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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
19New |
$1.67K - $1.8K
|
19
$1.77K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.28KNew |
$200K - $216K
|
2.28K
$212K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-68.4K- 10.74% |
$6M - $6.47M
|
569K
$52.9M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-39- 0.75% |
$3.42K - $3.69K
|
5.13K
$477K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
634+ 11.89% |
$55.6K - $59.9K
|
5.97K
$555K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
17.8K+ 326.17% |
$1.56M - $1.68M
|
23.3K
$2.17M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
325New |
$28.5K - $30.7K
|
325
$30.2K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-3.02K- 22.55% |
$265K - $285K
|
10.4K
$965K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-41- 0.65% |
$3.59K - $3.88K
|
6.31K
$586K
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
106KNew |
$9.32M - $10M
|
106K
$9.88M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-339- 3.5% |
$29.7K - $32K
|
9.36K
$870K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.95K- 2.35% |
$171K - $185K
|
81.2K
$7.55M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
17.7KNew |
$1.55M - $1.67M
|
17.7K
$1.64M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
304New |
$26.7K - $28.7K
|
304
$28.3K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
126KNew |
$11M - $11.9M
|
126K
$11.7M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-355K- 98.63% |
$31.2M - $33.6M
|
4.92K
$458K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10+ 58.82% |
$877 - $945
|
27
$2.51K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-8.42K- 72.21% |
$739K - $796K
|
3.24K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
12+ 0.31% |
$1.05K - $1.13K
|
3.89K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.49K- 4.51% |
$569K - $613K
|
137K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-641- 0.69% |
$56.2K - $60.6K
|
92K
$8.55M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.1K+ 11.92% |
$976K - $1.05M
|
104K
$9.72M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
34.4K+ 2822.0% |
$3.01M - $3.25M
|
35.6K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
19+ 0.35% |
$1.67K - $1.8K
|
5.45K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.16K- 31.06% |
$102K - $110K
|
2.57K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-43- 66.15% |
$3.77K - $4.06K
|
22
$2.05K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 4.25% |
$102K - $110K
|
26.2K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.49K- 2.43% |
$218K - $235K
|
100K
$9.31M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
108KNew |
$9.49M - $10.2M
|
108K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-918- 2.65% |
$80.5K - $86.8K
|
33.7K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
23K+ 766.67% |
$2.02M - $2.17M
|
26K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
173+ 1.05% |
$15.2K - $16.4K
|
16.7K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-310- 2.93% |
$27.2K - $29.3K
|
10.3K
$954K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.01K+ 5.32% |
$439K - $473K
|
99.2K
$9.22M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-91- 3.08% |
$7.98K - $8.6K
|
2.86K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-177K- 80.34% |
$15.5M - $16.7M
|
43.3K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.62KNew |
$230K - $248K
|
2.62K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-750- 1.83% |
$65.8K - $70.9K
|
40.3K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
33+ 0.2% |
$2.89K - $3.12K
|
16.2K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.3K+ 33.34% |
$1.51M - $1.63M
|
69K
$6.42M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-84- 35.15% |
$7.37K - $7.94K
|
155
$14.4K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.68K+ 6.84% |
$235K - $253K
|
41.8K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-3.39K- 4.13% |
$297K - $320K
|
78.7K
$7.32M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19K- 5.09% |
$1.67M - $1.8M
|
355K
$33M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
240+ 0.29% |
$21K - $22.7K
|
82.1K
$7.63M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51.7K+ 11.11% |
$4.53M - $4.88M
|
517K
$48.1M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.86K- 8.97% |
$689K - $743K
|
79.8K
$7.42M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
10KNew |
$877K - $945K
|
10K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-57- 0.17% |
$5K - $5.39K
|
32.8K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
13K+ 171.1% |
$1.14M - $1.23M
|
20.6K
$1.91M
|