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 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.3K+ 2.22% |
$3.09M - $3.22M
|
1.99M
$185M
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
41.6KNew |
$2.97M - $3.09M
|
41.6K
$3.86M
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
41K+ 112.74% |
$2.93M - $3.05M
|
77.4K
$7.17M
|
|
Aug 07, 2023
Q2 2023
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
41K+ 81.97% |
$2.93M - $3.05M
|
91K
$8.44M
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
40.6KNew |
$2.9M - $3.02M
|
40.6K
$3.77M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
35.5K+ 76.98% |
$2.54M - $2.64M
|
81.7K
$7.57M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
32.8K+ 45.82% |
$2.34M - $2.44M
|
104K
$9.67M
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
32.5KNew |
$2.32M - $2.42M
|
32.5K
$3.01M
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
32.5K+ 110.59% |
$2.32M - $2.41M
|
61.8K
$5.73M
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
30.8K+ 718.08% |
$2.2M - $2.29M
|
35.1K
$3.25M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.8KNew |
$2.2M - $2.29M
|
30.8K
$2.85M
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
30.3K+ 149.73% |
$2.17M - $2.25M
|
50.6K
$4.69M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30K+ 7.1% |
$2.14M - $2.23M
|
452K
$41.9M
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
29.7KNew |
$2.12M - $2.21M
|
29.7K
$2.75M
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
29.2KNew |
$2.09M - $2.17M
|
29.2K
$2.71M
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
28.9K+ 24.45% |
$2.06M - $2.15M
|
147K
$13.6M
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
28.5K+ 3.87% |
$2.03M - $2.12M
|
765K
$70.9M
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
28.4K+ 151.47% |
$2.03M - $2.11M
|
47.2K
$4.38M
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
26K+ 127.18% |
$1.86M - $1.93M
|
46.5K
$4.31M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
25.9K+ 13.91% |
$1.85M - $1.92M
|
212K
$19.6M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.9K+ 2.0% |
$1.85M - $1.92M
|
1.32M
$122M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24.9K+ 30.6% |
$1.78M - $1.85M
|
106K
$9.86M
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
24.9K+ 7.81% |
$1.78M - $1.85M
|
344K
$31.9M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.7K+ 2.97% |
$1.76M - $1.84M
|
855K
$79.3M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24.3KNew |
$1.74M - $1.81M
|
24.3K
$2.25M
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 68.15% |
$1.68M - $1.75M
|
58.1K
$5.39M
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
23K+ 136.28% |
$1.64M - $1.71M
|
39.8K
$3.69M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.2K+ 5.46% |
$1.59M - $1.65M
|
429K
$39.7M
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
BUY
|
- |
21.8K+ 33.29% |
$1.56M - $1.62M
|
87.5K
$8.11M
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
21KNew |
$1.5M - $1.56M
|
21K
$1.95M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.2K+ 8.03% |
$1.45M - $1.5M
|
272K
$25.2M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20K+ 10.13% |
$1.43M - $1.48M
|
217K
$20.1M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
19.3KNew |
$1.38M - $1.43M
|
19.3K
$1.79M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
18.3K+ 0.18% |
$1.31M - $1.36M
|
10.2M
$943M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18.1KNew |
$1.29M - $1.34M
|
18.1K
$1.67M
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
17.6K+ 79.37% |
$1.26M - $1.31M
|
39.9K
$3.7M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.6K+ 13.21% |
$1.25M - $1.3M
|
150K
$13.9M
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
BUY
|
- |
17.5K+ 9.68% |
$1.25M - $1.3M
|
198K
$18.3M
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
17.4K+ 16.87% |
$1.24M - $1.3M
|
121K
$11.2M
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
17.4K+ 8.71% |
$1.24M - $1.29M
|
217K
$20.2M
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
17.4K+ 5.47% |
$1.24M - $1.29M
|
335K
$31.1M
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
17.3K+ 9.74% |
$1.24M - $1.29M
|
195K
$18.1M
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17.3K+ 389.5% |
$1.23M - $1.28M
|
21.7K
$2.01M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
17.1K+ 6.57% |
$1.22M - $1.27M
|
278K
$25.7M
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
17.1K+ 17.08% |
$1.22M - $1.27M
|
117K
$10.9M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.3K+ 4.92% |
$1.16M - $1.21M
|
347K
$32.2M
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
15.4K+ 11.1% |
$1.1M - $1.15M
|
154K
$14.3M
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
15.2K+ 20.22% |
$1.09M - $1.13M
|
90.5K
$8.39M
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.2KNew |
$1.08M - $1.13M
|
15.2K
$1.41M
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.2KNew |
$1.08M - $1.13M
|
15.2K
$1.41M
|