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 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-7.74K- 33.15% |
$567K - $627K
|
15.6K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-7.95K- 3.93% |
$583K - $644K
|
194K
$17.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-8.37K- 13.94% |
$613K - $678K
|
51.7K
$4.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-8.47K- 2.3% |
$620K - $686K
|
359K
$31.9M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.61K- 18.09% |
$631K - $697K
|
39K
$3.46M
|
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-8.75K- 45.56% |
$641K - $709K
|
10.5K
$929K
|
|
|
May 31, 2022
Q4 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-9K- 11.54% |
$660K - $729K
|
69K
$6.14M
|
|
|
Feb 07, 2022
Q4 2021
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-9.17K- 2.38% |
$672K - $743K
|
376K
$33.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.33K- 3.18% |
$684K - $756K
|
284K
$25.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-9.54K- 14.86% |
$699K - $773K
|
54.7K
$4.86M
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-9.84K- 13.55% |
$721K - $797K
|
62.8K
$5.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-10KClosed |
$733K - $811K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-10.3K- 4.15% |
$753K - $833K
|
237K
$21.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-10.3K- 28.6% |
$755K - $835K
|
25.7K
$2.29M
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
SELL
|
- |
-10.3K- 20.02% |
$755K - $835K
|
41.2K
$3.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.5K- 6.18% |
$769K - $850K
|
159K
$14.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-10.8K- 16.6% |
$789K - $873K
|
54.1K
$4.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-10.8K- 10.1% |
$791K - $875K
|
96.1K
$8.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-11K- 35.27% |
$808K - $893K
|
20.2K
$1.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-11.2K- 10.46% |
$819K - $905K
|
95.6K
$8.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.2K- 1.67% |
$820K - $907K
|
660K
$58.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.3K- 6.81% |
$828K - $916K
|
155K
$13.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-11.5K- 14.12% |
$843K - $932K
|
69.9K
$6.22M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-11.9K- 25.55% |
$874K - $967K
|
34.8K
$3.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-12K- 4.02% |
$878K - $971K
|
286K
$25.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-13.4K- 4.83% |
$980K - $1.08M
|
264K
$23.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-13.5K- 4.41% |
$986K - $1.09M
|
291K
$25.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13.5KClosed |
$989K - $1.09M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-13.6K- 11.99% |
$996K - $1.1M
|
99.7K
$8.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-13.8K- 33.05% |
$1.01M - $1.11M
|
27.9K
$2.48M
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-13.8KClosed |
$1.01M - $1.12M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14K- 4.88% |
$1.03M - $1.14M
|
274K
$24.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-14.4K- 4.11% |
$1.05M - $1.16M
|
335K
$29.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-14.4K- 11.82% |
$1.05M - $1.17M
|
107K
$9.53M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-14.8K- 18.09% |
$1.09M - $1.2M
|
67.2K
$5.97M
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-15.3KClosed |
$1.12M - $1.24M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-16K- 21.31% |
$1.17M - $1.3M
|
59K
$5.25M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-16.2K- 12.93% |
$1.19M - $1.31M
|
109K
$9.71M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-16.2K- 13.43% |
$1.19M - $1.32M
|
105K
$9.32M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16.4K- 2.28% |
$1.2M - $1.33M
|
704K
$62.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
SELL
|
- |
-16.7K- 7.77% |
$1.22M - $1.35M
|
198K
$17.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-17.2K- 3.48% |
$1.26M - $1.39M
|
476K
$42.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-17.3K- 48.88% |
$1.27M - $1.4M
|
18.1K
$1.61M
|
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-17.5KClosed |
$1.28M - $1.42M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-17.7K- 13.26% |
$1.3M - $1.43M
|
116K
$10.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-18K- 12.45% |
$1.32M - $1.46M
|
127K
$11.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-18.5K- 5.41% |
$1.35M - $1.5M
|
323K
$28.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-18.7K- 7.0% |
$1.37M - $1.51M
|
248K
$22M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19K- 6.63% |
$1.39M - $1.54M
|
267K
$23.7M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-19.2K- 27.53% |
$1.41M - $1.56M
|
50.6K
$4.5M
|