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 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.72K- 19.95% |
$124K - $138K
|
6.9K
$636K
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.73K- 5.77% |
$125K - $139K
|
28.3K
$2.61M
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.8K- 8.99% |
$130K - $145K
|
18.3K
$1.68M
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-1.83K- 9.12% |
$131K - $147K
|
18.2K
$1.68M
|
|
May 04, 2022
Q1 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1.86K- 1.02% |
$133K - $149K
|
181K
$16.7M
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.86K- 3.47% |
$134K - $149K
|
51.7K
$4.77M
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.87K- 3.42% |
$134K - $150K
|
52.6K
$4.85M
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.9K- 13.44% |
$137K - $153K
|
12.2K
$1.13M
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.94K- 7.94% |
$139K - $156K
|
22.5K
$2.07M
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.96K- 12.96% |
$141K - $158K
|
13.2K
$1.22M
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.96K- 12.96% |
$141K - $158K
|
13.2K
$1.22M
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.97K- 3.39% |
$142K - $158K
|
56.1K
$5.17M
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.98K- 42.97% |
$142K - $159K
|
2.62K
$242K
|
|
May 04, 2022
Q1 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.98K- 3.55% |
$142K - $159K
|
53.8K
$4.96M
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.99K- 3.65% |
$143K - $160K
|
52.4K
$4.83M
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.01K- 9.2% |
$144K - $162K
|
19.8K
$1.83M
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-2.03K- 3.97% |
$146K - $163K
|
49K
$4.52M
|
|
May 16, 2022
Q1 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.03K- 4.0% |
$146K - $163K
|
48.7K
$4.49M
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.03K- 34.57% |
$146K - $163K
|
3.84K
$354K
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.04K- 10.42% |
$146K - $164K
|
17.5K
$1.61M
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.04K- 1.53% |
$147K - $164K
|
131K
$12.1M
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-2.05K- 2.77% |
$147K - $165K
|
71.9K
$6.63M
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.06K- 10.47% |
$148K - $166K
|
17.6K
$1.63M
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2.08K- 5.57% |
$149K - $167K
|
35.2K
$3.25M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-2.1K- 1.09% |
$151K - $169K
|
190K
$17.5M
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-2.12K- 4.25% |
$152K - $170K
|
47.6K
$4.39M
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.16K- 3.41% |
$155K - $173K
|
61.1K
$5.64M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-2.16K- 6.21% |
$155K - $174K
|
32.6K
$3.01M
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-2.18K- 11.04% |
$156K - $175K
|
17.5K
$1.62M
|
|
Apr 26, 2022
Q1 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.21K- 18.02% |
$159K - $178K
|
10K
$926K
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
SELL
|
- |
-2.26K- 10.15% |
$163K - $182K
|
20K
$1.85M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.31K- 17.19% |
$166K - $185K
|
11.1K
$1.02M
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-2.32K- 9.99% |
$167K - $187K
|
20.9K
$1.93M
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-2.34K- 79.63% |
$168K - $188K
|
598
$55.1K
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.38K- 5.26% |
$171K - $192K
|
42.9K
$3.96M
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-2.39K- 29.91% |
$171K - $192K
|
5.59K
$515K
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-2.39K- 37.35% |
$172K - $192K
|
4.01K
$370K
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-2.41K- 1.35% |
$173K - $194K
|
175K
$16.2M
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
SELL
|
- |
-2.46K- 8.19% |
$176K - $197K
|
27.5K
$2.54M
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.5KClosed |
$180K - $201K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.5KClosed |
$180K - $201K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.5KClosed |
$180K - $201K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.51K- 5.39% |
$181K - $202K
|
44.1K
$4.07M
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.52K- 2.18% |
$181K - $203K
|
113K
$10.4M
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.53K- 36.67% |
$182K - $203K
|
4.37K
$402K
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.53KClosed |
$182K - $203K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.57KClosed |
$185K - $207K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.58KClosed |
$185K - $207K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.63KClosed |
$189K - $211K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-2.65K- 6.02% |
$190K - $213K
|
41.4K
$3.82M
|