Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
344+ 0.64% |
$25.2K - $27.9K
|
54.3K
$4.83M
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
333+ 9.41% |
$24.4K - $27K
|
3.87K
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
333+ 5.21% |
$24.4K - $27K
|
6.73K
$598K
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
BUY
|
- |
308+ 3.14% |
$22.6K - $25K
|
10.1K
$900K
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
305+ 0.35% |
$22.4K - $24.7K
|
86.4K
$7.69M
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
288+ 104.73% |
$21.1K - $23.3K
|
563
$50.1K
|
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
283+ 6.2% |
$20.7K - $22.9K
|
4.85K
$431K
|
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
280+ 1.33% |
$20.5K - $22.7K
|
21.4K
$1.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
BUY
|
- |
276+ 8.81% |
$20.2K - $22.4K
|
3.41K
$303K
|
|
|
Feb 14, 2022
Q4 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
276+ 6.83% |
$20.2K - $22.4K
|
4.32K
$384K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
259+ 2.32% |
$19K - $21K
|
11.4K
$1.02M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
258+ 0.99% |
$18.9K - $20.9K
|
26.4K
$2.34M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
254+ 7.47% |
$18.6K - $20.6K
|
3.66K
$325K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
249+ 332.0% |
$18.2K - $20.2K
|
324
$28.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
247New |
$18.1K - $20K
|
247
$22K
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
237+ 2.45% |
$17.4K - $19.2K
|
9.9K
$880K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
225+ 8.02% |
$16.5K - $18.2K
|
3.03K
$269K
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
224+ 1.61% |
$16.4K - $18.2K
|
14.1K
$1.26M
|
|
|
Jan 20, 2022
Q4 2021
|
Verity Wealth Advisors
|
BUY
|
- |
223+ 0.65% |
$16.3K - $18.1K
|
34.3K
$3.05M
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
223New |
$16.3K - $18.1K
|
223
$19.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
214+ 36.46% |
$15.7K - $17.3K
|
801
$71.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
205+ 3.3% |
$15K - $16.6K
|
6.42K
$571K
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
200+ 0.4% |
$14.7K - $16.2K
|
50.5K
$4.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Opus Investment Management Inc
|
BUY
|
- |
196+ 0.35% |
$14.4K - $15.9K
|
56.9K
$5.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
192+ 1.42% |
$14.1K - $15.6K
|
13.7K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
192+ 133.33% |
$14.1K - $15.6K
|
336
$29.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
185+ 3.33% |
$13.6K - $15K
|
5.73K
$510K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
183+ 5.8% |
$13.4K - $14.8K
|
3.34K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
180+ 26.47% |
$13.2K - $14.6K
|
860
$76.5K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
175+ 0.94% |
$12.8K - $14.2K
|
18.9K
$1.68M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
168New |
$12.3K - $13.6K
|
168
$14.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
165+ 115.38% |
$12.1K - $13.4K
|
308
$27.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
160New |
$11.7K - $13K
|
160
$14.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
159+ 0.64% |
$11.7K - $12.9K
|
24.9K
$2.22M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
145+ 0.28% |
$10.6K - $11.8K
|
52.1K
$4.63M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
140+ 0.23% |
$10.3K - $11.3K
|
60K
$5.34M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
139New |
$10.2K - $11.3K
|
139
$12.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
133New |
$9.75K - $10.8K
|
133
$11.8K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
121New |
$8.87K - $9.81K
|
121
$10.8K
|
|
|
Jan 12, 2022
Q4 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
117+ 1.3% |
$8.57K - $9.48K
|
9.12K
$811K
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
112+ 3.77% |
$8.21K - $9.08K
|
3.08K
$274K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
112+ 23.43% |
$8.21K - $9.08K
|
590
$52.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
111New |
$8.13K - $9K
|
111
$9.87K
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
108+ 3.0% |
$7.91K - $8.75K
|
3.71K
$330K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
93+ 10.94% |
$6.82K - $7.54K
|
943
$83.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
91+ 2.68% |
$6.67K - $7.37K
|
3.49K
$310K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
90New |
$6.6K - $7.29K
|
90
$8K
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
89+ 0.09% |
$6.52K - $7.21K
|
99.7K
$8.86M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
86+ 0.19% |
$6.3K - $6.97K
|
44.2K
$3.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
82+ 38.5% |
$6.01K - $6.65K
|
295
$26.2K
|