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 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-538- 10.28% |
$47.2K - $50.9K
|
4.7K
$443K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-18.9K- 49.95% |
$1.66M - $1.79M
|
18.9K
$1.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
9+ 0.02% |
$789 - $851
|
54K
$5.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
30New |
$2.63K - $2.84K
|
30
$2.83K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
609+ 1.2% |
$53.4K - $57.6K
|
51.2K
$4.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.2KNew |
$193K - $208K
|
2.2K
$208K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.97KNew |
$260K - $281K
|
2.97K
$280K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
173New |
$15.2K - $16.4K
|
173
$16.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
SELL
|
- |
-1.9K- 1.97% |
$167K - $180K
|
94.8K
$8.94M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.51K- 9.12% |
$132K - $143K
|
15K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
10.3KNew |
$902K - $972K
|
10.3K
$970K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.62K+ 13.74% |
$229K - $247K
|
21.7K
$2.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
6.82KNew |
$598K - $644K
|
6.82K
$642K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.05K- 3.76% |
$91.6K - $98.8K
|
26.8K
$2.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-142- 1.03% |
$12.5K - $13.4K
|
13.7K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
24+ 0.35% |
$2.1K - $2.27K
|
6.97K
$657K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11New |
$964 - $1.04K
|
11
$1.04K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
535+ 14.28% |
$46.9K - $50.6K
|
4.28K
$404K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
153+ 4.15% |
$13.4K - $14.5K
|
3.84K
$362K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-82- 9.74% |
$7.19K - $7.75K
|
760
$71.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-40.4K- 14.13% |
$3.54M - $3.82M
|
245K
$23.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-4- 0.07% |
$351 - $378
|
6.04K
$569K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.78K+ 19.5% |
$858K - $925K
|
60K
$5.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.04K+ 2.21% |
$266K - $287K
|
140K
$13.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-33- 0.3% |
$2.89K - $3.12K
|
11K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.05KNew |
$355K - $383K
|
4.05K
$382K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
15+ 0.2% |
$1.32K - $1.42K
|
7.54K
$711K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
42.6K+ 17.51% |
$3.74M - $4.03M
|
286K
$26.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
49+ 0.13% |
$4.3K - $4.63K
|
37.5K
$3.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-94- 0.58% |
$8.24K - $8.88K
|
16K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
226+ 9.96% |
$19.8K - $21.4K
|
2.49K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
10.8KNew |
$943K - $1.02M
|
10.8K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.16KNew |
$189K - $204K
|
2.16K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-4.49K- 25.96% |
$393K - $424K
|
12.8K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-55- 0.26% |
$4.82K - $5.2K
|
21.1K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
294+ 12.73% |
$25.8K - $27.8K
|
2.6K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-193- 4.2% |
$16.9K - $18.2K
|
4.41K
$415K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6.38K- 22.81% |
$559K - $603K
|
21.6K
$2.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
381+ 762.0% |
$33.4K - $36K
|
431
$40.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-7.24K- 37.61% |
$635K - $685K
|
12K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-88K- 6.34% |
$7.71M - $8.31M
|
1.3M
$123M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-475- 2.57% |
$41.6K - $44.9K
|
18K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.06K- 4.38% |
$180K - $195K
|
45K
$4.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.8K+ 97.51% |
$333K - $359K
|
7.69K
$725K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-3.42K- 11.49% |
$300K - $324K
|
26.4K
$2.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-770- 24.78% |
$67.5K - $72.8K
|
2.34K
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2.7K+ 2.68% |
$236K - $255K
|
103K
$9.73M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-604- 16.32% |
$53K - $57.1K
|
3.1K
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-4.45K- 18.47% |
$390K - $420K
|
19.6K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.52K- 15.69% |
$133K - $143K
|
8.15K
$769K
|