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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-149- 2.83% |
$13.1K - $14.1K
|
5.12K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.83K+ 3.14% |
$161K - $173K
|
60.2K
$5.6M
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.53K- 7.02% |
$134K - $144K
|
20.2K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.52K+ 23.19% |
$572K - $617K
|
34.7K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-30.9K- 47.54% |
$2.71M - $2.93M
|
34.2K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.73M- 10.95% |
$152M - $164M
|
14.1M
$1.31B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
787K+ 4.71% |
$69M - $74.4M
|
17.5M
$1.63B
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.19K- 17.46% |
$192K - $207K
|
10.4K
$963K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-20.6K- 74.36% |
$1.81M - $1.95M
|
7.11K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8+ 0.23% |
$701 - $756
|
3.56K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-307K- 71.24% |
$26.9M - $29M
|
124K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-9.06K- 1.77% |
$795K - $857K
|
503K
$46.8M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.34K+ 6.32% |
$117K - $126K
|
22.5K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-52- 1.43% |
$4.56K - $4.92K
|
3.59K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
145+ 3.75% |
$12.7K - $13.7K
|
4.01K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
374+ 4.99% |
$32.8K - $35.4K
|
7.87K
$732K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
386+ 2.84% |
$33.8K - $36.5K
|
14K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-138K- 94.04% |
$12.1M - $13M
|
8.75K
$814K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
110K+ 83.45% |
$9.61M - $10.4M
|
241K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-323- 0.28% |
$28.3K - $30.5K
|
114K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
91.2K+ 5.57% |
$8M - $8.62M
|
1.73M
$161M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.3K+ 0.74% |
$290K - $312K
|
447K
$41.6M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-3.15K- 23.91% |
$276K - $298K
|
10K
$932K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.8K+ 4.19% |
$4.28M - $4.62M
|
1.22M
$113M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
204KNew |
$17.9M - $19.3M
|
204K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
85+ 0.78% |
$7.45K - $8.03K
|
11K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
183K+ 107.59% |
$16M - $17.3M
|
353K
$32.8M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.02% |
$263 - $284
|
14.9K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.07K- 3.31% |
$94.1K - $101K
|
31.3K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-47- 1.24% |
$4.12K - $4.44K
|
3.74K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-135- 0.58% |
$11.8K - $12.8K
|
23.3K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
281KNew |
$24.6M - $26.6M
|
281K
$26.1M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-62.1K- 93.05% |
$5.44M - $5.87M
|
4.64K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.05% |
$87.7 - $94.5
|
2.19K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
7.45K+ 158.48% |
$653K - $704K
|
12.2K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
52.9K+ 1391.73% |
$4.64M - $5M
|
56.7K
$5.27M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-3.11KClosed |
$273K - $294K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
204+ 1.07% |
$17.9K - $19.3K
|
19.2K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
33+ 0.4% |
$2.89K - $3.12K
|
8.38K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.92K+ 159.51% |
$694K - $748K
|
12.9K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-160- 0.24% |
$14K - $15.1K
|
67.7K
$6.3M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.32K- 5.1% |
$291K - $314K
|
61.8K
$5.75M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-168K- 9.91% |
$14.7M - $15.9M
|
1.53M
$142M
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-240- 0.61% |
$21K - $22.7K
|
38.9K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
21.5K+ 288.61% |
$1.89M - $2.04M
|
29K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18+ 0.09% |
$1.58K - $1.7K
|
21K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
595KNew |
$52.1M - $56.2M
|
595K
$55.3M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-79- 0.45% |
$6.93K - $7.47K
|
17.6K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
40.1KNew |
$3.52M - $3.79M
|
40.1K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
36.4K+ 198.79% |
$3.19M - $3.44M
|
54.7K
$5.09M
|