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 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-116- 0.57% |
$10.2K - $11K
|
20.1K
$1.89M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
55+ 2.37% |
$4.82K - $5.2K
|
2.37K
$224K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
83.6KNew |
$7.33M - $7.9M
|
83.6K
$7.88M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
31+ 0.18% |
$2.72K - $2.93K
|
17.5K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-200- 1.87% |
$17.5K - $18.9K
|
10.5K
$991K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
85+ 1.48% |
$7.45K - $8.03K
|
5.82K
$548K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-19.5K- 17.87% |
$1.71M - $1.85M
|
89.9K
$8.47M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-8- 2.16% |
$701 - $756
|
362
$34.1K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-890- 3.93% |
$78K - $84.1K
|
21.8K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.27K- 6.63% |
$287K - $309K
|
46.1K
$4.34M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
320+ 26.49% |
$28.1K - $30.2K
|
1.53K
$144K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.33K- 13.23% |
$730K - $787K
|
54.6K
$5.15M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
2.5KNew |
$219K - $236K
|
2.5K
$236K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.7K+ 60.33% |
$1.73M - $1.86M
|
52.4K
$4.94M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-22- 2.71% |
$1.93K - $2.08K
|
791
$74.6K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
15+ 0.07% |
$1.32K - $1.42K
|
20.3K
$1.91M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.79K- 6.45% |
$245K - $264K
|
40.5K
$3.82M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.54K- 0.21% |
$135K - $146K
|
732K
$69M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
21New |
$1.84K - $1.98K
|
21
$1.98K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-1.27K- 23.34% |
$111K - $120K
|
4.17K
$393K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
45.5KNew |
$3.99M - $4.3M
|
45.5K
$4.29M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
357New |
$31.3K - $33.7K
|
357
$33.7K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
112+ 1.34% |
$9.82K - $10.6K
|
8.49K
$800K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.17K- 17.75% |
$103K - $111K
|
5.44K
$513K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
111+ 6.6% |
$9.73K - $10.5K
|
1.79K
$169K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-33.4K- 3.15% |
$2.92M - $3.15M
|
1.03M
$96.7M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
51+ 33.55% |
$4.47K - $4.82K
|
203
$19.1K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-8.8K- 5.52% |
$771K - $831K
|
151K
$14.2M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.22K+ 4.61% |
$633K - $683K
|
164K
$15.4M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.27K- 12.42% |
$638K - $688K
|
51.3K
$4.84M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.68KNew |
$323K - $348K
|
3.68K
$347K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.97K- 8.0% |
$436K - $470K
|
57.2K
$5.39M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.52KNew |
$221K - $238K
|
2.52K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-16.5K- 10.41% |
$1.44M - $1.56M
|
142K
$13.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
16KNew |
$1.4M - $1.51M
|
16K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.1K- 6.07% |
$1.5M - $1.62M
|
264K
$24.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-950- 4.67% |
$83.3K - $89.8K
|
19.4K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.65KNew |
$583K - $628K
|
6.65K
$627K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
450+ 9.33% |
$39.5K - $42.5K
|
5.27K
$497K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3- 0.06% |
$263 - $284
|
5.14K
$484K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-4.26K- 18.03% |
$373K - $402K
|
19.3K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.24K+ 2.46% |
$196K - $211K
|
93.3K
$8.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
617+ 0.84% |
$54.1K - $58.3K
|
73.8K
$6.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
13+ 0.35% |
$1.14K - $1.23K
|
3.77K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-8.5K- 27.24% |
$745K - $804K
|
22.7K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-23K- 30.16% |
$2.02M - $2.17M
|
53.2K
$5.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
49+ 60.49% |
$4.3K - $4.63K
|
130
$12.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.15K+ 66.83% |
$276K - $297K
|
7.86K
$741K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-17.8K- 1.75% |
$1.56M - $1.68M
|
996K
$93.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-330- 2.63% |
$28.9K - $31.2K
|
12.2K
$1.15M
|