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 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-86- 2.88% |
$7.54K - $8.13K
|
2.9K
$273K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-462- 38.95% |
$40.5K - $43.7K
|
724
$68.3K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-72- 2.97% |
$6.31K - $6.81K
|
2.35K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-611- 30.4% |
$53.6K - $57.8K
|
1.4K
$132K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
50.4K+ 447.55% |
$4.42M - $4.77M
|
61.7K
$5.82M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.44K- 3.13% |
$126K - $136K
|
44.5K
$4.19M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.59K- 4.79% |
$403K - $434K
|
91.3K
$8.61M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2+ 0.03% |
$175 - $189
|
6.25K
$589K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-46- 0.29% |
$4.03K - $4.35K
|
16K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.46K- 3.18% |
$304K - $327K
|
105K
$9.94M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.3K- 18.07% |
$114K - $123K
|
5.89K
$555K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
340+ 193.18% |
$29.8K - $32.1K
|
516
$48.6K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-407- 14.7% |
$35.7K - $38.5K
|
2.36K
$223K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3+ 0.08% |
$263 - $284
|
3.86K
$364K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-266- 1.4% |
$23.3K - $25.1K
|
18.8K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
35.6K+ 12.45% |
$3.12M - $3.36M
|
321K
$30.3M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-154- 3.36% |
$13.5K - $14.6K
|
4.43K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
26+ 0.35% |
$2.28K - $2.46K
|
7.51K
$708K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.65K- 13.57% |
$144K - $156K
|
10.5K
$990K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
75.7K+ 122.21% |
$6.64M - $7.15M
|
138K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-796- 4.11% |
$69.8K - $75.2K
|
18.6K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-634- 1.23% |
$55.6K - $59.9K
|
50.8K
$4.79M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-216- 38.23% |
$18.9K - $20.4K
|
349
$32.9K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-734- 1.65% |
$64.4K - $69.4K
|
43.9K
$4.14M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.16K- 5.19% |
$102K - $110K
|
21.3K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
100+ 3.38% |
$8.77K - $9.45K
|
3.06K
$288K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.38K- 3.2% |
$121K - $131K
|
41.8K
$3.94M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
674+ 0.63% |
$59.1K - $63.7K
|
107K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.41K+ 13.59% |
$124K - $134K
|
11.8K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-243- 2.52% |
$21.3K - $23K
|
9.38K
$885K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
634+ 2.64% |
$55.6K - $59.9K
|
24.6K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.98K- 0.16% |
$173K - $187K
|
1.23M
$116M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
192+ 8.24% |
$16.8K - $18.1K
|
2.52K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-364- 66.91% |
$31.9K - $34.4K
|
180
$17K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.54K- 5.98% |
$223K - $240K
|
39.9K
$3.76M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$87.7 - $94.5
|
11.7K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
41.1K+ 582.8% |
$3.6M - $3.88M
|
48.1K
$4.54M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-14- 0.1% |
$1.23K - $1.32K
|
14.6K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
5.39K+ 442.41% |
$473K - $510K
|
6.61K
$623K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-734- 1.85% |
$64.4K - $69.4K
|
38.9K
$3.67M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
357+ 1.18% |
$31.3K - $33.7K
|
30.7K
$2.89M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-704- 7.55% |
$61.7K - $66.5K
|
8.62K
$812K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-859- 2.35% |
$75.3K - $81.2K
|
35.7K
$3.37M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-7.52K- 43.92% |
$659K - $711K
|
9.6K
$905K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.04K+ 70.18% |
$91.2K - $98.3K
|
2.52K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.16KNew |
$189K - $204K
|
2.16K
$203K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.4K- 15.15% |
$910K - $981K
|
58.1K
$5.48M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
61.2K+ 16.21% |
$5.37M - $5.79M
|
439K
$41.4M
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-938- 29.0% |
$82.2K - $88.7K
|
2.3K
$217K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
191K+ 3.35% |
$16.7M - $18M
|
5.88M
$554M
|