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 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.65KClosed |
$191K - $213K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.67KClosed |
$192K - $215K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.69K- 2.28% |
$193K - $216K
|
115K
$10.6M
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.69K- 2.98% |
$193K - $216K
|
87.7K
$8.08M
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
SELL
|
- |
-2.7K- 2.14% |
$194K - $217K
|
123K
$11.4M
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.7K- 8.56% |
$194K - $217K
|
28.9K
$2.66M
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.73K- 44.47% |
$196K - $219K
|
3.41K
$314K
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.73KClosed |
$196K - $219K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.74K- 1.2% |
$197K - $220K
|
226K
$20.8M
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.74K- 23.94% |
$197K - $220K
|
8.71K
$803K
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.78K- 5.13% |
$200K - $223K
|
51.4K
$4.73M
|
|
Apr 20, 2022
Q1 2022
|
Bay Rivers Group
|
SELL
|
- |
-2.79K- 2.5% |
$201K - $224K
|
109K
$10M
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.82K- 67.7% |
$203K - $227K
|
1.35K
$124K
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.84KClosed |
$204K - $229K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.85K- 3.8% |
$204K - $229K
|
72K
$6.63M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.85KClosed |
$205K - $229K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.85KClosed |
$205K - $229K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.9KClosed |
$208K - $233K
|
0
$0
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.9K- 26.06% |
$209K - $233K
|
8.24K
$760K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.91K- 12.05% |
$209K - $234K
|
21.3K
$1.96M
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.97KClosed |
$213K - $239K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.05K- 0.99% |
$219K - $245K
|
304K
$28M
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.05K- 0.71% |
$219K - $245K
|
429K
$39.5M
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-3.08K- 1.5% |
$221K - $247K
|
202K
$18.6M
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.08K- 0.8% |
$222K - $248K
|
383K
$35.3M
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-3.09K- 7.91% |
$222K - $249K
|
36K
$3.32M
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.21KClosed |
$231K - $258K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.26K- 4.82% |
$234K - $262K
|
64.4K
$5.94M
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.34K- 3.86% |
$240K - $268K
|
83.1K
$7.66M
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
SELL
|
- |
-3.41KClosed |
$245K - $274K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.42KClosed |
$246K - $275K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.47K- 3.83% |
$249K - $279K
|
87.1K
$8.03M
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.49K- 3.01% |
$251K - $281K
|
112K
$10.4M
|
|
May 16, 2022
Q1 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-3.5K- 42.52% |
$252K - $282K
|
4.74K
$437K
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-3.51K- 15.42% |
$252K - $282K
|
19.3K
$1.78M
|
|
Apr 19, 2022
Q1 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-3.55K- 3.93% |
$255K - $285K
|
86.8K
$8M
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-3.55K- 16.6% |
$255K - $285K
|
17.8K
$1.64M
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-3.55K- 41.09% |
$255K - $285K
|
5.09K
$469K
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
SELL
|
- |
-3.58K- 8.75% |
$257K - $288K
|
37.3K
$3.44M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.59K- 13.03% |
$258K - $288K
|
23.9K
$2.21M
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-3.6K- 4.73% |
$259K - $289K
|
72.4K
$6.68M
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.61K- 2.78% |
$260K - $290K
|
126K
$11.6M
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.62K- 53.74% |
$260K - $291K
|
3.12K
$287K
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.64K- 21.52% |
$261K - $292K
|
13.3K
$1.22M
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.66KClosed |
$263K - $294K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.66K- 1.37% |
$263K - $294K
|
263K
$24.3M
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-3.7KClosed |
$266K - $298K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.72K- 47.93% |
$267K - $299K
|
4.04K
$373K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.73K- 54.18% |
$268K - $300K
|
3.15K
$291K
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-3.75K- 10.41% |
$269K - $301K
|
32.2K
$2.97M
|