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 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.16K+ 103.28% |
$371K - $415K
|
10.2K
$936K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.16K+ 103.28% |
$371K - $415K
|
10.2K
$936K
|
|
|
Apr 19, 2022
Q1 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
5KNew |
$359K - $402K
|
5K
$461K
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
4.95K+ 4.26% |
$356K - $398K
|
121K
$11.2M
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.86K+ 27.25% |
$349K - $390K
|
22.7K
$2.09M
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.85K+ 6.71% |
$348K - $390K
|
77K
$7.1M
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
4.78KNew |
$344K - $384K
|
4.78K
$441K
|
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
4.74KNew |
$341K - $381K
|
4.74K
$437K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.74K+ 28.87% |
$340K - $381K
|
21.1K
$1.95M
|
|
|
May 12, 2022
Q1 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
4.66K+ 2.28% |
$335K - $375K
|
209K
$19.3M
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.61K+ 4.63% |
$331K - $371K
|
104K
$9.61M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
4.61K+ 4.39% |
$331K - $371K
|
110K
$10.1M
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.61K+ 5.44% |
$331K - $371K
|
89.3K
$8.23M
|
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
BUY
|
- |
4.59K+ 5.75% |
$330K - $369K
|
84.4K
$7.78M
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.55K+ 2.42% |
$327K - $366K
|
193K
$17.8M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.53KNew |
$326K - $364K
|
4.53K
$418K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.34K+ 47.87% |
$312K - $349K
|
13.4K
$1.24M
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.22K+ 27.2% |
$303K - $339K
|
19.7K
$1.82M
|
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
4.2K+ 1.16% |
$302K - $338K
|
368K
$33.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.16K+ 6.22% |
$299K - $335K
|
71.1K
$6.56M
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.91K+ 4.48% |
$281K - $314K
|
91K
$8.39M
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.86KNew |
$278K - $311K
|
3.86K
$356K
|
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3.84K+ 7.68% |
$276K - $309K
|
53.8K
$4.96M
|
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.81KNew |
$274K - $306K
|
3.81K
$351K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
3.68K+ 3.14% |
$264K - $296K
|
121K
$11.2M
|
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
3.64K+ 12.4% |
$261K - $292K
|
33K
$3.04M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.59K+ 100.36% |
$258K - $288K
|
7.16K
$660K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3.57K+ 138.68% |
$257K - $287K
|
6.15K
$567K
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.56KNew |
$256K - $286K
|
3.56K
$328K
|
|
|
Aug 26, 2024
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.54KNew |
$255K - $285K
|
3.54K
$327K
|
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.53K+ 9.61% |
$254K - $284K
|
40.3K
$3.72M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.53K+ 2.09% |
$254K - $284K
|
173K
$15.9M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.48K+ 34.54% |
$250K - $280K
|
13.6K
$1.25M
|
|
|
May 11, 2022
Q1 2022
|
Opus Investment Management Inc
|
BUY
|
- |
3.38K+ 5.94% |
$243K - $272K
|
60.3K
$5.56M
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.3K+ 2.07% |
$237K - $265K
|
163K
$15M
|
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.23K+ 42.18% |
$232K - $259K
|
10.9K
$1M
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.2K+ 38.58% |
$230K - $257K
|
11.5K
$1.06M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.19K+ 3.05% |
$229K - $256K
|
108K
$9.95M
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
3.13K+ 16.89% |
$225K - $251K
|
21.6K
$1.99M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.1K+ 16.16% |
$223K - $249K
|
22.3K
$2.06M
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
3.1KNew |
$223K - $249K
|
3.1K
$286K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
3.07KNew |
$220K - $247K
|
3.07K
$283K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.02KNew |
$217K - $243K
|
3.02K
$278K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
3K+ 149.95% |
$215K - $241K
|
4.99K
$460K
|
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
BUY
|
- |
2.98K+ 29.42% |
$214K - $239K
|
13.1K
$1.21M
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.96KNew |
$212K - $238K
|
2.96K
$272K
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.95KNew |
$212K - $237K
|
2.95K
$272K
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.94K+ 0.75% |
$212K - $237K
|
397K
$36.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
2.93K+ 25.63% |
$211K - $236K
|
14.4K
$1.33M
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.9KNew |
$208K - $233K
|
2.9K
$267K
|