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 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
954+ 10.23% |
$69.9K - $77.3K
|
10.3K
$920K
|
|
|
Jan 13, 2022
Q4 2021
|
Family Capital Trust CO
|
BUY
|
- |
928+ 0.99% |
$68K - $75.2K
|
95K
$8.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
917+ 3.82% |
$67.2K - $74.3K
|
24.9K
$2.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
909+ 0.17% |
$66.6K - $73.7K
|
547K
$49M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
893+ 7.89% |
$65.4K - $72.4K
|
12.2K
$1.09M
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
865+ 14.95% |
$63.4K - $70.1K
|
6.65K
$595K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
854+ 21.45% |
$62.6K - $69.2K
|
4.84K
$433K
|
|
|
Feb 08, 2022
Q4 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
837+ 1.68% |
$61.3K - $67.8K
|
50.7K
$4.54M
|
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
BUY
|
- |
791+ 0.71% |
$58K - $64.1K
|
111K
$9.97M
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
774+ 14.2% |
$56.7K - $62.7K
|
6.23K
$557K
|
|
|
Jan 05, 2022
Q4 2021
|
Crestmont Private Wealth LLC
|
BUY
|
- |
769New |
$56.4K - $62.3K
|
769
$68.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
735New |
$53.9K - $59.6K
|
735
$65.8K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
729New |
$53.4K - $59.1K
|
729
$65.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
689+ 8.06% |
$50.5K - $55.8K
|
9.24K
$827K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
681+ 5.36% |
$49.9K - $55.2K
|
13.4K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
681+ 11.46% |
$49.9K - $55.2K
|
6.62K
$593K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
681+ 11.46% |
$49.9K - $55.2K
|
6.62K
$593K
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
680New |
$49.8K - $55.1K
|
680
$60.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
678+ 1.8% |
$49.7K - $54.9K
|
38.2K
$3.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
676+ 4.13% |
$49.5K - $54.8K
|
17.1K
$1.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
670New |
$49.1K - $54.3K
|
670
$60K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
659+ 1.7% |
$48.3K - $53.4K
|
39.5K
$3.53M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
658+ 27.89% |
$48.2K - $53.3K
|
3.02K
$270K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
653+ 27.62% |
$47.9K - $52.9K
|
3.02K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
652New |
$47.8K - $52.8K
|
652
$58.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
646New |
$47.3K - $52.4K
|
646
$57.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
640+ 62.32% |
$46.9K - $51.9K
|
1.67K
$149K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
630+ 17.47% |
$46.2K - $51.1K
|
4.24K
$379K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
607New |
$44.5K - $49.2K
|
607
$54.3K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
595+ 8.93% |
$43.6K - $48.2K
|
7.26K
$650K
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
592+ 19.1% |
$43.4K - $48K
|
3.69K
$330K
|
|
|
Jan 27, 2022
Q4 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
575+ 0.3% |
$42.1K - $46.6K
|
194K
$17.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
524+ 10.91% |
$38.4K - $42.5K
|
5.33K
$477K
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
517+ 3.68% |
$37.9K - $41.9K
|
14.6K
$1.3M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
510New |
$37.4K - $41.3K
|
510
$45.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
468+ 1.04% |
$34.3K - $37.9K
|
45.3K
$4.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
467+ 3.65% |
$34.2K - $37.8K
|
13.3K
$1.19M
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
466+ 15.3% |
$34.1K - $37.8K
|
3.51K
$314K
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
456+ 12.41% |
$33.4K - $37K
|
4.13K
$370K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
439+ 8.24% |
$32.2K - $35.6K
|
5.77K
$516K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
400+ 9.25% |
$29.3K - $32.4K
|
4.73K
$423K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
400New |
$29.3K - $32.4K
|
400
$35.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
379+ 1.32% |
$27.8K - $30.7K
|
29.1K
$2.61M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
373New |
$27.3K - $30.2K
|
373
$33.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
364New |
$26.7K - $29.5K
|
364
$32.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
358+ 0.28% |
$26.2K - $29K
|
130K
$11.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
355+ 2.83% |
$26K - $28.8K
|
12.9K
$1.15M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
353+ 8.16% |
$25.9K - $28.6K
|
4.68K
$419K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
350New |
$25.6K - $28.4K
|
350
$31.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
350+ 0.83% |
$25.6K - $28.4K
|
42.3K
$3.79M
|