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
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
6.89KNew |
$505K - $559K
|
6.89K
$617K
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6.8KNew |
$498K - $551K
|
6.8K
$608K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.66K+ 2.82% |
$488K - $540K
|
243K
$21.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.63K+ 31.99% |
$486K - $537K
|
27.4K
$2.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.55K+ 16.33% |
$480K - $530K
|
46.6K
$4.17M
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
6.5KNew |
$476K - $527K
|
6.5K
$582K
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.43KNew |
$471K - $521K
|
6.43K
$576K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6.35K+ 14.24% |
$465K - $515K
|
50.9K
$4.56M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.27K+ 25.13% |
$459K - $508K
|
31.2K
$2.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.13KNew |
$449K - $497K
|
6.13K
$549K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.13K+ 29.33% |
$449K - $497K
|
27K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
6.13KNew |
$449K - $496K
|
6.13K
$548K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6.1K+ 997.22% |
$447K - $495K
|
6.72K
$601K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
6.08K+ 9.43% |
$446K - $493K
|
70.6K
$6.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Sinecera Capital, LLC
|
BUY
|
- |
5.89KNew |
$431K - $477K
|
5.89K
$527K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.87KNew |
$430K - $476K
|
5.87K
$526K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.77K+ 9.88% |
$423K - $468K
|
64.2K
$5.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
5.76KNew |
$422K - $467K
|
5.76K
$516K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.76K+ 61.4% |
$422K - $467K
|
15.1K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.76K+ 61.38% |
$422K - $467K
|
15.1K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.74K+ 7.53% |
$421K - $465K
|
82K
$7.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.64K+ 5.12% |
$414K - $457K
|
116K
$10.4M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.47K+ 59.86% |
$401K - $444K
|
14.6K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.47K+ 174.13% |
$401K - $444K
|
8.62K
$771K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.46K+ 18.19% |
$400K - $443K
|
35.5K
$3.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.42K+ 63.57% |
$397K - $439K
|
13.9K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
5.39K+ 6.6% |
$395K - $437K
|
87K
$7.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
5.38K+ 2.7% |
$394K - $436K
|
204K
$18.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
5.37K+ 32.86% |
$394K - $435K
|
21.7K
$1.94M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
5.37K+ 5.38% |
$393K - $435K
|
105K
$9.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.16K+ 88.0% |
$378K - $418K
|
11K
$986K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.16K+ 16.65% |
$378K - $418K
|
36.1K
$3.23M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.06K+ 1.53% |
$371K - $410K
|
335K
$30M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.05K+ 10.6% |
$370K - $410K
|
52.7K
$4.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
5K+ 6.6% |
$367K - $405K
|
80.9K
$7.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5K+ 6.28% |
$366K - $405K
|
84.7K
$7.58M
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.99KNew |
$366K - $405K
|
4.99K
$447K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.99KNew |
$366K - $404K
|
4.99K
$447K
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.89KNew |
$358K - $396K
|
4.89K
$437K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.84K+ 26.63% |
$354K - $392K
|
23K
$2.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.82KNew |
$353K - $391K
|
4.82K
$431K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.81KNew |
$352K - $389K
|
4.81K
$430K
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.81KNew |
$352K - $389K
|
4.81K
$430K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
4.77K+ 4.78% |
$350K - $387K
|
105K
$9.36M
|
|
|
Jan 07, 2022
Q4 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
4.77K+ 2.68% |
$349K - $386K
|
183K
$16.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.74K+ 57.23% |
$347K - $384K
|
13K
$1.16M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.73K+ 7.96% |
$346K - $383K
|
64.1K
$5.74M
|
|
|
Jan 19, 2022
Q4 2021
|
Newfound Research LLC
|
BUY
|
- |
4.69K+ 19.67% |
$344K - $380K
|
28.5K
$2.55M
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.62KNew |
$338K - $374K
|
4.62K
$413K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.6KNew |
$337K - $373K
|
4.6K
$412K
|