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 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-2.21K- 0.85% |
$162K - $179K
|
257K
$23M
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-2.22K- 2.92% |
$163K - $180K
|
74K
$6.62M
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-2.22K- 25.58% |
$163K - $180K
|
6.47K
$579K
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-2.3K- 7.72% |
$169K - $187K
|
27.5K
$2.47M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.31K- 1.8% |
$169K - $187K
|
126K
$11.2M
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.32K- 7.16% |
$170K - $188K
|
30K
$2.69M
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.33K- 40.59% |
$170K - $188K
|
3.4K
$305K
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.33K- 4.1% |
$170K - $188K
|
54.4K
$4.87M
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.36K- 23.55% |
$173K - $191K
|
7.65K
$684K
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.39K- 0.98% |
$175K - $194K
|
241K
$21.5M
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.44K- 0.48% |
$178K - $197K
|
507K
$45.4M
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.5K- 1.38% |
$183K - $202K
|
178K
$15.9M
|
|
Jan 28, 2022
Q4 2021
|
White Pine Investment CO
|
SELL
|
- |
-2.6K- 1.61% |
$190K - $210K
|
159K
$14.2M
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
SELL
|
- |
-2.62K- 6.19% |
$192K - $212K
|
39.7K
$3.55M
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
SELL
|
- |
-2.64K- 10.59% |
$193K - $214K
|
22.3K
$1.99M
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-2.66K- 3.88% |
$195K - $216K
|
65.9K
$5.9M
|
|
Jan 21, 2022
Q4 2021
|
Act Advisors, Llc.
|
SELL
|
- |
-2.67K- 6.01% |
$196K - $216K
|
41.7K
$3.73M
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.7K- 15.07% |
$198K - $219K
|
15.2K
$1.36M
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-2.71K- 44.9% |
$199K - $220K
|
3.33K
$298K
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-2.73K- 34.33% |
$200K - $222K
|
5.23K
$468K
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.75K- 7.4% |
$201K - $223K
|
34.3K
$3.07M
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.76KClosed |
$202K - $223K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.76KClosed |
$202K - $224K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.78K- 94.72% |
$204K - $225K
|
155
$13.9K
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.85K- 3.2% |
$209K - $231K
|
86.2K
$7.72M
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.92K- 2.28% |
$214K - $237K
|
125K
$11.2M
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-2.94KClosed |
$215K - $238K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.94K- 42.54% |
$216K - $238K
|
3.97K
$356K
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.98K- 2.62% |
$218K - $241K
|
111K
$9.9M
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-2.98K- 30.58% |
$218K - $241K
|
6.77K
$606K
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.01KClosed |
$220K - $244K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
SELL
|
- |
-3.04K- 8.68% |
$223K - $247K
|
32K
$2.87M
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-3.09K- 1.49% |
$226K - $250K
|
205K
$18.3M
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-3.09K- 7.66% |
$227K - $251K
|
37.3K
$3.34M
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.19K- 36.09% |
$233K - $258K
|
5.64K
$505K
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-3.19K- 1.17% |
$233K - $258K
|
270K
$24.1M
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-3.2K- 3.47% |
$234K - $259K
|
89K
$7.97M
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-3.22K- 1.65% |
$236K - $261K
|
192K
$17.2M
|
|
Feb 14, 2022
Q4 2021
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.23KClosed |
$236K - $261K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.25K- 3.41% |
$238K - $263K
|
92.1K
$8.24M
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.33K- 9.81% |
$244K - $270K
|
30.6K
$2.74M
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-3.33KClosed |
$244K - $270K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
SELL
|
- |
-3.34K- 10.78% |
$245K - $271K
|
27.6K
$2.47M
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.42K- 5.49% |
$251K - $277K
|
59K
$5.28M
|
|
Jan 31, 2022
Q4 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-3.43K- 2.6% |
$251K - $278K
|
129K
$11.5M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.43K- 15.32% |
$251K - $278K
|
18.9K
$1.7M
|
|
Feb 04, 2022
Q4 2021
|
F
|
SELL
|
- |
-3.43KClosed |
$252K - $278K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-3.49K- 8.68% |
$255K - $283K
|
36.7K
$3.28M
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.5K- 19.91% |
$257K - $284K
|
14.1K
$1.26M
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-3.51K- 35.43% |
$258K - $285K
|
6.41K
$573K
|