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 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-19.8K- 53.14% |
$1.45M - $1.6M
|
17.4K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.1K- 15.9% |
$1.54M - $1.71M
|
111K
$9.97M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21.8KClosed |
$1.6M - $1.77M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-22.6K- 48.08% |
$1.66M - $1.83M
|
24.4K
$2.18M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-23.2K- 5.56% |
$1.7M - $1.88M
|
394K
$35.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-23.2K- 47.53% |
$1.7M - $1.88M
|
25.7K
$2.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-24KClosed |
$1.76M - $1.94M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-24.5K- 2.5% |
$1.79M - $1.98M
|
954K
$85.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Wall Capital Group, Inc.
|
SELL
|
- |
-26K- 42.64% |
$1.91M - $2.11M
|
35K
$3.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26.2K- 7.75% |
$1.92M - $2.12M
|
311K
$27.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-27.8K- 10.94% |
$2.04M - $2.25M
|
226K
$20.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-28.5K- 9.17% |
$2.09M - $2.31M
|
282K
$25.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-28.8K- 5.27% |
$2.11M - $2.34M
|
518K
$46.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-29.5KClosed |
$2.16M - $2.39M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-29.5K- 68.41% |
$2.16M - $2.39M
|
13.6K
$1.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-29.5KClosed |
$2.16M - $2.39M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-29.8K- 17.41% |
$2.19M - $2.42M
|
142K
$12.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30.1K- 1.96% |
$2.2M - $2.44M
|
1.51M
$135M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-30.4K- 15.15% |
$2.23M - $2.46M
|
170K
$15.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-32KClosed |
$2.34M - $2.59M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-32.5K- 6.4% |
$2.38M - $2.63M
|
475K
$42.6M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-32.6K- 18.92% |
$2.39M - $2.64M
|
140K
$12.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-33.4K- 20.14% |
$2.45M - $2.71M
|
133K
$11.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-33.8KClosed |
$2.47M - $2.74M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-34.7K- 2.56% |
$2.54M - $2.81M
|
1.32M
$118M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-34.8K- 0.6% |
$2.55M - $2.82M
|
5.75M
$515M
|
|
|
Jan 19, 2022
Q4 2021
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-34.9K- 27.85% |
$2.55M - $2.82M
|
90.3K
$8.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-35.2K- 62.72% |
$2.58M - $2.85M
|
20.9K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-36.6KClosed |
$2.68M - $2.97M
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-37.2KClosed |
$2.73M - $3.01M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.5K- 1.2% |
$2.97M - $3.28M
|
3.33M
$298M
|
|
|
Feb 14, 2022
Q4 2021
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-44.5KClosed |
$3.26M - $3.61M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-44.6K- 7.21% |
$3.27M - $3.62M
|
575K
$51.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-48.2K- 2.74% |
$3.53M - $3.91M
|
1.71M
$153M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-48.2K- 53.67% |
$3.54M - $3.91M
|
41.7K
$3.73M
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-49.1K- 11.58% |
$3.59M - $3.98M
|
375K
$33.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-51.6K- 52.88% |
$3.78M - $4.18M
|
46K
$4.12M
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-53.5K- 57.76% |
$3.92M - $4.33M
|
39.1K
$3.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-56.5K- 33.22% |
$4.14M - $4.58M
|
114K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-58.2K- 9.41% |
$4.27M - $4.72M
|
561K
$50.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
SELL
|
- |
-58.8K- 39.33% |
$4.31M - $4.77M
|
90.7K
$8.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-58.8K- 61.12% |
$4.31M - $4.77M
|
37.4K
$3.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-60.6K- 10.22% |
$4.44M - $4.91M
|
532K
$47.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-60.8K- 8.53% |
$4.45M - $4.93M
|
652K
$58.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-63.1K- 23.63% |
$4.62M - $5.11M
|
204K
$18.2M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-64.2K- 12.6% |
$4.7M - $5.2M
|
445K
$39.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-66.4K- 21.39% |
$4.87M - $5.38M
|
244K
$21.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-70.2K- 4.38% |
$5.15M - $5.69M
|
1.53M
$137M
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-74.4K- 12.07% |
$5.45M - $6.03M
|
542K
$48.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-78KClosed |
$5.72M - $6.32M
|
0
$0
|