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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-521- 1.34% |
$44.5K - $49.2K
|
38.4K
$3.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
17+ 0.02% |
$1.45K - $1.6K
|
78.6K
$7.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3+ 0.07% |
$256 - $283
|
4.02K
$377K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.12K+ 1.28% |
$95.7K - $106K
|
88.7K
$8.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-822- 19.71% |
$70.2K - $77.6K
|
3.35K
$314K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
243New |
$20.8K - $22.9K
|
243
$22.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
19.3KNew |
$1.65M - $1.82M
|
19.3K
$1.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 0.0% |
$854 - $944
|
248K
$23.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
5.51K+ 6.13% |
$471K - $520K
|
95.4K
$8.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.52K+ 12.58% |
$557K - $616K
|
58.4K
$5.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-349- 13.75% |
$29.8K - $32.9K
|
2.19K
$205K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33.3K+ 112.63% |
$2.84M - $3.14M
|
62.8K
$5.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
827+ 7.89% |
$70.6K - $78.1K
|
11.3K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.23K- 5.96% |
$190K - $210K
|
35.1K
$3.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
3.1K+ 112.01% |
$265K - $292K
|
5.86K
$550K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-106- 20.87% |
$9.05K - $10K
|
402
$37.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-147- 20.3% |
$12.6K - $13.9K
|
577
$54.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-4.15K- 2.96% |
$355K - $392K
|
136K
$12.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-52- 0.62% |
$4.44K - $4.91K
|
8.39K
$788K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-132- 2.21% |
$11.3K - $12.5K
|
5.83K
$547K
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-8.63K- 19.07% |
$737K - $815K
|
36.6K
$3.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
138+ 3.54% |
$11.8K - $13K
|
4.04K
$379K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
26+ 0.34% |
$2.22K - $2.45K
|
7.57K
$710K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 16.87% |
$111K - $122K
|
6.39K
$600K
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-262- 2.59% |
$22.4K - $24.7K
|
9.86K
$926K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
131New |
$11.2K - $12.4K
|
131
$12.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
7.06K+ 3.33% |
$603K - $666K
|
219K
$20.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-6.16K- 29.57% |
$526K - $582K
|
14.7K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-439- 0.86% |
$37.5K - $41.4K
|
50.9K
$4.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
244+ 4.07% |
$20.8K - $23K
|
6.24K
$586K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-408- 0.71% |
$34.9K - $38.5K
|
56.8K
$5.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
244+ 4.47% |
$20.8K - $23K
|
5.7K
$535K
|
|
|
Jul 24, 2025
Q2 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
5.96K+ 2.8% |
$509K - $563K
|
219K
$20.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-275- 0.6% |
$23.5K - $26K
|
45.2K
$4.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.25K+ 6.02% |
$277K - $306K
|
57.2K
$5.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-260- 2.4% |
$22.2K - $24.5K
|
10.6K
$993K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
132New |
$11.3K - $12.5K
|
132
$12.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-49- 1.79% |
$4.19K - $4.63K
|
2.68K
$252K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-56.5K- 41.72% |
$4.83M - $5.34M
|
79K
$7.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-230- 56.1% |
$19.6K - $21.7K
|
180
$16.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-814- 8.93% |
$69.5K - $76.8K
|
8.3K
$779K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-155- 0.89% |
$13.2K - $14.6K
|
17.4K
$1.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
4.15K+ 32.43% |
$354K - $392K
|
16.9K
$1.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.81K+ 10.01% |
$154K - $171K
|
19.9K
$1.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-277- 1.26% |
$23.7K - $26.1K
|
21.7K
$2.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-552- 1.78% |
$47.2K - $52.1K
|
30.4K
$2.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.01KNew |
$513K - $567K
|
6.01K
$564K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-55- 6.95% |
$4.7K - $5.19K
|
736
$69.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
20+ 0.29% |
$1.71K - $1.89K
|
6.91K
$649K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.63KNew |
$310K - $342K
|
3.63K
$340K
|