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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-99- 0.93% |
$8.77K - $9.36K
|
10.6K
$952K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
689+ 43.64% |
$61K - $65.2K
|
2.27K
$204K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.42KNew |
$215K - $229K
|
2.42K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
339+ 4.78% |
$30K - $32.1K
|
7.44K
$668K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
8.82KNew |
$782K - $834K
|
8.82K
$793K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-6.55K- 4.4% |
$580K - $619K
|
142K
$12.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.33% |
$88.6 - $94.6
|
302
$27.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-626- 12.83% |
$55.5K - $59.2K
|
4.25K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-359- 0.51% |
$31.8K - $34K
|
69.5K
$6.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
830+ 1.19% |
$73.5K - $78.5K
|
70.3K
$6.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7+ 0.28% |
$620 - $662
|
2.52K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-699- 22.58% |
$61.9K - $66.1K
|
2.4K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
610+ 42.21% |
$54K - $57.7K
|
2.06K
$185K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.01K+ 17.04% |
$178K - $190K
|
13.8K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
825+ 2.39% |
$73.1K - $78K
|
35.4K
$3.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-52- 1.38% |
$4.61K - $4.92K
|
3.73K
$335K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
3+ 0.09% |
$266 - $284
|
3.21K
$289K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-976- 5.2% |
$86.5K - $92.3K
|
17.8K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-872- 0.15% |
$77.3K - $82.5K
|
585K
$52.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
89+ 2.06% |
$7.88K - $8.42K
|
4.42K
$397K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
11New |
$974 - $1.04K
|
11
$988
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
208+ 7.21% |
$18.4K - $19.7K
|
3.09K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.76K+ 5.23% |
$156K - $166K
|
35.4K
$3.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-311- 0.68% |
$27.6K - $29.4K
|
45.1K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-40- 0.48% |
$3.54K - $3.78K
|
8.37K
$752K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-309- 2.72% |
$27.4K - $29.2K
|
11.1K
$994K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-585- 0.26% |
$51.8K - $55.3K
|
226K
$20.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-166- 0.8% |
$14.7K - $15.7K
|
20.6K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.82K- 7.67% |
$161K - $172K
|
21.8K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1New |
$88.6 - $94.6
|
1
$89.9
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
56+ 1.48% |
$4.96K - $5.3K
|
3.85K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
655+ 7.2% |
$58K - $61.9K
|
9.76K
$877K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
839+ 2.45% |
$74.3K - $79.3K
|
35K
$3.15M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.92K+ 1.47% |
$436K - $465K
|
340K
$30.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.77K- 28.0% |
$334K - $357K
|
9.7K
$871K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-181- 1.02% |
$16K - $17.1K
|
17.6K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-406- 11.08% |
$36K - $38.4K
|
3.26K
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-250- 1.17% |
$22.1K - $23.6K
|
21.2K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-726- 0.85% |
$64.3K - $68.7K
|
84.7K
$7.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
81+ 2.48% |
$7.18K - $7.66K
|
3.34K
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
13+ 0.48% |
$1.15K - $1.23K
|
2.72K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-760- 1.89% |
$67.3K - $71.9K
|
39.5K
$3.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-804- 2.53% |
$71.2K - $76K
|
30.9K
$2.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-82- 0.76% |
$7.26K - $7.75K
|
10.7K
$957K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.05K+ 1.26% |
$92.7K - $98.9K
|
84K
$7.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-24- 0.28% |
$2.13K - $2.27K
|
8.64K
$776K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
777+ 23.93% |
$68.8K - $73.5K
|
4.02K
$362K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.18K- 15.05% |
$459K - $490K
|
29.2K
$2.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-46- 17.36% |
$4.08K - $4.35K
|
219
$19.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-676- 0.99% |
$59.9K - $63.9K
|
67.7K
$6.09M
|