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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-43- 11.75% |
$3.07K - $3.2K
|
323
$29.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-47- 0.55% |
$3.36K - $3.49K
|
8.47K
$785K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-48- 0.62% |
$3.43K - $3.57K
|
7.73K
$717K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-49- 0.19% |
$3.5K - $3.64K
|
25.5K
$2.36M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 1.42% |
$3.57K - $3.72K
|
3.46K
$321K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-56- 0.71% |
$4K - $4.16K
|
7.87K
$729K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-58- 0.23% |
$4.14K - $4.31K
|
25.5K
$2.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-60- 1.54% |
$4.29K - $4.46K
|
3.84K
$356K
|
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-62- 9.31% |
$4.43K - $4.61K
|
604
$56K
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-65- 6.3% |
$4.64K - $4.83K
|
966
$89.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-67- 1.09% |
$4.79K - $4.98K
|
6.08K
$564K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-68- 1.83% |
$4.86K - $5.05K
|
3.66K
$339K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-69- 3.59% |
$4.93K - $5.13K
|
1.85K
$172K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-69- 3.59% |
$4.93K - $5.13K
|
1.85K
$172K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-75- 1.58% |
$5.36K - $5.57K
|
4.66K
$432K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-77- 0.72% |
$5.5K - $5.72K
|
10.7K
$989K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-78- 4.18% |
$5.57K - $5.8K
|
1.79K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-84- 2.09% |
$6K - $6.24K
|
3.93K
$364K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-85- 1.47% |
$6.07K - $6.32K
|
5.69K
$528K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-86- 17.7% |
$6.14K - $6.39K
|
400
$37.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-90- 70.87% |
$6.43K - $6.69K
|
37
$3.43K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-93- 0.44% |
$6.64K - $6.91K
|
20.9K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-95- 0.84% |
$6.79K - $7.06K
|
11.3K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-96- 0.62% |
$6.86K - $7.14K
|
15.5K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-98- 2.1% |
$7K - $7.28K
|
4.58K
$424K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-100- 2.44% |
$7.14K - $7.43K
|
4K
$371K
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-100- 1.29% |
$7.14K - $7.43K
|
7.66K
$711K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-100- 1.79% |
$7.14K - $7.43K
|
5.5K
$510K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-105- 2.19% |
$7.5K - $7.8K
|
4.68K
$434K
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-107- 0.56% |
$7.64K - $7.95K
|
19.1K
$1.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-109- 0.17% |
$7.79K - $8.1K
|
63.8K
$5.92M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-117- 1.94% |
$8.36K - $8.7K
|
5.91K
$547K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-119- 3.55% |
$8.5K - $8.85K
|
3.23K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-123- 3.18% |
$8.79K - $9.14K
|
3.75K
$347K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-128- 6.59% |
$9.14K - $9.51K
|
1.81K
$168K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-130- 1.35% |
$9.29K - $9.66K
|
9.5K
$880K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-130- 1.35% |
$9.29K - $9.66K
|
9.5K
$880K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-132- 0.53% |
$9.43K - $9.81K
|
24.9K
$2.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-136- 1.32% |
$9.72K - $10.1K
|
10.2K
$944K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-137- 2.02% |
$9.79K - $10.2K
|
6.64K
$615K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-138- 92.0% |
$9.86K - $10.3K
|
12
$1.11K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-144- 10.16% |
$10.3K - $10.7K
|
1.27K
$118K
|
|
|
Jul 10, 2023
Q2 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-145- 0.07% |
$10.4K - $10.8K
|
201K
$18.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-146- 14.4% |
$10.4K - $10.9K
|
868
$80.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-147- 1.11% |
$10.5K - $10.9K
|
13.2K
$1.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-148- 0.38% |
$10.6K - $11K
|
38.9K
$3.6M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-150- 0.77% |
$10.7K - $11.1K
|
19.3K
$1.79M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-150- 2.23% |
$10.7K - $11.1K
|
6.58K
$610K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-160- 0.27% |
$11.4K - $11.9K
|
58.6K
$5.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-160- 2.71% |
$11.4K - $11.9K
|
5.74K
$532K
|