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 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.16K- 26.09% |
$83.1K - $92.9K
|
3.28K
$302K
|
|
|
May 09, 2022
Q1 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.18K- 11.28% |
$84.7K - $94.8K
|
9.27K
$855K
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.18K- 10.87% |
$85K - $95K
|
9.69K
$893K
|
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.19K- 4.65% |
$85.4K - $95.5K
|
24.4K
$2.25M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.22K- 37.74% |
$87.5K - $97.8K
|
2.01K
$185K
|
|
|
May 10, 2022
Q1 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-1.25K- 5.83% |
$89.5K - $100K
|
20.1K
$1.85M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 13.23% |
$90.5K - $101K
|
8.26K
$761K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 4.24% |
$91.1K - $102K
|
28.6K
$2.64M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.28K- 11.67% |
$91.7K - $103K
|
9.66K
$891K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.28K- 26.61% |
$91.9K - $103K
|
3.53K
$325K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.28K- 3.31% |
$92.2K - $103K
|
37.4K
$3.45M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.29K- 6.08% |
$92.8K - $104K
|
19.9K
$1.84M
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.3K- 2.15% |
$93.2K - $104K
|
59K
$5.44M
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.3K- 19.33% |
$93.3K - $104K
|
5.42K
$499K
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 13.8% |
$93.4K - $104K
|
8.12K
$748K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.31K- 4.08% |
$93.9K - $105K
|
30.7K
$2.83M
|
|
|
May 10, 2022
Q1 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-1.31K- 28.9% |
$94.2K - $105K
|
3.22K
$297K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.32K- 13.17% |
$94.6K - $106K
|
8.68K
$800K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.32K- 20.38% |
$94.7K - $106K
|
5.15K
$475K
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.33K- 4.5% |
$95.2K - $107K
|
28.1K
$2.6M
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 3.42% |
$95.7K - $107K
|
37.6K
$3.47M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.33K- 4.81% |
$95.7K - $107K
|
26.4K
$2.43M
|
|
|
May 16, 2022
Q1 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.35K- 4.43% |
$96.7K - $108K
|
29K
$2.68M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.36K- 10.43% |
$97.5K - $109K
|
11.7K
$1.07M
|
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.37K- 9.62% |
$98.8K - $110K
|
12.9K
$1.19M
|
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.39K- 1.53% |
$99.7K - $112K
|
89.3K
$8.24M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.41K- 31.75% |
$101K - $113K
|
3.03K
$279K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.42K- 1.63% |
$102K - $114K
|
85.6K
$7.89M
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.43K- 1.83% |
$103K - $115K
|
76.6K
$7.06M
|
|
|
Mar 28, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.43K- 2.83% |
$103K - $115K
|
49.2K
$4.53M
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-1.44K- 2.39% |
$103K - $115K
|
58.6K
$5.41M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.44K- 10.94% |
$104K - $116K
|
11.7K
$1.08M
|
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.46K- 9.88% |
$105K - $117K
|
13.3K
$1.23M
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.46K- 25.28% |
$105K - $117K
|
4.31K
$397K
|
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.47K- 14.08% |
$106K - $118K
|
8.96K
$826K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.47KClosed |
$106K - $119K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.48K- 11.65% |
$106K - $119K
|
11.2K
$1.03M
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.5K- 0.82% |
$108K - $121K
|
182K
$16.8M
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.52K- 1.87% |
$109K - $122K
|
79.7K
$7.35M
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.53K- 14.51% |
$110K - $123K
|
9.02K
$832K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.53K- 1.55% |
$110K - $123K
|
97.1K
$8.95M
|
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.55K- 5.87% |
$111K - $125K
|
24.8K
$2.29M
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.6K- 8.2% |
$115K - $128K
|
17.9K
$1.65M
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.6K- 4.12% |
$115K - $129K
|
37.2K
$3.43M
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.6K- 4.5% |
$115K - $129K
|
34K
$3.13M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.61K- 32.32% |
$116K - $130K
|
3.38K
$311K
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
SELL
|
- |
-1.61K- 12.01% |
$116K - $130K
|
11.8K
$1.09M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.61K- 8.29% |
$116K - $130K
|
17.9K
$1.65M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.63K- 3.48% |
$117K - $131K
|
45.2K
$4.17M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.67KClosed |
$120K - $134K
|
0
$0
|