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 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-361- 4.15% |
$25.9K - $29K
|
8.35K
$770K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-378- 2.0% |
$27.2K - $30.4K
|
18.5K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-380- 2.44% |
$27.3K - $30.6K
|
15.2K
$1.4M
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-391- 3.33% |
$28.1K - $31.4K
|
11.3K
$1.05M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-392- 0.52% |
$28.2K - $31.5K
|
75K
$6.91M
|
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-393- 8.15% |
$28.2K - $31.6K
|
4.43K
$408K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-400Closed |
$28.8K - $32.2K
|
0
$0
|
|
|
Mar 11, 2024
Q1 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-415- 1.09% |
$29.8K - $33.4K
|
37.6K
$3.47M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-423- 9.43% |
$30.4K - $34K
|
4.06K
$375K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-430- 2.0% |
$30.9K - $34.6K
|
21.1K
$1.95M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-434- 1.97% |
$31.2K - $34.9K
|
21.6K
$1.99M
|
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-436- 0.68% |
$31.3K - $35.1K
|
63.8K
$5.88M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-437- 4.58% |
$31.4K - $35.1K
|
9.1K
$839K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-444- 13.5% |
$31.9K - $35.7K
|
2.85K
$262K
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-447- 7.65% |
$32.1K - $35.9K
|
5.39K
$497K
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-448- 14.02% |
$32.2K - $36K
|
2.75K
$253K
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-450- 3.84% |
$32.3K - $36.2K
|
11.3K
$1.04M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-451- 2.62% |
$32.4K - $36.3K
|
16.8K
$1.55M
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-463- 1.82% |
$33.3K - $37.2K
|
25K
$2.3M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-471- 0.5% |
$33.9K - $37.9K
|
93.8K
$8.64M
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-477Closed |
$34.3K - $38.4K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-486- 5.25% |
$34.9K - $39.1K
|
8.76K
$808K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-500- 2.91% |
$35.9K - $40.2K
|
16.7K
$1.54M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-500- 21.7% |
$35.9K - $40.2K
|
1.8K
$166K
|
|
|
May 04, 2022
Q1 2022
|
Newfound Research LLC
|
SELL
|
- |
-505- 1.77% |
$36.3K - $40.6K
|
28K
$2.58M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-508- 0.24% |
$36.5K - $40.8K
|
212K
$19.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
SELL
|
- |
-509- 1.84% |
$36.6K - $40.9K
|
27.2K
$2.5M
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-510Closed |
$36.7K - $41K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-510- 12.84% |
$36.7K - $41K
|
3.46K
$319K
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-517- 3.55% |
$37.2K - $41.6K
|
14K
$1.29M
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-518- 5.52% |
$37.2K - $41.6K
|
8.86K
$817K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-534- 2.46% |
$38.4K - $42.9K
|
21.2K
$1.95M
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-547- 2.21% |
$39.3K - $44K
|
24.2K
$2.23M
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-554- 1.31% |
$39.8K - $44.5K
|
41.8K
$3.85M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-583- 9.93% |
$41.9K - $46.9K
|
5.29K
$488K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-584- 6.31% |
$42K - $47K
|
8.67K
$800K
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-585- 6.84% |
$42K - $47K
|
7.97K
$734K
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-597- 0.88% |
$42.9K - $48K
|
67.4K
$6.21M
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-613- 12.32% |
$44.1K - $49.3K
|
4.36K
$402K
|
|
|
Apr 27, 2022
Q1 2022
|
Family Capital Trust CO
|
SELL
|
- |
-615- 0.65% |
$44.2K - $49.4K
|
94.4K
$8.7M
|
|
|
May 10, 2022
Q1 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-617- 4.3% |
$44.3K - $49.6K
|
13.7K
$1.27M
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-624- 3.14% |
$44.9K - $50.2K
|
19.2K
$1.77M
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
SELL
|
- |
-627- 1.58% |
$45.1K - $50.4K
|
39K
$3.6M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-649- 4.76% |
$46.7K - $52.2K
|
13K
$1.2M
|
|
|
Dec 11, 2023
Q1 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-666- 11.69% |
$47.9K - $53.5K
|
5.03K
$464K
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-680Closed |
$48.9K - $54.7K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-685- 1.2% |
$49.2K - $55.1K
|
56.5K
$5.21M
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-693- 4.24% |
$49.8K - $55.7K
|
15.6K
$1.44M
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-699- 0.41% |
$50.2K - $56.2K
|
170K
$15.6M
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-705- 13.23% |
$50.7K - $56.7K
|
4.62K
$426K
|