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 21, 2022
Q4 2021
|
Sequent Asset Management, LLC
|
BUY
|
- |
2K+ 2.34% |
$147K - $162K
|
87.5K
$7.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
2K+ 3.39% |
$146K - $162K
|
61K
$5.39M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.98K+ 17.4% |
$145K - $160K
|
13.3K
$1.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.94K+ 13.65% |
$142K - $157K
|
16.1K
$1.43M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.83KNew |
$134K - $148K
|
1.83K
$162K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.82K+ 3.14% |
$133K - $148K
|
59.8K
$5.29M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.81KNew |
$132K - $146K
|
1.81K
$160K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.8K+ 23.29% |
$132K - $146K
|
9.54K
$844K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.79K+ 2.64% |
$131K - $145K
|
69.7K
$6.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
1.72K+ 10.26% |
$126K - $140K
|
18.5K
$1.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.68K+ 1.77% |
$123K - $136K
|
96.6K
$8.54M
|
|
|
Jan 19, 2022
Q4 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 1.06% |
$115K - $127K
|
150K
$13.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.55K+ 35.23% |
$114K - $126K
|
5.95K
$526K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.54K+ 27.38% |
$113K - $125K
|
7.16K
$633K
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
1.54K+ 3.52% |
$112K - $124K
|
45.1K
$3.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
BUY
|
- |
1.52K+ 1.94% |
$111K - $123K
|
79.8K
$7.06M
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
1.5K+ 1.2% |
$110K - $121K
|
126K
$11.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.49K+ 4.83% |
$109K - $121K
|
32.4K
$2.86M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1.47KNew |
$108K - $119K
|
1.47K
$130K
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.46K+ 18.44% |
$107K - $118K
|
9.38K
$829K
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.44K+ 5.68% |
$105K - $117K
|
26.8K
$2.37M
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.42K+ 47.21% |
$104K - $115K
|
4.43K
$392K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.42K+ 8.93% |
$104K - $115K
|
17.3K
$1.53M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.36K+ 49.83% |
$99.4K - $110K
|
4.08K
$361K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.31K+ 0.39% |
$96.2K - $106K
|
340K
$30.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$95.3K - $105K
|
1.3K
$115K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.26KNew |
$92.6K - $102K
|
1.26K
$112K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.25K+ 14.36% |
$91.7K - $101K
|
9.97K
$882K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.22K+ 13.17% |
$89.5K - $98.9K
|
10.5K
$928K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.22K+ 5.12% |
$89.2K - $98.6K
|
25K
$2.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.21K+ 2.11% |
$88.9K - $98.3K
|
58.6K
$5.18M
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.21K+ 33.27% |
$88.5K - $97.9K
|
4.84K
$428K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 14.62% |
$88K - $97.3K
|
9.42K
$833K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.15K+ 15.26% |
$84.5K - $93.4K
|
8.71K
$770K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.14KNew |
$83.6K - $92.5K
|
1.14K
$101K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.09K+ 1.25% |
$79.6K - $88K
|
88.1K
$7.79M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.08K+ 18.66% |
$79.3K - $87.7K
|
6.88K
$609K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.08K+ 19.91% |
$79.1K - $87.5K
|
6.5K
$575K
|
|
|
Feb 10, 2022
Q4 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.07KNew |
$78K - $86.3K
|
1.07K
$94.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
1.06K+ 0.6% |
$77.8K - $86.1K
|
178K
$15.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
1.04K+ 3.59% |
$76.2K - $84.3K
|
30K
$2.65M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.04K+ 10.19% |
$76.1K - $84.1K
|
11.2K
$993K
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
BUY
|
- |
1.03K+ 1.14% |
$75.6K - $83.6K
|
91.8K
$8.12M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.03KNew |
$75.3K - $83.3K
|
1.03K
$90.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
1.03K+ 5.76% |
$75.1K - $83.1K
|
18.8K
$1.66M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.01KNew |
$73.7K - $81.5K
|
1.01K
$89K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1K+ 11.75% |
$73.4K - $81.1K
|
9.52K
$842K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
988+ 1.62% |
$72.4K - $80.1K
|
61.8K
$5.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
987+ 10.96% |
$72.3K - $80K
|
9.99K
$884K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
970+ 2.39% |
$71.1K - $78.6K
|
41.6K
$3.68M
|