K - $1.56K
|
4.25K
$398K
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
20+ 0.15% |
$1.43K - $1.49K
|
13.5K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
19+ 0.49% |
$1.36K - $1.41K
|
3.88K
$364K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
16+ 0.12% |
$1.14K - $1.19K
|
13.5K
$1.26M
|
|
|
Jul 13, 2023
Q2 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
16+ 0.27% |
$1.14K - $1.19K
|
5.99K
$561K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
16+ 0.05% |
$1.14K - $1.19K
|
33.3K
$3.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
16New |
$1.14K - $1.19K
|
16
$1.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 0.09% |
$1.14K - $1.19K
|
18.3K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
16+ 0.1% |
$1.14K - $1.19K
|
15.3K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
15+ 0.23% |
$1.07K - $1.11K
|
6.5K
$609K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
15+ 0.39% |
$1.07K - $1.11K
|
3.85K
$361K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12+ 0.34% |
$857 - $892
|
3.59K
$336K
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
12+ 0.34% |
$857 - $892
|
3.58K
$335K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
12+ 0.17% |
$857 - $892
|
7K
$655K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
12+ 0.08% |
$857 - $892
|
15.1K
$1.41M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12+ 0.11% |
$857 - $892
|
10.5K
$979K
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
9+ 0.12% |
$643 - $669
|
7.78K
$729K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
7+ 0.18% |
$500 - $520
|
3.93K
$368K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
7+ 0.04% |
$500 - $520
|
16.6K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 2.56% |
$429 - $446
|
240
$22.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5+ 0.04% |
$357 - $372
|
12.4K
$1.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5New |
$357 - $372
|
5
$468
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.25% |
$357 - $372
|
1.99K
$186K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.34% |
$357 - $372
|
1.46K
$137K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.1% |
$357 - $372
|
4.97K
$465K
|