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
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.73K+ 8.81% |
$508K - $583K
|
95.4K
$8.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
7.72K+ 14.53% |
$508K - $583K
|
60.9K
$5.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
BUY
|
- |
7.69K+ 3.71% |
$505K - $580K
|
215K
$19.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.5KNew |
$493K - $566K
|
7.5K
$682K
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
7.31K+ 9.87% |
$481K - $552K
|
81.4K
$7.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
7.29K+ 4.17% |
$480K - $551K
|
182K
$16.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
7.23KNew |
$476K - $546K
|
7.23K
$658K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.21KNew |
$474K - $544K
|
7.21K
$655K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
7.16K+ 1.54% |
$471K - $541K
|
472K
$42.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.1KNew |
$467K - $536K
|
7.1K
$645K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
7.03K+ 334.89% |
$462K - $530K
|
9.12K
$830K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
7K+ 4.94% |
$460K - $528K
|
149K
$13.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
6.93K+ 60.68% |
$455K - $523K
|
18.3K
$1.67M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
6.92K+ 5.92% |
$455K - $523K
|
124K
$11.3M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.92KNew |
$455K - $522K
|
6.92K
$629K
|
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6.84K+ 4.48% |
$450K - $516K
|
159K
$14.5M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.69K+ 51.03% |
$440K - $505K
|
19.8K
$1.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
6.5KNew |
$427K - $491K
|
6.5K
$591K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
6.42KNew |
$422K - $485K
|
6.42K
$584K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.41KNew |
$421K - $484K
|
6.41K
$582K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.4K+ 11.67% |
$421K - $483K
|
61.2K
$5.57M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
6.36K+ 56.5% |
$418K - $480K
|
17.6K
$1.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.32KNew |
$416K - $477K
|
6.32K
$575K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
6.31KNew |
$415K - $476K
|
6.31K
$574K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.13K+ 8.77% |
$403K - $462K
|
75.9K
$6.91M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.87KNew |
$386K - $443K
|
5.87K
$533K
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.84KNew |
$384K - $441K
|
5.84K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5.84KNew |
$384K - $441K
|
5.84K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5.78K+ 0.55% |
$380K - $436K
|
1.05M
$95.3M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
5.78K+ 4.85% |
$380K - $436K
|
125K
$11.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
5.75KNew |
$378K - $434K
|
5.75K
$523K
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
5.7K+ 2.87% |
$375K - $430K
|
204K
$18.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5.63KNew |
$370K - $425K
|
5.63K
$512K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.57K+ 1.08% |
$366K - $420K
|
523K
$47.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.54KNew |
$364K - $418K
|
5.54K
$504K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.48K+ 11.0% |
$360K - $413K
|
55.2K
$5.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.43K+ 23.9% |
$357K - $410K
|
28.2K
$2.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
5.37K+ 17.84% |
$353K - $405K
|
35.5K
$3.23M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.32K+ 2.79% |
$350K - $402K
|
196K
$17.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.3KNew |
$348K - $400K
|
5.3K
$482K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.25K+ 7.86% |
$345K - $397K
|
72.1K
$6.55M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.17K+ 27.98% |
$340K - $390K
|
23.6K
$2.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.04KNew |
$331K - $380K
|
5.04K
$458K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
5KNew |
$329K - $378K
|
5K
$455K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4.97KNew |
$327K - $375K
|
4.97K
$452K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.9KNew |
$322K - $370K
|
4.9K
$445K
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
4.85KNew |
$319K - $366K
|
4.85K
$441K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.78K+ 9.24% |
$314K - $361K
|
56.5K
$5.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.76K+ 128.01% |
$313K - $359K
|
8.48K
$771K
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4.75KNew |
$312K - $359K
|
4.75K
$432K
|