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 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
13.6K+ 12.06% |
$997K - $1.06M
|
126K
$11.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.5KNew |
$992K - $1.06M
|
13.5K
$1.19M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
13.5K+ 17.8% |
$989K - $1.05M
|
89.1K
$7.88M
|
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
13.2K+ 22.12% |
$967K - $1.03M
|
72.6K
$6.42M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13.1K+ 1.16% |
$966K - $1.03M
|
1.14M
$101M
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
13.1K+ 4.13% |
$963K - $1.03M
|
330K
$29.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.5K+ 109.26% |
$920K - $980K
|
24K
$2.12M
|
|
|
Nov 16, 2021
Q3 2021
|
Requisite Capital Management, LLC
|
BUY
|
- |
11.9K+ 3.01% |
$876K - $933K
|
408K
$36M
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
11.6K+ 9.98% |
$856K - $912K
|
128K
$11.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.6K+ 8.79% |
$856K - $912K
|
144K
$12.8M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.6K+ 177.5% |
$853K - $909K
|
18.2K
$1.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.3K+ 7.21% |
$829K - $883K
|
168K
$14.8M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11K+ 78.97% |
$809K - $862K
|
25K
$2.21M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11K+ 8.62% |
$808K - $861K
|
139K
$12.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
10.9K+ 79.99% |
$802K - $854K
|
24.6K
$2.17M
|
|
|
Nov 09, 2021
Q3 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
10.5K+ 17.91% |
$772K - $822K
|
69.1K
$6.11M
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.4K+ 3.84% |
$762K - $811K
|
280K
$24.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
10.1K+ 0.83% |
$743K - $791K
|
1.23M
$109M
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10KNew |
$736K - $784K
|
10K
$885K
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
9.77K+ 6.55% |
$718K - $765K
|
159K
$14.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
9.51KNew |
$699K - $745K
|
9.51K
$842K
|
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
BUY
|
- |
9.38K+ 4.57% |
$689K - $734K
|
215K
$19M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
9.35KNew |
$687K - $732K
|
9.35K
$827K
|
|
|
Nov 14, 2024
Q3 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
8.99K+ 3.97% |
$660K - $703K
|
235K
$20.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.97K+ 55.96% |
$660K - $702K
|
25K
$2.21M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.95K+ 81.14% |
$658K - $701K
|
20K
$1.77M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.68K+ 3.0% |
$638K - $680K
|
298K
$26.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
8.5K+ 6.08% |
$625K - $666K
|
148K
$13.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Financial Life Advisors
|
BUY
|
- |
8.46K+ 7.3% |
$622K - $662K
|
124K
$11M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
8.28K+ 3.64% |
$609K - $648K
|
236K
$20.9M
|
|
|
Oct 15, 2021
Q3 2021
|
Sequent Asset Management, LLC
|
BUY
|
- |
7.98K+ 10.29% |
$587K - $625K
|
85.5K
$7.56M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
BUY
|
- |
7.85K+ 27.12% |
$577K - $614K
|
36.8K
$3.25M
|
|
|
Nov 22, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
7.7K+ 347.81% |
$566K - $603K
|
9.92K
$877K
|
|
|
Nov 12, 2021
Q3 2021
|
Concentrum Wealth Management
|
BUY
|
- |
7.61K+ 9.98% |
$559K - $595K
|
83.8K
$7.41M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.46K+ 1.44% |
$548K - $584K
|
524K
$46.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
7.43KNew |
$546K - $582K
|
7.43K
$657K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.38K+ 18.31% |
$542K - $577K
|
47.7K
$4.22M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.36K+ 22.12% |
$541K - $576K
|
40.6K
$3.59M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
7.24K+ 46.63% |
$532K - $567K
|
22.8K
$2.01M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.83K+ 3.48% |
$502K - $535K
|
203K
$18M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.82K+ 0.96% |
$501K - $533K
|
720K
$63.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
6.77K+ 15.13% |
$498K - $530K
|
51.5K
$4.55M
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.72K+ 6.29% |
$494K - $526K
|
114K
$10M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.68K+ 30.31% |
$491K - $523K
|
28.7K
$2.54M
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
6.66K+ 8.74% |
$489K - $521K
|
82.9K
$7.33M
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.45KNew |
$474K - $505K
|
6.45K
$570K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6.38K+ 1.92% |
$469K - $500K
|
339K
$30M
|
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
6.26K+ 9.32% |
$460K - $490K
|
73.4K
$6.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.16K+ 37.98% |
$453K - $482K
|
22.4K
$1.98M
|
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
6.03K+ 39.99% |
$443K - $472K
|
21.1K
$1.87M
|