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 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
103+ 0.17% |
$9.03K - $9.74K
|
62.4K
$5.8M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
104+ 1.16% |
$9.12K - $9.83K
|
9.08K
$844K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-13.4K- 52.03% |
$1.17M - $1.27M
|
12.3K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-168- 2.45% |
$14.7K - $15.9K
|
6.7K
$623K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
10.1KNew |
$888K - $957K
|
10.1K
$942K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
635+ 10.46% |
$55.7K - $60K
|
6.7K
$623K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7+ 0.03% |
$614 - $662
|
20.9K
$1.94M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-238- 4.26% |
$20.9K - $22.5K
|
5.35K
$498K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1.55K- 65.43% |
$136K - $147K
|
820
$76.3K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-50.9K- 21.7% |
$4.46M - $4.81M
|
184K
$17.1M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
300+ 5.11% |
$26.3K - $28.4K
|
6.17K
$574K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.53KNew |
$222K - $239K
|
2.53K
$235K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
513+ 21.89% |
$45K - $48.5K
|
2.86K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-518- 8.33% |
$45.4K - $49K
|
5.7K
$530K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
4+ 0.08% |
$351 - $378
|
5K
$465K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.11K- 18.52% |
$185K - $199K
|
9.27K
$862K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
451+ 3.64% |
$39.5K - $42.6K
|
12.8K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 1.31% |
$88.8K - $95.7K
|
78.1K
$7.26M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-43- 0.84% |
$3.77K - $4.06K
|
5.09K
$473K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
435+ 2.9% |
$38.1K - $41.1K
|
15.5K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-623- 3.07% |
$54.6K - $58.9K
|
19.7K
$1.83M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
383+ 0.03% |
$33.6K - $36.2K
|
1.11M
$103M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-806- 8.52% |
$70.7K - $76.2K
|
8.66K
$805K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-9.5K- 0.79% |
$833K - $898K
|
1.19M
$111M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-136- 0.51% |
$11.9K - $12.9K
|
26.4K
$2.46M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-40- 1.61% |
$3.51K - $3.78K
|
2.44K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
8.95K+ 5.84% |
$784K - $846K
|
162K
$15.1M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
15.8KNew |
$1.38M - $1.49M
|
15.8K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-116- 0.57% |
$10.2K - $11K
|
20.1K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-631- 7.64% |
$55.3K - $59.6K
|
7.63K
$710K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
161+ 5.21% |
$14.1K - $15.2K
|
3.25K
$302K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
55+ 2.37% |
$4.82K - $5.2K
|
2.37K
$221K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
83.6KNew |
$7.33M - $7.9M
|
83.6K
$7.77M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
31+ 0.18% |
$2.72K - $2.93K
|
17.5K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-200- 1.87% |
$17.5K - $18.9K
|
10.5K
$978K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
85+ 1.48% |
$7.45K - $8.03K
|
5.82K
$541K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-390- 5.74% |
$34.2K - $36.9K
|
6.4K
$595K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-19.5K- 17.87% |
$1.71M - $1.85M
|
89.9K
$8.36M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-8- 2.16% |
$701 - $756
|
362
$33.7K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-890- 3.93% |
$78K - $84.1K
|
21.8K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
295+ 2.39% |
$25.9K - $27.9K
|
12.6K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.27K- 6.63% |
$287K - $309K
|
46.1K
$4.29M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
320+ 26.49% |
$28.1K - $30.2K
|
1.53K
$142K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.33K- 13.23% |
$730K - $787K
|
54.6K
$5.08M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
2.5KNew |
$219K - $236K
|
2.5K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.7K+ 60.33% |
$1.73M - $1.86M
|
52.4K
$4.87M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-22- 2.71% |
$1.93K - $2.08K
|
791
$73.6K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
15+ 0.07% |
$1.32K - $1.42K
|
20.3K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.79K- 6.45% |
$245K - $264K
|
40.5K
$3.77M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.54K- 0.21% |
$135K - $146K
|
732K
$68.1M
|