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 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
77+ 1.8% |
$5.64K - $6.24K
|
4.35K
$387K
|
|
|
Jan 20, 2022
Q4 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
55+ 1.96% |
$4.03K - $4.46K
|
2.87K
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
52+ 1.2% |
$3.81K - $4.21K
|
4.37K
$388K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
51New |
$3.74K - $4.13K
|
51
$4.53K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
49New |
$3.59K - $3.97K
|
49
$4.36K
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
48+ 0.28% |
$3.52K - $3.89K
|
17.2K
$1.53M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
45+ 0.49% |
$3.3K - $3.65K
|
9.19K
$817K
|
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
45New |
$3.3K - $3.65K
|
45
$4K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
43+ 3.38% |
$3.15K - $3.48K
|
1.32K
$117K
|
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
41+ 0.03% |
$3K - $3.32K
|
125K
$11.1M
|
|
|
Feb 17, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41+ 2.27% |
$3K - $3.32K
|
1.85K
$164K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
40+ 0.43% |
$2.93K - $3.24K
|
9.39K
$835K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
39New |
$2.86K - $3.16K
|
39
$3.47K
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
37+ 0.72% |
$2.71K - $3K
|
5.16K
$459K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
36+ 0.17% |
$2.64K - $2.92K
|
21.7K
$1.93M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
35+ 0.4% |
$2.56K - $2.84K
|
8.81K
$784K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
33+ 0.16% |
$2.42K - $2.67K
|
20.1K
$1.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
32+ 0.73% |
$2.34K - $2.59K
|
4.44K
$395K
|
|
|
Jan 18, 2022
Q4 2021
|
Lincoln Capital LLC
|
BUY
|
- |
30+ 0.24% |
$2.2K - $2.43K
|
12.5K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
30+ 0.12% |
$2.2K - $2.43K
|
24.5K
$2.18M
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
27+ 0.48% |
$1.98K - $2.19K
|
5.7K
$506K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
26+ 0.13% |
$1.91K - $2.11K
|
19.5K
$1.73M
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
24+ 0.18% |
$1.76K - $1.94K
|
13.4K
$1.19M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
23New |
$1.69K - $1.86K
|
23
$2.05K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
18+ 0.04% |
$1.32K - $1.46K
|
40.4K
$3.59M
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17+ 0.26% |
$1.25K - $1.38K
|
6.48K
$576K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15+ 0.28% |
$1.1K - $1.22K
|
5.34K
$475K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14+ 0.55% |
$1.03K - $1.13K
|
2.58K
$229K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12+ 0.76% |
$879 - $972
|
1.59K
$142K
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
11+ 0.15% |
$806 - $891
|
7.32K
$651K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
9+ 0.26% |
$660 - $729
|
3.45K
$307K
|
|
|
Jan 19, 2022
Q4 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
9+ 0.32% |
$660 - $729
|
2.8K
$249K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
8+ 0.39% |
$586 - $648
|
2.07K
$184K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.39% |
$513 - $567
|
509
$45.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
7+ 0.16% |
$513 - $567
|
4.42K
$393K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
6+ 0.0% |
$440 - $486
|
184K
$16.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
5+ 0.17% |
$366 - $405
|
2.98K
$265K
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
5New |
$366 - $405
|
5
$445
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5+ 0.03% |
$366 - $405
|
15.8K
$1.41M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.12% |
$366 - $405
|
4.24K
$377K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
4+ 0.05% |
$293 - $324
|
7.48K
$665K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4New |
$293 - $324
|
4
$356
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
4New |
$293 - $324
|
4
$356
|
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
4+ 0.13% |
$293 - $324
|
3.15K
$280K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
3+ 0.1% |
$220 - $243
|
2.87K
$255K
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3+ 0.05% |
$220 - $243
|
5.84K
$519K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3+ 0.07% |
$220 - $243
|
4.3K
$382K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.29% |
$147 - $162
|
697
$62K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$147 - $162
|
32.2K
$2.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.27% |
$147 - $162
|
749
$66.6K
|