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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.02% |
$251 - $275
|
14.9K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
48.8K+ 1318.52% |
$4.09M - $4.48M
|
52.5K
$4.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-22.4K- 81.72% |
$1.87M - $2.05M
|
5K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.2K- 21.76% |
$2.69M - $2.95M
|
116K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
104KNew |
$8.75M - $9.59M
|
104K
$9.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-188K- 5.14% |
$15.8M - $17.3M
|
3.47M
$311M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-225- 7.42% |
$18.8K - $20.7K
|
2.81K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-296- 0.82% |
$24.8K - $27.2K
|
36K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
108+ 0.5% |
$9.05K - $9.92K
|
21.5K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.55K+ 0.47% |
$214K - $234K
|
548K
$49.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-5.42K- 65.4% |
$454K - $498K
|
2.87K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-29.6K- 27.38% |
$2.48M - $2.71M
|
78.4K
$7.02M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
2.48KNew |
$208K - $228K
|
2.48K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
75.8K+ 14.05% |
$6.35M - $6.96M
|
615K
$55M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-40- 0.28% |
$3.35K - $3.67K
|
14.3K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.8K+ 7.42% |
$3.67M - $4.03M
|
635K
$56.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-423- 5.36% |
$35.4K - $38.8K
|
7.46K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.5K- 1.0% |
$628K - $688K
|
740K
$66.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.31K- 8.83% |
$110K - $121K
|
13.6K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.6K+ 2.33% |
$974K - $1.07M
|
511K
$45.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.38K+ 1.5% |
$199K - $218K
|
161K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4+ 0.13% |
$335 - $367
|
3.07K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-17.3K- 34.52% |
$1.45M - $1.59M
|
32.8K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
3+ 0.03% |
$251 - $275
|
11.8K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-21.2K- 14.52% |
$1.78M - $1.95M
|
125K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3KNew |
$251K - $275K
|
3K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
127KNew |
$10.6M - $11.6M
|
127K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.48K+ 0.91% |
$291K - $319K
|
384K
$34.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.3K- 48.66% |
$444K - $487K
|
5.6K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.77K- 12.04% |
$316K - $346K
|
27.5K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
131KNew |
$11M - $12M
|
131K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-247K- 9.66% |
$20.7M - $22.7M
|
2.31M
$207M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.28K- 1.44% |
$107K - $118K
|
87.5K
$7.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5- 0.08% |
$419 - $459
|
6.58K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.62K- 21.09% |
$135K - $148K
|
6.05K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.5K+ 2.8% |
$962K - $1.05M
|
421K
$37.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-186K- 89.04% |
$15.6M - $17.1M
|
22.9K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-23.8K- 7.63% |
$1.99M - $2.19M
|
288K
$25.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.82K+ 149.94% |
$320K - $351K
|
6.37K
$570K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4- 0.1% |
$335 - $367
|
3.86K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-380- 0.91% |
$31.8K - $34.9K
|
41.4K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-34.6K- 70.58% |
$2.9M - $3.17M
|
14.4K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-24.3K- 79.61% |
$2.04M - $2.23M
|
6.22K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
30.2KNew |
$2.53M - $2.78M
|
30.2K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
286K+ 1.79% |
$24M - $26.3M
|
16.3M
$1.46B
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
570K+ 2.68% |
$47.7M - $52.3M
|
21.8M
$1.95B
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
3.11KNew |
$261K - $286K
|
3.11K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-178- 3.39% |
$14.9K - $16.3K
|
5.07K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2.13K+ 142.21% |
$178K - $195K
|
3.62K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-454- 11.08% |
$38K - $41.7K
|
3.64K
$326K
|