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 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
436+ 4.25% |
$36.5K - $40K
|
10.7K
$938K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-772- 1.09% |
$64.7K - $70.9K
|
69.9K
$6.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
123+ 4.84% |
$10.3K - $11.3K
|
2.66K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4+ 0.16% |
$335 - $367
|
2.52K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
163+ 3.98% |
$13.7K - $15K
|
4.26K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15+ 0.1% |
$1.26K - $1.38K
|
15.5K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
1.07KNew |
$89.5K - $98.2K
|
1.07K
$93.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4+ 0.08% |
$335 - $367
|
4.73K
$415K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-314- 28.83% |
$26.3K - $28.8K
|
775
$68K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-882- 4.92% |
$73.9K - $81K
|
17.1K
$1.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-3- 0.01% |
$251 - $275
|
22.2K
$1.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-23- 0.08% |
$1.93K - $2.11K
|
29.1K
$2.55M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.64K- 3.48% |
$221K - $242K
|
73.1K
$6.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
155+ 1.31% |
$13K - $14.2K
|
12K
$1.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-100- 69.44% |
$8.38K - $9.18K
|
44
$3.86K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-230- 4.5% |
$19.3K - $21.1K
|
4.88K
$428K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-595- 0.28% |
$49.8K - $54.6K
|
210K
$18.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.27K- 2.05% |
$106K - $117K
|
60.5K
$5.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.25% |
$335 - $367
|
1.58K
$139K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-292- 0.7% |
$24.5K - $26.8K
|
41.4K
$3.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-14- 0.07% |
$1.17K - $1.29K
|
20K
$1.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
230+ 7.43% |
$19.3K - $21.1K
|
3.33K
$292K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-53- 1.29% |
$4.44K - $4.87K
|
4.05K
$355K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
249+ 0.6% |
$20.9K - $22.9K
|
41.4K
$3.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-7- 0.04% |
$586 - $643
|
17.6K
$1.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.45K- 14.09% |
$540K - $592K
|
39.3K
$3.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
65+ 1.24% |
$5.44K - $5.97K
|
5.29K
$464K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
12+ 0.45% |
$1.01K - $1.1K
|
2.71K
$237K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
36+ 1.37% |
$3.02K - $3.31K
|
2.66K
$233K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
332+ 13.51% |
$27.8K - $30.5K
|
2.79K
$245K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
156+ 243.75% |
$13.1K - $14.3K
|
220
$19.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
139+ 2.29% |
$11.6K - $12.8K
|
6.22K
$545K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-320- 6.02% |
$26.8K - $29.4K
|
5K
$438K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12+ 0.34% |
$1.01K - $1.1K
|
3.52K
$309K
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
5.28K+ 3.56% |
$442K - $485K
|
154K
$13.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-200- 2.86% |
$16.8K - $18.4K
|
6.8K
$596K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
5.03KNew |
$422K - $462K
|
5.03K
$441K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-524- 0.76% |
$43.9K - $48.1K
|
68.4K
$6M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-154- 0.6% |
$12.9K - $14.1K
|
25.7K
$2.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$586 - $643
|
5.63K
$494K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.21K- 3.79% |
$101K - $111K
|
30.6K
$2.68M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-425- 11.15% |
$35.6K - $39K
|
3.39K
$297K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-945- 2.29% |
$79.2K - $86.8K
|
40.3K
$3.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.1K- 9.78% |
$176K - $193K
|
19.4K
$1.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.83K+ 1.86% |
$153K - $168K
|
100K
$8.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
12+ 0.15% |
$1.01K - $1.1K
|
8.08K
$709K
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-367- 0.4% |
$30.7K - $33.7K
|
90.9K
$7.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.8K+ 1.61% |
$1.33M - $1.45M
|
1M
$87.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-659- 5.45% |
$55.2K - $60.5K
|
11.4K
$1M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-18.2K- 15.32% |
$1.52M - $1.67M
|
101K
$8.81M
|