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 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-125Closed |
$9.16K - $10.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-127- 2.56% |
$9.31K - $10.3K
|
4.84K
$431K
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-130- 4.6% |
$9.53K - $10.5K
|
2.7K
$240K
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-131Closed |
$9.6K - $10.6K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-131- 2.96% |
$9.6K - $10.6K
|
4.29K
$382K
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-134- 1.7% |
$9.82K - $10.9K
|
7.74K
$688K
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-138- 0.13% |
$10.1K - $11.2K
|
107K
$9.55M
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-139- 2.92% |
$10.2K - $11.3K
|
4.62K
$410K
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-145- 3.35% |
$10.6K - $11.8K
|
4.18K
$372K
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-145- 0.64% |
$10.6K - $11.8K
|
22.4K
$1.99M
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-146- 13.01% |
$10.7K - $11.8K
|
976
$86.8K
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
SELL
|
- |
-152- 1.11% |
$11.1K - $12.3K
|
13.6K
$1.21M
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-158- 0.8% |
$11.6K - $12.8K
|
19.5K
$1.74M
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-158- 1.41% |
$11.6K - $12.8K
|
11K
$980K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-158- 1.8% |
$11.6K - $12.8K
|
8.64K
$768K
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-160- 0.85% |
$11.7K - $13K
|
18.7K
$1.66M
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-164- 39.33% |
$12K - $13.3K
|
253
$22.5K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-171- 0.19% |
$12.5K - $13.9K
|
88.5K
$7.87M
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-172- 6.03% |
$12.6K - $13.9K
|
2.68K
$238K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-176- 36.97% |
$12.9K - $14.3K
|
300
$26.7K
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-185- 1.61% |
$13.6K - $15K
|
11.3K
$1M
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-188- 0.63% |
$13.8K - $15.2K
|
29.7K
$2.64M
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-191- 1.31% |
$14K - $15.5K
|
14.4K
$1.28M
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-195- 6.82% |
$14.3K - $15.8K
|
2.67K
$237K
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-195- 4.55% |
$14.3K - $15.8K
|
4.09K
$364K
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-196- 2.95% |
$14.4K - $15.9K
|
6.46K
$574K
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-197- 1.0% |
$14.4K - $16K
|
19.6K
$1.74M
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-200- 4.72% |
$14.7K - $16.2K
|
4.04K
$359K
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-200- 7.18% |
$14.7K - $16.2K
|
2.59K
$230K
|
|
Jan 18, 2022
Q4 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-203- 0.08% |
$14.9K - $16.5K
|
242K
$21.5M
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-204- 20.32% |
$14.9K - $16.5K
|
800
$71.1K
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-211- 3.9% |
$15.5K - $17.1K
|
5.2K
$462K
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-224- 0.24% |
$16.4K - $18.2K
|
94.2K
$8.38M
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-228- 0.61% |
$16.7K - $18.5K
|
37.2K
$3.31M
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-240- 4.47% |
$17.6K - $19.4K
|
5.13K
$456K
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-247- 30.95% |
$18.1K - $20K
|
551
$49K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-250Closed |
$18.3K - $20.3K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-250- 4.38% |
$18.3K - $20.3K
|
5.46K
$486K
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-255- 0.85% |
$18.7K - $20.7K
|
29.9K
$2.66M
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-255- 2.83% |
$18.7K - $20.7K
|
8.76K
$779K
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-263- 2.56% |
$19.3K - $21.3K
|
10K
$890K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-264Closed |
$19.3K - $21.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-265- 9.68% |
$19.4K - $21.5K
|
2.47K
$220K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-269Closed |
$19.7K - $21.8K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-271- 3.04% |
$19.9K - $22K
|
8.64K
$768K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-275Closed |
$20.2K - $22.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-290- 1.16% |
$21.3K - $23.5K
|
24.7K
$2.2M
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-300Closed |
$22K - $24.3K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-314- 3.65% |
$23K - $25.4K
|
8.29K
$737K
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-314- 5.41% |
$23K - $25.4K
|
5.49K
$488K
|