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 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-10.3K- 15.01% |
$735K - $764K
|
58.2K
$5.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10.5K- 10.81% |
$751K - $782K
|
86.8K
$8.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-10.9K- 7.26% |
$779K - $811K
|
139K
$12.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-10.9K- 12.12% |
$781K - $813K
|
79.3K
$7.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-11K- 4.15% |
$785K - $817K
|
254K
$23.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-11.5K- 4.2% |
$825K - $858K
|
263K
$24.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-11.6K- 23.43% |
$829K - $862K
|
37.9K
$3.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.4K- 26.74% |
$884K - $920K
|
33.9K
$3.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-12.4K- 82.17% |
$886K - $922K
|
2.69K
$250K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-12.6K- 12.22% |
$897K - $933K
|
90.2K
$8.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-12.7K- 81.39% |
$908K - $945K
|
2.91K
$269K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-12.8K- 10.72% |
$913K - $950K
|
106K
$9.87M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-12.9K- 35.62% |
$922K - $960K
|
23.3K
$2.16M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-13.1K- 1.41% |
$934K - $971K
|
913K
$84.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-13.7K- 54.99% |
$976K - $1.02M
|
11.2K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-13.9K- 11.83% |
$994K - $1.03M
|
104K
$9.61M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-14K- 0.43% |
$1M - $1.04M
|
3.23M
$300M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-14.3K- 4.64% |
$1.02M - $1.06M
|
293K
$27.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.4K- 2.05% |
$1.03M - $1.07M
|
687K
$63.7M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-14.5K- 73.32% |
$1.03M - $1.08M
|
5.27K
$488K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.7K- 24.63% |
$1.05M - $1.09M
|
45K
$4.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.7K- 2.17% |
$1.05M - $1.09M
|
664K
$61.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-15K- 52.18% |
$1.07M - $1.12M
|
13.8K
$1.28M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-15.1K- 3.03% |
$1.08M - $1.12M
|
483K
$44.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-15.6K- 61.56% |
$1.12M - $1.16M
|
9.75K
$904K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15.9K- 15.08% |
$1.13M - $1.18M
|
89.3K
$8.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-16.1K- 28.29% |
$1.15M - $1.2M
|
40.8K
$3.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-16.6K- 16.39% |
$1.19M - $1.24M
|
84.9K
$7.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-16.9K- 7.27% |
$1.21M - $1.26M
|
216K
$20M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-17.3K- 5.23% |
$1.24M - $1.29M
|
314K
$29.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-17.5K- 17.93% |
$1.25M - $1.3M
|
80K
$7.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-17.7K- 57.46% |
$1.27M - $1.32M
|
13.1K
$1.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-17.9K- 3.36% |
$1.28M - $1.33M
|
515K
$47.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-20.6K- 8.29% |
$1.47M - $1.53M
|
228K
$21.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-20.9K- 8.02% |
$1.49M - $1.55M
|
240K
$22.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-21.2K- 23.1% |
$1.51M - $1.57M
|
70.4K
$6.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-22.1K- 86.05% |
$1.58M - $1.65M
|
3.59K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-22.6K- 42.6% |
$1.61M - $1.68M
|
30.4K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-22.6K- 44.39% |
$1.62M - $1.68M
|
28.4K
$2.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-23.2K- 44.47% |
$1.66M - $1.72M
|
29K
$2.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-23.3K- 5.15% |
$1.66M - $1.73M
|
429K
$39.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-23.9K- 56.79% |
$1.71M - $1.78M
|
18.2K
$1.69M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-24.7K- 19.34% |
$1.76M - $1.83M
|
103K
$9.55M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-25.7K- 24.9% |
$1.83M - $1.91M
|
77.4K
$7.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-26.3K- 89.2% |
$1.88M - $1.95M
|
3.18K
$295K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.8K- 28.1% |
$1.99M - $2.07M
|
71.2K
$6.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-30.4K- 12.49% |
$2.17M - $2.26M
|
213K
$19.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-30.7K- 19.39% |
$2.19M - $2.28M
|
127K
$11.8M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-30.7K- 5.91% |
$2.19M - $2.28M
|
488K
$45.3M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-30.8K- 5.52% |
$2.2M - $2.29M
|
527K
$48.9M
|