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 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-29K- 43.2% |
$2.09M - $2.33M
|
38.2K
$3.52M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-29.1K- 14.26% |
$2.09M - $2.34M
|
175K
$16.1M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-29.1K- 93.32% |
$2.09M - $2.34M
|
2.08K
$192K
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-29.6K- 71.81% |
$2.13M - $2.38M
|
11.6K
$1.07M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-29.7KClosed |
$2.13M - $2.39M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-30.8K- 3.41% |
$2.21M - $2.47M
|
872K
$80.4M
|
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-30.9K- 9.79% |
$2.22M - $2.48M
|
285K
$26.2M
|
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-31.2K- 6.07% |
$2.24M - $2.51M
|
483K
$44.5M
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-31.9K- 25.37% |
$2.29M - $2.57M
|
93.9K
$8.65M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-34.2K- 2.27% |
$2.46M - $2.75M
|
1.47M
$136M
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-34.2K- 14.0% |
$2.46M - $2.75M
|
210K
$19.4M
|
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-34.7K- 31.72% |
$2.5M - $2.79M
|
74.8K
$6.9M
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-35.2K- 30.81% |
$2.53M - $2.83M
|
79K
$7.29M
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-36.2K- 99.91% |
$2.6M - $2.91M
|
33
$3.04K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-38K- 13.46% |
$2.73M - $3.05M
|
244K
$22.5M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-38.1K- 13.92% |
$2.74M - $3.06M
|
236K
$21.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-39K- 16.09% |
$2.8M - $3.13M
|
203K
$18.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-39.3K- 72.36% |
$2.82M - $3.16M
|
15K
$1.38M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-40.1K- 4.2% |
$2.88M - $3.22M
|
914K
$84.3M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-41.6KClosed |
$2.99M - $3.34M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-41.7KClosed |
$3M - $3.35M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-42.5K- 13.13% |
$3.06M - $3.42M
|
282K
$26M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-43K- 8.07% |
$3.09M - $3.45M
|
489K
$45.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-43.4K- 7.73% |
$3.12M - $3.49M
|
519K
$47.8M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-46.6K- 91.39% |
$3.35M - $3.75M
|
4.39K
$405K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-47.3K- 52.58% |
$3.4M - $3.8M
|
42.6K
$3.93M
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-49.8K- 99.67% |
$3.58M - $4M
|
165
$15.2K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-51K- 47.59% |
$3.67M - $4.1M
|
56.2K
$5.18M
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-51.7K- 21.16% |
$3.72M - $4.16M
|
193K
$17.8M
|
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-53.9KClosed |
$3.88M - $4.34M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-54.7KClosed |
$3.93M - $4.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-56.7K- 10.96% |
$4.07M - $4.56M
|
461K
$42.5M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-57.1K- 16.34% |
$4.11M - $4.59M
|
292K
$27M
|
|
|
May 12, 2022
Q1 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-58.9KClosed |
$4.23M - $4.73M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-62.5K- 57.22% |
$4.49M - $5.03M
|
46.7K
$4.31M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-63.1K- 3.73% |
$4.53M - $5.07M
|
1.63M
$150M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-63.4K- 9.14% |
$4.56M - $5.1M
|
630K
$58.1M
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-66.4KClosed |
$4.77M - $5.34M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-69KClosed |
$4.96M - $5.55M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-71.8K- 31.73% |
$5.16M - $5.77M
|
154K
$14.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-72K- 82.71% |
$5.18M - $5.79M
|
15.1K
$1.39M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-73.8K- 9.53% |
$5.31M - $5.94M
|
701K
$64.6M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-75K- 61.54% |
$5.39M - $6.03M
|
46.8K
$4.32M
|
|
|
May 06, 2022
Q1 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-75.7K- 87.71% |
$5.44M - $6.08M
|
10.6K
$978K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-84.3K- 12.51% |
$6.06M - $6.77M
|
589K
$54.3M
|
|
|
May 16, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-87.4KClosed |
$6.28M - $7.03M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-92.3K- 22.81% |
$6.64M - $7.42M
|
312K
$28.8M
|
|
|
Apr 13, 2022
Q1 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-94.2K- 51.27% |
$6.77M - $7.58M
|
89.6K
$8.26M
|
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-97.6K- 69.46% |
$7.02M - $7.85M
|
42.9K
$3.96M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-107K- 8.94% |
$7.67M - $8.58M
|
1.09M
$100M
|