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 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-889- 2.23% |
$65.1K - $72K
|
39K
$3.46M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-928Closed |
$68K - $75.2K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-947- 1.55% |
$69.4K - $76.7K
|
60.1K
$5.34M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-955- 15.79% |
$70K - $77.4K
|
5.09K
$453K
|
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
SELL
|
- |
-963- 9.81% |
$70.6K - $78K
|
8.86K
$788K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.02K- 0.57% |
$74.5K - $82.4K
|
177K
$15.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.05K- 30.35% |
$76.7K - $84.8K
|
2.4K
$213K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 7.29% |
$78K - $86.3K
|
13.5K
$1.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.07K- 16.95% |
$78K - $86.3K
|
5.22K
$464K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.07K- 4.38% |
$78K - $86.3K
|
23.3K
$2.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.08K- 7.59% |
$79.4K - $87.8K
|
13.2K
$1.17M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.1KClosed |
$80.6K - $89.1K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.13KClosed |
$82.4K - $91.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 0.33% |
$84.4K - $93.4K
|
348K
$31M
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-1.16K- 2.26% |
$84.6K - $93.6K
|
49.9K
$4.44M
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 0.4% |
$86.3K - $95.4K
|
290K
$25.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.24K- 19.49% |
$91K - $101K
|
5.13K
$456K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.25K- 25.34% |
$91.2K - $101K
|
3.67K
$326K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-1.3K- 35.43% |
$95.3K - $105K
|
2.37K
$211K
|
|
|
Feb 02, 2022
Q4 2021
|
Bcm Advisors, LLC
|
SELL
|
- |
-1.34K- 2.51% |
$98.5K - $109K
|
52.2K
$4.64M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-1.43K- 5.75% |
$105K - $116K
|
23.4K
$2.08M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.45K- 22.75% |
$106K - $118K
|
4.93K
$439K
|
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.48K- 26.16% |
$108K - $120K
|
4.17K
$371K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-1.49K- 17.42% |
$109K - $120K
|
7.05K
$627K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.49K- 5.03% |
$109K - $120K
|
28.1K
$2.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.5KClosed |
$110K - $122K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-1.52K- 9.6% |
$112K - $123K
|
14.3K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.57K- 2.18% |
$115K - $127K
|
70.7K
$6.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.6K- 17.29% |
$117K - $130K
|
7.66K
$681K
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.6K- 13.33% |
$118K - $130K
|
10.4K
$928K
|
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.66K- 12.38% |
$121K - $134K
|
11.7K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.68K- 22.63% |
$123K - $136K
|
5.75K
$511K
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.7K- 4.14% |
$125K - $138K
|
39.4K
$3.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
SELL
|
- |
-1.7K- 1.56% |
$125K - $138K
|
108K
$9.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.73K- 0.4% |
$127K - $140K
|
432K
$38.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
SELL
|
- |
-1.75K- 8.08% |
$128K - $141K
|
19.8K
$1.76M
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.76K- 1.38% |
$129K - $142K
|
126K
$11.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
SELL
|
- |
-1.78K- 4.18% |
$131K - $145K
|
40.9K
$3.64M
|
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.86K- 11.22% |
$137K - $151K
|
14.7K
$1.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.87K- 2.03% |
$137K - $152K
|
90.5K
$8.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.88K- 10.72% |
$137K - $152K
|
15.6K
$1.39M
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.9K- 3.3% |
$139K - $154K
|
55.6K
$4.95M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.9KClosed |
$140K - $154K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.92K- 4.31% |
$140K - $155K
|
42.6K
$3.79M
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.92K- 12.7% |
$141K - $156K
|
13.2K
$1.17M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.94K- 15.52% |
$142K - $157K
|
10.5K
$937K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.05KClosed |
$150K - $166K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-2.05KClosed |
$150K - $166K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
SELL
|
- |
-2.07K- 1.62% |
$152K - $168K
|
126K
$11.2M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.08K- 10.41% |
$152K - $168K
|
17.9K
$1.59M
|