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 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
5.89K+ 107.54% |
$433K - $461K
|
11.4K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
5.62K+ 5.17% |
$413K - $440K
|
114K
$10.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
5.59K+ 8.5% |
$411K - $438K
|
71.4K
$6.31M
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
5.57K+ 6.18% |
$409K - $436K
|
95.6K
$8.46M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5.49K+ 29.98% |
$404K - $430K
|
23.8K
$2.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Atom Investors LP
Austin, TX |
BUY
|
- |
5.41K+ 13.83% |
$398K - $424K
|
44.5K
$3.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.14K+ 11.69% |
$378K - $402K
|
49.1K
$4.34M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5KNew |
$368K - $391K
|
5K
$442K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
4.82K+ 124.4% |
$354K - $377K
|
8.69K
$769K
|
|
|
Oct 14, 2021
Q3 2021
|
Newfound Research LLC
|
BUY
|
- |
4.8K+ 25.24% |
$353K - $376K
|
23.8K
$2.11M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.76K+ 31.83% |
$350K - $372K
|
19.7K
$1.74M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.75K+ 122.6% |
$349K - $372K
|
8.63K
$763K
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.63K+ 59.26% |
$340K - $362K
|
12.4K
$1.1M
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
4.38K+ 6.89% |
$322K - $343K
|
67.9K
$6.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.29K+ 2.19% |
$316K - $336K
|
201K
$17.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.29K+ 74.98% |
$315K - $335K
|
10K
$885K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
3.99K+ 49.03% |
$293K - $312K
|
12.1K
$1.07M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.96K+ 58.95% |
$291K - $310K
|
10.7K
$944K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
3.92KNew |
$288K - $306K
|
3.92K
$346K
|
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.8KNew |
$279K - $297K
|
3.8K
$336K
|
|
|
Oct 12, 2021
Q3 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.8KNew |
$279K - $297K
|
3.8K
$336K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.69K+ 12.88% |
$271K - $289K
|
32.3K
$2.86M
|
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
3.68K+ 100.0% |
$270K - $288K
|
7.35K
$650K
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.64K+ 36.63% |
$267K - $285K
|
13.6K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.63K+ 1.52% |
$267K - $284K
|
243K
$21.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.61K+ 21.08% |
$265K - $282K
|
20.7K
$1.83M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.51K+ 1.58% |
$258K - $274K
|
226K
$20M
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
3.43K+ 25.7% |
$252K - $269K
|
16.8K
$1.48M
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
BUY
|
- |
3.41K+ 4.56% |
$251K - $267K
|
78.3K
$6.92M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.4KNew |
$250K - $266K
|
3.4K
$301K
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
3.25K+ 6.54% |
$239K - $254K
|
52.9K
$4.68M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
3.24K+ 56.26% |
$238K - $254K
|
9.01K
$797K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.19K+ 5.82% |
$234K - $250K
|
57.9K
$5.12M
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
3.16K+ 4.61% |
$232K - $247K
|
71.7K
$6.34M
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.11K+ 5.52% |
$228K - $243K
|
59.4K
$5.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.05K+ 2.57% |
$224K - $239K
|
122K
$10.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.95K+ 1.76% |
$217K - $231K
|
170K
$15.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.94KNew |
$216K - $230K
|
2.94K
$260K
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.85K+ 15.09% |
$210K - $223K
|
21.8K
$1.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.8KNew |
$206K - $219K
|
2.8K
$248K
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
2.79KNew |
$205K - $218K
|
2.79K
$246K
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.75K+ 5.38% |
$202K - $216K
|
53.9K
$4.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.74KNew |
$201K - $214K
|
2.74K
$242K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
2.67K+ 19.44% |
$196K - $209K
|
16.4K
$1.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.59K+ 1.48% |
$190K - $203K
|
178K
$15.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
2.57K+ 1.35% |
$189K - $201K
|
194K
$17.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.56K+ 428.14% |
$188K - $200K
|
3.15K
$279K
|
|
|
Nov 02, 2021
Q3 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
2.53K+ 1.29% |
$186K - $198K
|
199K
$17.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
2.49K+ 2.82% |
$183K - $195K
|
90.7K
$8.03M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
2.35K+ 11.19% |
$173K - $184K
|
23.3K
$2.06M
|