Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.04M+ 7718.91% |
$578M - $646M
|
8.14M
$751M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.75M+ 2729.36% |
$270M - $302M
|
3.89M
$359M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
875K+ 41.79% |
$62.9M - $70.4M
|
2.97M
$274M
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
827K+ 60.72% |
$59.4M - $66.5M
|
2.19M
$202M
|
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
481K+ 26928.56% |
$34.6M - $38.7M
|
483K
$44.5M
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
362K+ 16.88% |
$26M - $29.1M
|
2.5M
$231M
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
351K+ 104.91% |
$25.3M - $28.3M
|
686K
$63.3M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
350KNew |
$25.1M - $28.1M
|
350K
$32.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
339K+ 12.83% |
$24.4M - $27.3M
|
2.98M
$275M
|
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
286KNew |
$20.5M - $23M
|
286K
$26.3M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
169K+ 952.41% |
$12.1M - $13.6M
|
187K
$17.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
164K+ 43.5% |
$11.8M - $13.2M
|
540K
$49.8M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
162K+ 6.01% |
$11.6M - $13M
|
2.85M
$263M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
156K+ 24.57% |
$11.2M - $12.6M
|
792K
$73M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
151K+ 296.0% |
$10.8M - $12.1M
|
202K
$18.6M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
137K+ 19.5% |
$9.87M - $11M
|
841K
$77.5M
|
|
|
May 17, 2022
Q1 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
133KNew |
$9.55M - $10.7M
|
133K
$12.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
120K+ 34.4% |
$8.65M - $9.67M
|
470K
$43.3M
|
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
108KNew |
$7.78M - $8.7M
|
108K
$9.97M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
106K+ 3.48% |
$7.59M - $8.49M
|
3.14M
$289M
|
|
|
May 12, 2022
Q1 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
105KNew |
$7.55M - $8.44M
|
105K
$9.68M
|
|
|
May 12, 2022
Q1 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
99.5KNew |
$7.15M - $8M
|
99.5K
$9.17M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
89.8K+ 173.86% |
$6.46M - $7.22M
|
142K
$13M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
85K+ 603.82% |
$6.11M - $6.84M
|
99.1K
$9.14M
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
84.4KNew |
$6.06M - $6.78M
|
84.4K
$7.78M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
77.8K+ 0.24% |
$5.59M - $6.25M
|
32.1M
$2.96B
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
77.7K+ 22.31% |
$5.58M - $6.24M
|
426K
$39.3M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.1K+ 0.55% |
$5.54M - $6.2M
|
14.2M
$1.3B
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
75.3K+ 53.21% |
$5.41M - $6.05M
|
217K
$20M
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
74.3K+ 811.8% |
$5.34M - $5.98M
|
83.5K
$7.7M
|
|
|
Aug 29, 2022
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
69KNew |
$4.96M - $5.55M
|
69K
$6.36M
|
|
|
Oct 31, 2023
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
69KNew |
$4.96M - $5.55M
|
69K
$6.36M
|
|
|
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
67.3K+ 965.16% |
$4.84M - $5.41M
|
74.3K
$6.85M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
65.5K+ 164.95% |
$4.71M - $5.26M
|
105K
$9.69M
|
|
|
May 12, 2022
Q1 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
63.6K+ 57.3% |
$4.57M - $5.11M
|
175K
$16.1M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
63.5K+ 48.03% |
$4.56M - $5.1M
|
196K
$18M
|
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
61.1K+ 27.49% |
$4.39M - $4.91M
|
283K
$26.1M
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
57.4K+ 4.45% |
$4.13M - $4.62M
|
1.35M
$124M
|
|
|
May 18, 2022
Q1 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
56.2KNew |
$4.04M - $4.52M
|
56.2K
$5.18M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
54.4K+ 27.51% |
$3.91M - $4.37M
|
252K
$23.2M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
51.9K+ 88.58% |
$3.73M - $4.17M
|
111K
$10.2M
|
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
51.4K+ 6.19% |
$3.69M - $4.13M
|
881K
$81.3M
|
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
49.2KNew |
$3.53M - $3.95M
|
49.2K
$4.53M
|
|
|
May 13, 2022
Q1 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
49KNew |
$3.52M - $3.94M
|
49K
$4.52M
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
46.3K+ 37.33% |
$3.33M - $3.73M
|
170K
$15.7M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
44.8K+ 1567.4% |
$3.22M - $3.6M
|
47.6K
$4.39M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
44.6K+ 99.08% |
$3.2M - $3.58M
|
89.6K
$8.26M
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
42.6K+ 777.36% |
$3.06M - $3.43M
|
48.1K
$4.43M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42.4K+ 6.42% |
$3.04M - $3.41M
|
702K
$64.8M
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
41.8K+ 682.39% |
$3.01M - $3.36M
|
48K
$4.42M
|