Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
100+ 0.26% |
$6.58K - $7.55K
|
38.4K
$3.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
99+ 2.03% |
$6.51K - $7.47K
|
4.97K
$436K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
96+ 1.04% |
$6.31K - $7.25K
|
9.33K
$818K
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
91+ 2.08% |
$5.98K - $6.87K
|
4.47K
$392K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
88+ 8.73% |
$5.79K - $6.64K
|
1.1K
$96.1K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
86+ 143.33% |
$5.65K - $6.49K
|
146
$12.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
82+ 2.29% |
$5.39K - $6.19K
|
3.67K
$321K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
81+ 7.51% |
$5.33K - $6.12K
|
1.16K
$102K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
81+ 74.31% |
$5.33K - $6.12K
|
190
$16.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
77+ 0.41% |
$5.06K - $5.81K
|
18.9K
$1.66M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
70+ 0.79% |
$4.6K - $5.29K
|
8.9K
$780K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
65New |
$4.27K - $4.91K
|
65
$5.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
65+ 1.29% |
$4.27K - $4.91K
|
5.1K
$447K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
62New |
$4.08K - $4.68K
|
62
$5.44K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
62+ 0.08% |
$4.08K - $4.68K
|
74.8K
$6.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
61+ 119.61% |
$4.01K - $4.61K
|
112
$9.82K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
61+ 0.52% |
$4.01K - $4.61K
|
11.8K
$1.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
60+ 0.44% |
$3.95K - $4.53K
|
13.8K
$1.21M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
59New |
$3.88K - $4.45K
|
59
$5.17K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
53+ 0.29% |
$3.48K - $4K
|
18.6K
$1.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
53+ 1.8% |
$3.48K - $4K
|
2.99K
$262K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
50+ 0.32% |
$3.29K - $3.78K
|
15.8K
$1.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
46+ 0.35% |
$3.02K - $3.47K
|
13.2K
$1.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
43+ 0.12% |
$2.83K - $3.25K
|
35.5K
$3.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
43+ 0.29% |
$2.83K - $3.25K
|
15K
$1.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
42New |
$2.76K - $3.17K
|
42
$3.68K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
40New |
$2.63K - $3.02K
|
40
$3.51K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
37+ 0.48% |
$2.43K - $2.79K
|
7.77K
$681K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
34+ 0.85% |
$2.24K - $2.57K
|
4.04K
$354K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
32+ 0.81% |
$2.1K - $2.42K
|
3.99K
$350K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
31+ 7.13% |
$2.04K - $2.34K
|
466
$40.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
30+ 0.85% |
$1.97K - $2.27K
|
3.56K
$312K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
30+ 0.87% |
$1.97K - $2.27K
|
3.49K
$306K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
27+ 0.28% |
$1.78K - $2.04K
|
9.71K
$851K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
26New |
$1.71K - $1.96K
|
26
$2.28K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
25+ 0.65% |
$1.64K - $1.89K
|
3.89K
$341K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
24New |
$1.58K - $1.81K
|
24
$2.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
24+ 0.25% |
$1.58K - $1.81K
|
9.74K
$854K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
24+ 0.5% |
$1.58K - $1.81K
|
4.86K
$426K
|
|
|
Jan 27, 2023
Q4 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
19+ 0.32% |
$1.25K - $1.43K
|
5.96K
$522K
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
19+ 0.58% |
$1.25K - $1.43K
|
3.28K
$288K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
19New |
$1.25K - $1.43K
|
19
$1.67K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
18New |
$1.18K - $1.36K
|
18
$1.58K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
18New |
$1.18K - $1.36K
|
18
$1.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
18+ 0.28% |
$1.18K - $1.36K
|
6.47K
$567K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
17+ 0.3% |
$1.12K - $1.28K
|
5.62K
$492K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
17New |
$1.12K - $1.28K
|
17
$1.49K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
16+ 1.0% |
$1.05K - $1.21K
|
1.62K
$142K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
15+ 0.22% |
$986 - $1.13K
|
6.97K
$611K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
15+ 0.48% |
$986 - $1.13K
|
3.13K
$274K
|