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 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.88K+ 56.23% |
$207K - $232K
|
8.01K
$739K
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.82K+ 4.4% |
$203K - $227K
|
67K
$6.17M
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.81K+ 91.03% |
$202K - $226K
|
5.9K
$544K
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.81K+ 3.51% |
$202K - $226K
|
82.8K
$7.64M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.74K+ 3.11% |
$197K - $220K
|
90.9K
$8.38M
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.72K+ 5.38% |
$195K - $218K
|
53.2K
$4.91M
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
2.7K+ 59.0% |
$194K - $217K
|
7.28K
$671K
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.65KNew |
$190K - $213K
|
2.65K
$244K
|
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.63K+ 40.45% |
$189K - $211K
|
9.13K
$842K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
2.52K+ 2.0% |
$181K - $202K
|
128K
$11.8M
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.5K+ 18.62% |
$180K - $201K
|
16K
$1.47M
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.47KNew |
$178K - $199K
|
2.47K
$228K
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.47KNew |
$177K - $198K
|
2.47K
$227K
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.39K+ 59.43% |
$172K - $192K
|
6.41K
$591K
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.31K+ 2.44% |
$166K - $186K
|
96.7K
$8.92M
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.29K+ 12.93% |
$165K - $184K
|
20K
$1.84M
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.26K+ 16.58% |
$162K - $182K
|
15.9K
$1.46M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
2.26K+ 765.42% |
$162K - $182K
|
2.55K
$235K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.24K+ 3.46% |
$161K - $180K
|
67.1K
$6.18M
|
|
Apr 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
BUY
|
- |
2.24K+ 1.37% |
$161K - $180K
|
165K
$15.2M
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.21K+ 8.37% |
$158K - $177K
|
28.6K
$2.63M
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.2K+ 2.41% |
$158K - $177K
|
93.6K
$8.63M
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.18K+ 41.8% |
$157K - $175K
|
7.4K
$682K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.09K+ 3.54% |
$150K - $168K
|
61.1K
$5.64M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.09K+ 4.9% |
$150K - $168K
|
44.7K
$4.12M
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
BUY
|
- |
2.08K+ 17.17% |
$149K - $167K
|
14.2K
$1.31M
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
2.07K+ 5.32% |
$149K - $167K
|
41K
$3.78M
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.06K+ 61.81% |
$148K - $166K
|
5.4K
$498K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.03KNew |
$146K - $163K
|
2.03K
$187K
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.98K+ 1.58% |
$142K - $159K
|
127K
$11.7M
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.96K+ 9.89% |
$141K - $158K
|
21.8K
$2.01M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.93K+ 8.41% |
$139K - $155K
|
24.9K
$2.3M
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.91K+ 4.4% |
$137K - $153K
|
45.2K
$4.17M
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.89K+ 22.88% |
$135K - $152K
|
10.1K
$933K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.87KNew |
$134K - $150K
|
1.87K
$172K
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
1.84K+ 2.28% |
$132K - $148K
|
82.7K
$7.62M
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
BUY
|
- |
1.84K+ 47.55% |
$132K - $148K
|
5.71K
$526K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.78K+ 578.57% |
$128K - $143K
|
2.09K
$193K
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
BUY
|
- |
1.73K+ 6.2% |
$125K - $139K
|
29.7K
$2.74M
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.72K+ 15.63% |
$124K - $138K
|
12.7K
$1.17M
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.66K+ 52.6% |
$119K - $134K
|
4.82K
$444K
|
|
Apr 21, 2022
Q1 2022
|
Darrow Company, Inc.
|
BUY
|
- |
1.65K+ 1.07% |
$119K - $133K
|
157K
$14.4M
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.64K+ 8.34% |
$118K - $132K
|
21.3K
$1.97M
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.64K+ 66.21% |
$118K - $132K
|
4.11K
$379K
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.62K+ 3.07% |
$116K - $130K
|
54.3K
$5.01M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.61K+ 1.71% |
$116K - $130K
|
95.6K
$8.82M
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
1.58K+ 6.33% |
$114K - $127K
|
26.5K
$2.45M
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
1.58K+ 47.43% |
$113K - $127K
|
4.9K
$452K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.56KNew |
$112K - $125K
|
1.56K
$143K
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.53K+ 1.06% |
$110K - $123K
|
146K
$13.4M
|