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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-505- 14.39% |
$42.3K - $46.4K
|
3.01K
$263K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-7.49K- 12.53% |
$627K - $687K
|
52.3K
$4.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.17K+ 2.04% |
$349K - $383K
|
208K
$18.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
275+ 2.7% |
$23K - $25.3K
|
10.5K
$917K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-753- 6.81% |
$63.1K - $69.1K
|
10.3K
$903K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-3.83K- 30.33% |
$321K - $352K
|
8.81K
$772K
|
|
|
Oct 22, 2024
Q3 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-79.6K- 1.67% |
$6.66M - $7.31M
|
4.7M
$412M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
822+ 0.7% |
$68.9K - $75.5K
|
119K
$10.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.04K- 19.04% |
$422K - $463K
|
21.4K
$1.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
111+ 1.12% |
$9.3K - $10.2K
|
10K
$877K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
105+ 3.73% |
$8.79K - $9.64K
|
2.92K
$256K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
114+ 300.0% |
$9.55K - $10.5K
|
152
$13.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
10.6K+ 73.55% |
$888K - $973K
|
25K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-7.67K- 3.22% |
$643K - $705K
|
231K
$20.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3K+ 4.34% |
$251K - $275K
|
71.9K
$6.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.83K+ 5.59% |
$153K - $168K
|
34.5K
$3.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-100- 1.2% |
$8.38K - $9.18K
|
8.23K
$722K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
12K+ 6.28% |
$1M - $1.1M
|
203K
$17.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-13.8K- 20.58% |
$1.15M - $1.27M
|
53.2K
$4.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-164- 3.44% |
$13.7K - $15.1K
|
4.6K
$403K
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
356+ 4.29% |
$29.8K - $32.7K
|
8.66K
$760K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
1.4K+ 5.61% |
$118K - $129K
|
26.4K
$2.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.33KNew |
$195K - $214K
|
2.33K
$204K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.44K- 28.17% |
$120K - $132K
|
3.67K
$321K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.76K- 10.59% |
$315K - $345K
|
31.7K
$2.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.01KNew |
$84.3K - $92.5K
|
1.01K
$88.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-300- 4.78% |
$25.1K - $27.5K
|
5.98K
$524K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.09% |
$2.18K - $2.39K
|
29.9K
$2.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
374+ 2.15% |
$31.3K - $34.3K
|
17.7K
$1.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-924- 16.57% |
$77.4K - $84.8K
|
4.65K
$408K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.5K- 3.11% |
$126K - $138K
|
46.8K
$4.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.67K- 10.74% |
$140K - $153K
|
13.9K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-56- 0.78% |
$4.69K - $5.14K
|
7.1K
$622K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-333- 1.64% |
$27.9K - $30.6K
|
20K
$1.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
745+ 4.51% |
$62.4K - $68.4K
|
17.3K
$1.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.37K+ 5.32% |
$282K - $309K
|
66.6K
$5.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-2.67K- 12.84% |
$224K - $245K
|
18.1K
$1.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-15.2K- 39.01% |
$1.27M - $1.39M
|
23.7K
$2.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
21+ 0.1% |
$1.76K - $1.93K
|
20.5K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-7- 0.25% |
$586 - $643
|
2.75K
$241K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
38New |
$3.18K - $3.49K
|
38
$3.33K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-116- 3.11% |
$9.72K - $10.7K
|
3.62K
$317K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-172- 4.6% |
$14.4K - $15.8K
|
3.57K
$313K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-700- 2.68% |
$58.6K - $64.3K
|
25.4K
$2.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
34.3K+ 53.17% |
$2.88M - $3.15M
|
98.9K
$8.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.75K+ 1781.63% |
$146K - $160K
|
1.84K
$162K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-162K- 6.97% |
$13.6M - $14.9M
|
2.16M
$189M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-756- 39.07% |
$63.3K - $69.4K
|
1.18K
$103K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.85M- 36.34% |
$490M - $537M
|
10.2M
$898M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
20.6K+ 143.27% |
$1.73M - $1.89M
|
35K
$3.07M
|