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 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
25.9K+ 6.19% |
$1.71M - $1.96M
|
445K
$40.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
25.3KNew |
$1.66M - $1.91M
|
25.3K
$2.3M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
25.2KNew |
$1.66M - $1.9M
|
25.2K
$2.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
25.2KNew |
$1.66M - $1.9M
|
25.2K
$2.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25.2K+ 47.69% |
$1.65M - $1.9M
|
77.9K
$7.09M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
24.9KNew |
$1.64M - $1.88M
|
24.9K
$2.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
24.1K+ 41.58% |
$1.59M - $1.82M
|
82.2K
$7.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
23.9KNew |
$1.57M - $1.8M
|
23.9K
$2.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.6K+ 2.53% |
$1.55M - $1.78M
|
955K
$86.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
22.7K+ 69.0% |
$1.49M - $1.71M
|
55.5K
$5.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
22.7K+ 8.55% |
$1.49M - $1.71M
|
288K
$26.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
22.6KNew |
$1.49M - $1.71M
|
22.6K
$2.06M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22.6K+ 36.26% |
$1.48M - $1.71M
|
84.9K
$7.72M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
22.5KNew |
$1.48M - $1.7M
|
22.5K
$2.05M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.1KNew |
$1.45M - $1.67M
|
22.1K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21.7KNew |
$1.43M - $1.64M
|
21.7K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
20.8K+ 111.42% |
$1.37M - $1.57M
|
39.5K
$3.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
20.4KNew |
$1.34M - $1.54M
|
20.4K
$1.86M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
19.8K+ 26.32% |
$1.3M - $1.5M
|
95.1K
$8.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
19.6K+ 100.26% |
$1.29M - $1.48M
|
39.1K
$3.56M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
19.4K+ 52.07% |
$1.28M - $1.47M
|
56.8K
$5.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
19.1K+ 57.57% |
$1.26M - $1.44M
|
52.4K
$4.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
19.1K+ 10.23% |
$1.26M - $1.44M
|
206K
$18.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
18.9KNew |
$1.24M - $1.43M
|
18.9K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
18.1KNew |
$1.19M - $1.36M
|
18.1K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
17.9KNew |
$1.17M - $1.35M
|
17.9K
$1.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
17.7KNew |
$1.16M - $1.33M
|
17.7K
$1.61M
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
17.6K+ 38.19% |
$1.15M - $1.33M
|
63.5K
$5.78M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.5KNew |
$1.15M - $1.32M
|
17.5K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
17.2K+ 6.31% |
$1.13M - $1.3M
|
290K
$26.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17KNew |
$1.12M - $1.28M
|
17K
$1.55M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
16.8KNew |
$1.1M - $1.27M
|
16.8K
$1.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16.4KNew |
$1.08M - $1.24M
|
16.4K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
16.3KNew |
$1.07M - $1.23M
|
16.3K
$1.48M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
16.3KNew |
$1.07M - $1.23M
|
16.3K
$1.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
15.9K+ 43.87% |
$1.04M - $1.2M
|
52.1K
$4.73M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
15.7K+ 30.36% |
$1.03M - $1.19M
|
67.6K
$6.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
15.6K+ 3.2% |
$1.02M - $1.17M
|
501K
$45.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.3K+ 38.22% |
$1.01M - $1.15M
|
55.3K
$5.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
15.3KNew |
$1M - $1.15M
|
15.3K
$1.39M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
15.3KNew |
$1M - $1.15M
|
15.3K
$1.39M
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
15.1KNew |
$992K - $1.14M
|
15.1K
$1.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
14.8KNew |
$974K - $1.12M
|
14.8K
$1.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
14.7K+ 76.17% |
$970K - $1.11M
|
34.1K
$3.1M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
14.7KNew |
$969K - $1.11M
|
14.7K
$1.34M
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
14.6KNew |
$960K - $1.1M
|
14.6K
$1.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.6KNew |
$959K - $1.1M
|
14.6K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
14.6KNew |
$957K - $1.1M
|
14.6K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
14.5K+ 3.33% |
$952K - $1.09M
|
449K
$40.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
14.2KNew |
$936K - $1.08M
|
14.2K
$1.3M
|