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
|
S&T Bank
Indiana, PA |
SELL
|
- |
-45- 0.51% |
$3.31K - $3.52K
|
8.77K
$776K
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-46- 0.59% |
$3.38K - $3.6K
|
7.78K
$688K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-47Closed |
$3.45K - $3.68K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 3.78% |
$3.68K - $3.91K
|
1.27K
$113K
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-57Closed |
$4.19K - $4.46K
|
0
$0
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-68- 1.88% |
$5K - $5.32K
|
3.55K
$314K
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-69Closed |
$5.07K - $5.4K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-75- 2.6% |
$5.51K - $5.87K
|
2.81K
$249K
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-75Closed |
$5.51K - $5.87K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
SELL
|
- |
-78- 1.41% |
$5.73K - $6.11K
|
5.45K
$482K
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
SELL
|
- |
-79- 2.59% |
$5.81K - $6.18K
|
2.98K
$263K
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-80- 1.45% |
$5.88K - $6.26K
|
5.42K
$479K
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-86- 3.05% |
$6.32K - $6.73K
|
2.74K
$242K
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-89Closed |
$6.54K - $6.97K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-94- 1.71% |
$6.91K - $7.36K
|
5.41K
$478K
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-96- 1.27% |
$7.06K - $7.51K
|
7.48K
$661K
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-98- 1.28% |
$7.2K - $7.67K
|
7.58K
$670K
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
SELL
|
- |
-106- 0.56% |
$7.79K - $8.3K
|
18.7K
$1.65M
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-109- 28.84% |
$8.01K - $8.53K
|
269
$23.8K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-109- 0.97% |
$8.01K - $8.53K
|
11.2K
$988K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-111- 2.53% |
$8.16K - $8.69K
|
4.28K
$379K
|
|
Jun 16, 2022
Q3 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-111- 2.2% |
$8.16K - $8.69K
|
4.93K
$436K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-116- 20.07% |
$8.53K - $9.08K
|
462
$40.9K
|
|
Oct 26, 2021
Q3 2021
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-129- 2.35% |
$9.48K - $10.1K
|
5.36K
$474K
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-129- 0.47% |
$9.48K - $10.1K
|
27.1K
$2.4M
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-131- 19.97% |
$9.63K - $10.3K
|
525
$46.4K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-134- 0.84% |
$9.85K - $10.5K
|
15.9K
$1.4M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-135- 3.01% |
$9.92K - $10.6K
|
4.36K
$385K
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-141- 4.4% |
$10.4K - $11K
|
3.07K
$271K
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-142- 17.36% |
$10.4K - $11.1K
|
676
$59.8K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-142- 1.64% |
$10.4K - $11.1K
|
8.52K
$753K
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-148- 0.71% |
$10.9K - $11.6K
|
20.8K
$1.84M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-149- 0.16% |
$11K - $11.7K
|
91.9K
$8.13M
|
|
Nov 05, 2021
Q3 2021
|
Qp Wealth Management, LLC
|
SELL
|
- |
-149- 0.33% |
$11K - $11.7K
|
44.5K
$3.94M
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-153- 3.41% |
$11.2K - $12K
|
4.33K
$383K
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-155- 1.63% |
$11.4K - $12.1K
|
9.35K
$827K
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-156- 0.26% |
$11.5K - $12.2K
|
60.9K
$5.38M
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-157- 4.17% |
$11.5K - $12.3K
|
3.6K
$319K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-159- 5.32% |
$11.7K - $12.4K
|
2.83K
$250K
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-161- 0.85% |
$11.8K - $12.6K
|
18.9K
$1.67M
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-174- 3.09% |
$12.8K - $13.6K
|
5.45K
$482K
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-183- 0.13% |
$13.5K - $14.3K
|
142K
$12.5M
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-185- 2.25% |
$13.6K - $14.5K
|
8.03K
$710K
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-189- 15.27% |
$13.9K - $14.8K
|
1.05K
$92.8K
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-192Closed |
$14.1K - $15K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-193Closed |
$14.2K - $15.1K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-195- 1.03% |
$14.3K - $15.3K
|
18.7K
$1.65M
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-198- 2.12% |
$14.6K - $15.5K
|
9.16K
$810K
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-204- 3.9% |
$15K - $16K
|
5.02K
$444K
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-205- 1.41% |
$15.1K - $16K
|
14.3K
$1.27M
|