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 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.2KNew |
$193K - $208K
|
2.2K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-18- 0.38% |
$1.58K - $1.7K
|
4.67K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18.6K+ 51.64% |
$1.63M - $1.76M
|
54.6K
$5.15M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.2K+ 5.72% |
$2.12M - $2.28M
|
447K
$42.1M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
16.4KNew |
$1.44M - $1.55M
|
16.4K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.42K- 43.38% |
$124K - $134K
|
1.85K
$175K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
76.9KNew |
$6.75M - $7.27M
|
76.9K
$7.25M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
116New |
$10.2K - $11K
|
116
$10.9K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-566- 0.22% |
$49.6K - $53.5K
|
254K
$24M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.16K+ 43.77% |
$102K - $110K
|
3.81K
$359K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.67K+ 7.3% |
$321K - $347K
|
53.9K
$5.08M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-862- 21.38% |
$75.6K - $81.5K
|
3.17K
$299K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-2.61K- 9.95% |
$229K - $247K
|
23.6K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-850- 11.68% |
$74.5K - $80.3K
|
6.43K
$606K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.38K- 15.92% |
$121K - $131K
|
7.3K
$688K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-1.55K- 33.38% |
$136K - $147K
|
3.1K
$292K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.65K+ 12.8% |
$145K - $156K
|
14.5K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
24+ 0.03% |
$2.1K - $2.27K
|
80.4K
$7.58M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
127+ 0.35% |
$11.1K - $12K
|
36.2K
$3.41M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.07K- 12.23% |
$93.8K - $101K
|
7.68K
$724K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
569K+ 17.35% |
$49.9M - $53.7M
|
3.85M
$363M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-361- 0.35% |
$31.7K - $34.1K
|
103K
$9.68M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
465+ 2.37% |
$40.8K - $44K
|
20.1K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.61K+ 77.42% |
$404K - $435K
|
10.6K
$995K
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
5.28K+ 3.41% |
$463K - $499K
|
160K
$15.1M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-791- 3.09% |
$69.4K - $74.8K
|
24.8K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-828- 4.09% |
$72.6K - $78.3K
|
19.4K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
4.45K+ 2.32% |
$390K - $420K
|
196K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-76- 3.09% |
$6.66K - $7.18K
|
2.38K
$224K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-256- 2.73% |
$22.4K - $24.2K
|
9.11K
$859K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.35K- 31.11% |
$206K - $222K
|
5.19K
$489K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.15K+ 11.41% |
$101K - $109K
|
11.2K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
3.16K+ 106.01% |
$277K - $299K
|
6.14K
$579K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.32% |
$175 - $189
|
626
$59K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.51K- 12.39% |
$220K - $238K
|
17.8K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.15KNew |
$189K - $204K
|
2.15K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.4K+ 63.19% |
$1M - $1.08M
|
29.5K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
220+ 32.59% |
$19.3K - $20.8K
|
895
$84.4K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-140- 2.24% |
$12.3K - $13.2K
|
6.12K
$576K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-49- 1.18% |
$4.3K - $4.63K
|
4.12K
$388K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.22K+ 25.95% |
$282K - $304K
|
15.6K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-930- 2.29% |
$81.5K - $87.9K
|
39.6K
$3.73M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.9K- 12.32% |
$166K - $179K
|
13.5K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-4.89K- 5.6% |
$429K - $462K
|
82.5K
$7.77M
|
|
|
May 12, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-38- 0.4% |
$3.33K - $3.59K
|
9.43K
$889K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13KNew |
$1.14M - $1.23M
|
13K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.97KNew |
$260K - $281K
|
2.97K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-413- 0.11% |
$36.2K - $39K
|
378K
$35.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.9K- 2.8% |
$1.75M - $1.88M
|
691K
$65.1M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
59+ 0.19% |
$5.17K - $5.58K
|
31.3K
$2.95M
|