Latest Institutional Transactions on Ishares Msci Usa Min Vol Facto (USMV)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Min Vol Facto (USMV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.4K- 6.74% |
$201K - $220K
|
33.1K
$2.97M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-2.74K- 6.72% |
$230K - $252K
|
38.1K
$3.41M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.29% |
$83.8 - $91.8
|
350
$31.3K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.76K- 13.78% |
$148K - $162K
|
11K
$987K
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
8.19K+ 5.94% |
$686K - $752K
|
146K
$13.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-33K- 14.66% |
$2.76M - $3.03M
|
192K
$17.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
218KNew |
$18.3M - $20M
|
218K
$19.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-27- 0.76% |
$2.26K - $2.48K
|
3.52K
$315K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.59KNew |
$301K - $330K
|
3.59K
$322K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-13.4K- 6.77% |
$1.12M - $1.23M
|
184K
$16.5M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
112+ 5.99% |
$9.38K - $10.3K
|
1.98K
$177K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-630- 16.41% |
$52.8K - $57.8K
|
3.21K
$287K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-978- 13.43% |
$81.9K - $89.8K
|
6.31K
$564K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
45.8K+ 143.31% |
$3.83M - $4.2M
|
77.7K
$6.95M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-73- 0.77% |
$6.11K - $6.7K
|
9.45K
$846K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-17.8K- 8.57% |
$1.49M - $1.64M
|
190K
$17M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.5K- 3.07% |
$1.72M - $1.88M
|
647K
$57.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
27.6KNew |
$2.31M - $2.53M
|
27.6K
$2.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-299- 1.7% |
$25K - $27.5K
|
17.3K
$1.55M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-275K- 42.44% |
$23M - $25.3M
|
373K
$33.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
25+ 1.1% |
$2.09K - $2.3K
|
2.31K
$206K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-356- 4.53% |
$29.8K - $32.7K
|
7.5K
$672K
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-100K- 89.09% |
$8.41M - $9.22M
|
12.3K
$1.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.15K- 9.08% |
$431K - $473K
|
51.5K
$4.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.5K+ 14.48% |
$293K - $322K
|
27.7K
$2.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
974+ 1948.0% |
$81.6K - $89.4K
|
1.02K
$91.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-43- 0.62% |
$3.6K - $3.95K
|
6.9K
$618K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
13New |
$1.09K - $1.19K
|
13
$1.16K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-337- 0.26% |
$28.2K - $30.9K
|
130K
$11.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
2.33KNew |
$195K - $214K
|
2.33K
$208K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-335- 2.37% |
$28.1K - $30.8K
|
13.8K
$1.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-665- 14.36% |
$55.7K - $61.1K
|
3.97K
$355K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5.74KNew |
$480K - $527K
|
5.74K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.81K- 7.2% |
$319K - $350K
|
49.2K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.5K+ 34.52% |
$880K - $965K
|
40.9K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.13K- 4.87% |
$94.6K - $104K
|
22.1K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-451K- 81.31% |
$37.7M - $41.4M
|
104K
$9.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-78- 54.55% |
$6.53K - $7.16K
|
65
$5.82K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.96KNew |
$248K - $271K
|
2.96K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.2K+ 14.01% |
$1.69M - $1.86M
|
164K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-239- 1.06% |
$20K - $21.9K
|
22.4K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
30+ 0.19% |
$2.51K - $2.75K
|
16.1K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
543+ 6.34% |
$45.5K - $49.9K
|
9.1K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-206- 2.69% |
$17.3K - $18.9K
|
7.45K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-75.8K- 1.93% |
$6.35M - $6.96M
|
3.84M
$344M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
611+ 0.33% |
$51.2K - $56.1K
|
187K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-10.4K- 11.34% |
$867K - $951K
|
81K
$7.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-18.6K- 28.3% |
$1.56M - $1.7M
|
47K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35.9K+ 40.74% |
$3.01M - $3.29M
|
124K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
11.8K+ 71.97% |
$985K - $1.08M
|
28.1K
$2.52M
|