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
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$898K - $993K
|
12.3K
$1.08M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
12.1KNew |
$887K - $981K
|
12.1K
$1.07M
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
11.9KNew |
$869K - $961K
|
11.9K
$1.05M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
11.7KNew |
$859K - $950K
|
11.7K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
11.7KNew |
$857K - $948K
|
11.7K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
11.7KNew |
$854K - $944K
|
11.7K
$1.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
11.5K+ 3.9% |
$841K - $930K
|
306K
$27.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.4KNew |
$839K - $928K
|
11.4K
$1.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.1K+ 128.6% |
$811K - $897K
|
19.7K
$1.74M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10.9KNew |
$801K - $886K
|
10.9K
$967K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10.9KNew |
$800K - $885K
|
10.9K
$966K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
10.6K+ 1.78% |
$774K - $856K
|
605K
$53.5M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
10.6KNew |
$774K - $855K
|
10.6K
$934K
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10.4KNew |
$761K - $842K
|
10.4K
$919K
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$758K - $838K
|
10.3K
$915K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 177.31% |
$754K - $834K
|
16.1K
$1.42M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
10.1K+ 91.07% |
$743K - $822K
|
21.3K
$1.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
9.84K+ 1.04% |
$721K - $797K
|
960K
$84.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.36K+ 92.68% |
$686K - $759K
|
19.5K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.28K+ 29.8% |
$680K - $752K
|
40.4K
$3.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.07KNew |
$665K - $735K
|
9.07K
$802K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
8.75K+ 223.5% |
$641K - $709K
|
12.7K
$1.12M
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
8.75K+ 1.81% |
$641K - $709K
|
491K
$43.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.55KNew |
$627K - $693K
|
8.55K
$756K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
8.51K+ 30.92% |
$624K - $690K
|
36K
$3.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
8.48KNew |
$621K - $687K
|
8.48K
$750K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.42K+ 4.69% |
$617K - $682K
|
188K
$16.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.29K+ 14.66% |
$607K - $671K
|
64.8K
$5.73M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
8.24KNew |
$604K - $668K
|
8.24K
$729K
|
|
|
Nov 14, 2024
Q4 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
8.13K+ 3.45% |
$595K - $658K
|
243K
$21.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.02K+ 35.98% |
$588K - $650K
|
30.3K
$2.68M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
7.98KNew |
$584K - $646K
|
7.98K
$705K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
7.93K+ 5.86% |
$581K - $642K
|
143K
$12.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.92KNew |
$580K - $642K
|
7.92K
$700K
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.82K+ 31.85% |
$573K - $634K
|
32.4K
$2.86M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
7.69K+ 2.48% |
$563K - $623K
|
317K
$28.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
7.63KNew |
$559K - $618K
|
7.63K
$675K
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.6KNew |
$557K - $616K
|
7.6K
$673K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.6K+ 14.43% |
$557K - $616K
|
60.3K
$5.33M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.32K+ 47.32% |
$536K - $593K
|
22.8K
$2.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
7.28KNew |
$534K - $590K
|
7.28K
$644K
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
7.27KNew |
$533K - $589K
|
7.27K
$643K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.17K+ 77.67% |
$525K - $581K
|
16.4K
$1.45M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
7.08KNew |
$519K - $574K
|
7.08K
$626K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
7.07K+ 4.45% |
$518K - $573K
|
166K
$14.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.04K+ 4.97% |
$516K - $571K
|
149K
$13.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
7.04K+ 1.63% |
$516K - $570K
|
438K
$38.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.02K+ 48.98% |
$514K - $569K
|
21.4K
$1.89M
|
|
|
Feb 04, 2022
Q4 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.98KNew |
$511K - $565K
|
6.98K
$617K
|
|
|
Jan 28, 2022
Q4 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
6.93K+ 1.74% |
$508K - $562K
|
405K
$35.8M
|