Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.5MNew |
$1.14B - $1.21B
|
15.5M
$1.38B
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
824K+ 2.72% |
$60.6M - $64.5M
|
31.1M
$2.77B
|
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
777K+ 1214.35% |
$57.1M - $60.8M
|
841K
$74.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
739KNew |
$54.3M - $57.8M
|
739K
$65.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
650K+ 35.42% |
$47.8M - $50.9M
|
2.48M
$221M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
587K+ 31.35% |
$43.1M - $46M
|
2.46M
$219M
|
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
547KNew |
$40.2M - $42.8M
|
547K
$48.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
545K+ 36.55% |
$40.1M - $42.7M
|
2.04M
$182M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
464K+ 41.42% |
$34.1M - $36.3M
|
1.58M
$141M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
437K+ 9.53% |
$32.1M - $34.2M
|
5.02M
$447M
|
|
|
Nov 08, 2021
Q3 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
326K+ 515.55% |
$24M - $25.5M
|
389K
$34.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
311KNew |
$22.8M - $24.3M
|
311K
$27.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
307KNew |
$22.5M - $24M
|
307K
$27.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
297K+ 562.72% |
$21.8M - $23.2M
|
349K
$31.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
295K+ 149.07% |
$21.7M - $23.1M
|
494K
$44M
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
288K+ 89.47% |
$21.1M - $22.5M
|
609K
$54.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
236K+ 27.11% |
$17.3M - $18.4M
|
1.1M
$98.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
230K+ 18.22% |
$16.9M - $18M
|
1.49M
$133M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
179K+ 121.97% |
$13.1M - $14M
|
325K
$29M
|
|
|
Oct 04, 2021
Q3 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
178KNew |
$13.1M - $13.9M
|
178K
$15.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
174K+ 2387.19% |
$12.8M - $13.6M
|
181K
$16.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
166K+ 88.79% |
$12.2M - $13M
|
353K
$31.4M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
165K+ 1148.52% |
$12.2M - $12.9M
|
180K
$16M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
158K+ 317.14% |
$11.6M - $12.3M
|
207K
$18.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
122KNew |
$9M - $9.58M
|
122K
$10.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Parker Investment Management, LLC
|
BUY
|
- |
121KNew |
$8.88M - $9.45M
|
121K
$10.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
113KNew |
$8.31M - $8.86M
|
113K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
99.8K+ 388.68% |
$7.34M - $7.81M
|
126K
$11.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
96.3KNew |
$7.08M - $7.54M
|
96.3K
$8.58M
|
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
95K+ 161.73% |
$6.98M - $7.43M
|
154K
$13.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
92.6KNew |
$6.8M - $7.25M
|
92.6K
$8.25M
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
92.3K+ 8.08% |
$6.78M - $7.22M
|
1.23M
$110M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
87.8K+ 145.0% |
$6.45M - $6.87M
|
148K
$13.2M
|
|
|
Dec 20, 2022
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
87.4KNew |
$6.43M - $6.84M
|
87.4K
$7.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
87.4KNew |
$6.43M - $6.84M
|
87.4K
$7.79M
|
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
BUY
|
- |
83K+ 219.49% |
$6.1M - $6.5M
|
121K
$10.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
82.8K+ 951.7% |
$6.09M - $6.48M
|
91.5K
$8.15M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
80.5K+ 8.57% |
$5.92M - $6.3M
|
1.02M
$90.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
80.4K+ 102.87% |
$5.91M - $6.29M
|
159K
$14.1M
|
|
|
Mar 15, 2022
Q3 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
78KNew |
$5.73M - $6.11M
|
78K
$6.95M
|
|
|
Oct 25, 2021
Q3 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
77.3K+ 24.14% |
$5.68M - $6.05M
|
398K
$35.4M
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
75KNew |
$5.51M - $5.87M
|
75K
$6.68M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
74.8K+ 1.03% |
$5.5M - $5.85M
|
7.32M
$652M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
73.7K+ 78.61% |
$5.42M - $5.77M
|
167K
$14.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
71.6K+ 75.84% |
$5.26M - $5.61M
|
166K
$14.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
69.9K+ 7.65% |
$5.14M - $5.47M
|
984K
$87.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
69.2K+ 539.93% |
$5.09M - $5.42M
|
82K
$7.31M
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
65.5K+ 82.72% |
$4.81M - $5.13M
|
145K
$12.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
63.5K+ 58.81% |
$4.66M - $4.97M
|
171K
$15.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
54.7KNew |
$4.02M - $4.28M
|
54.7K
$4.87M
|