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 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.55K+ 40.5% |
$333K - $369K
|
15.8K
$1.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.54K+ 2.47% |
$332K - $368K
|
188K
$16.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.53K+ 34.32% |
$332K - $367K
|
17.7K
$1.57M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.48K+ 22.77% |
$328K - $363K
|
24.2K
$2.14M
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
4.45K+ 81.63% |
$326K - $361K
|
9.91K
$876K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.43K+ 83.15% |
$325K - $359K
|
9.76K
$863K
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.16K+ 1.49% |
$305K - $337K
|
284K
$25.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
4.15K+ 1226.92% |
$304K - $336K
|
4.49K
$397K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.14K+ 92.45% |
$303K - $335K
|
8.61K
$762K
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
4.09KNew |
$300K - $332K
|
4.09K
$362K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.09KNew |
$300K - $332K
|
4.09K
$362K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.03K+ 4.67% |
$295K - $326K
|
90.3K
$7.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
4.02K+ 3.19% |
$294K - $325K
|
130K
$11.5M
|
|
|
May 04, 2022
Q4 2021
|
Client First Capital LLC
|
BUY
|
- |
4.01KNew |
$294K - $325K
|
4.01K
$355K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
3.96KNew |
$290K - $321K
|
3.96K
$350K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.86K+ 9.97% |
$283K - $313K
|
42.6K
$3.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.84K+ 3.81% |
$281K - $311K
|
105K
$9.26M
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.8K+ 51.74% |
$278K - $308K
|
11.1K
$986K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.79K+ 15.86% |
$278K - $307K
|
27.7K
$2.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
3.79KNew |
$278K - $307K
|
3.79K
$335K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.78K+ 2664.08% |
$277K - $307K
|
3.93K
$347K
|
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.76KNew |
$276K - $305K
|
3.76K
$333K
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.72KNew |
$273K - $302K
|
3.72K
$329K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
3.7KNew |
$271K - $300K
|
3.7K
$328K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.69K+ 90.45% |
$270K - $299K
|
7.76K
$686K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.62K+ 11.12% |
$265K - $294K
|
36.2K
$3.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.59K+ 6.26% |
$263K - $291K
|
60.9K
$5.39M
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
3.57KNew |
$262K - $289K
|
3.57K
$316K
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
3.52KNew |
$258K - $285K
|
3.52K
$311K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.51KNew |
$257K - $284K
|
3.51K
$310K
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.43KNew |
$251K - $278K
|
3.43K
$303K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.42KNew |
$251K - $277K
|
3.42K
$303K
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
3.42KNew |
$251K - $277K
|
3.42K
$302K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.35KNew |
$245K - $271K
|
3.35K
$296K
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
BUY
|
- |
3.33K+ 2.67% |
$244K - $270K
|
128K
$11.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3.23K+ 184.29% |
$236K - $261K
|
4.98K
$440K
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.2KNew |
$235K - $259K
|
3.2K
$283K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
3.16KNew |
$231K - $256K
|
3.16K
$279K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.11K+ 1.61% |
$228K - $252K
|
197K
$17.4M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
3.07KNew |
$225K - $249K
|
3.07K
$271K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
3.05K+ 2.67% |
$223K - $247K
|
117K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3K+ 99.5% |
$220K - $243K
|
6.02K
$532K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3KNew |
$220K - $243K
|
3K
$265K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3KNew |
$220K - $243K
|
3K
$265K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.99K+ 2958.42% |
$219K - $242K
|
3.09K
$273K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.97KNew |
$217K - $241K
|
2.97K
$263K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.97K+ 15.72% |
$217K - $240K
|
21.8K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.96KNew |
$217K - $239K
|
2.96K
$261K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.9KNew |
$212K - $235K
|
2.9K
$256K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
2.89K+ 11.66% |
$212K - $234K
|
27.7K
$2.45M
|