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 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-37.4K- 2.4% |
$2.46M - $2.82M
|
1.52M
$133M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-39K- 2.12% |
$2.57M - $2.95M
|
1.81M
$158M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-42K- 43.42% |
$2.76M - $3.17M
|
54.7K
$4.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-42.2K- 8.38% |
$2.78M - $3.19M
|
461K
$40.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
SELL
|
- |
-43.8K- 38.73% |
$2.88M - $3.31M
|
69.4K
$6.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-46K- 86.89% |
$3.02M - $3.47M
|
6.93K
$608K
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-46.7K- 8.58% |
$3.07M - $3.52M
|
497K
$43.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-47.3K- 14.91% |
$3.11M - $3.57M
|
270K
$23.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-52.5K- 74.13% |
$3.45M - $3.97M
|
18.3K
$1.61M
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-52.6K- 72.98% |
$3.46M - $3.97M
|
19.5K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-57K- 90.74% |
$3.75M - $4.31M
|
5.82K
$510K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-57.2K- 62.18% |
$3.76M - $4.32M
|
34.8K
$3.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-57.8K- 72.01% |
$3.8M - $4.36M
|
22.5K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-61.2K- 17.28% |
$4.02M - $4.62M
|
293K
$25.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-63.1K- 18.04% |
$4.15M - $4.76M
|
287K
$25.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-63.9K- 57.17% |
$4.2M - $4.82M
|
47.9K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-66.5K- 84.09% |
$4.38M - $5.02M
|
12.6K
$1.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-69.8K- 85.74% |
$4.59M - $5.27M
|
11.6K
$1.02M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-70.1K- 29.82% |
$4.61M - $5.29M
|
165K
$14.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-91.2K- 13.31% |
$6M - $6.89M
|
594K
$52.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-91.4K- 3.05% |
$6.01M - $6.9M
|
2.9M
$255M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-102K- 53.13% |
$6.69M - $7.69M
|
89.8K
$7.87M
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-114K- 16.12% |
$7.52M - $8.63M
|
595K
$52.2M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-120K- 22.55% |
$7.9M - $9.07M
|
413K
$36.2M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-134K- 18.44% |
$8.82M - $10.1M
|
594K
$52.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-152K- 50.24% |
$9.96M - $11.4M
|
150K
$13.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-165K- 93.72% |
$10.8M - $12.4M
|
11K
$966K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-209K- 4.2% |
$13.7M - $15.8M
|
4.76M
$418M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-219K- 2.77% |
$14.4M - $16.6M
|
7.7M
$675M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-228K- 17.85% |
$15M - $17.2M
|
1.05M
$92M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-265K- 5.65% |
$17.5M - $20M
|
4.43M
$389M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-272K- 33.33% |
$17.9M - $20.5M
|
544K
$47.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-273K- 15.96% |
$18M - $20.6M
|
1.44M
$126M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-463K- 1.46% |
$30.4M - $34.9M
|
31.3M
$2.74B
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-479K- 90.8% |
$31.5M - $36.2M
|
48.6K
$4.26M
|
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-521K- 93.39% |
$34.3M - $39.3M
|
36.9K
$3.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-534KClosed |
$35.1M - $40.3M
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-569K- 1.4% |
$37.4M - $42.9M
|
40.2M
$3.52B
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-706K- 99.74% |
$46.4M - $53.3M
|
1.86K
$163K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.87M- 40.62% |
$123M - $141M
|
2.74M
$240M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.39M- 9.54% |
$157M - $180M
|
22.6M
$1.98B
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11M- 99.99% |
$721M - $827M
|
1.58K
$139K
|