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
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
985+ 0.23% |
$72.4K - $77.1K
|
431K
$38.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
968+ 11.67% |
$71.1K - $75.8K
|
9.26K
$819K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
950+ 23.66% |
$69.8K - $74.4K
|
4.97K
$439K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
930+ 48.06% |
$68.4K - $72.8K
|
2.87K
$253K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
928New |
$68.2K - $72.6K
|
928
$82.1K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
928New |
$68.2K - $72.6K
|
928
$82.1K
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
BUY
|
- |
920+ 10.34% |
$67.6K - $72K
|
9.82K
$868K
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
869+ 3.45% |
$63.9K - $68K
|
26.1K
$2.31M
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
850+ 25.0% |
$62.5K - $66.5K
|
4.25K
$376K
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
781+ 4.67% |
$57.4K - $61.1K
|
17.5K
$1.55M
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
720New |
$52.9K - $56.4K
|
720
$63.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
689+ 2.99% |
$50.6K - $53.9K
|
23.8K
$2.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
684+ 13.1% |
$50.3K - $53.5K
|
5.91K
$522K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
667+ 13.55% |
$49K - $52.2K
|
5.59K
$494K
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
666+ 8.4% |
$49K - $52.1K
|
8.6K
$761K
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
657+ 8.69% |
$48.3K - $51.4K
|
8.21K
$727K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
656+ 3.93% |
$48.2K - $51.4K
|
17.3K
$1.53M
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
649+ 1324.49% |
$47.7K - $50.8K
|
698
$61.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
640+ 0.74% |
$47K - $50.1K
|
87K
$7.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
564+ 5.99% |
$41.5K - $44.1K
|
9.98K
$883K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
558+ 0.37% |
$41K - $43.7K
|
151K
$13.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
546+ 263.77% |
$40.1K - $42.7K
|
753
$66.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
540+ 2.82% |
$39.7K - $42.3K
|
19.7K
$1.74M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
534+ 2.02% |
$39.2K - $41.8K
|
27K
$2.39M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
528+ 15.06% |
$38.8K - $41.3K
|
4.04K
$357K
|
|
|
Oct 25, 2021
Q3 2021
|
Wealth Cmt
|
BUY
|
- |
525+ 0.25% |
$38.6K - $41.1K
|
210K
$18.6M
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
525New |
$38.6K - $41.1K
|
525
$46.4K
|
|
|
Oct 18, 2021
Q3 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
510+ 0.41% |
$37.5K - $39.9K
|
125K
$11.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
502New |
$36.9K - $39.3K
|
502
$44.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
500+ 17.92% |
$36.8K - $39.1K
|
3.29K
$291K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
500New |
$36.8K - $39.1K
|
500
$44.2K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
488+ 12.46% |
$35.9K - $38.2K
|
4.41K
$390K
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
479+ 7.25% |
$35.2K - $37.5K
|
7.09K
$627K
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
468+ 4.86% |
$34.4K - $36.6K
|
10.1K
$894K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
462+ 4.58% |
$34K - $36.2K
|
10.5K
$932K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
450+ 9.22% |
$33.1K - $35.2K
|
5.33K
$471K
|
|
|
Nov 10, 2021
Q3 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
447+ 0.3% |
$32.9K - $35K
|
150K
$13.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
431+ 3.29% |
$31.7K - $33.7K
|
13.5K
$1.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
417New |
$30.6K - $32.6K
|
417
$36.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
417New |
$30.6K - $32.6K
|
417
$36.9K
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
416+ 0.1% |
$30.6K - $32.6K
|
433K
$38.3M
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
401+ 3.72% |
$29.5K - $31.4K
|
11.2K
$989K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
385+ 3.96% |
$28.3K - $30.1K
|
10.1K
$893K
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
385+ 2.61% |
$28.3K - $30.1K
|
15.1K
$1.34M
|
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
369+ 11.99% |
$27.1K - $28.9K
|
3.45K
$305K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
358New |
$26.3K - $28K
|
358
$31.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
336+ 2.93% |
$24.7K - $26.3K
|
11.8K
$1.05M
|
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
BUY
|
- |
324+ 0.29% |
$23.8K - $25.4K
|
111K
$9.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
319+ 0.91% |
$23.4K - $25K
|
35.5K
$3.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
317+ 44.65% |
$23.3K - $24.8K
|
1.03K
$90.8K
|