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 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6.08K- 26.69% |
$437K - $489K
|
16.7K
$1.58M
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.23K- 18.69% |
$448K - $501K
|
27.1K
$2.56M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.26K- 26.6% |
$450K - $503K
|
17.3K
$1.63M
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-6.28K- 19.4% |
$451K - $505K
|
26.1K
$2.47M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.43K- 2.54% |
$462K - $517K
|
246K
$23.3M
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.75K- 21.48% |
$485K - $542K
|
24.7K
$2.33M
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-6.77K- 0.44% |
$486K - $544K
|
1.53M
$144M
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-6.77KClosed |
$486K - $544K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.89K- 11.43% |
$495K - $554K
|
53.4K
$5.05M
|
|
May 11, 2022
Q1 2022
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-7.06K- 2.2% |
$507K - $567K
|
314K
$29.6M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.2K- 3.22% |
$518K - $579K
|
217K
$20.5M
|
|
Apr 29, 2022
Q1 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-7.23K- 23.47% |
$520K - $581K
|
23.6K
$2.23M
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.25K- 8.18% |
$521K - $583K
|
81.4K
$7.69M
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.4K- 1.51% |
$532K - $595K
|
484K
$45.7M
|
|
Apr 18, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-7.63KClosed |
$549K - $614K
|
0
$0
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.66K- 2.29% |
$551K - $616K
|
327K
$31M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-7.75K- 33.15% |
$557K - $623K
|
15.6K
$1.48M
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-7.79K- 8.32% |
$560K - $626K
|
85.9K
$8.12M
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-7.84K- 12.48% |
$563K - $630K
|
54.9K
$5.19M
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-7.95K- 10.46% |
$571K - $639K
|
68K
$6.43M
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-8.38K- 28.78% |
$603K - $674K
|
20.7K
$1.96M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.53K- 6.57% |
$613K - $686K
|
121K
$11.5M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.53K- 6.57% |
$613K - $686K
|
121K
$11.5M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.84K- 13.41% |
$635K - $711K
|
57.1K
$5.39M
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-8.89K- 45.43% |
$639K - $715K
|
10.7K
$1.01M
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-9.08K- 16.62% |
$653K - $730K
|
45.6K
$4.31M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.15K- 1.76% |
$658K - $736K
|
511K
$48.3M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-9.15K- 5.91% |
$658K - $736K
|
146K
$13.8M
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-9.28K- 36.16% |
$667K - $746K
|
16.4K
$1.55M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-9.43K- 3.39% |
$678K - $758K
|
269K
$25.4M
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.76K- 20.11% |
$701K - $784K
|
38.8K
$3.66M
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-9.79KClosed |
$704K - $787K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-9.81K- 9.84% |
$705K - $789K
|
89.9K
$8.5M
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-9.88K- 7.2% |
$710K - $794K
|
127K
$12M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-10.1K- 9.61% |
$724K - $809K
|
94.7K
$8.95M
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-10.3K- 27.29% |
$738K - $826K
|
27.4K
$2.59M
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-10.3K- 1.99% |
$740K - $828K
|
508K
$48M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 8.06% |
$746K - $834K
|
118K
$11.2M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-10.4K- 10.8% |
$746K - $834K
|
85.7K
$8.1M
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.4K- 5.86% |
$751K - $840K
|
168K
$15.8M
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.6K- 24.53% |
$761K - $851K
|
32.6K
$3.08M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.6K- 5.65% |
$764K - $855K
|
178K
$16.8M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.7K- 28.74% |
$768K - $859K
|
26.5K
$2.5M
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-11K- 2.95% |
$794K - $888K
|
364K
$34.4M
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-11.2K- 20.5% |
$808K - $904K
|
43.6K
$4.12M
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-11.7K- 12.21% |
$839K - $938K
|
83.9K
$7.93M
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 4.7% |
$840K - $940K
|
237K
$22.4M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-11.8K- 29.61% |
$850K - $951K
|
28.1K
$2.66M
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-11.9K- 16.86% |
$856K - $957K
|
58.7K
$5.55M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-12K- 13.04% |
$863K - $966K
|
80.1K
$7.57M
|