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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2022
Q4 2021
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
22.4KNew |
$1.64M - $1.81M
|
22.4K
$1.98M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
22KNew |
$1.62M - $1.79M
|
22K
$1.95M
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
21.2KNew |
$1.55M - $1.72M
|
21.2K
$1.87M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
21.1K+ 65.28% |
$1.55M - $1.71M
|
53.5K
$4.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20.9K+ 10.32% |
$1.53M - $1.7M
|
224K
$19.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.8K+ 16.93% |
$1.53M - $1.69M
|
144K
$12.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
20.8K+ 307.4% |
$1.52M - $1.68M
|
27.5K
$2.43M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
20.7KNew |
$1.52M - $1.68M
|
20.7K
$1.83M
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
20.5K+ 36.84% |
$1.5M - $1.66M
|
76K
$6.73M
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
20.2KNew |
$1.48M - $1.64M
|
20.2K
$1.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
19.8KNew |
$1.45M - $1.61M
|
19.8K
$1.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
19.7K+ 28.5% |
$1.44M - $1.6M
|
88.8K
$7.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
19.7K+ 492400.0% |
$1.44M - $1.6M
|
19.7K
$1.74M
|
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
19.2K+ 22.99% |
$1.41M - $1.56M
|
103K
$9.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
19.2KNew |
$1.41M - $1.56M
|
19.2K
$1.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
19.2K+ 31.48% |
$1.4M - $1.55M
|
80K
$7.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
19.1K+ 1.28% |
$1.4M - $1.55M
|
1.51M
$134M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18.9KNew |
$1.39M - $1.54M
|
18.9K
$1.68M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
18.9K+ 3.21% |
$1.39M - $1.53M
|
609K
$53.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
18.9K+ 405.81% |
$1.38M - $1.53M
|
23.5K
$2.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
18.6K+ 10.35% |
$1.36M - $1.51M
|
198K
$17.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
18.4K+ 77.3% |
$1.35M - $1.49M
|
42.2K
$3.73M
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
18.1K+ 14.81% |
$1.33M - $1.47M
|
141K
$12.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
17.8KNew |
$1.31M - $1.45M
|
17.8K
$1.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
17.8K+ 9.9% |
$1.31M - $1.44M
|
198K
$17.5M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
17.8KNew |
$1.31M - $1.44M
|
17.8K
$1.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Swm Advisors
|
BUY
|
- |
17.8KNew |
$1.3M - $1.44M
|
17.8K
$1.57M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
17.5KNew |
$1.28M - $1.41M
|
17.5K
$1.54M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
17.2KNew |
$1.26M - $1.39M
|
17.2K
$1.52M
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
17.1K+ 44.36% |
$1.26M - $1.39M
|
55.8K
$4.93M
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
16.9KNew |
$1.24M - $1.37M
|
16.9K
$1.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
16.5K+ 324.27% |
$1.21M - $1.33M
|
21.6K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.3K+ 7.65% |
$1.2M - $1.32M
|
230K
$20.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
16.2K+ 106.78% |
$1.19M - $1.31M
|
31.4K
$2.78M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
15.5KNew |
$1.14M - $1.26M
|
15.5K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.4K+ 13.89% |
$1.13M - $1.25M
|
126K
$11.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.2K+ 47.42% |
$1.12M - $1.23M
|
47.4K
$4.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
14.9K+ 33.41% |
$1.09M - $1.21M
|
59.6K
$5.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
14.4KNew |
$1.06M - $1.17M
|
14.4K
$1.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14.3KNew |
$1.05M - $1.16M
|
14.3K
$1.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14.3K+ 976.59% |
$1.05M - $1.16M
|
15.7K
$1.39M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
13.6KNew |
$998K - $1.1M
|
13.6K
$1.21M
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
BUY
|
- |
13.4KNew |
$985K - $1.09M
|
13.4K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 49.19% |
$981K - $1.09M
|
40.6K
$3.59M
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
13.2KNew |
$966K - $1.07M
|
13.2K
$1.17M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
13KNew |
$956K - $1.06M
|
13K
$1.15M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.7K+ 79.87% |
$932K - $1.03M
|
28.7K
$2.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.4K+ 20.9% |
$912K - $1.01M
|
72K
$6.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.4K+ 58.84% |
$905K - $1M
|
33.4K
$2.95M
|
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
12.3KNew |
$902K - $998K
|
12.3K
$1.09M
|