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 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.28KClosed |
$241K - $257K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.3K- 26.27% |
$243K - $259K
|
9.27K
$840K
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
SELL
|
- |
-3.38K- 7.33% |
$248K - $265K
|
42.7K
$3.87M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-3.39K- 21.03% |
$249K - $265K
|
12.7K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.4KClosed |
$250K - $266K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.42K- 8.75% |
$251K - $267K
|
35.6K
$3.23M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.47K- 5.06% |
$255K - $272K
|
65.1K
$5.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.48K- 0.9% |
$256K - $272K
|
383K
$34.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.52K- 0.84% |
$259K - $276K
|
417K
$37.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
SELL
|
- |
-3.56K- 7.56% |
$262K - $279K
|
43.6K
$3.95M
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-3.56KClosed |
$262K - $279K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.66KClosed |
$269K - $286K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.67KClosed |
$270K - $287K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-3.68K- 50.0% |
$270K - $288K
|
3.68K
$333K
|
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.69K- 43.69% |
$271K - $289K
|
4.75K
$431K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-3.88K- 2.07% |
$285K - $304K
|
184K
$16.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
SELL
|
- |
-3.95K- 38.88% |
$290K - $309K
|
6.21K
$563K
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-4.01KClosed |
$294K - $314K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.13K- 16.67% |
$303K - $323K
|
20.6K
$1.87M
|
|
|
Nov 01, 2021
Q3 2021
|
Bcm Advisors, LLC
|
SELL
|
- |
-4.24K- 7.34% |
$312K - $332K
|
53.5K
$4.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-4.26KClosed |
$313K - $334K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-4.3KClosed |
$316K - $337K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.33K- 9.75% |
$318K - $339K
|
40.1K
$3.63M
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-4.34K- 6.5% |
$319K - $340K
|
62.4K
$5.66M
|
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-4.35K- 20.76% |
$320K - $341K
|
16.6K
$1.51M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.46K- 3.99% |
$328K - $349K
|
107K
$9.72M
|
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-4.56K- 1.45% |
$335K - $357K
|
310K
$28.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.66K- 3.41% |
$343K - $365K
|
132K
$12M
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-4.68K- 1.95% |
$344K - $366K
|
235K
$21.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
SELL
|
- |
-4.74K- 3.56% |
$348K - $371K
|
128K
$11.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-4.96KClosed |
$365K - $389K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.07K- 2.74% |
$372K - $397K
|
180K
$16.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5.35KClosed |
$393K - $419K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5.37K- 34.38% |
$394K - $420K
|
10.2K
$928K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-5.59K- 9.71% |
$411K - $438K
|
52K
$4.71M
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.7KClosed |
$419K - $446K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-5.77K- 35.03% |
$424K - $452K
|
10.7K
$970K
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5.95K- 9.3% |
$437K - $466K
|
58.1K
$5.26M
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.06K- 7.36% |
$445K - $474K
|
76.2K
$6.91M
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-6.23K- 12.03% |
$458K - $487K
|
45.5K
$4.13M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.31K- 3.15% |
$464K - $494K
|
194K
$17.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.33K- 36.46% |
$465K - $495K
|
11K
$1M
|
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-6.53K- 14.46% |
$480K - $511K
|
38.6K
$3.5M
|
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-6.56KClosed |
$482K - $513K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-6.59K- 5.67% |
$485K - $516K
|
110K
$9.94M
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-6.59K- 6.67% |
$485K - $516K
|
92.2K
$8.36M
|
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-6.67K- 45.57% |
$490K - $522K
|
7.96K
$722K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-6.74K- 33.28% |
$495K - $527K
|
13.5K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-6.83K- 85.71% |
$502K - $534K
|
1.14K
$103K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-7.01KClosed |
$516K - $549K
|
0
$0
|