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 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.53K+ 2.05% |
$100K - $115K
|
75.9K
$6.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.44KNew |
$94.9K - $109K
|
1.44K
$131K
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.4K+ 2.3% |
$92.1K - $106K
|
62.4K
$5.67M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.36K+ 18.4% |
$89.2K - $102K
|
8.73K
$794K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.33K+ 20.0% |
$87.3K - $100K
|
7.97K
$725K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.33KNew |
$87.3K - $100K
|
1.33K
$121K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
1.31KNew |
$85.9K - $98.7K
|
1.31K
$119K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.29KNew |
$85K - $97.6K
|
1.29K
$118K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.27K+ 5.65% |
$83.4K - $95.7K
|
23.7K
$2.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
1.26K+ 1.48% |
$82.6K - $94.9K
|
86.1K
$7.83M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.25K+ 1.93% |
$82.3K - $94.5K
|
66K
$6M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.24KNew |
$81.3K - $93.3K
|
1.24K
$112K
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 0.36% |
$79.3K - $91.1K
|
332K
$30.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.21K+ 9.19% |
$79.3K - $91.1K
|
14.3K
$1.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 2.39% |
$76.5K - $87.9K
|
49.8K
$4.53M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 0.5% |
$73.6K - $84.6K
|
224K
$20.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.11K+ 7.77% |
$73.1K - $84K
|
15.4K
$1.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.1K+ 9.25% |
$72K - $82.7K
|
12.9K
$1.18M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.09K+ 40.21% |
$71.7K - $82.3K
|
3.8K
$346K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.07KNew |
$70.6K - $81.1K
|
1.07K
$97.7K
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.02K+ 13.9% |
$67.1K - $77.1K
|
8.36K
$761K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.02K+ 1.67% |
$66.7K - $76.6K
|
61.9K
$5.63M
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
BUY
|
- |
1.01K+ 0.69% |
$66.7K - $76.6K
|
147K
$13.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.01K+ 16.85% |
$66.2K - $76K
|
6.98K
$635K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
965+ 2.97% |
$63.4K - $72.9K
|
33.5K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
960+ 1.34% |
$63.1K - $72.5K
|
72.4K
$6.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
951+ 3.33% |
$62.5K - $71.8K
|
29.5K
$2.68M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
941+ 1.07% |
$61.9K - $71K
|
88.8K
$8.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
931New |
$61.2K - $70.3K
|
931
$84.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
930+ 4.53% |
$61.1K - $70.2K
|
21.5K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
928+ 18.15% |
$61K - $70.1K
|
6.04K
$549K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
920+ 6.32% |
$60.5K - $69.5K
|
15.5K
$1.41M
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
BUY
|
- |
890+ 1.39% |
$58.5K - $67.2K
|
65K
$5.91M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
869+ 22.04% |
$57.1K - $65.6K
|
4.81K
$438K
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
862+ 1.56% |
$56.7K - $65.1K
|
56K
$5.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
858+ 3.49% |
$56.4K - $64.8K
|
25.4K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
840+ 1.34% |
$55.2K - $63.4K
|
63.7K
$5.79M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
839+ 16.81% |
$55.2K - $63.3K
|
5.83K
$530K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
820+ 26.17% |
$53.9K - $61.9K
|
3.95K
$359K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
771+ 25.32% |
$50.7K - $58.2K
|
3.82K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
749+ 9.95% |
$49.2K - $56.5K
|
8.28K
$753K
|
|
|
Feb 13, 2023
Q4 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
747+ 7.91% |
$49.1K - $56.4K
|
10.2K
$927K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
735+ 4.06% |
$48.3K - $55.5K
|
18.8K
$1.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
730+ 2.41% |
$48K - $55.1K
|
31K
$2.82M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
700New |
$46K - $52.9K
|
700
$63.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
671New |
$44.1K - $50.7K
|
671
$61K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
670+ 4.42% |
$44.1K - $50.6K
|
15.8K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
650+ 3.83% |
$42.7K - $49.1K
|
17.6K
$1.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
647+ 2.66% |
$42.5K - $48.8K
|
25K
$2.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
637+ 10.9% |
$41.9K - $48.1K
|
6.48K
$589K
|