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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-400- 0.29% |
$26.3K - $30.2K
|
139K
$12.2M
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-403- 9.94% |
$26.5K - $30.4K
|
3.65K
$320K
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-407- 6.06% |
$26.8K - $30.7K
|
6.31K
$553K
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-416- 9.45% |
$27.4K - $31.4K
|
3.99K
$349K
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-436- 5.23% |
$28.7K - $32.9K
|
7.89K
$692K
|
|
Jan 20, 2023
Q4 2022
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-437- 0.22% |
$28.7K - $33K
|
202K
$17.8M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-448- 0.16% |
$29.5K - $33.8K
|
280K
$24.6M
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-468- 1.86% |
$30.8K - $35.3K
|
24.7K
$2.17M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-471- 6.9% |
$31K - $35.6K
|
6.35K
$557K
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-473- 0.67% |
$31.1K - $35.7K
|
70.5K
$6.18M
|
|
Feb 14, 2023
Q4 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-489- 0.63% |
$32.2K - $36.9K
|
76.6K
$6.71M
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-493- 3.47% |
$32.4K - $37.2K
|
13.7K
$1.2M
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-502- 3.98% |
$33K - $37.9K
|
12.1K
$1.06M
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-504- 3.62% |
$33.1K - $38.1K
|
13.4K
$1.18M
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-504- 8.09% |
$33.1K - $38.1K
|
5.72K
$502K
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-504- 0.4% |
$33.1K - $38.1K
|
126K
$11M
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-520- 1.6% |
$34.2K - $39.3K
|
32K
$2.8M
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-521- 7.57% |
$34.3K - $39.3K
|
6.36K
$558K
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-523- 0.65% |
$34.4K - $39.5K
|
80.5K
$7.06M
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-528- 1.57% |
$34.7K - $39.9K
|
33.1K
$2.91M
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-530- 0.75% |
$34.8K - $40K
|
69.8K
$6.12M
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-531- 19.21% |
$34.9K - $40.1K
|
2.23K
$196K
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-532- 14.56% |
$35K - $40.2K
|
3.12K
$274K
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-532- 15.73% |
$35K - $40.2K
|
2.85K
$250K
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-557- 1.04% |
$36.6K - $42.1K
|
53.3K
$4.67M
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-558Closed |
$36.7K - $42.1K
|
0
$0
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-567- 8.94% |
$37.3K - $42.8K
|
5.77K
$506K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-568- 6.65% |
$37.3K - $42.9K
|
7.97K
$699K
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-569- 1.85% |
$37.4K - $43K
|
30.2K
$2.65M
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-569- 16.84% |
$37.4K - $43K
|
2.81K
$246K
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-577- 1.08% |
$37.9K - $43.6K
|
52.9K
$4.64M
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-596- 22.92% |
$39.2K - $45K
|
2K
$176K
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-600- 10.87% |
$39.5K - $45.3K
|
4.92K
$431K
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-622- 1.75% |
$40.9K - $47K
|
35K
$3.07M
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-622- 2.16% |
$40.9K - $47K
|
28.2K
$2.47M
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-690- 5.85% |
$45.4K - $52.1K
|
11.1K
$974K
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-715- 2.85% |
$47K - $54K
|
24.4K
$2.14M
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-726- 5.93% |
$47.7K - $54.8K
|
11.5K
$1.01M
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-735- 13.41% |
$48.3K - $55.5K
|
4.75K
$416K
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-748- 9.8% |
$49.2K - $56.5K
|
6.88K
$604K
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-753- 13.54% |
$49.5K - $56.9K
|
4.81K
$421K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-778- 0.77% |
$51.2K - $58.7K
|
101K
$8.82M
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-786- 1.06% |
$51.7K - $59.3K
|
73.1K
$6.41M
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-787- 6.85% |
$51.7K - $59.4K
|
10.7K
$938K
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-790- 11.92% |
$51.9K - $59.6K
|
5.84K
$512K
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-792- 4.75% |
$52.1K - $59.8K
|
15.9K
$1.39M
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-795- 2.4% |
$52.3K - $60K
|
32.3K
$2.83M
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-807- 0.92% |
$53.1K - $60.9K
|
86.5K
$7.58M
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
SELL
|
- |
-811- 0.52% |
$53.3K - $61.2K
|
156K
$13.7M
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-818- 3.05% |
$53.8K - $61.8K
|
26K
$2.28M
|