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 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
42.6K+ 17.51% |
$3.74M - $4.03M
|
286K
$26.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
49+ 0.13% |
$4.3K - $4.63K
|
37.5K
$3.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-94- 0.58% |
$8.24K - $8.88K
|
16K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
226+ 9.96% |
$19.8K - $21.4K
|
2.49K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
10.8KNew |
$943K - $1.02M
|
10.8K
$994K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.16KNew |
$189K - $204K
|
2.16K
$199K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-4.49K- 25.96% |
$393K - $424K
|
12.8K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-55- 0.26% |
$4.82K - $5.2K
|
21.1K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-10- 0.24% |
$877 - $945
|
4.1K
$379K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-221- 2.44% |
$19.4K - $20.9K
|
8.83K
$816K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
294+ 12.73% |
$25.8K - $27.8K
|
2.6K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-193- 4.2% |
$16.9K - $18.2K
|
4.41K
$407K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6.38K- 22.81% |
$559K - $603K
|
21.6K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
381+ 762.0% |
$33.4K - $36K
|
431
$39.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-7.24K- 37.61% |
$635K - $685K
|
12K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.5K- 9.55% |
$131K - $142K
|
14.2K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-88K- 6.34% |
$7.71M - $8.31M
|
1.3M
$120M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$87.7 - $94.5
|
8.18K
$756K
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-6.97K- 3.09% |
$611K - $659K
|
219K
$20.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-475- 2.57% |
$41.6K - $44.9K
|
18K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
9.35K+ 10.75% |
$820K - $884K
|
96.4K
$8.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.06K- 4.38% |
$180K - $195K
|
45K
$4.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.8K+ 97.51% |
$333K - $359K
|
7.69K
$710K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
72.7K+ 325.66% |
$6.37M - $6.87M
|
95K
$8.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-3.42K- 11.49% |
$300K - $324K
|
26.4K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-310- 1.58% |
$27.2K - $29.3K
|
19.3K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-770- 24.78% |
$67.5K - $72.8K
|
2.34K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2.7K+ 2.68% |
$236K - $255K
|
103K
$9.53M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-604- 16.32% |
$53K - $57.1K
|
3.1K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-4.45K- 18.47% |
$390K - $420K
|
19.6K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.52K- 15.69% |
$133K - $143K
|
8.15K
$754K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-241- 6.79% |
$21.1K - $22.8K
|
3.31K
$306K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
13+ 0.33% |
$1.14K - $1.23K
|
3.97K
$367K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
2.77KNew |
$242K - $261K
|
2.77K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 22.4% |
$109K - $118K
|
6.8K
$629K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.47K- 3.29% |
$655K - $706K
|
220K
$20.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-225- 7.13% |
$19.7K - $21.3K
|
2.93K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-966- 13.39% |
$84.7K - $91.3K
|
6.25K
$577K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11- 0.48% |
$964 - $1.04K
|
2.28K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
537+ 7.47% |
$47.1K - $50.8K
|
7.72K
$714K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
193+ 8.23% |
$16.9K - $18.2K
|
2.54K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-212- 3.03% |
$18.6K - $20K
|
6.79K
$627K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
7.05K+ 8.65% |
$618K - $667K
|
88.6K
$8.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
231KNew |
$20.2M - $21.8M
|
231K
$21.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-6.07K- 95.18% |
$532K - $573K
|
307
$28.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
48.3K+ 55.34% |
$4.23M - $4.56M
|
136K
$12.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-400- 1.13% |
$35.1K - $37.8K
|
35K
$3.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.03K- 1.36% |
$178K - $192K
|
148K
$13.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-50- 4.66% |
$4.38K - $4.73K
|
1.02K
$94.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-11.8K- 11.29% |
$1.04M - $1.12M
|
92.9K
$8.58M
|