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 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.13K- 18.17% |
$524K - $558K
|
32.1K
$2.86M
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.15K- 34.81% |
$526K - $560K
|
13.4K
$1.19M
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-7.18K- 31.54% |
$528K - $562K
|
15.6K
$1.39M
|
|
Nov 04, 2021
Q3 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-7.77KClosed |
$571K - $608K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.84K- 8.13% |
$576K - $614K
|
88.7K
$7.88M
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.88K- 15.5% |
$579K - $617K
|
43K
$3.82M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.03K- 26.3% |
$590K - $629K
|
22.5K
$2M
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-8.08K- 5.64% |
$594K - $633K
|
135K
$12M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.17K- 25.46% |
$601K - $640K
|
23.9K
$2.13M
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8.17K- 12.48% |
$601K - $640K
|
57.3K
$5.1M
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-8.2K- 72.91% |
$602K - $642K
|
3.05K
$271K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.2K- 2.31% |
$603K - $642K
|
348K
$30.9M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.34K- 2.94% |
$613K - $653K
|
275K
$24.5M
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-8.44K- 79.22% |
$621K - $661K
|
2.22K
$197K
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-8.51K- 2.68% |
$625K - $666K
|
309K
$27.5M
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-9.29K- 13.9% |
$683K - $727K
|
57.5K
$5.12M
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9.32K- 11.05% |
$685K - $730K
|
75K
$6.67M
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-9.51KClosed |
$699K - $745K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-9.55KClosed |
$702K - $748K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-9.98K- 2.64% |
$733K - $781K
|
368K
$32.7M
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.98K- 68.21% |
$733K - $781K
|
4.65K
$413K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10.1K- 18.53% |
$745K - $794K
|
44.6K
$3.96M
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-10.2K- 55.34% |
$746K - $795K
|
8.19K
$728K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-10.2K- 4.78% |
$752K - $800K
|
204K
$18.1M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-10.2K- 12.02% |
$753K - $802K
|
75K
$6.66M
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-10.6K- 12.32% |
$777K - $827K
|
75.2K
$6.69M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10.8K- 3.41% |
$791K - $843K
|
305K
$27.1M
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-11K- 9.06% |
$807K - $859K
|
110K
$9.8M
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-11.5K- 9.61% |
$848K - $903K
|
109K
$9.65M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11.6K- 6.04% |
$854K - $909K
|
181K
$16.1M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-11.8K- 11.28% |
$864K - $920K
|
92.4K
$8.22M
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-12.3K- 58.59% |
$906K - $965K
|
8.72K
$775K
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-12.6K- 9.17% |
$923K - $983K
|
124K
$11.1M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-12.9K- 21.68% |
$950K - $1.01M
|
46.7K
$4.15M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13.4K- 30.2% |
$984K - $1.05M
|
31K
$2.75M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-13.4K- 30.13% |
$987K - $1.05M
|
31.1K
$2.77M
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-13.7K- 17.62% |
$1.01M - $1.08M
|
64.2K
$5.71M
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-14.1K- 20.26% |
$1.04M - $1.11M
|
55.6K
$4.94M
|
|
Nov 08, 2021
Q3 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-14.1KClosed |
$1.04M - $1.11M
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.3K- 1.74% |
$1.05M - $1.12M
|
805K
$71.6M
|
|
Nov 15, 2021
Q3 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-14.7K- 82.86% |
$1.08M - $1.15M
|
3.04K
$271K
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-14.9K- 16.36% |
$1.09M - $1.17M
|
76.1K
$6.77M
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-15.1K- 6.77% |
$1.11M - $1.18M
|
208K
$18.5M
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-15.3K- 11.91% |
$1.13M - $1.2M
|
113K
$10.1M
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-15.4K- 21.1% |
$1.13M - $1.21M
|
57.6K
$5.12M
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-15.6KClosed |
$1.14M - $1.22M
|
0
$0
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-17.3K- 18.68% |
$1.27M - $1.36M
|
75.4K
$6.7M
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-17.5K- 36.84% |
$1.29M - $1.37M
|
30K
$2.67M
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-17.5K- 3.32% |
$1.29M - $1.37M
|
510K
$45.3M
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-17.9K- 29.28% |
$1.31M - $1.4M
|
43.1K
$3.84M
|