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 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
91.7K+ 124.86% |
$6.72M - $7.43M
|
165K
$14.8M
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
91.7K+ 201.3% |
$6.72M - $7.43M
|
137K
$12.3M
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
90.4K+ 1937.78% |
$6.62M - $7.32M
|
95K
$8.51M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
88.9K+ 9.03% |
$6.52M - $7.21M
|
1.07M
$96.1M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
88.9K+ 18.78% |
$6.51M - $7.2M
|
562K
$50.3M
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
87.1KNew |
$6.38M - $7.06M
|
87.1K
$7.79M
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
84K+ 1365.12% |
$6.15M - $6.81M
|
90.1K
$8.07M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
83.4K+ 128.04% |
$6.11M - $6.76M
|
148K
$13.3M
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
82.4KNew |
$6.04M - $6.68M
|
82.4K
$7.38M
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
81.3KNew |
$5.95M - $6.58M
|
81.3K
$7.27M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
80.5KNew |
$5.9M - $6.53M
|
80.5K
$7.21M
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
78.4KNew |
$5.75M - $6.36M
|
78.4K
$7.02M
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
78.1KNew |
$5.72M - $6.33M
|
78.1K
$6.99M
|
|
Mar 01, 2022
Q4 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
78KNew |
$5.72M - $6.32M
|
78K
$6.98M
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
77.6KNew |
$5.69M - $6.29M
|
77.6K
$6.95M
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
74.5KNew |
$5.46M - $6.04M
|
74.5K
$6.67M
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
72.2KNew |
$5.29M - $5.85M
|
72.2K
$6.46M
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
71.5K+ 458.64% |
$5.24M - $5.79M
|
87.1K
$7.79M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68.3K+ 15.11% |
$5.01M - $5.54M
|
520K
$46.6M
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
67KNew |
$4.91M - $5.43M
|
67K
$5.99M
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
66.4KNew |
$4.87M - $5.38M
|
66.4K
$5.94M
|
|
Feb 09, 2022
Q4 2021
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
65.3KNew |
$4.79M - $5.29M
|
65.3K
$5.85M
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
63.8KNew |
$4.68M - $5.17M
|
63.8K
$5.71M
|
|
Feb 11, 2022
Q4 2021
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
63.4K+ 158.9% |
$4.65M - $5.14M
|
103K
$9.25M
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
60.3K+ 57.24% |
$4.42M - $4.89M
|
166K
$14.8M
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
59.8K+ 134.67% |
$4.38M - $4.84M
|
104K
$9.32M
|
|
Feb 08, 2022
Q4 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
58.9KNew |
$4.31M - $4.77M
|
58.9K
$5.27M
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
58.7K+ 812.94% |
$4.3M - $4.76M
|
65.9K
$5.9M
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
57.9KNew |
$4.24M - $4.69M
|
57.9K
$5.18M
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
57.8K+ 401.06% |
$4.23M - $4.68M
|
72.2K
$6.46M
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
57.1K+ 4.63% |
$4.19M - $4.63M
|
1.29M
$116M
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
55.2K+ 68.86% |
$4.04M - $4.47M
|
135K
$12.1M
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
55.2KNew |
$4.04M - $4.47M
|
55.2K
$4.94M
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
54.8KNew |
$4.02M - $4.44M
|
54.8K
$4.91M
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
54.3K+ 37.96% |
$3.98M - $4.4M
|
198K
$17.7M
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
53.5K+ 27.37% |
$3.92M - $4.34M
|
249K
$22.3M
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
53.4KNew |
$3.91M - $4.33M
|
53.4K
$4.78M
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
51.9K+ 9.03% |
$3.8M - $4.21M
|
627K
$56.1M
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
51.1KNew |
$3.74M - $4.14M
|
51.1K
$4.57M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51KNew |
$3.74M - $4.13M
|
51K
$4.56M
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
50.9KNew |
$3.73M - $4.13M
|
50.9K
$4.56M
|
|
Feb 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
50.9K+ 1671.71% |
$3.73M - $4.12M
|
53.9K
$4.83M
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
49.9KNew |
$3.66M - $4.05M
|
49.9K
$4.47M
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
49.7KNew |
$3.64M - $4.03M
|
49.7K
$4.45M
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
48.7KNew |
$3.57M - $3.94M
|
48.7K
$4.36M
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
48.5K+ 1.63% |
$3.56M - $3.93M
|
3.03M
$271M
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
48.4KNew |
$3.55M - $3.92M
|
48.4K
$4.33M
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
48K+ 1564.64% |
$3.52M - $3.89M
|
51K
$4.57M
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
47.9KNew |
$3.51M - $3.88M
|
47.9K
$4.29M
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
46.6KNew |
$3.41M - $3.77M
|
46.6K
$4.17M
|