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 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
627+ 87.08% |
$45.1K - $50.4K
|
1.35K
$124K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
616+ 1.18% |
$44.3K - $49.5K
|
52.7K
$4.86M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
594+ 7.76% |
$42.7K - $47.8K
|
8.25K
$761K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
561+ 21.31% |
$40.3K - $45.1K
|
3.19K
$294K
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
534+ 17.33% |
$38.4K - $42.9K
|
3.62K
$333K
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
532+ 5.79% |
$38.2K - $42.8K
|
9.72K
$896K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
514+ 1.9% |
$36.9K - $41.3K
|
27.5K
$2.54M
|
|
|
Apr 20, 2022
Q1 2022
|
Financial Life Advisors
|
BUY
|
- |
508+ 0.4% |
$36.5K - $40.8K
|
128K
$11.8M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
502+ 2.91% |
$36.1K - $40.4K
|
17.8K
$1.64M
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
500+ 75.19% |
$35.9K - $40.2K
|
1.17K
$107K
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
490New |
$35.2K - $39.4K
|
490
$45.2K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
BUY
|
- |
485New |
$34.9K - $39K
|
485
$44.7K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
464+ 1.72% |
$33.4K - $37.3K
|
27.4K
$2.53M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
460+ 7.15% |
$33.1K - $37K
|
6.89K
$636K
|
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
460+ 2.04% |
$33.1K - $37K
|
23K
$2.12M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
459+ 4.37% |
$33K - $36.9K
|
11K
$1.01M
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
456+ 0.58% |
$32.8K - $36.7K
|
78.9K
$7.27M
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
452+ 17.27% |
$32.5K - $36.3K
|
3.07K
$283K
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
450+ 4.35% |
$32.3K - $36.2K
|
10.8K
$995K
|
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
450+ 1.14% |
$32.3K - $36.2K
|
39.9K
$3.67M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
442+ 0.87% |
$31.8K - $35.5K
|
51.4K
$4.74M
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
432+ 0.81% |
$31.1K - $34.7K
|
53.6K
$4.94M
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
418New |
$30K - $33.6K
|
418
$38.5K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
418+ 104.5% |
$30K - $33.6K
|
818
$75.4K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
410New |
$29.5K - $33K
|
410
$37.8K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
410New |
$29.5K - $33K
|
410
$37.8K
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
383+ 10.9% |
$27.5K - $30.8K
|
3.9K
$359K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
369New |
$26.5K - $29.7K
|
369
$34K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
359+ 8.27% |
$25.8K - $28.9K
|
4.7K
$433K
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
358+ 4.36% |
$25.7K - $28.8K
|
8.57K
$790K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
320+ 5.6% |
$23K - $25.7K
|
6.03K
$556K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
293New |
$21.1K - $23.6K
|
293
$27K
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
279+ 3.48% |
$20.1K - $22.4K
|
8.29K
$765K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
275New |
$19.8K - $22.1K
|
275
$25.4K
|
|
|
May 09, 2022
Q1 2022
|
Parthenon LLC
|
BUY
|
- |
275+ 4.68% |
$19.8K - $22.1K
|
6.15K
$567K
|
|
|
Apr 07, 2022
Q1 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
273New |
$19.6K - $21.9K
|
273
$25.2K
|
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
261+ 0.47% |
$18.8K - $21K
|
55.9K
$5.15M
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
249+ 12.03% |
$17.9K - $20K
|
2.32K
$214K
|
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
241+ 6.6% |
$17.3K - $19.4K
|
3.89K
$359K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
237+ 5.8% |
$17K - $19.1K
|
4.33K
$399K
|
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
237+ 23.47% |
$17K - $19.1K
|
1.25K
$115K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
223New |
$16K - $17.9K
|
223
$20.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
214+ 0.55% |
$15.4K - $17.2K
|
39.4K
$3.63M
|
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
212+ 1.56% |
$15.2K - $17K
|
13.8K
$1.27M
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
209+ 21.41% |
$15K - $16.8K
|
1.19K
$109K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
199+ 3.06% |
$14.3K - $16K
|
6.7K
$618K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
176+ 6.78% |
$12.7K - $14.2K
|
2.77K
$255K
|
|
|
Apr 14, 2022
Q1 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
170+ 2.78% |
$12.2K - $13.7K
|
6.29K
$579K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
170+ 4.01% |
$12.2K - $13.7K
|
4.41K
$407K
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
166+ 0.19% |
$11.9K - $13.3K
|
89.2K
$8.23M
|