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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-300- 2.87% |
$25.6K - $28.3K
|
10.2K
$958K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
2.33K+ 5.81% |
$199K - $220K
|
42.4K
$4M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.57K- 6.96% |
$220K - $243K
|
34.4K
$3.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-87- 0.99% |
$7.43K - $8.21K
|
8.74K
$824K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
710+ 3.37% |
$60.6K - $67K
|
21.8K
$2.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
415+ 5.37% |
$35.4K - $39.2K
|
8.14K
$767K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.05K- 1.41% |
$89.6K - $99K
|
73.6K
$6.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.79K- 2.64% |
$153K - $169K
|
66.1K
$6.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.99KNew |
$341K - $376K
|
3.99K
$376K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.27% |
$940 - $1.04K
|
4.11K
$388K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.67K+ 2.98% |
$313K - $346K
|
127K
$11.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-264- 3.23% |
$22.6K - $24.9K
|
7.92K
$746K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.07% |
$256 - $283
|
4.5K
$424K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
9+ 0.09% |
$769 - $850
|
9.72K
$916K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
20+ 0.35% |
$1.71K - $1.89K
|
5.71K
$538K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-2.14K- 21.43% |
$183K - $202K
|
7.85K
$740K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-179- 4.77% |
$15.3K - $16.9K
|
3.57K
$337K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
17+ 0.37% |
$1.45K - $1.6K
|
4.55K
$429K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$427 - $472
|
7.81K
$736K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
SELL
|
- |
-203K- 87.91% |
$17.3M - $19.1M
|
27.9K
$2.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
14+ 0.35% |
$1.2K - $1.32K
|
3.98K
$376K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-107- 0.75% |
$9.14K - $10.1K
|
14.2K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.76K- 4.01% |
$151K - $166K
|
42.2K
$3.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-273- 2.15% |
$23.3K - $25.8K
|
12.4K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
424+ 3.35% |
$36.2K - $40K
|
13.1K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-21- 1.78% |
$1.79K - $1.98K
|
1.16K
$109K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
605+ 6.63% |
$51.7K - $57.1K
|
9.73K
$917K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$258K - $285K
|
3.02K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.17K- 8.39% |
$185K - $205K
|
23.7K
$2.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.69K- 8.45% |
$145K - $160K
|
18.3K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-71- 5.85% |
$6.06K - $6.7K
|
1.14K
$108K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-672- 1.94% |
$57.4K - $63.4K
|
34K
$3.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-39- 1.2% |
$3.33K - $3.68K
|
3.21K
$303K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
39+ 2.93% |
$3.33K - $3.68K
|
1.37K
$129K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.66K+ 13.28% |
$227K - $251K
|
22.7K
$2.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1K+ 24.17% |
$85.4K - $94.4K
|
5.14K
$484K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
12+ 0.17% |
$1.03K - $1.13K
|
6.93K
$654K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.6K+ 56.2% |
$222K - $245K
|
7.23K
$681K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
1.57K+ 1.29% |
$134K - $148K
|
123K
$11.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
5.2K+ 7.03% |
$444K - $490K
|
79.1K
$7.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.33% |
$85.4 - $94.4
|
303
$28.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
55+ 0.8% |
$4.7K - $5.19K
|
6.95K
$655K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-201- 2.95% |
$17.2K - $19K
|
6.6K
$622K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.17KNew |
$186K - $205K
|
2.17K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-3.09K- 51.25% |
$264K - $292K
|
2.94K
$277K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-423- 9.07% |
$36.1K - $39.9K
|
4.24K
$400K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
10+ 0.2% |
$854 - $944
|
5.1K
$481K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
568+ 23.09% |
$48.5K - $53.6K
|
3.03K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.02% |
$427 - $472
|
29.5K
$2.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
686+ 6.81% |
$58.6K - $64.8K
|
10.8K
$1.01M
|