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 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-120K- 7.95% |
$8.64M - $9.66M
|
1.39M
$128M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-127K- 3.81% |
$9.12M - $10.2M
|
3.2M
$295M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-132K- 66.38% |
$9.46M - $10.6M
|
66.6K
$6.14M
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-137K- 95.75% |
$9.85M - $11M
|
6.09K
$561K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-137K- 12.79% |
$9.87M - $11M
|
936K
$86.3M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-139K- 8.47% |
$9.99M - $11.2M
|
1.5M
$138M
|
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-145K- 97.46% |
$10.4M - $11.6M
|
3.77K
$347K
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-148KClosed |
$10.6M - $11.9M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-150KClosed |
$10.8M - $12.1M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-164K- 67.46% |
$11.8M - $13.2M
|
79K
$7.29M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-169K- 26.99% |
$12.2M - $13.6M
|
458K
$42.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-177KClosed |
$12.7M - $14.2M
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-193K- 38.01% |
$13.9M - $15.5M
|
314K
$29M
|
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-194KClosed |
$14M - $15.6M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-197K- 8.8% |
$14.1M - $15.8M
|
2.04M
$188M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-207K- 2.68% |
$14.9M - $16.6M
|
7.53M
$695M
|
|
|
May 16, 2022
Q1 2022
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-208K- 60.86% |
$14.9M - $16.7M
|
134K
$12.3M
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-214K- 5.82% |
$15.4M - $17.2M
|
3.46M
$319M
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-220K- 61.2% |
$15.8M - $17.7M
|
139K
$12.8M
|
|
|
May 16, 2022
Q1 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-222KClosed |
$16M - $17.9M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-229KClosed |
$16.4M - $18.4M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-232K- 48.38% |
$16.7M - $18.7M
|
248K
$22.8M
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-238K- 95.92% |
$17.1M - $19.1M
|
10.1K
$934K
|
|
|
May 16, 2022
Q1 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-241K- 95.93% |
$17.3M - $19.4M
|
10.2K
$943K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-249K- 38.25% |
$17.9M - $20M
|
402K
$37.1M
|
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-256K- 90.01% |
$18.4M - $20.6M
|
28.4K
$2.62M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-263K- 55.17% |
$18.9M - $21.1M
|
214K
$19.7M
|
|
|
May 11, 2022
Q1 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-265K- 60.43% |
$19M - $21.3M
|
173K
$16M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-289K- 79.59% |
$20.8M - $23.3M
|
74.2K
$6.84M
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-312K- 98.42% |
$22.4M - $25.1M
|
5.01K
$462K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-314K- 2.91% |
$22.5M - $25.2M
|
10.5M
$966M
|
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-336K- 26.52% |
$24.2M - $27M
|
932K
$85.9M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-414K- 24.1% |
$29.8M - $33.3M
|
1.3M
$120M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-428K- 58.44% |
$30.8M - $34.4M
|
304K
$28.1M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-458K- 7.97% |
$32.9M - $36.8M
|
5.29M
$488M
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
SELL
|
- |
-489K- 80.38% |
$35.2M - $39.3M
|
119K
$11M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-518K- 9.52% |
$37.2M - $41.6M
|
4.92M
$454M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-569K- 49.07% |
$40.9M - $45.7M
|
591K
$54.5M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-711K- 12.01% |
$51.1M - $57.2M
|
5.21M
$480M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-720K- 71.4% |
$51.7M - $57.9M
|
288K
$26.6M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-748K- 53.17% |
$53.7M - $60.1M
|
659K
$60.7M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-749K- 5.39% |
$53.8M - $60.2M
|
13.1M
$1.21B
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-907K- 22.08% |
$65.2M - $72.9M
|
3.2M
$295M
|
|
|
May 16, 2022
Q1 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.43M- 76.29% |
$103M - $115M
|
446K
$41.1M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.75M- 7.91% |
$126M - $141M
|
20.4M
$1.88B
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.91M- 11.9% |
$137M - $154M
|
14.2M
$1.3B
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.8M- 97.58% |
$273M - $305M
|
94.2K
$8.69M
|