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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
9.45KNew |
$871K - $899K
|
9.45K
$890K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
25+ 2.79% |
$2.3K - $2.38K
|
920
$86.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
168+ 12.0% |
$15.5K - $16K
|
1.57K
$148K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
71+ 44.1% |
$6.54K - $6.75K
|
232
$21.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-278- 0.8% |
$25.6K - $26.4K
|
34.4K
$3.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
186+ 1.41% |
$17.1K - $17.7K
|
13.4K
$1.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.72K+ 1325.38% |
$159K - $164K
|
1.85K
$175K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.2% |
$92.2 - $95.1
|
489
$46.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-55- 2.19% |
$5.07K - $5.23K
|
2.45K
$231K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 4.24% |
$158K - $163K
|
42.1K
$3.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.13K+ 7.99% |
$657K - $678K
|
96.4K
$9.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
690New |
$63.6K - $65.6K
|
690
$65K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.26K- 5.76% |
$577K - $596K
|
103K
$9.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-925K- 19.73% |
$85.2M - $88M
|
3.76M
$354M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
135+ 63.38% |
$12.4K - $12.8K
|
348
$32.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1+ 0.02% |
$92.2 - $95.1
|
5.6K
$528K
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
470+ 6.92% |
$43.3K - $44.7K
|
7.26K
$684K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-74.1K- 42.09% |
$6.83M - $7.05M
|
102K
$9.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-55- 2.52% |
$5.07K - $5.23K
|
2.13K
$201K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
132+ 3.17% |
$12.2K - $12.6K
|
4.3K
$405K
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.03K+ 1.81% |
$95.3K - $98.4K
|
58.2K
$5.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-20K- 53.08% |
$1.84M - $1.9M
|
17.7K
$1.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
9+ 0.12% |
$830 - $856
|
7.52K
$708K
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
47+ 0.36% |
$4.33K - $4.47K
|
13.2K
$1.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
64+ 0.37% |
$5.9K - $6.09K
|
17.3K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-107- 0.32% |
$9.86K - $10.2K
|
33.5K
$3.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-291- 0.43% |
$26.8K - $27.7K
|
68K
$6.4M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 3.0% |
$95.2K - $98.3K
|
35.5K
$3.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-112K- 15.29% |
$10.3M - $10.6M
|
620K
$58.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
539New |
$49.7K - $51.3K
|
539
$50.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
SELL
|
- |
-45.1K- 52.3% |
$4.16M - $4.29M
|
41.2K
$3.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 92.65% |
$207K - $214K
|
4.67K
$440K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.8K+ 3.07% |
$535K - $552K
|
195K
$18.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-23.6K- 47.15% |
$2.18M - $2.25M
|
26.4K
$2.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
25+ 0.24% |
$2.3K - $2.38K
|
10.3K
$974K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-530- 1.25% |
$48.9K - $50.4K
|
41.9K
$3.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-14- 4.14% |
$1.29K - $1.33K
|
324
$30.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-10.7K- 28.99% |
$991K - $1.02M
|
26.3K
$2.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-54.8K- 42.28% |
$5.05M - $5.21M
|
74.8K
$7.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.64K+ 12.02% |
$704K - $727K
|
71.2K
$6.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.06K- 2.94% |
$98.1K - $101K
|
35.2K
$3.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.96K- 16.21% |
$918K - $947K
|
51.5K
$4.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-471- 9.27% |
$43.4K - $44.8K
|
4.61K
$434K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-300- 11.49% |
$27.7K - $28.5K
|
2.31K
$218K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-115- 0.39% |
$10.6K - $10.9K
|
29.5K
$2.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
5New |
$461 - $476
|
5
$471
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
SELL
|
- |
-150- 5.99% |
$13.8K - $14.3K
|
2.36K
$222K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-135K- 98.97% |
$12.4M - $12.8M
|
1.4K
$132K
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-101- 3.41% |
$9.31K - $9.61K
|
2.87K
$270K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
CALL |
100New |
$9.22K - $9.51K
|
100
$9.42K
|
|