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 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-18.4K- 15.64% |
$1.35M - $1.44M
|
99K
$8.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.5K- 3.76% |
$1.36M - $1.45M
|
473K
$42.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-18.6K- 9.38% |
$1.37M - $1.46M
|
180K
$16M
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-18.8K- 55.05% |
$1.38M - $1.47M
|
15.3K
$1.36M
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-19K- 62.07% |
$1.39M - $1.49M
|
11.6K
$1.03M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-19.5K- 7.13% |
$1.43M - $1.53M
|
254K
$22.6M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-19.5KClosed |
$1.43M - $1.53M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-19.6KClosed |
$1.44M - $1.53M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19.7K- 10.41% |
$1.45M - $1.54M
|
170K
$15.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-20.2K- 6.44% |
$1.48M - $1.58M
|
293K
$26M
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-20.5K- 31.69% |
$1.5M - $1.6M
|
44.1K
$3.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-20.7K- 21.92% |
$1.52M - $1.62M
|
73.9K
$6.57M
|
|
|
Oct 18, 2021
Q3 2021
|
Act Advisors, Llc.
|
SELL
|
- |
-20.9K- 32.03% |
$1.54M - $1.64M
|
44.4K
$3.95M
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-21K- 32.41% |
$1.54M - $1.64M
|
43.8K
$3.89M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-21.3K- 7.06% |
$1.57M - $1.67M
|
280K
$24.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-21.9K- 91.46% |
$1.61M - $1.72M
|
2.05K
$182K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-22.5K- 78.27% |
$1.65M - $1.76M
|
6.24K
$555K
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-23.1K- 42.53% |
$1.7M - $1.81M
|
31.2K
$2.78M
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-23.1KClosed |
$1.7M - $1.81M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.8K- 5.66% |
$1.75M - $1.86M
|
397K
$35.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Verde Capital Management
|
SELL
|
- |
-23.8KClosed |
$1.75M - $1.87M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-25.1K- 23.1% |
$1.84M - $1.96M
|
83.5K
$7.43M
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-25.7K- 9.42% |
$1.89M - $2.01M
|
248K
$22M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-26.2K- 35.85% |
$1.93M - $2.05M
|
46.9K
$4.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-27.7K- 1.77% |
$2.04M - $2.17M
|
1.54M
$137M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.7K- 17.3% |
$2.04M - $2.17M
|
132K
$11.8M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28.3K- 67.0% |
$2.08M - $2.22M
|
13.9K
$1.24M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-28.8K- 37.7% |
$2.12M - $2.25M
|
47.6K
$4.23M
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30K- 21.26% |
$2.2M - $2.34M
|
111K
$9.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-30.2K- 40.26% |
$2.22M - $2.36M
|
44.8K
$3.99M
|
|
|
Oct 13, 2021
Q3 2021
|
Gfg Capital, LLC
|
SELL
|
- |
-30.9K- 17.73% |
$2.27M - $2.42M
|
143K
$12.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-31.2K- 53.42% |
$2.29M - $2.44M
|
27.2K
$2.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-32.1K- 8.6% |
$2.36M - $2.52M
|
342K
$30.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-32.2K- 40.65% |
$2.36M - $2.52M
|
47K
$4.18M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-32.5KClosed |
$2.39M - $2.55M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-33K- 47.82% |
$2.43M - $2.58M
|
36K
$3.2M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.5K- 7.08% |
$2.53M - $2.7M
|
452K
$40.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-34.5K- 24.39% |
$2.53M - $2.7M
|
107K
$9.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-35.3K- 7.5% |
$2.6M - $2.77M
|
436K
$38.8M
|
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-36.7K- 38.58% |
$2.7M - $2.87M
|
58.4K
$5.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
SELL
|
- |
-37.2K- 31.7% |
$2.73M - $2.91M
|
80.1K
$7.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-38.9K- 18.22% |
$2.86M - $3.04M
|
174K
$15.5M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-40.7K- 11.53% |
$2.99M - $3.18M
|
312K
$27.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42.2K- 76.17% |
$3.1M - $3.3M
|
13.2K
$1.17M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-42.3K- 13.67% |
$3.11M - $3.31M
|
267K
$23.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-42.7K- 10.04% |
$3.14M - $3.34M
|
383K
$34M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-43.3K- 7.83% |
$3.18M - $3.39M
|
510K
$45.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-44.5K- 8.06% |
$3.27M - $3.49M
|
508K
$45.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-44.7K- 11.35% |
$3.29M - $3.5M
|
349K
$31.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-45.2K- 6.8% |
$3.32M - $3.54M
|
619K
$55M
|