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 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.04K- 2.75% |
$150K - $160K
|
72.2K
$6.42M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.08K- 0.7% |
$153K - $163K
|
293K
$26.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.09K- 24.59% |
$153K - $163K
|
6.4K
$569K
|
|
|
Oct 07, 2021
Q3 2021
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.09K- 15.94% |
$153K - $163K
|
11K
$979K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.09K- 41.59% |
$154K - $164K
|
2.94K
$261K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.12K- 17.56% |
$156K - $166K
|
9.93K
$883K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.24K- 3.04% |
$165K - $175K
|
71.4K
$6.35M
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.3K- 13.77% |
$169K - $180K
|
14.4K
$1.28M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.31K- 2.26% |
$169K - $181K
|
99.8K
$8.87M
|
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
SELL
|
- |
-2.32K- 8.56% |
$170K - $182K
|
24.8K
$2.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-2.38K- 17.58% |
$175K - $186K
|
11.1K
$990K
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.4K- 5.52% |
$176K - $188K
|
41.1K
$3.65M
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.4K- 32.85% |
$177K - $188K
|
4.91K
$437K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.46K- 49.8% |
$180K - $192K
|
2.48K
$220K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.46K- 49.8% |
$180K - $192K
|
2.48K
$220K
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-2.47K- 1.01% |
$181K - $193K
|
242K
$21.6M
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 0.84% |
$182K - $193K
|
291K
$25.9M
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.48K- 11.72% |
$182K - $194K
|
18.7K
$1.66M
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
SELL
|
- |
-2.5K- 5.58% |
$184K - $195K
|
42.3K
$3.76M
|
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.52K- 35.54% |
$185K - $197K
|
4.56K
$406K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.55K- 9.85% |
$187K - $200K
|
23.3K
$2.07M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.63K- 17.42% |
$193K - $206K
|
12.5K
$1.11M
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.7KClosed |
$198K - $211K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.8K- 35.91% |
$206K - $219K
|
5K
$445K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-2.8K- 32.93% |
$206K - $219K
|
5.71K
$508K
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2.83K- 6.54% |
$208K - $221K
|
40.4K
$3.59M
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.89KClosed |
$212K - $226K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.91KClosed |
$214K - $228K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.92K- 6.77% |
$214K - $228K
|
40.2K
$3.57M
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-2.93K- 18.74% |
$215K - $229K
|
12.7K
$1.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.93K- 9.04% |
$215K - $229K
|
29.5K
$2.62M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.94K- 3.46% |
$216K - $230K
|
82K
$7.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.95K- 2.01% |
$217K - $231K
|
144K
$12.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.96K- 2.79% |
$217K - $231K
|
103K
$9.14M
|
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.97K- 13.58% |
$218K - $232K
|
18.9K
$1.68M
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.98K- 9.16% |
$219K - $233K
|
29.5K
$2.63M
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.98K- 27.36% |
$219K - $233K
|
7.92K
$704K
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.02K- 45.58% |
$222K - $236K
|
3.61K
$321K
|
|
|
Oct 13, 2021
Q3 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-3.02K- 1.57% |
$222K - $236K
|
189K
$16.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.03K- 49.41% |
$223K - $237K
|
3.1K
$276K
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.06KClosed |
$225K - $239K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-3.19K- 3.33% |
$235K - $250K
|
92.6K
$8.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-3.2K- 19.28% |
$235K - $250K
|
13.4K
$1.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.2K- 4.7% |
$235K - $251K
|
64.9K
$5.77M
|
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.22K- 9.05% |
$237K - $252K
|
32.3K
$2.88M
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
SELL
|
- |
-3.23K- 10.04% |
$237K - $253K
|
29K
$2.57M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-3.24K- 5.42% |
$238K - $254K
|
56.5K
$5.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.25K- 5.13% |
$239K - $254K
|
60K
$5.34M
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.25K- 17.35% |
$239K - $254K
|
15.5K
$1.38M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-3.27K- 74.47% |
$241K - $256K
|
1.12K
$99.8K
|