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 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-5.17K- 34.97% |
$370K - $385K
|
9.62K
$901K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-5.2K- 61.33% |
$371K - $386K
|
3.28K
$307K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-5.2K- 23.81% |
$371K - $387K
|
16.6K
$1.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5.2K- 7.94% |
$372K - $387K
|
60.3K
$5.65M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-5.26K- 4.75% |
$376K - $391K
|
105K
$9.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5.37K- 36.16% |
$383K - $399K
|
9.47K
$887K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-5.39K- 48.18% |
$385K - $401K
|
5.8K
$543K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.45K- 23.06% |
$390K - $405K
|
18.2K
$1.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-5.5K- 13.47% |
$393K - $409K
|
35.3K
$3.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-5.5K- 47.61% |
$393K - $409K
|
6.06K
$567K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.52K- 8.81% |
$394K - $410K
|
57.2K
$5.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-5.85K- 85.41% |
$418K - $435K
|
999
$93.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.05K- 9.0% |
$432K - $449K
|
61.2K
$5.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-6.09K- 22.03% |
$435K - $453K
|
21.6K
$2.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-6.13K- 16.63% |
$438K - $455K
|
30.7K
$2.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.15K- 2.74% |
$439K - $457K
|
218K
$20.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.28K- 24.61% |
$449K - $467K
|
19.2K
$1.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.34K- 11.52% |
$453K - $471K
|
48.6K
$4.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-6.39K- 9.37% |
$456K - $475K
|
61.8K
$5.79M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.43K- 30.06% |
$460K - $478K
|
15K
$1.4M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.52K- 58.31% |
$466K - $485K
|
4.66K
$437K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-6.72K- 3.46% |
$480K - $500K
|
188K
$17.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-7.08K- 11.25% |
$505K - $526K
|
55.8K
$5.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-7.15K- 30.1% |
$511K - $531K
|
16.6K
$1.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-7.2K- 33.68% |
$514K - $535K
|
14.2K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-7.38K- 69.16% |
$527K - $548K
|
3.29K
$308K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.52K- 22.8% |
$538K - $559K
|
25.5K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.58K- 6.55% |
$542K - $563K
|
108K
$10.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.6K- 54.4% |
$543K - $565K
|
6.37K
$597K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-7.67K- 1.21% |
$548K - $570K
|
626K
$58.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-7.77K- 5.51% |
$555K - $578K
|
133K
$12.5M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.8K- 5.36% |
$557K - $580K
|
138K
$12.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.96K- 4.45% |
$568K - $591K
|
171K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.97K- 13.15% |
$569K - $592K
|
52.6K
$4.93M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-8.01K- 7.95% |
$572K - $595K
|
92.7K
$8.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-8.03K- 56.4% |
$573K - $596K
|
6.2K
$581K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.32K- 3.08% |
$595K - $619K
|
262K
$24.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-8.53K- 35.82% |
$609K - $634K
|
15.3K
$1.43M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.6K- 4.72% |
$614K - $639K
|
173K
$16.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-8.65K- 39.96% |
$618K - $643K
|
13K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-8.99K- 20.0% |
$643K - $669K
|
36K
$3.37M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.03K- 15.19% |
$645K - $671K
|
50.4K
$4.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-9.09K- 12.44% |
$650K - $676K
|
64K
$6M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-9.19K- 18.75% |
$657K - $683K
|
39.8K
$3.73M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-9.25K- 62.41% |
$661K - $687K
|
5.57K
$522K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-9.26K- 4.16% |
$662K - $689K
|
214K
$20M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.28K- 19.59% |
$663K - $689K
|
38.1K
$3.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
SELL
|
- |
-9.53K- 4.71% |
$681K - $708K
|
193K
$18M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-9.63K- 22.97% |
$688K - $716K
|
32.3K
$3.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-9.7K- 27.3% |
$693K - $721K
|
25.8K
$2.42M
|