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 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-710- 0.14% |
$62.3K - $67.1K
|
506K
$47.7M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.89K+ 2.87% |
$165K - $178K
|
67.6K
$6.37M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-6.88K- 3.06% |
$603K - $650K
|
218K
$20.6M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
42+ 0.76% |
$3.68K - $3.97K
|
5.54K
$522K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-856- 21.81% |
$75.1K - $80.9K
|
3.07K
$289K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-1K- 3.28% |
$88K - $94.9K
|
29.6K
$2.79M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.7K+ 2.36% |
$149K - $161K
|
73.9K
$6.96M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-68- 0.45% |
$5.96K - $6.43K
|
15K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.3K- 6.39% |
$289K - $312K
|
48.3K
$4.55M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.31% |
$526 - $567
|
1.91K
$180K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18.2K- 17.86% |
$1.6M - $1.72M
|
83.8K
$7.9M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-373- 9.8% |
$32.7K - $35.3K
|
3.43K
$324K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-423- 1.99% |
$37.1K - $40K
|
20.8K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
20.9K+ 67.44% |
$1.83M - $1.97M
|
51.9K
$4.89M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-75- 0.93% |
$6.58K - $7.09K
|
7.98K
$752K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 2.27% |
$1.49K - $1.61K
|
766
$72.2K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
39.6K+ 12.38% |
$3.47M - $3.74M
|
359K
$33.8M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.5K+ 353.9% |
$131K - $141K
|
1.92K
$181K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
139+ 0.11% |
$12.2K - $13.1K
|
122K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
11.8KNew |
$1.03M - $1.11M
|
11.8K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
169+ 77.88% |
$14.8K - $16K
|
386
$36.4K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.12KNew |
$449K - $484K
|
5.12K
$483K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.24KNew |
$196K - $212K
|
2.24K
$211K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-5.4K- 22.95% |
$473K - $510K
|
18.1K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
103+ 0.17% |
$9.03K - $9.74K
|
62.4K
$5.88M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
104+ 1.16% |
$9.12K - $9.83K
|
9.08K
$856K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-13.4K- 52.03% |
$1.17M - $1.27M
|
12.3K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-168- 2.45% |
$14.7K - $15.9K
|
6.7K
$631K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
10.1KNew |
$888K - $957K
|
10.1K
$955K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
635+ 10.46% |
$55.7K - $60K
|
6.7K
$632K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7+ 0.03% |
$614 - $662
|
20.9K
$1.97M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-238- 4.26% |
$20.9K - $22.5K
|
5.35K
$504K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1.55K- 65.43% |
$136K - $147K
|
820
$77.3K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
300+ 5.11% |
$26.3K - $28.4K
|
6.17K
$582K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.53KNew |
$222K - $239K
|
2.53K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
513+ 21.89% |
$45K - $48.5K
|
2.86K
$269K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-518- 8.33% |
$45.4K - $49K
|
5.7K
$537K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
4+ 0.08% |
$351 - $378
|
5K
$471K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.11K- 18.52% |
$185K - $199K
|
9.27K
$874K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
451+ 3.64% |
$39.5K - $42.6K
|
12.8K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 1.31% |
$88.8K - $95.7K
|
78.1K
$7.36M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
435+ 2.9% |
$38.1K - $41.1K
|
15.5K
$1.46M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-623- 3.07% |
$54.6K - $58.9K
|
19.7K
$1.85M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
383+ 0.03% |
$33.6K - $36.2K
|
1.11M
$104M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-806- 8.52% |
$70.7K - $76.2K
|
8.66K
$816K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-9.5K- 0.79% |
$833K - $898K
|
1.19M
$113M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-136- 0.51% |
$11.9K - $12.9K
|
26.4K
$2.49M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-40- 1.61% |
$3.51K - $3.78K
|
2.44K
$230K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
8.95K+ 5.84% |
$784K - $846K
|
162K
$15.3M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
15.8KNew |
$1.38M - $1.49M
|
15.8K
$1.49M
|