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 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
18+ 0.13% |
$1.29K - $1.45K
|
14K
$1.29M
|
|
|
May 10, 2022
Q1 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
18+ 0.34% |
$1.29K - $1.45K
|
5.25K
$484K
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
17+ 0.33% |
$1.22K - $1.37K
|
5.18K
$477K
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
12+ 0.16% |
$863 - $965
|
7.33K
$676K
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
11+ 0.31% |
$791 - $884
|
3.52K
$325K
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
BUY
|
- |
10+ 0.33% |
$719 - $804
|
3.08K
$284K
|
|
|
Apr 22, 2022
Q1 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
10+ 0.35% |
$719 - $804
|
2.88K
$265K
|
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
10+ 0.29% |
$719 - $804
|
3.46K
$319K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
9New |
$647 - $724
|
9
$830
|
|
|
May 04, 2022
Q1 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
9+ 0.32% |
$647 - $724
|
2.81K
$259K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 0.26% |
$647 - $724
|
3.49K
$322K
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
9+ 0.12% |
$647 - $724
|
7.75K
$715K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
9+ 1.94% |
$647 - $724
|
472
$43.5K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8+ 0.04% |
$575 - $643
|
19K
$1.75M
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
8+ 0.16% |
$575 - $643
|
4.89K
$451K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8+ 0.02% |
$575 - $643
|
40.4K
$3.73M
|
|
|
May 10, 2022
Q1 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
6+ 0.05% |
$431 - $482
|
13.2K
$1.22M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6+ 0.04% |
$431 - $482
|
14.1K
$1.3M
|
|
|
May 06, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6+ 0.2% |
$431 - $482
|
3.02K
$279K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 1.02% |
$431 - $482
|
596
$55K
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5+ 0.31% |
$359 - $402
|
1.6K
$147K
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
4+ 0.13% |
$288 - $322
|
3.15K
$290K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.37% |
$216 - $241
|
804
$74.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
3+ 0.04% |
$216 - $241
|
7.48K
$690K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3+ 0.07% |
$216 - $241
|
4.19K
$386K
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$216 - $241
|
23.3K
$2.15M
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.44% |
$216 - $241
|
681
$62.8K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.29% |
$144 - $161
|
699
$64.4K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$144 - $161
|
32.2K
$2.97M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.13% |
$71.9 - $80.4
|
750
$69.2K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.24% |
$71.9 - $80.4
|
420
$38.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-1- 0.03% |
$71.9 - $80.4
|
3.36K
$310K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1- 0.01% |
$71.9 - $80.4
|
7.22K
$665K
|
|
|
May 11, 2022
Q1 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2- -0.0% |
$144 - $161
|
77.6K
$7.16M
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
SELL
|
- |
-3- 0.09% |
$216 - $241
|
3.48K
$321K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4Closed |
$288 - $322
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5Closed |
$359 - $402
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.38% |
$503 - $563
|
502
$46.3K
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
SELL
|
- |
-8- 1.42% |
$575 - $643
|
555
$51.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-11Closed |
$791 - $884
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-12- 3.7% |
$863 - $965
|
312
$28.8K
|
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-16- 0.13% |
$1.15K - $1.29K
|
12.5K
$1.15M
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-20- 4.71% |
$1.44K - $1.61K
|
405
$37.3K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-23Closed |
$1.65K - $1.85K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-23- 0.29% |
$1.65K - $1.85K
|
7.94K
$732K
|
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-25- 0.35% |
$1.8K - $2.01K
|
7.06K
$651K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-29- 1.01% |
$2.08K - $2.33K
|
2.84K
$262K
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-31- 0.05% |
$2.23K - $2.49K
|
62.4K
$5.76M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-39- 15.42% |
$2.8K - $3.14K
|
214
$19.7K
|