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 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
291+ 7.56% |
$25.5K - $27.5K
|
4.14K
$390K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
1.26K+ 9.58% |
$111K - $119K
|
14.4K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
444+ 0.43% |
$38.9K - $42K
|
103K
$9.73M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-149K- 44.94% |
$13.1M - $14.1M
|
183K
$17.3M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
720+ 5.68% |
$63.1K - $68.1K
|
13.4K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
14.4KNew |
$1.27M - $1.36M
|
14.4K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-166- 3.02% |
$14.6K - $15.7K
|
5.33K
$503K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-10.7K- 57.55% |
$938K - $1.01M
|
7.89K
$744K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-134- 2.33% |
$11.7K - $12.7K
|
5.63K
$530K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
5.79KNew |
$508K - $548K
|
5.79K
$546K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
22New |
$1.93K - $2.08K
|
22
$2.07K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-442- 2.59% |
$38.8K - $41.8K
|
16.6K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-132- 0.28% |
$11.6K - $12.5K
|
46.4K
$4.37M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.46K+ 2.08% |
$303K - $327K
|
170K
$16M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-555- 9.23% |
$48.7K - $52.5K
|
5.46K
$515K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-15.3K- 5.25% |
$1.34M - $1.45M
|
276K
$26.1M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-685- 21.7% |
$60.1K - $64.7K
|
2.47K
$233K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-5- 5.68% |
$438 - $473
|
83
$7.82K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.4K+ 5.06% |
$123K - $133K
|
29.1K
$2.74M
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-2.54K- 6.98% |
$223K - $240K
|
33.8K
$3.19M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
253+ 7.32% |
$22.2K - $23.9K
|
3.71K
$350K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-134- 2.71% |
$11.7K - $12.7K
|
4.81K
$453K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2.16K+ 3.48% |
$189K - $204K
|
64.2K
$6.05M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
57.7K+ 79.11% |
$5.06M - $5.45M
|
131K
$12.3M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2.32K- 1.95% |
$203K - $219K
|
116K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
972+ 15.87% |
$85.2K - $91.9K
|
7.1K
$669K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
10+ 0.15% |
$877 - $945
|
6.69K
$630K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.75K- 2.37% |
$416K - $448K
|
195K
$18.4M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
101+ 2.62% |
$8.86K - $9.55K
|
3.96K
$373K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
722+ 9.86% |
$63.3K - $68.2K
|
8.04K
$758K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
903+ 8.73% |
$79.2K - $85.4K
|
11.2K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
8+ 0.14% |
$701 - $756
|
5.56K
$524K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-18- 0.96% |
$1.58K - $1.7K
|
1.85K
$174K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.9K+ 1.26% |
$254K - $274K
|
233K
$22M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.4K- 1.42% |
$2.14M - $2.31M
|
1.7M
$160M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-153- 0.31% |
$13.4K - $14.5K
|
48.8K
$4.6M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.25KNew |
$197K - $212K
|
2.25K
$212K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.3KNew |
$202K - $217K
|
2.3K
$217K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.51K+ 2.55% |
$132K - $143K
|
60.7K
$5.72M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.13KNew |
$713K - $769K
|
8.13K
$767K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
10.2K+ 309.46% |
$892K - $962K
|
13.5K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
36.7K+ 2.28% |
$3.22M - $3.47M
|
1.64M
$155M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
652+ 26.16% |
$57.2K - $61.6K
|
3.14K
$296K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
52.2KNew |
$4.58M - $4.94M
|
52.2K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.21K+ 6.31% |
$194K - $209K
|
37.2K
$3.51M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-863- 6.29% |
$75.7K - $81.6K
|
12.8K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.37K- 11.32% |
$120K - $129K
|
10.7K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
842+ 2.74% |
$73.8K - $79.6K
|
31.5K
$2.97M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
251+ 0.3% |
$22K - $23.7K
|
84.2K
$7.94M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-28- 1.03% |
$2.46K - $2.65K
|
2.69K
$254K
|