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 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-707- 3.32% |
$50.8K - $56.8K
|
20.6K
$1.9M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-715- 14.04% |
$51.4K - $57.5K
|
4.38K
$404K
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
SELL
|
- |
-721- 1.6% |
$51.8K - $58K
|
44.4K
$4.09M
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-723- 5.0% |
$52K - $58.1K
|
13.7K
$1.27M
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-723- 10.27% |
$52K - $58.1K
|
6.31K
$582K
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-724- 0.28% |
$52K - $58.2K
|
256K
$23.6M
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-725- 4.5% |
$52.1K - $58.3K
|
15.4K
$1.42M
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-735Closed |
$52.8K - $59.1K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-735- 0.85% |
$52.8K - $59.1K
|
85.5K
$7.88M
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-744- 10.23% |
$53.5K - $59.8K
|
6.53K
$602K
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-755- 0.77% |
$54.3K - $60.7K
|
97.3K
$8.97M
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-765- 29.28% |
$55K - $61.5K
|
1.85K
$170K
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-786- 2.14% |
$56.5K - $63.2K
|
35.9K
$3.31M
|
|
Apr 29, 2022
Q1 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-797- 2.81% |
$57.3K - $64.1K
|
27.6K
$2.54M
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-800- 30.8% |
$57.5K - $64.3K
|
1.8K
$166K
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-800- 5.26% |
$57.5K - $64.3K
|
14.4K
$1.33M
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-805- 6.07% |
$57.9K - $64.7K
|
12.5K
$1.15M
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-805- 5.94% |
$57.9K - $64.7K
|
12.7K
$1.18M
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-833- 16.88% |
$59.9K - $67K
|
4.1K
$378K
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-848- 6.94% |
$61K - $68.2K
|
11.4K
$1.05M
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-853- 9.73% |
$61.3K - $68.6K
|
7.91K
$729K
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-858- 12.37% |
$61.7K - $69K
|
6.08K
$560K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-859- 2.89% |
$61.7K - $69.1K
|
28.9K
$2.66M
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-862- 3.13% |
$62K - $69.3K
|
26.7K
$2.46M
|
|
Apr 25, 2022
Q1 2022
|
Wealth Cmt
|
SELL
|
- |
-869- 0.41% |
$62.5K - $69.9K
|
211K
$19.5M
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-910- 3.4% |
$65.4K - $73.2K
|
25.9K
$2.39M
|
|
Apr 18, 2022
Q1 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-925- 2.17% |
$66.5K - $74.4K
|
41.7K
$3.84M
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-934- 6.9% |
$67.1K - $75.1K
|
12.6K
$1.16M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-943- 1.57% |
$67.8K - $75.8K
|
59K
$5.44M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-949- 18.49% |
$68.2K - $76.3K
|
4.18K
$386K
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-950- 19.13% |
$68.3K - $76.4K
|
4.02K
$370K
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-963- 0.9% |
$69.2K - $77.4K
|
106K
$9.81M
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-969- 7.51% |
$69.7K - $77.9K
|
11.9K
$1.1M
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-995- 9.58% |
$71.5K - $80K
|
9.4K
$866K
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-999- 9.49% |
$71.8K - $80.3K
|
9.53K
$879K
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.01K- 20.65% |
$72.9K - $81.5K
|
3.9K
$359K
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.02K- 24.59% |
$73K - $81.7K
|
3.12K
$287K
|
|
Apr 18, 2022
Q1 2022
|
Golden Green, Inc.
|
SELL
|
- |
-1.02K- 13.26% |
$73.4K - $82.1K
|
6.68K
$616K
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.04K- 10.12% |
$74.8K - $83.6K
|
9.24K
$852K
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.05K- 1.48% |
$75.1K - $84K
|
69.6K
$6.42M
|
|
May 06, 2022
Q1 2022
|
White Pine Investment CO
|
SELL
|
- |
-1.05K- 0.66% |
$75.4K - $84.3K
|
158K
$14.6M
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.07K- 1.92% |
$76.8K - $85.9K
|
54.6K
$5.03M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.07K- 12.14% |
$76.9K - $86K
|
7.74K
$714K
|
|
Jul 20, 2022
Q1 2022
|
Retireful, LLC
|
SELL
|
- |
-1.08K- 22.59% |
$77.6K - $86.8K
|
3.7K
$341K
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-1.09K- 18.87% |
$78.1K - $87.4K
|
4.67K
$431K
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
SELL
|
- |
-1.09K- 0.55% |
$78.6K - $88K
|
197K
$18.2M
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-1.1K- 20.38% |
$79.1K - $88.4K
|
4.3K
$396K
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.11K- 19.04% |
$79.6K - $89K
|
4.71K
$434K
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.11K- 12.01% |
$79.8K - $89.2K
|
8.13K
$750K
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.13K- 1.37% |
$81.2K - $90.8K
|
81.3K
$7.5M
|