Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.72K- 47.93% |
$267K - $299K
|
4.04K
$382K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.73K- 54.18% |
$268K - $300K
|
3.15K
$298K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-3.75K- 10.41% |
$269K - $301K
|
32.2K
$3.05M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-3.8K- 8.94% |
$273K - $306K
|
38.8K
$3.66M
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.88K- 1.63% |
$279K - $312K
|
233K
$22.1M
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.89K- 4.75% |
$280K - $313K
|
78.1K
$7.38M
|
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3.92KClosed |
$281K - $315K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-3.95K- 11.49% |
$284K - $317K
|
30.4K
$2.87M
|
|
|
May 13, 2022
Q1 2022
|
Client First Capital LLC
|
SELL
|
- |
-4.01KClosed |
$288K - $322K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.09K- 14.96% |
$294K - $329K
|
23.3K
$2.2M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.09K- 41.06% |
$294K - $329K
|
5.88K
$555K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4.1KClosed |
$295K - $330K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.23K- 4.78% |
$304K - $340K
|
84.2K
$7.96M
|
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-4.3KClosed |
$309K - $346K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.31K- 44.17% |
$310K - $347K
|
5.45K
$515K
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-4.35K- 5.9% |
$313K - $350K
|
69.4K
$6.56M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.39K- 12.8% |
$316K - $353K
|
29.9K
$2.83M
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-4.45K- 33.13% |
$320K - $357K
|
8.97K
$848K
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.57K- 10.99% |
$329K - $368K
|
37K
$3.5M
|
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-4.62KClosed |
$332K - $371K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-4.62KClosed |
$332K - $371K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-4.63K- 37.6% |
$333K - $372K
|
7.68K
$726K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.74KClosed |
$341K - $381K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.79K- 23.69% |
$344K - $385K
|
15.4K
$1.46M
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.8K- 19.6% |
$345K - $386K
|
19.7K
$1.86M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.88K- 5.13% |
$351K - $392K
|
90.2K
$8.52M
|
|
|
Apr 18, 2022
Q1 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-4.89K- 11.16% |
$351K - $393K
|
38.9K
$3.68M
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.89K- 22.9% |
$351K - $393K
|
16.5K
$1.56M
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-4.89K- 55.06% |
$352K - $393K
|
3.99K
$377K
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
SELL
|
- |
-4.93K- 3.41% |
$354K - $396K
|
139K
$13.2M
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.95K- 33.87% |
$356K - $398K
|
9.67K
$914K
|
|
|
Apr 13, 2022
Q1 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-5K- 8.47% |
$359K - $402K
|
54K
$5.1M
|
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-5.12K- 4.5% |
$368K - $411K
|
109K
$10.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-5.17K- 15.58% |
$372K - $416K
|
28K
$2.65M
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.19K- 23.12% |
$373K - $417K
|
17.2K
$1.63M
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
SELL
|
- |
-5.24K- 1.94% |
$377K - $421K
|
265K
$25M
|
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.31K- 2.73% |
$382K - $427K
|
189K
$17.9M
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.38K- 7.87% |
$386K - $432K
|
63K
$5.95M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-5.39K- 14.49% |
$387K - $433K
|
31.8K
$3.01M
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-5.42KClosed |
$390K - $436K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.42K- 1.69% |
$390K - $436K
|
315K
$29.8M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.45K- 4.89% |
$392K - $438K
|
106K
$10M
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
SELL
|
- |
-5.48K- 45.61% |
$394K - $441K
|
6.54K
$618K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5.54K- 1.72% |
$398K - $446K
|
317K
$30M
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.64K- 15.07% |
$405K - $454K
|
31.8K
$3M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.68K- 2.67% |
$408K - $456K
|
207K
$19.6M
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5.97K- 7.13% |
$429K - $480K
|
77.7K
$7.34M
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5.98K- 12.11% |
$430K - $481K
|
43.4K
$4.1M
|
|
|
Apr 28, 2022
Q1 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-5.99K- 17.11% |
$431K - $482K
|
29K
$2.74M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-6K- 11.77% |
$431K - $482K
|
44.9K
$4.25M
|