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 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
704+ 13.06% |
$61.7K - $66.5K
|
6.1K
$575K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
210+ 0.35% |
$18.4K - $19.8K
|
60.4K
$5.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-626- 1.24% |
$54.9K - $59.2K
|
49.7K
$4.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.74K- 71.26% |
$152K - $164K
|
701
$66.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
83.5K+ 3.98% |
$7.32M - $7.9M
|
2.18M
$206M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.33K+ 121.9% |
$380K - $409K
|
7.88K
$743K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.68K- 11.31% |
$235K - $253K
|
21K
$1.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-570- 9.3% |
$50K - $53.9K
|
5.56K
$524K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-3.14K- 5.82% |
$276K - $297K
|
50.9K
$4.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1K- 2.48% |
$87.7K - $94.5K
|
39.3K
$3.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-118- 0.24% |
$10.3K - $11.2K
|
49K
$4.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.47K+ 61.38% |
$217K - $233K
|
6.49K
$612K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
27+ 0.36% |
$2.37K - $2.55K
|
7.62K
$719K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
551+ 1.22% |
$48.3K - $52.1K
|
45.8K
$4.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
432+ 2400.0% |
$37.9K - $40.8K
|
450
$42.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13.1K- 18.81% |
$1.15M - $1.24M
|
56.6K
$5.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
25New |
$2.19K - $2.36K
|
25
$2.36K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
752+ 0.08% |
$65.9K - $71.1K
|
983K
$92.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
104K+ 2.85% |
$9.13M - $9.84M
|
3.76M
$354M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.12K+ 3.76% |
$98K - $106K
|
30.9K
$2.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
1+ 0.0% |
$87.7 - $94.5
|
107K
$10M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
327New |
$28.7K - $30.9K
|
327
$30.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.71K+ 13.87% |
$413K - $445K
|
38.7K
$3.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.07KNew |
$94K - $101K
|
1.07K
$101K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
84K+ 111.28% |
$7.36M - $7.94M
|
159K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
466New |
$40.9K - $44K
|
466
$43.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
3.44KNew |
$302K - $325K
|
3.44K
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-292- 0.25% |
$25.6K - $27.6K
|
117K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
123+ 82.0% |
$10.8K - $11.6K
|
273
$25.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.16% |
$87.7 - $94.5
|
630
$59.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
113K+ 2.51% |
$9.89M - $10.7M
|
4.61M
$434M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.17KNew |
$190K - $205K
|
2.17K
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
459+ 6.77% |
$40.2K - $43.4K
|
7.24K
$682K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
28+ 0.07% |
$2.46K - $2.65K
|
37.4K
$3.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-268- 6.4% |
$23.5K - $25.3K
|
3.92K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
6.24KNew |
$547K - $589K
|
6.24K
$588K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.45K- 1.22% |
$127K - $137K
|
118K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.41KNew |
$737K - $794K
|
8.41K
$792K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-724- 21.14% |
$63.5K - $68.4K
|
2.7K
$255K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.39K+ 8.91% |
$122K - $131K
|
17K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
10+ 0.22% |
$877 - $945
|
4.58K
$431K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-218- 2.52% |
$19.1K - $20.6K
|
8.44K
$796K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-6.68K- 15.55% |
$586K - $631K
|
36.3K
$3.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-578- 79.07% |
$50.7K - $54.6K
|
153
$14.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.4KNew |
$298K - $321K
|
3.4K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
7.89K+ 2.21% |
$691K - $745K
|
365K
$34.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.31K- 1.92% |
$115K - $123K
|
66.8K
$6.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
324+ 7.96% |
$28.4K - $30.6K
|
4.4K
$414K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
104New |
$9.12K - $9.83K
|
104
$9.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
7.54KNew |
$661K - $712K
|
7.54K
$710K
|