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 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-45.6K- 18.41% |
$3.35M - $3.57M
|
202K
$17.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-47.5K- 2.87% |
$3.49M - $3.72M
|
1.6M
$142M
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-48.4KClosed |
$3.56M - $3.79M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-48.5K- 90.52% |
$3.57M - $3.8M
|
5.08K
$449K
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-49KClosed |
$3.6M - $3.83M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-49K- 5.44% |
$3.6M - $3.83M
|
852K
$75.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-49KClosed |
$3.6M - $3.84M
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-50.1K- 55.71% |
$3.68M - $3.92M
|
39.8K
$3.52M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-60.5K- 3.65% |
$4.45M - $4.74M
|
1.6M
$141M
|
|
|
Nov 12, 2021
Q3 2021
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-61K- 81.83% |
$4.49M - $4.78M
|
13.6K
$1.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-63.2K- 15.77% |
$4.65M - $4.95M
|
338K
$29.9M
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-69.2K- 84.39% |
$5.09M - $5.42M
|
12.8K
$1.13M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-77.8K- 11.92% |
$5.72M - $6.09M
|
575K
$50.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-78KClosed |
$5.73M - $6.11M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-78.6K- 11.26% |
$5.77M - $6.15M
|
619K
$54.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-81.5K- 38.65% |
$5.99M - $6.38M
|
129K
$11.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-81.7K- 27.65% |
$6M - $6.39M
|
214K
$18.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-85K- 7.99% |
$6.24M - $6.65M
|
979K
$86.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-86.2K- 23.05% |
$6.33M - $6.74M
|
288K
$25.4M
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-86.9K- 43.44% |
$6.39M - $6.81M
|
113K
$10M
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-95.8K- 3.11% |
$7.04M - $7.5M
|
2.98M
$264M
|
|
|
Nov 15, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-97K- 63.12% |
$7.13M - $7.59M
|
56.7K
$5.01M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-100K- 14.47% |
$7.36M - $7.84M
|
592K
$52.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-101K- 55.21% |
$7.39M - $7.88M
|
81.6K
$7.22M
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-108K- 69.01% |
$7.97M - $8.49M
|
48.7K
$4.31M
|
|
|
Nov 15, 2021
Q3 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-117K- 8.33% |
$8.61M - $9.17M
|
1.29M
$114M
|
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-121KClosed |
$8.9M - $9.48M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-121K- 3.48% |
$8.92M - $9.5M
|
3.37M
$298M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-123K- 93.69% |
$9.03M - $9.62M
|
8.27K
$732K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-128KClosed |
$9.44M - $10.1M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-131K- 33.62% |
$9.64M - $10.3M
|
259K
$22.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-143K- 3.54% |
$10.5M - $11.2M
|
3.91M
$345M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-150K- 27.23% |
$11M - $11.7M
|
401K
$35.5M
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-159K- 20.46% |
$11.7M - $12.4M
|
617K
$54.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-162K- 95.91% |
$11.9M - $12.7M
|
6.9K
$610K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-166K- 2.61% |
$12.2M - $13M
|
6.18M
$547M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-167K- 92.06% |
$12.3M - $13.1M
|
14.4K
$1.27M
|
|
|
Oct 25, 2021
Q3 2021
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-185K- 89.51% |
$13.6M - $14.5M
|
21.7K
$1.92M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-211K- 9.26% |
$15.5M - $16.5M
|
2.06M
$183M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-218K- 3.02% |
$16.1M - $17.1M
|
7.02M
$621M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-223K- 70.04% |
$16.4M - $17.4M
|
95.3K
$8.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-258K- 4.27% |
$19M - $20.2M
|
5.78M
$512M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-262K- 47.83% |
$19.2M - $20.5M
|
285K
$25.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-282K- 3.09% |
$20.7M - $22.1M
|
8.84M
$782M
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-297K- 73.53% |
$21.8M - $23.2M
|
107K
$9.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-329KClosed |
$24.2M - $25.8M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-361K- 99.16% |
$26.5M - $28.3M
|
3.05K
$270K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-412K- 6.36% |
$30.2M - $32.2M
|
6.06M
$536M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-425K- 8.92% |
$31.2M - $33.2M
|
4.34M
$384M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-511K- 15.99% |
$37.6M - $40M
|
2.69M
$238M
|