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 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
39K+ 26.3% |
$2.81M - $3.14M
|
187K
$17.3M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
37.3K+ 53.49% |
$2.68M - $3M
|
107K
$9.87M
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
36.6K+ 6.06% |
$2.63M - $2.94M
|
641K
$59.1M
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
36.3K+ 27.37% |
$2.61M - $2.92M
|
169K
$15.6M
|
|
May 16, 2022
Q1 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
34.6KNew |
$2.49M - $2.78M
|
34.6K
$3.19M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
34KNew |
$2.44M - $2.73M
|
34K
$3.13M
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
32.5K+ 1.9% |
$2.34M - $2.61M
|
1.74M
$161M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
31KNew |
$2.23M - $2.49M
|
31K
$2.86M
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
30.8K+ 18.32% |
$2.22M - $2.48M
|
199K
$18.3M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
29.8KNew |
$2.14M - $2.4M
|
29.8K
$2.75M
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
BUY
|
- |
28.5K+ 32.74% |
$2.05M - $2.29M
|
116K
$10.7M
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
28.3K+ 101.6% |
$2.04M - $2.28M
|
56.2K
$5.18M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24.3KNew |
$1.75M - $1.95M
|
24.3K
$2.24M
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
24.1K+ 2.51% |
$1.73M - $1.94M
|
984K
$90.7M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 48.03% |
$1.59M - $1.78M
|
68.1K
$6.28M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.8K+ 50.54% |
$1.57M - $1.76M
|
65K
$6M
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
20.9K+ 41.73% |
$1.5M - $1.68M
|
70.9K
$6.54M
|
|
May 11, 2022
Q1 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
20.3K+ 31.13% |
$1.46M - $1.63M
|
85.6K
$7.9M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
19.2K+ 1.73% |
$1.38M - $1.54M
|
1.12M
$104M
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
19.1K+ 13.38% |
$1.38M - $1.54M
|
162K
$15M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
19.1K+ 146.71% |
$1.38M - $1.54M
|
32.2K
$2.97M
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
18.9K+ 26.96% |
$1.36M - $1.52M
|
88.8K
$8.19M
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
18.7KNew |
$1.34M - $1.5M
|
18.7K
$1.72M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.6K+ 234.82% |
$1.34M - $1.49M
|
26.5K
$2.44M
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
18.3KNew |
$1.32M - $1.47M
|
18.3K
$1.69M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
18K+ 1.37% |
$1.3M - $1.45M
|
1.34M
$123M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.3K+ 12.02% |
$1.24M - $1.39M
|
161K
$14.9M
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
16.2K+ 14.56% |
$1.16M - $1.3M
|
127K
$11.7M
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
16.1K+ 4.72% |
$1.16M - $1.29M
|
356K
$32.9M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15.9K+ 5.2% |
$1.14M - $1.28M
|
322K
$29.7M
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
15.7KNew |
$1.13M - $1.26M
|
15.7K
$1.45M
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
14.9KNew |
$1.07M - $1.2M
|
14.9K
$1.37M
|
|
Nov 14, 2024
Q1 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
14.9K+ 6.1% |
$1.07M - $1.19M
|
258K
$23.8M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.7K+ 11.05% |
$1.05M - $1.18M
|
147K
$13.6M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
14.4KNew |
$1.03M - $1.16M
|
14.4K
$1.33M
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
14.2K+ 19.78% |
$1.02M - $1.15M
|
86.3K
$7.95M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.8K+ 0.26% |
$991K - $1.11M
|
5.23M
$483M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.4KNew |
$962K - $1.08M
|
13.4K
$1.23M
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
13.2K+ 5.47% |
$947K - $1.06M
|
254K
$23.4M
|
|
May 16, 2022
Q1 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
13KNew |
$937K - $1.05M
|
13K
$1.2M
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
12.4KNew |
$895K - $1M
|
12.4K
$1.15M
|
|
Apr 28, 2022
Q1 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
11.8K+ 87.74% |
$851K - $952K
|
25.3K
$2.34M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
11.8K+ 32.72% |
$847K - $948K
|
47.8K
$4.41M
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
11.5K+ 65.88% |
$826K - $924K
|
28.9K
$2.67M
|
|
May 04, 2022
Q1 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11.3K+ 8.71% |
$814K - $911K
|
141K
$13M
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.3K+ 423.02% |
$812K - $909K
|
14K
$1.29M
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
11.2KNew |
$808K - $904K
|
11.2K
$1.04M
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
11.1KNew |
$798K - $893K
|
11.1K
$1.02M
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.7K+ 6.97% |
$772K - $864K
|
165K
$15.2M
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
10.7K+ 8.3% |
$768K - $859K
|
139K
$12.8M
|