Purchases and Sales Made in Q2 2023 in Ishares Msci Usa Min Vol Facto (USMV)

USMV Quotes by TradingView

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 11, 2023 Q2 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
2.69K
+ 2.01%
$192K - $200K
137K $12.7M
Jul 28, 2023 Q2 2023
Lion Street Advisors, LLC

BUY
 -
2.64K
New
$188K - $196K
2.64K $244K
Aug 14, 2023 Q2 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
2.62K
+ 14.66%
$187K - $195K
20.5K $1.9M
Aug 14, 2023 Q2 2023
Stokes Family Office, LLC

BUY
 -
2.59K
+ 0.87%
$185K - $193K
301K $27.9M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
2.57K
+ 13.59%
$184K - $191K
21.5K $1.99M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.5K
+ 15.0%
$178K - $186K
19.2K $1.78M
Jul 21, 2023 Q2 2023
Rhs Financial, LLC

BUY
 -
2.47K
+ 4.08%
$176K - $183K
62.9K $5.83M
Jul 12, 2023 Q2 2023
Market Street Wealth Management Advisors LLC

BUY
 -
2.42K
+ 2.09%
$173K - $180K
118K $11M
Jul 10, 2023 Q2 2023
Foster Group, Inc.

BUY
 -
2.4K
+ 7.52%
$171K - $178K
34.3K $3.18M
Jul 06, 2023 Q2 2023
Dentgroup LLC

BUY
 -
2.38K
+ 49.38%
$170K - $177K
7.21K $669K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
2.34K
+ 3.72%
$167K - $174K
65.2K $6.04M
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
2.34K
+ 2.6%
$167K - $174K
92.1K $8.54M
Jul 25, 2023 Q2 2023
Horst & Graben Wealth Management LLC

BUY
 -
2.31K
+ 1.83%
$165K - $171K
128K $11.9M
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2.29K
+ 33.77%
$163K - $170K
9.06K $840K
Aug 08, 2023 Q2 2023
Kilter Howling LLC

Boulder, CO
BUY
 -
2.27K
+ 2.06%
$162K - $169K
113K $10.4M
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
2.27K
+ 0.56%
$162K - $168K
404K $37.5M
Jul 10, 2023 Q2 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
2.26K
+ 0.42%
$162K - $168K
539K $49.9M
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
2.25K
+ 11.16%
$160K - $167K
22.4K $2.07M
Aug 03, 2023 Q2 2023
W Advisors, LLC

Germantown, TN
BUY
 -
2.23K
+ 17.35%
$159K - $166K
15.1K $1.4M
Aug 02, 2023 Q2 2023
Emerald Advisors, LLC

BUY
 -
2.2K
+ 7.75%
$157K - $163K
30.5K $2.83M
Aug 08, 2023 Q2 2023
Interchange Capital Partners, LLC

BUY
 -
2.18K
+ 32.06%
$156K - $162K
8.99K $833K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
2.18K
New
$156K - $162K
2.18K $202K
Aug 15, 2023 Q2 2023
Colony Group LLC

Boston, MA
BUY
 -
2.17K
+ 1.42%
$155K - $161K
155K $14.4M
Jul 20, 2023 Q2 2023
Ade, LLC

BUY
 -
2.16K
+ 2.48%
$154K - $160K
89.2K $8.27M
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
2.14K
+ 45.88%
$153K - $159K
6.8K $631K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
2.12K
+ 2.8%
$152K - $158K
77.8K $7.21M
Jul 17, 2023 Q2 2023
Investment Advisory Group, LLC

BUY
 -
2.09K
+ 3.15%
$149K - $155K
68.4K $6.34M
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.08K
+ 12.29%
$148K - $154K
19K $1.76M
Jul 21, 2023 Q2 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
2.07K
+ 31.1%
$148K - $154K
8.74K $810K
Aug 11, 2023 Q2 2023
True Private Wealth Advisors

BUY
 -
2.07K
+ 20.0%
$148K - $154K
12.4K $1.15M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
2.06K
+ 64.61%
$147K - $153K
5.26K $487K
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
2.05K
+ 41.68%
$146K - $152K
6.96K $645K
Jul 19, 2023 Q2 2023
Snider Financial Group

Bellevue, WA
BUY
 -
2.04K
+ 2.73%
$146K - $152K
76.9K $7.13M
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
2K
+ 5.84%
$143K - $149K
36.3K $3.36M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
1.99K
+ 0.36%
$142K - $148K
551K $51.1M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
1.98K
+ 14.31%
$141K - $147K
15.8K $1.47M
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
1.97K
+ 6.92%
$141K - $146K
30.4K $2.82M
Aug 11, 2023 Q2 2023
Destination Wealth Management

BUY
 -
1.95K
+ 53.68%
$139K - $145K
5.57K $517K
Aug 15, 2023 Q2 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.94K
+ 17.83%
$138K - $144K
12.8K $1.19M
Sep 07, 2023 Q2 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
1.92K
+ 3.72%
$137K - $143K
53.6K $4.97M
Aug 04, 2023 Q2 2023
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
1.9K
+ 1.56%
$135K - $141K
123K $11.4M
Jul 27, 2023 Q2 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
1.88K
+ 6.7%
$134K - $140K
30K $2.78M
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
1.85K
+ 139.11%
$132K - $137K
3.17K $294K
Jul 31, 2023 Q2 2023
Moloney Securities Asset Management, LLC

BUY
 -
1.82K
+ 2.78%
$130K - $135K
67.2K $6.23M
Aug 08, 2023 Q2 2023
Quantbot Technologies LP

New York, NY
BUY
 -
1.79K
New
$128K - $133K
1.79K $166K
Jul 13, 2023 Q2 2023
Advisor Resource Council

BUY
 -
1.77K
+ 13.24%
$126K - $131K
15.1K $1.4M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.76K
+ 8.11%
$125K - $131K
23.4K $2.17M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1.71K
New
$122K - $127K
1.71K $158K
Aug 15, 2023 Q2 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
1.71K
+ 0.39%
$122K - $127K
442K $41M

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