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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.6K+ 9.65% |
$763K - $854K
|
121K
$11.1M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1K+ 0.44% |
$728K - $814K
|
2.31M
$213M
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
9.97K+ 38.04% |
$716K - $801K
|
36.2K
$3.33M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.86K+ 32.27% |
$709K - $793K
|
40.4K
$3.73M
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
9.62KNew |
$691K - $773K
|
9.62K
$887K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.57K+ 24.56% |
$688K - $769K
|
48.5K
$4.47M
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
9.55K+ 5.75% |
$686K - $767K
|
176K
$16.2M
|
|
May 16, 2022
Q1 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
9.53K+ 251.54% |
$685K - $766K
|
13.3K
$1.23M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.44K+ 5.7% |
$679K - $759K
|
175K
$16.1M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.36K+ 141.41% |
$673K - $753K
|
16K
$1.47M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.36K+ 141.41% |
$673K - $753K
|
16K
$1.47M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.24KNew |
$664K - $743K
|
9.24K
$852K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.13K+ 11.33% |
$656K - $734K
|
89.7K
$8.27M
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
BUY
|
- |
9K+ 13.65% |
$647K - $723K
|
74.9K
$6.91M
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
8.92KNew |
$641K - $717K
|
8.92K
$823K
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8.65K+ 12.46% |
$622K - $696K
|
78.1K
$7.2M
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
8.5KNew |
$611K - $683K
|
8.5K
$784K
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
BUY
|
- |
8.34K+ 23.9% |
$599K - $671K
|
43.2K
$3.99M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.11K+ 1.65% |
$583K - $652K
|
500K
$46.1M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.98K+ 2.79% |
$573K - $641K
|
294K
$27.1M
|
|
May 10, 2022
Q1 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
7.97KNew |
$573K - $641K
|
7.97K
$735K
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
BUY
|
- |
7.97KNew |
$573K - $640K
|
7.97K
$734K
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.95K+ 31.89% |
$572K - $639K
|
32.9K
$3.03M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.85K+ 2.52% |
$564K - $631K
|
319K
$29.4M
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.78K+ 8.62% |
$559K - $625K
|
98K
$9.04M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.57KNew |
$544K - $608K
|
7.57K
$697K
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
7.33K+ 5.84% |
$527K - $589K
|
133K
$12.2M
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
7.29K+ 4.42% |
$524K - $586K
|
172K
$15.9M
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
7.12KNew |
$512K - $572K
|
7.12K
$656K
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7.06K+ 258.72% |
$507K - $567K
|
9.79K
$902K
|
|
Apr 27, 2022
Q1 2022
|
Gfg Capital, LLC
|
BUY
|
- |
6.97K+ 3.53% |
$501K - $560K
|
204K
$18.9M
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.96K+ 6.29% |
$500K - $559K
|
118K
$10.8M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.82KNew |
$490K - $548K
|
6.82K
$629K
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6.76K+ 22.07% |
$486K - $544K
|
37.4K
$3.45M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.65K+ 2.34% |
$478K - $534K
|
291K
$26.8M
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.63K+ 261.09% |
$476K - $533K
|
9.17K
$845K
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
6.53KNew |
$469K - $525K
|
6.53K
$602K
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.42K+ 10.54% |
$462K - $516K
|
67.3K
$6.21M
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.26K+ 10.81% |
$450K - $503K
|
64.2K
$5.92M
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.18K+ 29.17% |
$444K - $497K
|
27.4K
$2.52M
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6.04K+ 10.07% |
$434K - $486K
|
66.1K
$6.09M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.97K+ 2.07% |
$429K - $480K
|
294K
$27.1M
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.97K+ 16.52% |
$429K - $480K
|
42.1K
$3.88M
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.8K+ 191.58% |
$417K - $467K
|
8.83K
$814K
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.79K+ 1.06% |
$416K - $466K
|
553K
$51M
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.62K+ 18.53% |
$404K - $452K
|
35.9K
$3.31M
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.45KNew |
$392K - $438K
|
5.45K
$502K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.4K+ 100.0% |
$388K - $434K
|
10.8K
$996K
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
5.26K+ 39.39% |
$378K - $423K
|
18.6K
$1.71M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.2KNew |
$374K - $418K
|
5.2K
$479K
|