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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-977- 6.9% |
$71.8K - $76.5K
|
13.2K
$1.19M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-989- 14.96% |
$72.7K - $77.4K
|
5.62K
$509K
|
|
|
Oct 14, 2021
Q3 2021
|
Verity Wealth Advisors
|
SELL
|
- |
-997- 2.84% |
$73.3K - $78K
|
34.1K
$3.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1K- 8.97% |
$73.8K - $78.6K
|
10.2K
$924K
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.01K- 15.01% |
$74.4K - $79.2K
|
5.73K
$519K
|
|
|
Oct 26, 2021
Q3 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.02K- 2.0% |
$74.7K - $79.5K
|
49.9K
$4.52M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-1.04K- 0.85% |
$76.1K - $81K
|
121K
$11M
|
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.04K- 3.14% |
$76.3K - $81.3K
|
32K
$2.9M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.04KClosed |
$76.7K - $81.7K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.05K- 14.79% |
$77.2K - $82.2K
|
6.05K
$548K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.06K- 1.71% |
$77.6K - $82.7K
|
60.9K
$5.52M
|
|
|
Oct 21, 2021
Q3 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-1.07KClosed |
$78.3K - $83.4K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-1.1K- 1.43% |
$81.1K - $86.4K
|
76.2K
$6.91M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.13KClosed |
$82.8K - $88.1K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.16K- 0.9% |
$85.6K - $91.1K
|
128K
$11.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1.2K- 2.92% |
$88.2K - $93.9K
|
39.9K
$3.62M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 92.64% |
$92.5K - $98.6K
|
100
$9.06K
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-1.26K- 2.02% |
$92.6K - $98.6K
|
61K
$5.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.28K- 4.8% |
$93.9K - $100K
|
25.4K
$2.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.28K- 28.4% |
$94K - $100K
|
3.23K
$292K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.28K- 1.39% |
$94.1K - $100K
|
91.1K
$8.26M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.28K- 1.39% |
$94.1K - $100K
|
91.1K
$8.26M
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.28K- 10.04% |
$94.1K - $100K
|
11.5K
$1.04M
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-1.28K- 0.9% |
$94.2K - $100K
|
141K
$12.8M
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 3.19% |
$95.3K - $102K
|
39.3K
$3.56M
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.33K- 21.63% |
$97.5K - $104K
|
4.8K
$435K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.34K- 19.78% |
$98.3K - $105K
|
5.42K
$492K
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.34K- 8.11% |
$98.5K - $105K
|
15.2K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.35K- 24.03% |
$99.4K - $106K
|
4.28K
$387K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.37K- 20.5% |
$101K - $108K
|
5.33K
$483K
|
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.42K- 33.96% |
$104K - $111K
|
2.76K
$250K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.42K- 6.36% |
$104K - $111K
|
20.9K
$1.89M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-1.44K- 5.5% |
$106K - $113K
|
24.8K
$2.25M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.52K- 14.1% |
$111K - $119K
|
9.23K
$837K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.58K- 2.43% |
$116K - $124K
|
63.4K
$5.75M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.58K- 2.3% |
$116K - $124K
|
67.3K
$6.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-1.66K- 10.23% |
$122K - $130K
|
14.6K
$1.32M
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.71K- 1.43% |
$126K - $134K
|
118K
$10.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 18.6% |
$127K - $135K
|
7.56K
$685K
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.73K- 12.59% |
$127K - $136K
|
12K
$1.09M
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.74K- 16.49% |
$128K - $136K
|
8.83K
$800K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.78K- 1.02% |
$131K - $139K
|
172K
$15.6M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.79K- 4.4% |
$131K - $140K
|
38.8K
$3.52M
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.79K- 16.73% |
$132K - $140K
|
8.91K
$808K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.81K- 5.26% |
$133K - $141K
|
32.6K
$2.95M
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
SELL
|
- |
-1.81K- 4.92% |
$133K - $142K
|
35.1K
$3.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
SELL
|
- |
-1.85K- 29.99% |
$136K - $144K
|
4.31K
$390K
|
|
|
Nov 05, 2021
Q3 2021
|
White Pine Investment CO
|
SELL
|
- |
-1.91K- 1.17% |
$141K - $150K
|
162K
$14.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.99K- 39.79% |
$146K - $156K
|
3.02K
$273K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.02K- 11.35% |
$149K - $158K
|
15.8K
$1.43M
|