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 |
---|---|---|---|---|---|---|---|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.3% |
$147 - $162
|
678
$60.3K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.01% |
$73.3 - $81
|
11.2K
$993K
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.19% |
$73.3 - $81
|
526
$46.8K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.22% |
$73.3 - $81
|
463
$41.2K
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-1- 0.01% |
$73.3 - $81
|
13.6K
$1.21M
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
SELL
|
- |
-2- 0.06% |
$147 - $162
|
3.48K
$310K
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-2- 0.06% |
$147 - $162
|
3.37K
$299K
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4- -0.0% |
$293 - $324
|
144K
$12.8M
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-8- 0.05% |
$586 - $648
|
16.3K
$1.45M
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-16- 0.14% |
$1.17K - $1.3K
|
11.8K
$1.05M
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-17- 0.42% |
$1.25K - $1.38K
|
4.02K
$357K
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-20- 4.49% |
$1.47K - $1.62K
|
425
$37.8K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-20- 0.2% |
$1.47K - $1.62K
|
10.1K
$896K
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-22- 23.16% |
$1.61K - $1.78K
|
73
$6.49K
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-24- 0.1% |
$1.76K - $1.94K
|
23.3K
$2.07M
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-30- 0.94% |
$2.2K - $2.43K
|
3.16K
$281K
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
SELL
|
- |
-31- 0.72% |
$2.27K - $2.51K
|
4.28K
$380K
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-34Closed |
$2.49K - $2.76K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-36- 0.13% |
$2.64K - $2.92K
|
27K
$2.4M
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-39- 3.72% |
$2.86K - $3.16K
|
1.01K
$89.8K
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-40- 0.22% |
$2.93K - $3.24K
|
17.9K
$1.59M
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-47Closed |
$3.44K - $3.81K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-51- 0.89% |
$3.74K - $4.13K
|
5.71K
$508K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-56- 0.24% |
$4.1K - $4.54K
|
23.6K
$2.1M
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-56- 0.05% |
$4.1K - $4.54K
|
118K
$10.5M
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-63- 2.25% |
$4.62K - $5.11K
|
2.74K
$244K
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-64Closed |
$4.69K - $5.19K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-65- 0.81% |
$4.76K - $5.27K
|
7.97K
$708K
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-67- 2.24% |
$4.91K - $5.43K
|
2.92K
$260K
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-69- 0.19% |
$5.06K - $5.59K
|
36.2K
$3.22M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-71- 0.5% |
$5.2K - $5.75K
|
14.1K
$1.25M
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-73- 0.08% |
$5.35K - $5.92K
|
91.4K
$8.13M
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-75- 0.21% |
$5.5K - $6.08K
|
35.6K
$3.16M
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-77- 1.44% |
$5.64K - $6.24K
|
5.28K
$470K
|
|
Feb 14, 2022
Q4 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-78- 0.12% |
$5.72K - $6.32K
|
65K
$5.78M
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-86- 3.01% |
$6.3K - $6.97K
|
2.78K
$247K
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-90- 0.8% |
$6.6K - $7.29K
|
11.2K
$992K
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
SELL
|
- |
-93- 0.5% |
$6.82K - $7.54K
|
18.6K
$1.65M
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
SELL
|
- |
-95- 1.53% |
$6.96K - $7.7K
|
6.12K
$544K
|
|
Jan 18, 2022
Q4 2021
|
Private Wealth Group, LLC
|
SELL
|
- |
-96- 0.7% |
$7.03K - $7.78K
|
13.6K
$1.2M
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.07% |
$7.33K - $8.1K
|
9.25K
$823K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-100- 0.15% |
$7.33K - $8.1K
|
68K
$6.04M
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-100- 20.0% |
$7.33K - $8.1K
|
400
$35.6K
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
SELL
|
- |
-104- 0.6% |
$7.62K - $8.43K
|
17.1K
$1.52M
|
|
Feb 11, 2022
Q4 2021
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-104- 0.51% |
$7.62K - $8.43K
|
20.4K
$1.81M
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-106- 0.19% |
$7.77K - $8.59K
|
54.5K
$4.85M
|
|
Feb 11, 2022
Q4 2021
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-110- 2.61% |
$8.06K - $8.91K
|
4.1K
$365K
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-114- 1.11% |
$8.35K - $9.24K
|
10.1K
$901K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-122- 0.7% |
$8.94K - $9.89K
|
17.2K
$1.53M
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-123- 41.28% |
$9.01K - $9.97K
|
175
$15.6K
|