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 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-241- 6.79% |
$21.1K - $22.8K
|
3.31K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
2.77KNew |
$242K - $261K
|
2.77K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.47K- 3.29% |
$655K - $706K
|
220K
$20.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-225- 7.13% |
$19.7K - $21.3K
|
2.93K
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-966- 13.39% |
$84.7K - $91.3K
|
6.25K
$589K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11- 0.48% |
$964 - $1.04K
|
2.28K
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
193+ 8.23% |
$16.9K - $18.2K
|
2.54K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-212- 3.03% |
$18.6K - $20K
|
6.79K
$640K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
7.05K+ 8.65% |
$618K - $667K
|
88.6K
$8.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-6.07K- 95.18% |
$532K - $573K
|
307
$28.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
48.3K+ 55.34% |
$4.23M - $4.56M
|
136K
$12.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.03K- 1.36% |
$178K - $192K
|
148K
$13.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-50- 4.66% |
$4.38K - $4.73K
|
1.02K
$96.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-11.8K- 11.29% |
$1.04M - $1.12M
|
92.9K
$8.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-155- 5.69% |
$13.6K - $14.7K
|
2.57K
$242K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
9+ 0.37% |
$789 - $851
|
2.45K
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
42.6K+ 3.61% |
$3.74M - $4.03M
|
1.22M
$115M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.42KNew |
$387K - $418K
|
4.42K
$416K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
51.5K+ 24.16% |
$4.52M - $4.87M
|
265K
$25M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-2.22K- 9.18% |
$195K - $210K
|
22K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 24.06% |
$106K - $114K
|
3.81K
$359K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-566- 4.27% |
$49.6K - $53.5K
|
12.7K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
360+ 0.92% |
$31.6K - $34K
|
39.6K
$3.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-15.3K- 47.31% |
$1.34M - $1.45M
|
17K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-445- 4.9% |
$39K - $42.1K
|
8.63K
$813K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
97+ 23.6% |
$8.5K - $9.17K
|
508
$47.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-34.9K- 99.92% |
$3.06M - $3.3M
|
28
$2.64K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
3+ 0.12% |
$263 - $284
|
2.43K
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-642- 4.44% |
$56.3K - $60.7K
|
13.8K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.79K+ 8.15% |
$157K - $169K
|
23.7K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-6.42K- 25.28% |
$563K - $607K
|
19K
$1.79M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5+ 0.12% |
$438 - $473
|
4.2K
$396K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
397+ 5.28% |
$34.8K - $37.5K
|
7.91K
$746K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-10- 0.18% |
$877 - $945
|
5.46K
$514K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
237+ 24.84% |
$20.8K - $22.4K
|
1.19K
$112K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.81K+ 117.88% |
$246K - $266K
|
5.19K
$489K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.89KNew |
$253K - $273K
|
2.89K
$272K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.31K- 0.51% |
$115K - $124K
|
257K
$24.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.12K+ 4.91% |
$97.9K - $106K
|
23.9K
$2.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-68- 9.07% |
$5.96K - $6.43K
|
682
$64.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
48+ 0.28% |
$4.21K - $4.54K
|
17K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-210- 2.85% |
$18.4K - $19.8K
|
7.17K
$676K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-23.8K- 74.55% |
$2.08M - $2.25M
|
8.12K
$765K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-534- 2.91% |
$46.8K - $50.5K
|
17.8K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.06K- 1.99% |
$92.5K - $99.7K
|
51.9K
$4.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.08K+ 18.46% |
$183K - $197K
|
13.4K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.8K+ 5.07% |
$158K - $170K
|
37.3K
$3.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-544- 7.32% |
$47.7K - $51.4K
|
6.89K
$650K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-513- 0.68% |
$45K - $48.5K
|
75.2K
$7.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
331+ 4.4% |
$29K - $31.3K
|
7.86K
$740K
|