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 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
51.6K+ 13.87% |
$3.79M - $4.04M
|
424K
$37.5M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44.9K+ 85.29% |
$3.3M - $3.52M
|
97.6K
$8.63M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
44.4KNew |
$3.26M - $3.47M
|
44.4K
$3.93M
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
42K+ 2.45% |
$3.09M - $3.29M
|
1.76M
$156M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
41.1K+ 2.55% |
$3.02M - $3.22M
|
1.65M
$146M
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
40.3K+ 23.21% |
$2.96M - $3.16M
|
214K
$18.9M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
39.4K+ 3.0% |
$2.9M - $3.09M
|
1.35M
$120M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39.2K+ 6.2% |
$2.88M - $3.07M
|
671K
$59.4M
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
BUY
|
- |
37.2KNew |
$2.73M - $2.91M
|
37.2K
$3.29M
|
|
Nov 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
36.6KNew |
$2.69M - $2.87M
|
36.6K
$3.24M
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
36.3K+ 4.74% |
$2.67M - $2.84M
|
802K
$70.9M
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
35.7KNew |
$2.62M - $2.79M
|
35.7K
$3.15M
|
|
Oct 21, 2021
Q3 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
33.8KNew |
$2.48M - $2.64M
|
33.8K
$2.99M
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
33K+ 722.42% |
$2.43M - $2.58M
|
37.6K
$3.32M
|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
32.9K+ 89.84% |
$2.42M - $2.58M
|
69.6K
$6.15M
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
BUY
|
- |
32.2K+ 5.77% |
$2.37M - $2.52M
|
590K
$52.2M
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
32.2K+ 67.73% |
$2.36M - $2.52M
|
79.7K
$7.05M
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
30.6K+ 54.15% |
$2.25M - $2.4M
|
87.2K
$7.71M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
29.9KNew |
$2.2M - $2.34M
|
29.9K
$2.64M
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
29.5KNew |
$2.17M - $2.31M
|
29.5K
$2.61M
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
28.7KNew |
$2.11M - $2.25M
|
28.7K
$2.54M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
28.3K+ 53.38% |
$2.08M - $2.22M
|
81.4K
$7.2M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
27.8K+ 164.66% |
$2.04M - $2.18M
|
44.7K
$3.95M
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
27.2K+ 741.83% |
$2M - $2.13M
|
30.9K
$2.73M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27K+ 34.49% |
$1.99M - $2.12M
|
105K
$9.32M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.5K+ 3.86% |
$1.95M - $2.07M
|
712K
$63M
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
26.2KNew |
$1.93M - $2.05M
|
26.2K
$2.32M
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
24.5K+ 143.63% |
$1.8M - $1.92M
|
41.6K
$3.68M
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.7K+ 68.26% |
$1.74M - $1.86M
|
58.4K
$5.17M
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23.6KNew |
$1.74M - $1.85M
|
23.6K
$2.09M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
23.6K+ 2.17% |
$1.73M - $1.85M
|
1.11M
$98.2M
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
22.9K+ 160.49% |
$1.69M - $1.8M
|
37.2K
$3.29M
|
|
Nov 12, 2021
Q3 2021
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
20.5KNew |
$1.5M - $1.6M
|
20.5K
$1.81M
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
19.8KNew |
$1.45M - $1.55M
|
19.8K
$1.75M
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
19.6K+ 34.91% |
$1.44M - $1.54M
|
75.9K
$6.71M
|
|
Nov 10, 2021
Q3 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
19.2KNew |
$1.41M - $1.5M
|
19.2K
$1.7M
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
19.1KNew |
$1.4M - $1.49M
|
19.1K
$1.68M
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
18.7K+ 7.24% |
$1.37M - $1.46M
|
277K
$24.5M
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
17.9K+ 15.47% |
$1.32M - $1.4M
|
134K
$11.8M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
17.4KNew |
$1.28M - $1.36M
|
17.4K
$1.54M
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
16.7K+ 2.9% |
$1.23M - $1.31M
|
594K
$52.5M
|
|
Nov 12, 2021
Q3 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
16.4K+ 1.75% |
$1.2M - $1.28M
|
950K
$84M
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
16.3K+ 1.28% |
$1.2M - $1.27M
|
1.29M
$114M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.1K+ 0.67% |
$1.19M - $1.26M
|
2.44M
$215M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16K+ 14.96% |
$1.18M - $1.25M
|
123K
$10.9M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
14.7K+ 13.24% |
$1.08M - $1.15M
|
125K
$11.1M
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
14.6K+ 3.13% |
$1.08M - $1.15M
|
482K
$42.7M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.6KNew |
$1.07M - $1.14M
|
14.6K
$1.29M
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
13.9K+ 4.95% |
$1.02M - $1.09M
|
294K
$26M
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
13.8KNew |
$1.01M - $1.08M
|
13.8K
$1.22M
|