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 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.51K+ 28.6% |
$109K - $121K
|
6.79K
$626K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.45K+ 0.47% |
$104K - $116K
|
308K
$28.4M
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.4K+ 2.33% |
$100K - $112K
|
61.2K
$5.64M
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.39K+ 34.02% |
$99.7K - $112K
|
5.46K
$504K
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
1.37K+ 1.27% |
$98.4K - $110K
|
109K
$10.1M
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 16.01% |
$93.4K - $104K
|
9.42K
$868K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.3K+ 8.02% |
$93.1K - $104K
|
17.4K
$1.61M
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
1.28K+ 7.49% |
$91.9K - $103K
|
18.3K
$1.69M
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
1.27K+ 12.77% |
$90.9K - $102K
|
11.2K
$1.03M
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.25K+ 1.96% |
$90.1K - $101K
|
65.1K
$6M
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.25KNew |
$89.9K - $101K
|
1.25K
$115K
|
|
Apr 26, 2022
Q1 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
1.25K+ 6.64% |
$89.8K - $100K
|
20.1K
$1.85M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.21K+ 1.16% |
$87.3K - $97.6K
|
106K
$9.75M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.17K+ 49.68% |
$84.4K - $94.4K
|
3.54K
$326K
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.17K+ 18.72% |
$84.1K - $94.1K
|
7.42K
$684K
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.17K+ 3.29% |
$84K - $93.9K
|
36.7K
$3.38M
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.16K+ 26.55% |
$83.4K - $93.3K
|
5.53K
$510K
|
|
Apr 28, 2022
Q1 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 0.3% |
$80.1K - $89.6K
|
377K
$34.8M
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.1K+ 1.56% |
$79.3K - $88.7K
|
71.8K
$6.62M
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.08K+ 1.45% |
$77.5K - $86.7K
|
75.6K
$6.97M
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
989+ 24.16% |
$71.1K - $79.5K
|
5.08K
$469K
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
982+ 5.5% |
$70.6K - $79K
|
18.8K
$1.74M
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
979+ 32.15% |
$70.4K - $78.7K
|
4.02K
$371K
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
963+ 32.59% |
$69.2K - $77.4K
|
3.92K
$361K
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
961+ 2.83% |
$69.1K - $77.3K
|
35K
$3.22M
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
946New |
$68K - $76.1K
|
946
$87.2K
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
938+ 2.68% |
$67.4K - $75.4K
|
35.9K
$3.31M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
928New |
$66.7K - $74.6K
|
928
$85.6K
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
901+ 12.59% |
$64.8K - $72.4K
|
8.06K
$743K
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
900+ 3.6% |
$64.7K - $72.4K
|
25.9K
$2.39M
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
856New |
$61.5K - $68.8K
|
856
$78.9K
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
825+ 4.73% |
$59.3K - $66.3K
|
18.3K
$1.69M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
800New |
$57.5K - $64.3K
|
800
$73.8K
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
796+ 0.55% |
$57.2K - $64K
|
145K
$13.3M
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
790+ 4.43% |
$56.8K - $63.5K
|
18.6K
$1.72M
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
775+ 246.82% |
$55.7K - $62.3K
|
1.09K
$100K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
768+ 89.3% |
$55.2K - $61.7K
|
1.63K
$150K
|
|
May 02, 2022
Q1 2022
|
Better Wealth, LLC
|
BUY
|
- |
739+ 0.37% |
$53.1K - $59.4K
|
198K
$18.3M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
729+ 1.87% |
$52.4K - $58.6K
|
39.7K
$3.66M
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
720+ 5.03% |
$51.8K - $57.9K
|
15K
$1.39M
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
719+ 6.06% |
$51.7K - $57.8K
|
12.6K
$1.16M
|
|
Apr 18, 2022
Q1 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
716+ 7.85% |
$51.5K - $57.6K
|
9.83K
$907K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
709+ 1.15% |
$51K - $57K
|
62.6K
$5.77M
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
708New |
$50.9K - $56.9K
|
708
$65.3K
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
702+ 8.28% |
$50.5K - $56.4K
|
9.18K
$846K
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
687+ 15.79% |
$49.4K - $55.2K
|
5.04K
$465K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
663+ 1.64% |
$47.7K - $53.3K
|
41.1K
$3.79M
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
660+ 5.0% |
$47.4K - $53.1K
|
13.8K
$1.28M
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
659+ 27.88% |
$47.4K - $53K
|
3.02K
$279K
|
|
May 16, 2022
Q1 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
638+ 14.77% |
$45.9K - $51.3K
|
4.96K
$457K
|