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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
875+ 10.31% |
$74.7K - $82.6K
|
9.36K
$869K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.41K- 7.7% |
$206K - $227K
|
28.9K
$2.68M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.6K+ 18.17% |
$649K - $718K
|
49.4K
$4.59M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.9K- 80.86% |
$1.53M - $1.69M
|
4.25K
$394K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.65% |
$85.4 - $94.4
|
156
$14.5K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 33.33% |
$769 - $850
|
36
$3.34K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.89K- 1.39% |
$674K - $745K
|
561K
$52M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-11- 50.0% |
$940 - $1.04K
|
11
$1.02K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.6K- 3.44% |
$307K - $340K
|
101K
$9.38M
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.46K+ 15.51% |
$125K - $138K
|
10.9K
$1.01M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.98M- 28.42% |
$425M - $470M
|
12.5M
$1.16B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-15.4K- 8.09% |
$1.32M - $1.46M
|
175K
$16.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
600+ 12.0% |
$51.3K - $56.6K
|
5.6K
$520K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.31K- 2.08% |
$112K - $123K
|
61.6K
$5.72M
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-3.11K- 49.09% |
$266K - $294K
|
3.23K
$299K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
SELL
|
- |
-7- 6.03% |
$598 - $661
|
109
$10.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-10.1K- 21.75% |
$858K - $949K
|
36.2K
$3.36M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
185+ 0.6% |
$15.8K - $17.5K
|
30.9K
$2.86M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.23K- 0.51% |
$105K - $116K
|
240K
$22.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-110- 3.38% |
$9.4K - $10.4K
|
3.15K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
75.2K+ 1931.24% |
$6.42M - $7.1M
|
79.1K
$7.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
37.7KNew |
$3.22M - $3.56M
|
37.7K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.7K- 4.28% |
$145K - $160K
|
38K
$3.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
20.2K+ 19.29% |
$1.72M - $1.9M
|
125K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-26.6K- 82.1% |
$2.27M - $2.51M
|
5.8K
$538K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
201K+ 465.52% |
$17.2M - $19M
|
245K
$22.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-90.5K- 2.55% |
$7.73M - $8.55M
|
3.47M
$322M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12.9K+ 12.99% |
$1.1M - $1.22M
|
112K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.34K- 7.12% |
$200K - $220K
|
30.5K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-407- 1.21% |
$34.8K - $38.4K
|
33.3K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
10.8K+ 8.83% |
$926K - $1.02M
|
134K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
BUY
|
- |
2.67K+ 3.2% |
$228K - $252K
|
86.3K
$8.01M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.4K- 3.74% |
$1.65M - $1.83M
|
497K
$46.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40K+ 7.46% |
$3.42M - $3.78M
|
576K
$53.5M
|
|
|
Aug 14, 2025
Q2 2025
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-7.37K- 73.72% |
$630K - $696K
|
2.63K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
40.6KNew |
$3.47M - $3.83M
|
40.6K
$3.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
28.9K+ 1.97% |
$2.47M - $2.73M
|
1.49M
$139M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-219- 55.58% |
$18.7K - $20.7K
|
175
$16.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-499- 0.83% |
$42.6K - $47.1K
|
59.7K
$5.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
440KNew |
$37.6M - $41.6M
|
440K
$40.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-165K- 4.32% |
$14.1M - $15.6M
|
3.66M
$340M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
13.8K+ 4647.14% |
$1.18M - $1.3M
|
14.1K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.26K- 9.59% |
$364K - $402K
|
40.2K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.44K- 7.46% |
$123K - $135K
|
17.8K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.45K+ 112.54% |
$209K - $231K
|
4.63K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
175+ 0.24% |
$14.9K - $16.5K
|
74K
$6.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.67K- 5.11% |
$570K - $630K
|
124K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-210- 2.8% |
$17.9K - $19.8K
|
7.3K
$678K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.6K- 2.99% |
$906K - $1M
|
344K
$32M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-96- 2.46% |
$8.2K - $9.06K
|
3.81K
$354K
|