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 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.57M+ 89.77% |
$481M - $532M
|
13.9M
$1.24B
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.95M+ 22.01% |
$143M - $158M
|
10.8M
$966M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
1.36M+ 29696.54% |
$99.5M - $110M
|
1.36M
$122M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.13M+ 294.52% |
$82.6M - $91.3M
|
1.51M
$135M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
924K+ 391.67% |
$67.7M - $74.9M
|
1.16M
$104M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
859K+ 2.76% |
$62.9M - $69.6M
|
32M
$2.86B
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
840K+ 501.0% |
$61.6M - $68.1M
|
1.01M
$90.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
807K+ 43.91% |
$59.1M - $65.4M
|
2.65M
$237M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
724K+ 10.32% |
$53M - $58.7M
|
7.74M
$693M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
667K+ 10689.31% |
$48.9M - $54.1M
|
673K
$60.3M
|
|
|
Feb 14, 2022
Q4 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
590K+ 45.69% |
$43.2M - $47.8M
|
1.88M
$168M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
571K+ 3.69% |
$41.9M - $46.3M
|
16.1M
$1.44B
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
512K+ 32.3% |
$37.5M - $41.5M
|
2.09M
$188M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
480KNew |
$35.2M - $38.9M
|
480K
$43M
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
465K+ 956.18% |
$34.1M - $37.7M
|
514K
$46M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
432K+ 212.02% |
$31.7M - $35M
|
636K
$56.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
405K+ 13282.45% |
$29.7M - $32.8M
|
408K
$36.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
388K+ 48.16% |
$28.4M - $31.4M
|
1.19M
$107M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
386KNew |
$28.3M - $31.3M
|
386K
$34.6M
|
|
|
Feb 18, 2022
Q4 2021
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
342KNew |
$25M - $27.7M
|
342K
$30.6M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
341K+ 1505.65% |
$25M - $27.6M
|
363K
$32.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
324KNew |
$23.8M - $26.3M
|
324K
$29M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
302K+ 27.29% |
$22.1M - $24.4M
|
1.41M
$126M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
266K+ 31.29% |
$19.5M - $21.6M
|
1.12M
$100M
|
|
|
Feb 15, 2022
Q4 2021
|
Bts Asset Management, Inc.
|
BUY
|
- |
229KNew |
$16.8M - $18.5M
|
229K
$20.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
222KNew |
$16.3M - $18M
|
222K
$19.9M
|
|
|
Mar 03, 2022
Q4 2021
|
Better Wealth, LLC
|
BUY
|
- |
198KNew |
$14.5M - $16M
|
198K
$17.7M
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
182KNew |
$13.4M - $14.8M
|
182K
$16.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
172K+ 8.32% |
$12.6M - $13.9M
|
2.24M
$200M
|
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
163KNew |
$11.9M - $13.2M
|
163K
$14.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
158K+ 288.41% |
$11.6M - $12.8M
|
212K
$19M
|
|
|
Feb 02, 2022
Q4 2021
|
Darrow Company, Inc.
|
BUY
|
- |
155KNew |
$11.3M - $12.6M
|
155K
$13.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
148KNew |
$10.9M - $12M
|
148K
$13.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
148KNew |
$10.8M - $12M
|
148K
$13.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
144KNew |
$10.6M - $11.7M
|
144K
$12.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
144KNew |
$10.6M - $11.7M
|
144K
$12.9M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
137KNew |
$10.1M - $11.1M
|
137K
$12.3M
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
130KNew |
$9.53M - $10.5M
|
130K
$11.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
129KNew |
$9.48M - $10.5M
|
129K
$11.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
124KNew |
$9.1M - $10.1M
|
124K
$11.1M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
121K+ 91.45% |
$8.85M - $9.79M
|
253K
$22.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
119K+ 603.56% |
$8.69M - $9.61M
|
138K
$12.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
116KNew |
$8.52M - $9.42M
|
116K
$10.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
113K+ 28.26% |
$8.29M - $9.17M
|
513K
$46M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
111K+ 636.41% |
$8.15M - $9.02M
|
129K
$11.5M
|
|
|
May 11, 2022
Q4 2021
|
Asset Management Resources, LLC
|
BUY
|
- |
111KNew |
$8.13M - $8.99M
|
111K
$9.93M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
110KNew |
$8.07M - $8.92M
|
110K
$9.85M
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
110KNew |
$8.03M - $8.88M
|
110K
$9.8M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
99.6KNew |
$7.3M - $8.07M
|
99.6K
$8.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
95.3K+ 24.01% |
$6.98M - $7.72M
|
492K
$44M
|