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
|
Allworth Financial LP
|
SELL
|
- |
-3.72K- 5.21% |
$272K - $301K
|
67.6K
$6.05M
|
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-3.74K- 4.12% |
$274K - $303K
|
87K
$7.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.8KClosed |
$278K - $308K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.83KClosed |
$281K - $310K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.97K- 5.91% |
$291K - $322K
|
63.3K
$5.66M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.02K- 6.98% |
$295K - $326K
|
53.6K
$4.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-4.19K- 4.08% |
$307K - $340K
|
98.6K
$8.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.21KClosed |
$308K - $341K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.29K- 9.97% |
$314K - $347K
|
38.7K
$3.46M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.43K- 43.22% |
$324K - $359K
|
5.82K
$521K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4.45K- 87.0% |
$326K - $361K
|
665
$59.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-4.5K- 14.08% |
$330K - $365K
|
27.5K
$2.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.58K- 1.41% |
$335K - $371K
|
321K
$28.7M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.65K- 37.41% |
$341K - $377K
|
7.78K
$696K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-4.86K- 7.46% |
$356K - $394K
|
60.3K
$5.39M
|
|
|
Jan 21, 2022
Q4 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-5KClosed |
$366K - $405K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.02KClosed |
$368K - $407K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-5.05K- 7.49% |
$370K - $410K
|
62.5K
$5.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.19K- 3.74% |
$380K - $420K
|
133K
$11.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-5.26K- 5.5% |
$385K - $426K
|
90.4K
$8.09M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-5.33K- 8.4% |
$390K - $432K
|
58.1K
$5.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.33K- 5.39% |
$391K - $432K
|
93.7K
$8.38M
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
SELL
|
- |
-5.35K- 30.82% |
$392K - $434K
|
12K
$1.08M
|
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-5.4K- 1.84% |
$395K - $437K
|
288K
$25.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.49K- 7.33% |
$403K - $445K
|
69.5K
$6.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.52K- 7.47% |
$404K - $447K
|
68.4K
$6.12M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.52K- 1.77% |
$405K - $448K
|
307K
$27.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
SELL
|
- |
-5.58K- 15.15% |
$409K - $452K
|
31.2K
$2.79M
|
|
|
Feb 07, 2022
Q4 2021
|
Inverness Counsel LLC
|
SELL
|
- |
-5.62KClosed |
$412K - $456K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-5.67K- 2.99% |
$416K - $460K
|
184K
$16.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.71K- 0.51% |
$418K - $462K
|
1.11M
$98.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.72K- 49.32% |
$419K - $463K
|
5.88K
$526K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.92K- 0.8% |
$434K - $480K
|
733K
$65.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.98K- 34.34% |
$438K - $484K
|
11.4K
$1.02M
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6.15K- 2.62% |
$451K - $499K
|
229K
$20.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-6.32K- 98.0% |
$463K - $512K
|
129
$11.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.36K- 64.01% |
$466K - $515K
|
3.58K
$320K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-6.72K- 55.46% |
$493K - $545K
|
5.4K
$483K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.8K- 31.25% |
$498K - $551K
|
15K
$1.34M
|
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-6.83K- 13.5% |
$501K - $554K
|
43.8K
$3.92M
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-6.87K- 8.29% |
$504K - $557K
|
76K
$6.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-6.9KClosed |
$506K - $559K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-6.96KClosed |
$510K - $564K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.1K- 1.35% |
$520K - $575K
|
517K
$46.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-7.11K- 6.28% |
$521K - $576K
|
106K
$9.5M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-7.13K- 1.92% |
$522K - $577K
|
364K
$32.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-7.3K- 21.66% |
$535K - $592K
|
26.4K
$2.36M
|
|
|
Feb 08, 2022
Q4 2021
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-7.47K- 2.28% |
$548K - $606K
|
321K
$28.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.49K- 26.06% |
$549K - $607K
|
21.2K
$1.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-7.51K- 17.16% |
$550K - $609K
|
36.3K
$3.25M
|