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 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
903+ 8.73% |
$79.2K - $85.4K
|
11.2K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
8+ 0.14% |
$701 - $756
|
5.56K
$517K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-18- 0.96% |
$1.58K - $1.7K
|
1.85K
$172K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.9K+ 1.26% |
$254K - $274K
|
233K
$21.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.4K- 1.42% |
$2.14M - $2.31M
|
1.7M
$158M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-153- 0.31% |
$13.4K - $14.5K
|
48.8K
$4.54M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.25KNew |
$197K - $212K
|
2.25K
$209K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.53K+ 13.95% |
$397K - $428K
|
37K
$3.44M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.3KNew |
$202K - $217K
|
2.3K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.51K+ 2.55% |
$132K - $143K
|
60.7K
$5.64M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.13KNew |
$713K - $769K
|
8.13K
$756K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
10.2K+ 309.46% |
$892K - $962K
|
13.5K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
36.7K+ 2.28% |
$3.22M - $3.47M
|
1.64M
$153M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-227K- 80.46% |
$19.9M - $21.4M
|
55.1K
$5.12M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
652+ 26.16% |
$57.2K - $61.6K
|
3.14K
$292K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
52.2KNew |
$4.58M - $4.94M
|
52.2K
$4.86M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.21K+ 6.31% |
$194K - $209K
|
37.2K
$3.46M
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-8.61K- 14.24% |
$755K - $814K
|
51.8K
$4.82M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-863- 6.29% |
$75.7K - $81.6K
|
12.8K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.37K- 11.32% |
$120K - $129K
|
10.7K
$996K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
842+ 2.74% |
$73.8K - $79.6K
|
31.5K
$2.93M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
251+ 0.3% |
$22K - $23.7K
|
84.2K
$7.83M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-28- 1.03% |
$2.46K - $2.65K
|
2.69K
$250K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-710- 0.14% |
$62.3K - $67.1K
|
506K
$47.1M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.89K+ 2.87% |
$165K - $178K
|
67.6K
$6.29M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-6.88K- 3.06% |
$603K - $650K
|
218K
$20.3M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
42+ 0.76% |
$3.68K - $3.97K
|
5.54K
$515K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-856- 21.81% |
$75.1K - $80.9K
|
3.07K
$285K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-1K- 3.28% |
$88K - $94.9K
|
29.6K
$2.75M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.7K+ 2.36% |
$149K - $161K
|
73.9K
$6.87M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-68- 0.45% |
$5.96K - $6.43K
|
15K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.16K+ 14.16% |
$189K - $204K
|
17.4K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.3K- 6.39% |
$289K - $312K
|
48.3K
$4.49M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.31% |
$526 - $567
|
1.91K
$178K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18.2K- 17.86% |
$1.6M - $1.72M
|
83.8K
$7.79M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-373- 9.8% |
$32.7K - $35.3K
|
3.43K
$319K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-423- 1.99% |
$37.1K - $40K
|
20.8K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
5.69KNew |
$499K - $538K
|
5.69K
$529K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
20.9K+ 67.44% |
$1.83M - $1.97M
|
51.9K
$4.82M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-75- 0.93% |
$6.58K - $7.09K
|
7.98K
$742K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 2.27% |
$1.49K - $1.61K
|
766
$71.2K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
39.6K+ 12.38% |
$3.47M - $3.74M
|
359K
$33.4M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.03KNew |
$265K - $286K
|
3.03K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.5K+ 353.9% |
$131K - $141K
|
1.92K
$179K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
139+ 0.11% |
$12.2K - $13.1K
|
122K
$11.4M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
11.8KNew |
$1.03M - $1.11M
|
11.8K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
169+ 77.88% |
$14.8K - $16K
|
386
$35.9K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.12KNew |
$449K - $484K
|
5.12K
$476K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.24KNew |
$196K - $212K
|
2.24K
$208K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-5.4K- 22.95% |
$473K - $510K
|
18.1K
$1.69M
|