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 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-82.4K- 29.43% |
$6.04M - $6.68M
|
198K
$17.5M
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-83.4K- 46.9% |
$6.11M - $6.76M
|
94.4K
$8.35M
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-85.5K- 21.33% |
$6.27M - $6.93M
|
316K
$27.9M
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
SELL
|
- |
-88.6K- 73.35% |
$6.49M - $7.18M
|
32.2K
$2.85M
|
|
Jan 21, 2022
Q4 2021
|
Parker Investment Management, LLC
|
SELL
|
- |
-92.4K- 76.51% |
$6.77M - $7.49M
|
28.4K
$2.51M
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-92.6KClosed |
$6.78M - $7.5M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-93.8K- 41.51% |
$6.87M - $7.6M
|
132K
$11.7M
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-99.8K- 79.54% |
$7.31M - $8.09M
|
25.7K
$2.27M
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-107K- 97.51% |
$7.84M - $8.67M
|
2.73K
$241K
|
|
Jan 19, 2022
Q4 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-113KClosed |
$8.29M - $9.17M
|
0
$0
|
|
Jun 06, 2022
Q4 2021
|
Aries Wealth Management
|
SELL
|
- |
-119K- 85.71% |
$8.68M - $9.6M
|
19.8K
$1.75M
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-128K- 3.27% |
$9.35M - $10.3M
|
3.78M
$334M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-130K- 29.74% |
$9.5M - $10.5M
|
306K
$27.1M
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-130K- 77.8% |
$9.55M - $10.6M
|
37.2K
$3.29M
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-131K- 37.03% |
$9.58M - $10.6M
|
222K
$19.7M
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-137KClosed |
$10M - $11.1M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-138K- 5.67% |
$10.1M - $11.2M
|
2.3M
$203M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-146K- 98.08% |
$10.7M - $11.8M
|
2.86K
$253K
|
|
Feb 09, 2022
Q4 2021
|
Requisite Capital Management, LLC
|
SELL
|
- |
-156K- 38.35% |
$11.5M - $12.7M
|
251K
$22.2M
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-159KClosed |
$11.6M - $12.8M
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-167K- 80.73% |
$12.3M - $13.6M
|
40K
$3.53M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-181KClosed |
$13.3M - $14.7M
|
0
$0
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-203KClosed |
$14.9M - $16.5M
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-218K- 71.08% |
$16M - $17.7M
|
88.7K
$7.84M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-230K- 5.31% |
$16.9M - $18.7M
|
4.11M
$363M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-244K- 23.98% |
$17.9M - $19.8M
|
775K
$68.6M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-260K- 4.21% |
$19.1M - $21.1M
|
5.92M
$524M
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-275K- 70.65% |
$20.1M - $22.3M
|
114K
$10.1M
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-317K- 12.89% |
$23.2M - $25.7M
|
2.14M
$189M
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-329K- 26.69% |
$24.1M - $26.6M
|
903K
$79.9M
|
|
Jan 18, 2022
Q4 2021
|
Ttp Investments, Inc.
|
SELL
|
- |
-346K- 99.02% |
$25.4M - $28.1M
|
3.41K
$302K
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-383KClosed |
$28.1M - $31.1M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-397K- 65.21% |
$29.1M - $32.2M
|
212K
$18.7M
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-449K- 39.3% |
$32.9M - $36.4M
|
693K
$61.3M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-541K- 9.39% |
$39.6M - $43.8M
|
5.22M
$462M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-621K- 10.25% |
$45.5M - $50.3M
|
5.44M
$481M
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-627K- 48.7% |
$45.9M - $50.8M
|
660K
$58.4M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-723K- 3.16% |
$52.9M - $58.6M
|
22.2M
$1.96B
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-766K- 30.82% |
$56.1M - $62.1M
|
1.72M
$152M
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-769K- 37.77% |
$56.4M - $62.4M
|
1.27M
$112M
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-841KClosed |
$61.6M - $68.2M
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.13M- 75.05% |
$83M - $91.8M
|
377K
$33.3M
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.34M- 26.69% |
$98.2M - $109M
|
3.68M
$325M
|