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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-470- 1.14% |
$34.5K - $36.8K
|
40.9K
$3.64M
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-472- 6.45% |
$34.7K - $36.9K
|
6.85K
$609K
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-479- 1.9% |
$35.2K - $37.5K
|
24.8K
$2.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-483- 2.36% |
$35.5K - $37.8K
|
20K
$1.78M
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-500Closed |
$36.8K - $39.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-500- 0.76% |
$36.8K - $39.1K
|
65K
$5.78M
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-503- 1.54% |
$37K - $39.4K
|
32.2K
$2.87M
|
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-513- 8.3% |
$37.7K - $40.2K
|
5.67K
$504K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-515- 92.96% |
$37.9K - $40.3K
|
39
$3.47K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-542- 5.8% |
$39.8K - $42.4K
|
8.8K
$782K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-554- 29.52% |
$40.7K - $43.4K
|
1.32K
$118K
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-554- 1.38% |
$40.7K - $43.4K
|
39.6K
$3.52M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-590- 1.92% |
$43.4K - $46.2K
|
30.1K
$2.68M
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-608- 1.18% |
$44.7K - $47.6K
|
50.8K
$4.51M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-621- 0.18% |
$45.6K - $48.6K
|
350K
$31.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-654- 15.6% |
$48.1K - $51.2K
|
3.54K
$315K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-655- 10.5% |
$48.1K - $51.3K
|
5.58K
$497K
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-671- 5.99% |
$49.3K - $52.5K
|
10.5K
$937K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-674- 11.33% |
$49.5K - $52.8K
|
5.28K
$469K
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-675- 19.13% |
$49.6K - $52.8K
|
2.85K
$254K
|
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-679- 1.23% |
$49.9K - $53.2K
|
54.6K
$4.86M
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-680- 0.38% |
$50K - $53.2K
|
178K
$15.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-690- 7.15% |
$50.7K - $54K
|
8.96K
$797K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-697- 25.41% |
$51.2K - $54.6K
|
2.05K
$182K
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-710- 5.92% |
$52.2K - $55.6K
|
11.3K
$1M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-711- 1.88% |
$52.3K - $55.7K
|
37.1K
$3.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-717- 4.76% |
$52.7K - $56.1K
|
14.3K
$1.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-723- 0.67% |
$53.1K - $56.6K
|
107K
$9.56M
|
|
|
Oct 12, 2021
Q3 2021
|
Iowa State Bank
|
SELL
|
- |
-750- 2.92% |
$55.1K - $58.7K
|
24.9K
$2.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-753- 71.65% |
$55.3K - $58.9K
|
298
$26.5K
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
SELL
|
- |
-754- 0.28% |
$55.4K - $59K
|
273K
$24.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
SELL
|
- |
-755- 7.63% |
$55.5K - $59.1K
|
9.14K
$813K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-759- 14.71% |
$55.8K - $59.4K
|
4.4K
$391K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-764- 15.28% |
$56.2K - $59.8K
|
4.24K
$377K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-815- 10.9% |
$59.9K - $63.8K
|
6.66K
$592K
|
|
|
Oct 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-817- 1.59% |
$60K - $64K
|
50.6K
$4.5M
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-828- 36.17% |
$60.9K - $64.8K
|
1.46K
$130K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-835- 1.56% |
$61.4K - $65.4K
|
52.7K
$4.68M
|
|
|
Oct 22, 2021
Q3 2021
|
Santori & Peters, Inc.
|
SELL
|
- |
-837- 0.47% |
$61.5K - $65.5K
|
177K
$15.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
SELL
|
- |
-852- 3.8% |
$62.6K - $66.7K
|
21.6K
$1.92M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-875- 22.53% |
$64.3K - $68.5K
|
3.01K
$268K
|
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-875- 8.03% |
$64.3K - $68.5K
|
10K
$891K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-880- 10.86% |
$64.7K - $68.9K
|
7.22K
$642K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-884- 2.86% |
$65K - $69.2K
|
30K
$2.67M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-919- 6.41% |
$67.5K - $71.9K
|
13.4K
$1.19M
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-946- 3.74% |
$69.5K - $74.1K
|
24.3K
$2.16M
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-952- 1.39% |
$70K - $74.5K
|
67.5K
$6M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-953- 6.31% |
$70K - $74.6K
|
14.2K
$1.26M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-961- 9.29% |
$70.6K - $75.2K
|
9.38K
$834K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-961- 9.29% |
$70.6K - $75.2K
|
9.38K
$834K
|