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 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.06K- 1.99% |
$92.5K - $99.7K
|
51.9K
$4.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.08K+ 18.46% |
$183K - $197K
|
13.4K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-80- 3.38% |
$7.01K - $7.56K
|
2.29K
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.8K+ 5.07% |
$158K - $170K
|
37.3K
$3.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-544- 7.32% |
$47.7K - $51.4K
|
6.89K
$637K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-513- 0.68% |
$45K - $48.5K
|
75.2K
$6.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
331+ 4.4% |
$29K - $31.3K
|
7.86K
$726K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.88K- 1.18% |
$603K - $650K
|
578K
$53.4M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.2K- 24.95% |
$1.68M - $1.81M
|
57.7K
$5.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-28K- 7.73% |
$2.45M - $2.64M
|
334K
$30.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.25K+ 2.65% |
$109K - $118K
|
48.4K
$4.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.07K+ 3.81% |
$357K - $385K
|
111K
$10.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.44K- 22.34% |
$126K - $136K
|
5K
$462K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
30.9KNew |
$2.71M - $2.92M
|
30.9K
$2.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.46K- 9.56% |
$128K - $138K
|
13.8K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.06% |
$87.7 - $94.5
|
1.65K
$153K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
9.4K+ 8.58% |
$824K - $888K
|
119K
$11M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-447- 2.54% |
$39.2K - $42.3K
|
17.1K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-122- 3.49% |
$10.7K - $11.5K
|
3.37K
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.5K+ 34.04% |
$658K - $709K
|
29.5K
$2.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
9+ 0.11% |
$789 - $851
|
8.11K
$749K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
93+ 2.22% |
$8.15K - $8.79K
|
4.28K
$396K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-21- 0.08% |
$1.84K - $1.98K
|
24.9K
$2.3M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.26KNew |
$724K - $781K
|
8.26K
$763K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
25+ 0.08% |
$2.19K - $2.36K
|
29.5K
$2.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.35M+ 102.48% |
$294M - $317M
|
6.62M
$612M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-294- 2.02% |
$25.8K - $27.8K
|
14.3K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-83- 2.95% |
$7.28K - $7.85K
|
2.73K
$252K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-195- 2.08% |
$17.1K - $18.4K
|
9.18K
$848K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-19.1K- 87.55% |
$1.68M - $1.81M
|
2.72K
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
8.64K+ 2.54% |
$757K - $817K
|
349K
$32.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
6.34KNew |
$555K - $599K
|
6.34K
$585K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
9.06K+ 13.97% |
$794K - $856K
|
73.9K
$6.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.4K- 13.53% |
$123K - $132K
|
8.95K
$827K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
55+ 4.31% |
$4.82K - $5.2K
|
1.33K
$123K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-932- 2.66% |
$81.7K - $88.1K
|
34.2K
$3.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
598+ 8.3% |
$52.4K - $56.5K
|
7.8K
$721K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-14.9K- 12.5% |
$1.3M - $1.41M
|
104K
$9.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.28K- 5.56% |
$112K - $121K
|
21.8K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.12K- 0.68% |
$98.3K - $106K
|
163K
$15.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-311- 1.99% |
$27.3K - $29.4K
|
15.3K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-662- 5.76% |
$58K - $62.6K
|
10.8K
$1M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.19K- 2.64% |
$104K - $113K
|
43.9K
$4.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-62- 2.44% |
$5.44K - $5.86K
|
2.48K
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.48K- 3.65% |
$130K - $140K
|
39.1K
$3.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-440- 13.1% |
$38.6K - $41.6K
|
2.92K
$270K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-286- 1.69% |
$25.1K - $27K
|
16.7K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
52+ 2.27% |
$4.56K - $4.92K
|
2.35K
$217K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
208+ 1.26% |
$18.2K - $19.7K
|
16.8K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-102- 4.03% |
$8.94K - $9.64K
|
2.43K
$224K
|