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 |
---|---|---|---|---|---|---|---|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
SELL
|
- |
-41Closed |
$2.95K - $3.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-41- 1.11% |
$2.95K - $3.3K
|
3.65K
$337K
|
|
May 09, 2022
Q1 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-42- 0.23% |
$3.02K - $3.38K
|
18.1K
$1.67M
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-42- 1.5% |
$3.02K - $3.38K
|
2.76K
$255K
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-44- 31.65% |
$3.16K - $3.54K
|
95
$8.76K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-49Closed |
$3.52K - $3.94K
|
0
$0
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-49- 1.25% |
$3.52K - $3.94K
|
3.88K
$357K
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-50- 1.32% |
$3.59K - $4.02K
|
3.75K
$345K
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-51- 0.75% |
$3.67K - $4.1K
|
6.75K
$623K
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-52- 1.5% |
$3.74K - $4.18K
|
3.41K
$314K
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-63- 0.2% |
$4.53K - $5.07K
|
31.2K
$2.88M
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-67- 0.41% |
$4.82K - $5.39K
|
16.1K
$1.48M
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-70- 1.18% |
$5.03K - $5.63K
|
5.88K
$542K
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
SELL
|
- |
-74- 0.27% |
$5.32K - $5.95K
|
27.6K
$2.54M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-75- 0.1% |
$5.39K - $6.03K
|
71.9K
$6.63M
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-75- 0.27% |
$5.39K - $6.03K
|
28K
$2.58M
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-75- 0.78% |
$5.39K - $6.03K
|
9.53K
$878K
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-79- 1.76% |
$5.68K - $6.35K
|
4.41K
$407K
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
SELL
|
- |
-79- 2.65% |
$5.68K - $6.35K
|
2.9K
$267K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-80- 4.38% |
$5.75K - $6.43K
|
1.75K
$161K
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-85- 1.2% |
$6.11K - $6.83K
|
7.01K
$646K
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-86- 2.31% |
$6.18K - $6.91K
|
3.64K
$335K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-86- 0.21% |
$6.18K - $6.91K
|
40.5K
$3.74M
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-90- 1.28% |
$6.47K - $7.24K
|
6.96K
$641K
|
|
Apr 29, 2022
Q1 2022
|
Bcm Advisors, LLC
|
SELL
|
- |
-90- 0.17% |
$6.47K - $7.24K
|
52.1K
$4.8M
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-93- 9.86% |
$6.68K - $7.48K
|
850
$78.4K
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-98- 0.62% |
$7.04K - $7.88K
|
15.7K
$1.45M
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 2.58% |
$7.19K - $8.04K
|
3.78K
$349K
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-103- 0.6% |
$7.4K - $8.28K
|
17K
$1.57M
|
|
May 16, 2022
Q1 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-107- 0.48% |
$7.69K - $8.6K
|
22.3K
$2.05M
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-107- 0.92% |
$7.69K - $8.6K
|
11.5K
$1.06M
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-112- 4.66% |
$8.05K - $9K
|
2.29K
$211K
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-121- 3.06% |
$8.7K - $9.73K
|
3.84K
$354K
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-124- 0.99% |
$8.91K - $9.97K
|
12.5K
$1.15M
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-129- 0.42% |
$9.27K - $10.4K
|
30.5K
$2.81M
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-131Closed |
$9.42K - $10.5K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-133Closed |
$9.56K - $10.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-135- 40.18% |
$9.7K - $10.9K
|
201
$18.5K
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-138- 3.76% |
$9.92K - $11.1K
|
3.53K
$325K
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-138- 2.14% |
$9.92K - $11.1K
|
6.32K
$583K
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-141- 2.2% |
$10.1K - $11.3K
|
6.28K
$579K
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
SELL
|
- |
-142- 1.43% |
$10.2K - $11.4K
|
9.76K
$900K
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-142- 0.99% |
$10.2K - $11.4K
|
14.3K
$1.32M
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-148- 1.32% |
$10.6K - $11.9K
|
11.1K
$1.02M
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-156- 2.72% |
$11.2K - $12.5K
|
5.58K
$514K
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-160- 5.52% |
$11.5K - $12.9K
|
2.74K
$253K
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-160Closed |
$11.5K - $12.9K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-168Closed |
$12.1K - $13.5K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-170- 22.08% |
$12.2K - $13.7K
|
600
$55.3K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-172- 40.86% |
$12.4K - $13.8K
|
249
$23K
|