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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-12.5K- 26.3% |
$895K - $1M
|
34.9K
$3.21M
|
|
|
May 10, 2022
Q1 2022
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-12.5K- 29.98% |
$897K - $1M
|
29.1K
$2.68M
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-12.5K- 11.81% |
$901K - $1.01M
|
93.6K
$8.6M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.6K- 5.47% |
$905K - $1.01M
|
217K
$20M
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-13K- 4.48% |
$935K - $1.05M
|
277K
$25.5M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-13.4KClosed |
$963K - $1.08M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13.5K- 25.21% |
$969K - $1.08M
|
40K
$3.68M
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-13.6K- 40.19% |
$975K - $1.09M
|
20.2K
$1.86M
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-13.6K- 24.64% |
$977K - $1.09M
|
41.6K
$3.82M
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-14K- 3.43% |
$1.01M - $1.13M
|
394K
$36.2M
|
|
|
May 16, 2022
Q1 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-14.2K- 4.93% |
$1.02M - $1.14M
|
273K
$25.1M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-14.4K- 5.47% |
$1.04M - $1.16M
|
249K
$22.9M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-14.4K- 11.48% |
$1.04M - $1.16M
|
111K
$10.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-14.5K- 2.58% |
$1.04M - $1.16M
|
546K
$50.2M
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-14.8K- 20.48% |
$1.06M - $1.19M
|
57.4K
$5.28M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14.9K- 41.05% |
$1.07M - $1.19M
|
21.3K
$1.96M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-15.2K- 48.61% |
$1.09M - $1.22M
|
16K
$1.47M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15.4K- 17.1% |
$1.11M - $1.24M
|
74.7K
$6.87M
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-16K- 2.95% |
$1.15M - $1.29M
|
526K
$48.4M
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-16.3K- 12.03% |
$1.17M - $1.31M
|
119K
$10.9M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.7K- 18.33% |
$1.2M - $1.34M
|
74.4K
$6.84M
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-17K- 16.51% |
$1.22M - $1.36M
|
85.8K
$7.89M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.3K- 13.36% |
$1.24M - $1.39M
|
112K
$10.3M
|
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-17.3K- 32.45% |
$1.25M - $1.39M
|
36.1K
$3.32M
|
|
|
Apr 12, 2022
Q1 2022
|
Swm Advisors
|
SELL
|
- |
-17.8KClosed |
$1.28M - $1.43M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-18.9KClosed |
$1.36M - $1.52M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19K- 15.05% |
$1.37M - $1.53M
|
107K
$9.87M
|
|
|
May 13, 2022
Q1 2022
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-19.1KClosed |
$1.37M - $1.53M
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-19.2K- 63.52% |
$1.38M - $1.55M
|
11K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-19.6K- 24.78% |
$1.41M - $1.58M
|
59.5K
$5.47M
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-19.8KClosed |
$1.42M - $1.59M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20K- 47.35% |
$1.44M - $1.61M
|
22.2K
$2.04M
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-20.4KClosed |
$1.46M - $1.64M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-21.1K- 9.96% |
$1.52M - $1.7M
|
191K
$17.5M
|
|
|
May 11, 2022
Q1 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-22K- 24.77% |
$1.58M - $1.77M
|
66.8K
$6.14M
|
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-22.1K- 16.97% |
$1.59M - $1.77M
|
108K
$9.92M
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-22.3K- 25.18% |
$1.6M - $1.79M
|
66.3K
$6.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-22.4KClosed |
$1.61M - $1.8M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22.6K- 16.27% |
$1.62M - $1.82M
|
116K
$10.7M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-22.8K- 51.52% |
$1.64M - $1.83M
|
21.4K
$1.97M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-23.5K- 4.93% |
$1.69M - $1.89M
|
452K
$41.6M
|
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-24.4KClosed |
$1.75M - $1.96M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25.5K- 0.67% |
$1.83M - $2.05M
|
3.75M
$345M
|
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-26.1KClosed |
$1.88M - $2.1M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-26.7K- 4.64% |
$1.92M - $2.15M
|
548K
$50.4M
|
|
|
Apr 15, 2022
Q1 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-27K- 64.82% |
$1.94M - $2.17M
|
14.6K
$1.35M
|
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-27K- 4.09% |
$1.94M - $2.17M
|
633K
$58.2M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-27.2K- 58.33% |
$1.95M - $2.18M
|
19.4K
$1.78M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-27.4K- 6.15% |
$1.97M - $2.2M
|
418K
$38.4M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-27.8K- 2.48% |
$2M - $2.23M
|
1.09M
$100M
|