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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-173- 6.47% |
$12.4K - $13.9K
|
2.5K
$231K
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-175Closed |
$12.6K - $14.1K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-178- 3.8% |
$12.8K - $14.3K
|
4.5K
$415K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-181- 1.15% |
$13K - $14.6K
|
15.6K
$1.44M
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-183- 5.22% |
$13.2K - $14.7K
|
3.33K
$307K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-186- 0.51% |
$13.4K - $15K
|
36K
$3.32M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-187- 1.2% |
$13.4K - $15K
|
15.4K
$1.42M
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-200- 1.37% |
$14.4K - $16.1K
|
14.4K
$1.33M
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-201- 4.95% |
$14.4K - $16.2K
|
3.86K
$356K
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-205- 91.93% |
$14.7K - $16.5K
|
18
$1.66K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-216- 1.21% |
$15.5K - $17.4K
|
17.7K
$1.63M
|
|
|
May 10, 2022
Q1 2022
|
Ttp Investments, Inc.
|
SELL
|
- |
-223- 6.54% |
$16K - $17.9K
|
3.19K
$294K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-223- 19.54% |
$16K - $17.9K
|
918
$84.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
SELL
|
- |
-226- 0.7% |
$16.2K - $18.2K
|
32K
$2.95M
|
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-230- 2.04% |
$16.5K - $18.5K
|
11.1K
$1.02M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-235- 0.82% |
$16.9K - $18.9K
|
28.4K
$2.62M
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-238- 3.67% |
$17.1K - $19.1K
|
6.25K
$576K
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-250- 5.88% |
$18K - $20.1K
|
4K
$369K
|
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-250- 23.47% |
$18K - $20.1K
|
815
$75.1K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-251- 0.52% |
$18K - $20.2K
|
48.4K
$4.46M
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-253- 5.23% |
$18.2K - $20.3K
|
4.59K
$423K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-254Closed |
$18.3K - $20.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-256- 5.8% |
$18.4K - $20.6K
|
4.16K
$384K
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-258- 1.9% |
$18.5K - $20.7K
|
13.3K
$1.23M
|
|
|
Apr 28, 2022
Q1 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-259- 0.62% |
$18.6K - $20.8K
|
41.5K
$3.82M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-261- 40.03% |
$18.8K - $21K
|
391
$36.1K
|
|
|
May 06, 2022
Q1 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-262- 5.04% |
$18.8K - $21.1K
|
4.93K
$455K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-262- 2.55% |
$18.8K - $21.1K
|
10K
$924K
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-267- 2.63% |
$19.2K - $21.5K
|
9.87K
$910K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-277- 2.04% |
$19.9K - $22.3K
|
13.3K
$1.23M
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-280- 2.34% |
$20.1K - $22.5K
|
11.7K
$1.08M
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-292- 8.58% |
$21K - $23.5K
|
3.11K
$287K
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-295- 2.65% |
$21.2K - $23.7K
|
10.9K
$1M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-305- 4.2% |
$21.9K - $24.5K
|
6.95K
$641K
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-309- 4.59% |
$22.2K - $24.8K
|
6.42K
$592K
|
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-314- 5.04% |
$22.6K - $25.2K
|
5.91K
$545K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-319- 3.4% |
$22.9K - $25.6K
|
9.07K
$837K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-321- 16.44% |
$23.1K - $25.8K
|
1.63K
$150K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-325- 5.95% |
$23.4K - $26.1K
|
5.14K
$474K
|
|
|
May 10, 2022
Q1 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-325- 3.63% |
$23.4K - $26.1K
|
8.64K
$796K
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-338- 4.33% |
$24.3K - $27.2K
|
7.47K
$688K
|
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-349- 8.64% |
$25.1K - $28.1K
|
3.69K
$340K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-350Closed |
$25.2K - $28.1K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-351- 63.7% |
$25.2K - $28.2K
|
200
$18.4K
|
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-353- 0.92% |
$25.4K - $28.4K
|
37.9K
$3.49M
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-354- 0.28% |
$25.4K - $28.5K
|
126K
$11.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-355- 3.22% |
$25.5K - $28.5K
|
10.7K
$984K
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-355- 0.74% |
$25.5K - $28.5K
|
47.6K
$4.39M
|
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-357- 9.99% |
$25.7K - $28.7K
|
3.22K
$296K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-358Closed |
$25.7K - $28.8K
|
0
$0
|