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 |
---|---|---|---|---|---|---|---|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
166+ 6.56% |
$11.9K - $13.3K
|
2.7K
$249K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
165+ 12.54% |
$11.9K - $13.3K
|
1.48K
$137K
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
158+ 0.59% |
$11.4K - $12.7K
|
26.7K
$2.46M
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
156New |
$11.2K - $12.5K
|
156
$14.4K
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
154+ 3.63% |
$11.1K - $12.4K
|
4.4K
$406K
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
154+ 1.41% |
$11.1K - $12.4K
|
11.1K
$1.02M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
141+ 0.24% |
$10.1K - $11.3K
|
59.8K
$5.51M
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
138+ 22.73% |
$9.92K - $11.1K
|
745
$68.7K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
137+ 7.42% |
$9.85K - $11K
|
1.98K
$183K
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
135+ 2.42% |
$9.7K - $10.9K
|
5.72K
$528K
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
126+ 2.34% |
$9.06K - $10.1K
|
5.52K
$509K
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
117+ 2.04% |
$8.41K - $9.41K
|
5.87K
$541K
|
|
May 12, 2022
Q1 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
115+ 0.12% |
$8.27K - $9.25K
|
96.7K
$8.91M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
115+ 2.68% |
$8.27K - $9.25K
|
4.41K
$406K
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
115+ 0.97% |
$8.27K - $9.25K
|
11.9K
$1.1M
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
114+ 1.02% |
$8.19K - $9.17K
|
11.3K
$1.04M
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
112+ 0.08% |
$8.05K - $9K
|
149K
$13.7M
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
BUY
|
- |
110+ 2.96% |
$7.91K - $8.84K
|
3.82K
$352K
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
105+ 2.44% |
$7.55K - $8.44K
|
4.41K
$406K
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
104+ 1.84% |
$7.48K - $8.36K
|
5.74K
$530K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
101+ 0.27% |
$7.26K - $8.12K
|
37.3K
$3.44M
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
97New |
$6.97K - $7.8K
|
97
$8.94K
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
97+ 0.71% |
$6.97K - $7.8K
|
13.8K
$1.27M
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
86+ 1.61% |
$6.18K - $6.91K
|
5.43K
$501K
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
79+ 1.23% |
$5.68K - $6.35K
|
6.51K
$600K
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
78New |
$5.61K - $6.27K
|
78
$7.19K
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
78+ 0.27% |
$5.61K - $6.27K
|
28.7K
$2.65M
|
|
May 16, 2022
Q1 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
70+ 0.2% |
$5.03K - $5.63K
|
34.4K
$3.17M
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
65+ 0.3% |
$4.67K - $5.23K
|
21.8K
$2.01M
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
63+ 0.34% |
$4.53K - $5.07K
|
18.8K
$1.73M
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
63+ 0.3% |
$4.53K - $5.07K
|
21K
$1.93M
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
61New |
$4.38K - $4.9K
|
61
$5.62K
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
52+ 1.9% |
$3.74K - $4.18K
|
2.79K
$258K
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
51+ 0.32% |
$3.67K - $4.1K
|
15.8K
$1.45M
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
50+ 0.44% |
$3.59K - $4.02K
|
11.5K
$1.06M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
48+ 1.17% |
$3.45K - $3.86K
|
4.14K
$382K
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
46+ 0.68% |
$3.31K - $3.7K
|
6.84K
$631K
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
44+ 0.57% |
$3.16K - $3.54K
|
7.82K
$721K
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
40+ 1.37% |
$2.88K - $3.22K
|
2.96K
$273K
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
40New |
$2.88K - $3.22K
|
40
$3.69K
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
BUY
|
- |
37+ 0.22% |
$2.66K - $2.97K
|
17.2K
$1.59M
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
BUY
|
- |
36+ 0.04% |
$2.59K - $2.89K
|
91.8K
$8.46M
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
33+ 0.33% |
$2.37K - $2.65K
|
10K
$926K
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
32+ 0.2% |
$2.3K - $2.57K
|
15.6K
$1.44M
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
29+ 0.06% |
$2.08K - $2.33K
|
48.4K
$4.47M
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
28New |
$2.01K - $2.25K
|
28
$2.58K
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
26+ 0.34% |
$1.87K - $2.09K
|
7.63K
$703K
|
|
May 10, 2022
Q1 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
21+ 0.36% |
$1.51K - $1.69K
|
5.91K
$545K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
21+ 0.35% |
$1.51K - $1.69K
|
6.04K
$557K
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
20New |
$1.44K - $1.61K
|
20
$1.84K
|