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 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
45.3K+ 51.97% |
$3.32M - $3.67M
|
132K
$11.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.5K+ 2.72% |
$3.19M - $3.52M
|
1.64M
$145M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
43.1KNew |
$3.16M - $3.5M
|
43.1K
$3.82M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
42.6KNew |
$3.12M - $3.45M
|
42.6K
$3.76M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
41.8K+ 510.78% |
$3.07M - $3.39M
|
50K
$4.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
41.7KNew |
$3.06M - $3.38M
|
41.7K
$3.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
41.6KNew |
$3.05M - $3.37M
|
41.6K
$3.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
41.6KNew |
$3.05M - $3.37M
|
41.6K
$3.68M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
40K+ 82.07% |
$2.93M - $3.24M
|
88.7K
$7.84M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
38.9K+ 2.36% |
$2.85M - $3.16M
|
1.69M
$150M
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
38.9KNew |
$2.85M - $3.16M
|
38.9K
$3.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
38.8K+ 42.57% |
$2.84M - $3.14M
|
130K
$11.5M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
38.8K+ 42.57% |
$2.84M - $3.14M
|
130K
$11.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
38.2K+ 21.93% |
$2.8M - $3.1M
|
213K
$18.8M
|
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
38KNew |
$2.79M - $3.08M
|
38K
$3.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
37.6KNew |
$2.76M - $3.05M
|
37.6K
$3.33M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
37.2KNew |
$2.73M - $3.01M
|
37.2K
$3.29M
|
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
BUY
|
- |
36.8KNew |
$2.69M - $2.98M
|
36.8K
$3.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
36.7K+ 157.1% |
$2.69M - $2.97M
|
60K
$5.31M
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
35KNew |
$2.56M - $2.83M
|
35K
$3.09M
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
34.7K+ 2619.58% |
$2.54M - $2.81M
|
36K
$3.18M
|
|
|
Mar 09, 2022
Q4 2021
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
34.3KNew |
$2.51M - $2.78M
|
34.3K
$3.04M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
34KNew |
$2.49M - $2.76M
|
34K
$3.01M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
33.8KNew |
$2.47M - $2.74M
|
33.8K
$2.99M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
33.2K+ 57.39% |
$2.43M - $2.69M
|
91.1K
$8.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
33.2KNew |
$2.43M - $2.69M
|
33.2K
$2.94M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
31.7K+ 29.58% |
$2.32M - $2.57M
|
139K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
31.6KNew |
$2.32M - $2.56M
|
31.6K
$2.79M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
31.3KNew |
$2.29M - $2.54M
|
31.3K
$2.77M
|
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
30.8KNew |
$2.26M - $2.5M
|
30.8K
$2.72M
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
30.6KNew |
$2.24M - $2.48M
|
30.6K
$2.71M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
30.5K+ 14.26% |
$2.24M - $2.47M
|
245K
$21.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
30.1K+ 61.26% |
$2.2M - $2.44M
|
79.1K
$7M
|
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
29.3KNew |
$2.15M - $2.38M
|
29.3K
$2.59M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
28.8K+ 139.65% |
$2.11M - $2.33M
|
49.4K
$4.37M
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
28.2K+ 3.51% |
$2.06M - $2.28M
|
830K
$73.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
28K+ 206.69% |
$2.05M - $2.27M
|
41.6K
$3.68M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
28KNew |
$2.05M - $2.27M
|
28K
$2.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
26.1KNew |
$1.92M - $2.12M
|
26.1K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
25.6K+ 44.06% |
$1.87M - $2.07M
|
83.6K
$7.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
25.6KNew |
$1.87M - $2.07M
|
25.6K
$2.26M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25.5K+ 44.08% |
$1.87M - $2.07M
|
83.3K
$7.37M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
25.4KNew |
$1.86M - $2.06M
|
25.4K
$2.25M
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
25.1K+ 85.15% |
$1.84M - $2.04M
|
54.7K
$4.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
24.4KNew |
$1.79M - $1.98M
|
24.4K
$2.16M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24K+ 16.65% |
$1.76M - $1.95M
|
168K
$14.9M
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
23.4K+ 342.38% |
$1.72M - $1.9M
|
30.3K
$2.68M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
22.8KNew |
$1.67M - $1.85M
|
22.8K
$2.01M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
22.5KNew |
$1.65M - $1.82M
|
22.5K
$1.99M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
22.4KNew |
$1.64M - $1.82M
|
22.4K
$1.98M
|