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
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.28K+ 14.59% |
$168K - $178K
|
17.9K
$1.58M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.25K+ 6.17% |
$165K - $176K
|
38.7K
$3.42M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
2.21K+ 5.55% |
$162K - $173K
|
42K
$3.71M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.19K+ 2.37% |
$161K - $171K
|
94.5K
$8.35M
|
|
|
Oct 20, 2021
Q3 2021
|
Hoese & CO LLP
|
BUY
|
- |
2.16K+ 7.07% |
$159K - $169K
|
32.7K
$2.89M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
2.09K+ 132.95% |
$154K - $164K
|
3.67K
$325K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 1.23% |
$151K - $161K
|
170K
$15M
|
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.05K+ 1.66% |
$151K - $160K
|
125K
$11.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.04K+ 31.28% |
$150K - $160K
|
8.55K
$757K
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.04K+ 36.89% |
$150K - $159K
|
7.55K
$668K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.01K+ 284.87% |
$148K - $158K
|
2.72K
$241K
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.98K+ 12.0% |
$145K - $155K
|
18.5K
$1.63M
|
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
BUY
|
- |
1.94K+ 0.73% |
$143K - $152K
|
267K
$23.6M
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.94K+ 2.3% |
$142K - $152K
|
86.2K
$7.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.94K+ 28.27% |
$142K - $151K
|
8.78K
$777K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
1.92K+ 7.48% |
$141K - $150K
|
27.5K
$2.43M
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.9KNew |
$140K - $149K
|
1.9K
$168K
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
1.87K+ 1.91% |
$137K - $146K
|
99.7K
$8.82M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
1.87K+ 0.96% |
$137K - $146K
|
195K
$17.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.85K+ 17.34% |
$136K - $145K
|
12.5K
$1.11M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.75KNew |
$129K - $137K
|
1.75K
$155K
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.68K+ 0.31% |
$124K - $132K
|
546K
$48.3M
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
BUY
|
- |
1.68K+ 1.89% |
$124K - $132K
|
90.8K
$8.03M
|
|
|
Nov 04, 2021
Q3 2021
|
Opus Investment Management Inc
|
BUY
|
- |
1.67K+ 3.03% |
$123K - $131K
|
56.7K
$5.02M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.66K+ 2.85% |
$122K - $130K
|
59.9K
$5.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.64K+ 0.58% |
$120K - $128K
|
286K
$25.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.63K+ 1.64% |
$120K - $128K
|
101K
$8.92M
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
1.57K+ 22.52% |
$115K - $123K
|
8.53K
$755K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.5KNew |
$110K - $117K
|
1.5K
$133K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.45K+ 196.61% |
$107K - $113K
|
2.19K
$193K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
1.34K+ 1717.95% |
$98.5K - $105K
|
1.42K
$125K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.34K+ 6.38% |
$98.3K - $105K
|
22.3K
$1.97M
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.28K+ 13.26% |
$94.1K - $100K
|
10.9K
$967K
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
1.28K+ 13.05% |
$93.9K - $100K
|
11.1K
$978K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.26K+ 2.23% |
$92.7K - $98.7K
|
57.8K
$5.12M
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.24K+ 0.53% |
$91K - $96.9K
|
236K
$20.9M
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
1.22K+ 4.26% |
$89.6K - $95.4K
|
29.8K
$2.64M
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
1.2K+ 4.04% |
$88.5K - $94.2K
|
31K
$2.74M
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.19K+ 3.11% |
$87.6K - $93.3K
|
39.6K
$3.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
1.16K+ 9.13% |
$85.6K - $91.1K
|
13.9K
$1.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
1.16K+ 7.0% |
$85.5K - $91K
|
17.8K
$1.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.15K+ 5.82% |
$84.8K - $90.3K
|
21K
$1.86M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
1.1K+ 0.86% |
$80.6K - $85.8K
|
128K
$11.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.1K+ 10.19% |
$80.6K - $85.8K
|
11.9K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.04K+ 2.11% |
$76.4K - $81.4K
|
50.3K
$4.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.04K+ 21.45% |
$76.1K - $81K
|
5.86K
$518K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.03K+ 13.52% |
$75.3K - $80.2K
|
8.61K
$761K
|
|
|
Nov 08, 2021
Q3 2021
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.03K+ 1.09% |
$75.3K - $80.2K
|
94.9K
$8.39M
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1K+ 0.51% |
$73.5K - $78.3K
|
195K
$17.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
986+ 22.48% |
$72.5K - $77.2K
|
5.37K
$475K
|