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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.21K+ 12.22% |
$194K - $209K
|
20.3K
$1.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-11- 0.03% |
$964 - $1.04K
|
36K
$3.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-257- 1.74% |
$22.5K - $24.3K
|
14.5K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.98K+ 130.65% |
$174K - $187K
|
3.5K
$323K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
154+ 3.1% |
$13.5K - $14.6K
|
5.11K
$473K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1- 0.03% |
$87.7 - $94.5
|
3.45K
$318K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.92KNew |
$431K - $465K
|
4.92K
$455K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
2.7KNew |
$236K - $255K
|
2.7K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.14K+ 2.4% |
$100K - $108K
|
48.8K
$4.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.02K+ 1.47% |
$89.3K - $96.2K
|
70.3K
$6.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.48KNew |
$218K - $235K
|
2.48K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.19KNew |
$192K - $207K
|
2.19K
$202K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-82- 2.26% |
$7.19K - $7.75K
|
3.54K
$327K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
621+ 0.44% |
$54.4K - $58.7K
|
143K
$13.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25.2K+ 71.17% |
$2.21M - $2.38M
|
60.5K
$5.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.29K+ 1.38% |
$113K - $122K
|
94.5K
$8.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.4K- 3.7% |
$912K - $984K
|
271K
$25M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
39.1KNew |
$3.43M - $3.7M
|
39.1K
$3.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.54K+ 3.52% |
$223K - $240K
|
74.7K
$6.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-18- 0.61% |
$1.58K - $1.7K
|
2.93K
$271K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.09K+ 218.2% |
$95.7K - $103K
|
1.59K
$147K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
53+ 0.72% |
$4.65K - $5.01K
|
7.39K
$683K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-63- 0.3% |
$5.52K - $5.95K
|
20.8K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.55K+ 10.37% |
$574K - $619K
|
69.7K
$6.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-572- 17.81% |
$50.2K - $54.1K
|
2.64K
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.91K- 0.88% |
$167K - $180K
|
214K
$19.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.2K+ 3.25% |
$280K - $302K
|
102K
$9.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-496- 0.35% |
$43.5K - $46.9K
|
141K
$13M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
277+ 2.4% |
$24.3K - $26.2K
|
11.8K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5New |
$438 - $473
|
5
$462
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
19.9K+ 111.57% |
$1.74M - $1.88M
|
37.6K
$3.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-41.3K- 85.39% |
$3.62M - $3.91M
|
7.07K
$654K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
258+ 0.85% |
$22.6K - $24.4K
|
30.6K
$2.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
232+ 27.29% |
$20.3K - $21.9K
|
1.08K
$100K
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-4.59K- 5.71% |
$402K - $434K
|
75.7K
$7M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
245+ 0.33% |
$21.5K - $23.2K
|
74.8K
$6.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
17.3K+ 462.75% |
$1.52M - $1.64M
|
21K
$1.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-48- 0.76% |
$4.21K - $4.54K
|
6.24K
$577K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.58K- 13.77% |
$139K - $150K
|
9.92K
$917K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
129+ 1.75% |
$11.3K - $12.2K
|
7.5K
$693K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.98K- 27.99% |
$436K - $471K
|
12.8K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
591+ 4.37% |
$51.8K - $55.9K
|
14.1K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-7.58K- 22.67% |
$665K - $717K
|
25.9K
$2.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
354+ 9.38% |
$31K - $33.5K
|
4.13K
$381K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.48K+ 722.66% |
$305K - $329K
|
3.96K
$366K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
208+ 0.17% |
$18.2K - $19.7K
|
123K
$11.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 11.41% |
$93.9K - $101K
|
10.5K
$967K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
2.16KNew |
$189K - $204K
|
2.16K
$199K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.79K+ 34.77% |
$332K - $358K
|
14.7K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-225- 5.09% |
$19.7K - $21.3K
|
4.19K
$387K
|