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 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.41KNew |
$202K - $221K
|
2.41K
$211K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.86K+ 111.56% |
$491K - $538K
|
11.1K
$974K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-68- 1.95% |
$5.7K - $6.24K
|
3.42K
$299K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-69- 23.08% |
$5.78K - $6.34K
|
230
$20.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-5.4K- 10.89% |
$452K - $496K
|
44.2K
$3.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
128+ 2.69% |
$10.7K - $11.8K
|
4.88K
$428K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-49- 0.52% |
$4.1K - $4.5K
|
9.42K
$826K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-7- 0.21% |
$586 - $643
|
3.26K
$286K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-159- 4.37% |
$13.3K - $14.6K
|
3.48K
$305K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
51+ 0.51% |
$4.27K - $4.68K
|
9.98K
$875K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.13K+ 7.08% |
$94.6K - $104K
|
17.1K
$1.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
102New |
$8.54K - $9.37K
|
102
$8.94K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-400- 1.58% |
$33.5K - $36.7K
|
25K
$2.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.4K- 12.42% |
$201K - $220K
|
16.9K
$1.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-167- 0.88% |
$14K - $15.3K
|
18.8K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$83.8 - $91.8
|
6.44K
$565K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.47K- 20.86% |
$374K - $411K
|
17K
$1.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-119- 2.23% |
$9.97K - $10.9K
|
5.21K
$457K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-15.2K- 1.49% |
$1.28M - $1.4M
|
1.01M
$88.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
70.6K+ 10.73% |
$5.91M - $6.48M
|
729K
$63.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.1KNew |
$259K - $284K
|
3.1K
$271K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-5.9K- 25.08% |
$494K - $542K
|
17.6K
$1.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
25+ 0.41% |
$2.09K - $2.3K
|
6.09K
$534K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-164- 1.28% |
$13.7K - $15.1K
|
12.7K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.2KNew |
$184K - $202K
|
2.2K
$193K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-905- 10.19% |
$75.8K - $83.1K
|
7.98K
$700K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
809New |
$67.8K - $74.3K
|
809
$70.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
7.37K+ 27.24% |
$617K - $676K
|
34.4K
$3.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.35K- 18.85% |
$365K - $400K
|
18.7K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.78K- 6.63% |
$149K - $163K
|
25K
$2.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2- 0.07% |
$168 - $184
|
2.8K
$246K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.9K- 25.92% |
$662K - $726K
|
22.6K
$1.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-23- 0.51% |
$1.93K - $2.11K
|
4.49K
$394K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4+ 0.12% |
$335 - $367
|
3.22K
$282K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
58+ 0.42% |
$4.86K - $5.33K
|
14K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.52K- 3.74% |
$128K - $140K
|
39.2K
$3.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.33K+ 2.81% |
$111K - $122K
|
48.5K
$4.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.85K- 1.28% |
$155K - $170K
|
143K
$12.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
247+ 6.99% |
$20.7K - $22.7K
|
3.78K
$331K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.71KNew |
$227K - $249K
|
2.71K
$238K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-64- 7.43% |
$5.36K - $5.88K
|
797
$69.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-101K- 19.16% |
$8.42M - $9.23M
|
424K
$37.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
191+ 0.16% |
$16K - $17.5K
|
119K
$10.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-60K- 29.78% |
$5.02M - $5.5M
|
141K
$12.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-525- 1.42% |
$44K - $48.2K
|
36.5K
$3.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-757- 1.01% |
$63.4K - $69.5K
|
74.4K
$6.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-624- 6.93% |
$52.3K - $57.3K
|
8.39K
$735K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-33- 0.7% |
$2.76K - $3.03K
|
4.65K
$408K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.76K- 17.88% |
$147K - $161K
|
8.07K
$707K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-200- 6.25% |
$16.8K - $18.4K
|
3K
$263K
|