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 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
300+ 1.89% |
$22.1K - $23.5K
|
16.2K
$1.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
283+ 0.48% |
$20.8K - $22.2K
|
59.6K
$5.27M
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
275New |
$20.2K - $21.5K
|
275
$24.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
264+ 1.23% |
$19.4K - $20.7K
|
21.7K
$1.92M
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
262+ 1.35% |
$19.3K - $20.5K
|
19.7K
$1.74M
|
|
|
Nov 01, 2021
Q3 2021
|
F
|
BUY
|
- |
252+ 7.92% |
$18.5K - $19.7K
|
3.43K
$304K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
250New |
$18.4K - $19.6K
|
250
$22.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
238+ 0.81% |
$17.5K - $18.6K
|
29.5K
$2.61M
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
230+ 1.72% |
$16.9K - $18K
|
13.6K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
217+ 3.89% |
$15.9K - $17K
|
5.8K
$513K
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
212+ 0.33% |
$15.6K - $16.6K
|
64.5K
$5.71M
|
|
|
Nov 09, 2021
Q3 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
208+ 5.42% |
$15.3K - $16.3K
|
4.04K
$358K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
200+ 1.81% |
$14.7K - $15.7K
|
11.2K
$993K
|
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
200+ 7.22% |
$14.7K - $15.7K
|
2.97K
$263K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
198+ 2.63% |
$14.6K - $15.5K
|
7.74K
$684K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
195+ 4.73% |
$14.3K - $15.3K
|
4.32K
$382K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
192+ 48.61% |
$14.1K - $15K
|
587
$51.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
192+ 0.48% |
$14.1K - $15K
|
39.8K
$3.52M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
185+ 0.14% |
$13.6K - $14.5K
|
132K
$11.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
183+ 3.07% |
$13.5K - $14.3K
|
6.15K
$544K
|
|
|
Oct 27, 2021
Q3 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
180+ 1.34% |
$13.2K - $14.1K
|
13.6K
$1.21M
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
177+ 2.93% |
$13K - $13.9K
|
6.21K
$550K
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
175+ 3.24% |
$12.9K - $13.7K
|
5.58K
$494K
|
|
|
Nov 02, 2021
Q3 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
174+ 1.11% |
$12.8K - $13.6K
|
15.9K
$1.4M
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
163+ 2.97% |
$12K - $12.8K
|
5.64K
$499K
|
|
|
Dec 02, 2021
Q3 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
148+ 1.67% |
$10.9K - $11.6K
|
9K
$796K
|
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
138+ 1.45% |
$10.1K - $10.8K
|
9.66K
$855K
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
137+ 4.8% |
$10.1K - $10.7K
|
2.99K
$265K
|
|
|
Oct 13, 2021
Q3 2021
|
Lincoln Capital LLC
|
BUY
|
- |
136+ 1.1% |
$10K - $10.6K
|
12.5K
$1.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
131New |
$9.63K - $10.3K
|
131
$11.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
126+ 36.0% |
$9.26K - $9.86K
|
476
$42.1K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
125New |
$9.19K - $9.79K
|
125
$11.1K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
123+ 34.65% |
$9.04K - $9.63K
|
478
$42.3K
|
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
118+ 4.03% |
$8.67K - $9.24K
|
3.05K
$269K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
111+ 2.25% |
$8.16K - $8.69K
|
5.04K
$446K
|
|
|
Nov 09, 2021
Q3 2021
|
Papp L Roy & Associates
|
BUY
|
- |
101+ 0.15% |
$7.42K - $7.91K
|
68.6K
$6.07M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
99+ 0.27% |
$7.28K - $7.75K
|
37.4K
$3.31M
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
96+ 3.02% |
$7.06K - $7.51K
|
3.27K
$290K
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
95+ 3.43% |
$6.98K - $7.44K
|
2.86K
$253K
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
90+ 2.9% |
$6.62K - $7.05K
|
3.19K
$282K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
86+ 2.81% |
$6.32K - $6.73K
|
3.14K
$278K
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
81+ 1.48% |
$5.95K - $6.34K
|
5.55K
$491K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
79+ 0.32% |
$5.81K - $6.18K
|
24.4K
$2.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
60+ 0.42% |
$4.41K - $4.7K
|
14.2K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
50+ 0.88% |
$3.68K - $3.91K
|
5.76K
$510K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
47New |
$3.45K - $3.68K
|
47
$4.16K
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
41+ 0.46% |
$3.01K - $3.21K
|
8.89K
$786K
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
39+ 0.38% |
$2.87K - $3.05K
|
10.3K
$909K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
36+ 0.82% |
$2.65K - $2.82K
|
4.42K
$391K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
32+ 0.06% |
$2.35K - $2.5K
|
57.6K
$5.09M
|