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 21, 2021
Q3 2021
|
Family Capital Trust CO
|
BUY
|
- |
23+ 0.02% |
$1.69K - $1.8K
|
94.1K
$8.32M
|
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
20+ 0.35% |
$1.47K - $1.57K
|
5.79K
$512K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
19+ 0.41% |
$1.4K - $1.49K
|
4.64K
$411K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
19+ 0.36% |
$1.4K - $1.49K
|
5.33K
$471K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
16+ 0.27% |
$1.18K - $1.25K
|
5.94K
$525K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
16+ 0.27% |
$1.18K - $1.25K
|
5.94K
$525K
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
15+ 0.53% |
$1.1K - $1.17K
|
2.86K
$253K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15+ 0.8% |
$1.1K - $1.17K
|
1.88K
$166K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
15+ 0.09% |
$1.1K - $1.17K
|
17.6K
$1.56M
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
13+ 0.18% |
$956 - $1.02K
|
7.31K
$646K
|
|
|
Oct 20, 2021
Q3 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
13+ 0.31% |
$956 - $1.02K
|
4.24K
$375K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
13+ 0.47% |
$956 - $1.02K
|
2.76K
$244K
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
13+ 0.2% |
$956 - $1.02K
|
6.37K
$564K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
13+ 0.02% |
$956 - $1.02K
|
68.1K
$6.02M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11New |
$809 - $861
|
11
$973
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 0.3% |
$735 - $783
|
3.39K
$300K
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
10+ 0.29% |
$735 - $783
|
3.44K
$305K
|
|
|
Oct 25, 2021
Q3 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
10+ 0.36% |
$735 - $783
|
2.79K
$247K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9+ 9.78% |
$662 - $705
|
101
$8.93K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9+ 0.12% |
$662 - $705
|
7.56K
$668K
|
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$515 - $548
|
2.81K
$248K
|
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
BUY
|
- |
6+ 0.17% |
$441 - $470
|
3.49K
$308K
|
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
6+ 0.03% |
$441 - $470
|
17.2K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
6+ 0.13% |
$441 - $470
|
4.57K
$404K
|
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
4+ 0.13% |
$294 - $313
|
3.14K
$278K
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4+ 0.07% |
$294 - $313
|
5.84K
$516K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
4+ 0.09% |
$294 - $313
|
4.66K
$413K
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.07% |
$221 - $235
|
4.21K
$372K
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3+ 0.07% |
$221 - $235
|
4.3K
$380K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
3+ 0.06% |
$221 - $235
|
5.36K
$474K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2+ 0.01% |
$147 - $157
|
19.4K
$1.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.24% |
$73.5 - $78.3
|
419
$37.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
SELL
|
- |
-1- 0.01% |
$73.5 - $78.3
|
17.2K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1- 0.01% |
$73.5 - $78.3
|
12.6K
$1.11M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-2- 0.06% |
$147 - $157
|
3.33K
$295K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2- 0.18% |
$147 - $157
|
1.13K
$99.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5Closed |
$368 - $391
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Golden Green, Inc.
|
SELL
|
- |
-7- 0.09% |
$515 - $548
|
8.02K
$710K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-7- 0.19% |
$515 - $548
|
3.63K
$321K
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-11- 0.39% |
$809 - $861
|
2.84K
$252K
|
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-12- 0.14% |
$882 - $939
|
8.52K
$753K
|
|
|
Oct 21, 2021
Q3 2021
|
Regent Investment Management LLC
|
SELL
|
- |
-15- 0.32% |
$1.1K - $1.17K
|
4.62K
$409K
|
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-19- 0.08% |
$1.4K - $1.49K
|
24.4K
$2.15M
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-23- 0.2% |
$1.69K - $1.8K
|
11.3K
$1M
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-26- 12.94% |
$1.91K - $2.04K
|
175
$15.5K
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-28- 0.7% |
$2.06K - $2.19K
|
3.98K
$352K
|
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-29- 0.09% |
$2.13K - $2.27K
|
32K
$2.83M
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-33Closed |
$2.43K - $2.58K
|
0
$0
|