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 21, 2022
Q4 2021
|
Golden Green, Inc.
|
SELL
|
- |
-321- 4.0% |
$23.5K - $26K
|
7.7K
$685K
|
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-325- 1.06% |
$23.8K - $26.3K
|
30.4K
$2.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-340- 23.98% |
$24.9K - $27.6K
|
1.08K
$95.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-361- 4.76% |
$26.5K - $29.3K
|
7.22K
$642K
|
|
|
Feb 09, 2022
Q4 2021
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-367- 1.69% |
$26.9K - $29.7K
|
21.4K
$1.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-373- 0.94% |
$27.3K - $30.2K
|
39.2K
$3.49M
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-385- 0.98% |
$28.2K - $31.2K
|
38.9K
$3.46M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-388- 0.67% |
$28.4K - $31.4K
|
57.2K
$5.09M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-397- 8.55% |
$29.1K - $32.2K
|
4.25K
$378K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-400- 3.75% |
$29.3K - $32.4K
|
10.3K
$914K
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-416- 0.55% |
$30.5K - $33.7K
|
74.8K
$6.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-421- 3.73% |
$30.9K - $34.1K
|
10.9K
$967K
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-425- 4.24% |
$31.1K - $34.4K
|
9.6K
$854K
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-438- 8.89% |
$32.1K - $35.5K
|
4.49K
$399K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-462- 7.77% |
$33.9K - $37.4K
|
5.48K
$487K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-515- 8.72% |
$37.7K - $41.7K
|
5.39K
$479K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-517- 1.72% |
$37.9K - $41.9K
|
29.5K
$2.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-525Closed |
$38.5K - $42.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
S&T Bank
Indiana, PA |
SELL
|
- |
-530- 6.04% |
$38.8K - $43K
|
8.24K
$733K
|
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-543- 17.0% |
$39.8K - $44K
|
2.65K
$236K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-577- 1.29% |
$42.3K - $46.8K
|
44.2K
$3.93M
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-580- 0.34% |
$42.5K - $47K
|
169K
$15M
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-595- 8.84% |
$43.6K - $48.2K
|
6.14K
$546K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-611- 23.83% |
$44.8K - $49.5K
|
1.95K
$174K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-615- 7.13% |
$45.1K - $49.8K
|
8.01K
$713K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-620- 8.21% |
$45.4K - $50.2K
|
6.94K
$617K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-637- 13.45% |
$46.7K - $51.6K
|
4.1K
$365K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-657- 20.07% |
$48.1K - $53.2K
|
2.62K
$233K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-657- 0.19% |
$48.1K - $53.2K
|
350K
$31.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-672- 4.14% |
$49.2K - $54.5K
|
15.6K
$1.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-673- 12.05% |
$49.3K - $54.5K
|
4.91K
$437K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-691- 0.97% |
$50.6K - $56K
|
70.7K
$6.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-700- 5.91% |
$51.3K - $56.7K
|
11.2K
$992K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-708Closed |
$51.9K - $57.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-715- 0.94% |
$52.4K - $57.9K
|
75.4K
$6.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-720Closed |
$52.8K - $58.3K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-722- 5.69% |
$52.9K - $58.5K
|
12K
$1.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-723- 7.24% |
$53K - $58.6K
|
9.26K
$823K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-737- 33.71% |
$54K - $59.7K
|
1.45K
$129K
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-738- 9.49% |
$54.1K - $59.8K
|
7.04K
$626K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-746- 7.08% |
$54.7K - $60.5K
|
9.79K
$870K
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-752- 4.07% |
$55.1K - $60.9K
|
17.7K
$1.57M
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-753- 3.62% |
$55.2K - $61K
|
20K
$1.78M
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-753Closed |
$55.2K - $61K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-756- 1.91% |
$55.4K - $61.3K
|
38.8K
$3.45M
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-773- 13.99% |
$56.6K - $62.6K
|
4.75K
$423K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-782- 14.58% |
$57.3K - $63.4K
|
4.58K
$407K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-782Closed |
$57.3K - $63.4K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-812- 10.75% |
$59.5K - $65.8K
|
6.74K
$599K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-862- 12.32% |
$63.2K - $69.9K
|
6.14K
$546K
|