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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-209- 22.79% |
$15.4K - $16.4K
|
708
$64.2K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-213- 1.2% |
$15.7K - $16.7K
|
17.5K
$1.58M
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
SELL
|
- |
-226- 1.62% |
$16.6K - $17.7K
|
13.7K
$1.24M
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-227- 0.35% |
$16.7K - $17.8K
|
65.1K
$5.9M
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-230- 8.23% |
$16.9K - $18K
|
2.56K
$232K
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-231- 1.56% |
$17K - $18.1K
|
14.6K
$1.32M
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
SELL
|
- |
-240- 3.83% |
$17.6K - $18.8K
|
6.03K
$547K
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-242- 0.13% |
$17.8K - $18.9K
|
184K
$16.6M
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-247- 2.16% |
$18.2K - $19.3K
|
11.2K
$1.01M
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-253- 1.07% |
$18.6K - $19.8K
|
23.3K
$2.11M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-254- 27.19% |
$18.7K - $19.9K
|
680
$61.6K
|
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-254Closed |
$18.7K - $19.9K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-255- 6.92% |
$18.7K - $20K
|
3.43K
$311K
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-260Closed |
$19.1K - $20.4K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-265- 0.46% |
$19.5K - $20.7K
|
57.9K
$5.25M
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-270Closed |
$19.8K - $21.1K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-279- 8.34% |
$20.5K - $21.8K
|
3.07K
$278K
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-280- 25.97% |
$20.6K - $21.9K
|
798
$72.3K
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-281- 4.01% |
$20.7K - $22K
|
6.73K
$610K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-283- 4.02% |
$20.8K - $22.2K
|
6.75K
$612K
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-285- 4.68% |
$20.9K - $22.3K
|
5.81K
$526K
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-286- 3.07% |
$21K - $22.4K
|
9.02K
$817K
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-288- 2.87% |
$21.2K - $22.5K
|
9.75K
$883K
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-289- 4.64% |
$21.2K - $22.6K
|
5.94K
$539K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-316- 0.7% |
$23.2K - $24.7K
|
44.8K
$4.06M
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
SELL
|
- |
-323- 6.95% |
$23.7K - $25.3K
|
4.33K
$392K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-332- 60.92% |
$24.4K - $26K
|
213
$19.3K
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-334- 12.4% |
$24.5K - $26.1K
|
2.36K
$214K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-339Closed |
$24.9K - $26.5K
|
0
$0
|
|
Feb 07, 2022
Q3 2021
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-359- 0.09% |
$26.4K - $28.1K
|
386K
$34.9M
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-360- 12.17% |
$26.5K - $28.2K
|
2.6K
$235K
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-362- 10.18% |
$26.6K - $28.3K
|
3.2K
$290K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-374- 2.29% |
$27.5K - $29.3K
|
15.9K
$1.44M
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-377- 5.36% |
$27.7K - $29.5K
|
6.66K
$603K
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-379- 55.82% |
$27.9K - $29.7K
|
300
$27.2K
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-386- 1.58% |
$28.4K - $30.2K
|
24K
$2.18M
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-387- 2.11% |
$28.4K - $30.3K
|
17.9K
$1.62M
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-387- 2.64% |
$28.4K - $30.3K
|
14.3K
$1.29M
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-400- 8.47% |
$29.4K - $31.3K
|
4.33K
$392K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-407- 1.83% |
$29.9K - $31.9K
|
21.8K
$1.98M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-408- 9.1% |
$30K - $31.9K
|
4.08K
$369K
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-413- 2.48% |
$30.4K - $32.3K
|
16.2K
$1.47M
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-424- 9.85% |
$31.2K - $33.2K
|
3.88K
$352K
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-432- 5.2% |
$31.8K - $33.8K
|
7.88K
$714K
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-433- 2.58% |
$31.8K - $33.9K
|
16.3K
$1.48M
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-433- 2.58% |
$31.8K - $33.9K
|
16.3K
$1.48M
|
|
Nov 01, 2021
Q3 2021
|
Wall Capital Group, Inc.
|
SELL
|
- |
-436- 0.71% |
$32K - $34.1K
|
61.1K
$5.54M
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-445- 5.98% |
$32.7K - $34.8K
|
7K
$634K
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-456- 6.76% |
$33.5K - $35.7K
|
6.29K
$570K
|
|
Nov 10, 2021
Q3 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-463- 0.9% |
$34K - $36.2K
|
51.1K
$4.63M
|