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 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.58K- 19.26% |
$301K - $345K
|
19.2K
$1.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-4.71K- 19.24% |
$309K - $355K
|
19.7K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-4.78K- 4.95% |
$314K - $361K
|
91.7K
$8.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.83K- 5.76% |
$318K - $365K
|
79.1K
$6.94M
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-4.87K- 3.3% |
$320K - $368K
|
143K
$12.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-4.92K- 11.23% |
$323K - $371K
|
38.9K
$3.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.13K- 1.45% |
$337K - $387K
|
349K
$30.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.21K- 2.99% |
$343K - $394K
|
169K
$14.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-5.22K- 8.28% |
$343K - $394K
|
57.9K
$5.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.25K- 3.25% |
$345K - $396K
|
156K
$13.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-5.41K- 40.79% |
$356K - $409K
|
7.86K
$689K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5.49K- 34.47% |
$361K - $415K
|
10.4K
$916K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-5.57K- 2.38% |
$366K - $420K
|
229K
$20M
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-5.62K- 61.51% |
$369K - $424K
|
3.51K
$308K
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-5.66K- 25.98% |
$372K - $428K
|
16.1K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-5.69K- 6.85% |
$374K - $429K
|
77.3K
$6.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.77K- 3.46% |
$379K - $436K
|
161K
$14.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
SELL
|
- |
-5.87K- 6.57% |
$386K - $443K
|
83.4K
$7.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-6.04K- 12.92% |
$397K - $456K
|
40.7K
$3.57M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.08K- 16.8% |
$400K - $459K
|
30.1K
$2.64M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.76K- 2.44% |
$444K - $510K
|
271K
$23.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.79K- 10.65% |
$446K - $513K
|
56.9K
$4.99M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.89K- 53.46% |
$453K - $520K
|
5.99K
$526K
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
SELL
|
- |
-6.9K- 2.73% |
$454K - $521K
|
246K
$21.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-7.35K- 16.23% |
$483K - $555K
|
38K
$3.33M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-7.37K- 6.6% |
$485K - $556K
|
104K
$9.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-7.38K- 6.34% |
$485K - $557K
|
109K
$9.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-7.44K- 6.48% |
$489K - $561K
|
107K
$9.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-7.66K- 21.77% |
$504K - $578K
|
27.5K
$2.41M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7.72K- 2.43% |
$507K - $582K
|
309K
$27.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.93K- 1.11% |
$521K - $598K
|
709K
$62.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-7.93K- 42.06% |
$521K - $599K
|
10.9K
$958K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-8.09K- 8.21% |
$532K - $611K
|
90.4K
$7.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.58K- 0.67% |
$564K - $648K
|
1.27M
$111M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.67K- 16.35% |
$570K - $654K
|
44.3K
$3.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.75K- 7.57% |
$575K - $661K
|
107K
$9.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.85K- 17.87% |
$582K - $668K
|
40.7K
$3.56M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9.19KClosed |
$604K - $693K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.45K- 0.58% |
$621K - $714K
|
1.63M
$143M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.58K- 6.73% |
$630K - $723K
|
133K
$11.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-9.67K- 46.16% |
$636K - $730K
|
11.3K
$989K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-9.69K- 14.78% |
$637K - $732K
|
55.9K
$4.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-9.7K- 19.13% |
$638K - $732K
|
41K
$3.6M
|
|
|
Feb 06, 2023
Q4 2022
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-9.71K- 3.19% |
$638K - $733K
|
295K
$25.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-9.78K- 30.1% |
$643K - $738K
|
22.7K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.1K- 2.86% |
$667K - $766K
|
345K
$30.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 8.39% |
$676K - $776K
|
112K
$9.85M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10.3K- 5.78% |
$679K - $780K
|
168K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.5K- 2.35% |
$687K - $789K
|
434K
$38M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-10.7K- 17.77% |
$703K - $807K
|
49.5K
$4.34M
|