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 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
23.7KNew |
$2.08M - $2.24M
|
23.7K
$2.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.5KNew |
$219K - $236K
|
2.5K
$231K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.27K- 7.15% |
$199K - $214K
|
29.4K
$2.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.07K- 1.58% |
$94K - $101K
|
66.7K
$6.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-225- 6.83% |
$19.7K - $21.3K
|
3.07K
$283K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
199+ 0.85% |
$17.4K - $18.8K
|
23.5K
$2.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-286- 8.27% |
$25.1K - $27K
|
3.17K
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-3.31K- 21.95% |
$290K - $313K
|
11.8K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-538- 10.28% |
$47.2K - $50.9K
|
4.7K
$434K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-18.9K- 49.95% |
$1.66M - $1.79M
|
18.9K
$1.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
9+ 0.02% |
$789 - $851
|
54K
$4.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
2.45K+ 6.5% |
$215K - $231K
|
40.1K
$3.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
30New |
$2.63K - $2.84K
|
30
$2.77K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
9.12KNew |
$799K - $862K
|
9.12K
$843K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
609+ 1.2% |
$53.4K - $57.6K
|
51.2K
$4.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.2KNew |
$193K - $208K
|
2.2K
$204K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.97KNew |
$260K - $281K
|
2.97K
$275K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-506- 6.69% |
$44.4K - $47.8K
|
7.06K
$652K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
173New |
$15.2K - $16.4K
|
173
$16K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
SELL
|
- |
-1.9K- 1.97% |
$167K - $180K
|
94.8K
$8.76M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-500- 4.56% |
$43.8K - $47.3K
|
10.5K
$967K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
20.7K+ 9.46% |
$1.81M - $1.95M
|
239K
$22.1M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.51K- 9.12% |
$132K - $143K
|
15K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
10.3KNew |
$902K - $972K
|
10.3K
$951K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
126K+ 354.85% |
$11.1M - $11.9M
|
162K
$14.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.62K+ 13.74% |
$229K - $247K
|
21.7K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-17.8K- 64.47% |
$1.56M - $1.68M
|
9.79K
$905K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
365+ 2.24% |
$32K - $34.5K
|
16.6K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-878- 6.5% |
$77K - $83K
|
12.6K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
6.82KNew |
$598K - $644K
|
6.82K
$630K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.05K- 3.76% |
$91.6K - $98.8K
|
26.8K
$2.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-142- 1.03% |
$12.5K - $13.4K
|
13.7K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
24+ 0.35% |
$2.1K - $2.27K
|
6.97K
$644K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
300+ 3.4% |
$26.3K - $28.4K
|
9.12K
$843K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11New |
$964 - $1.04K
|
11
$1.02K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-5.65K- 3.97% |
$495K - $534K
|
137K
$12.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 1.57% |
$89.1K - $96K
|
63.7K
$5.89M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
535+ 14.28% |
$46.9K - $50.6K
|
4.28K
$396K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-63- 1.69% |
$5.52K - $5.95K
|
3.66K
$338K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
153+ 4.15% |
$13.4K - $14.5K
|
3.84K
$355K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
27+ 0.19% |
$2.37K - $2.55K
|
14.3K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-82- 9.74% |
$7.19K - $7.75K
|
760
$70.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-273K- 83.3% |
$24M - $25.8M
|
54.8K
$5.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-40.4K- 14.13% |
$3.54M - $3.82M
|
245K
$22.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-4- 0.07% |
$351 - $378
|
6.04K
$558K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.78K+ 19.5% |
$858K - $925K
|
60K
$5.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.04K+ 2.21% |
$266K - $287K
|
140K
$13M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-33- 0.3% |
$2.89K - $3.12K
|
11K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.05KNew |
$355K - $383K
|
4.05K
$374K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
15+ 0.2% |
$1.32K - $1.42K
|
7.54K
$697K
|