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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.31K+ 3.18% |
$277K - $304K
|
107K
$9.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
109+ 51.17% |
$9.13K - $10K
|
322
$28.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-12.1K- 3.24% |
$1.02M - $1.12M
|
362K
$31.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-9.65K- 17.52% |
$809K - $886K
|
45.4K
$3.98M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-24- 1.79% |
$2.01K - $2.2K
|
1.32K
$115K
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.22K+ 2.41% |
$102K - $112K
|
51.9K
$4.55M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.26K- 1.26% |
$105K - $115K
|
98.5K
$8.64M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
489+ 15.32% |
$41K - $44.9K
|
3.68K
$323K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.26KNew |
$189K - $207K
|
2.26K
$198K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
298+ 17.75% |
$25K - $27.4K
|
1.98K
$173K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-362- 2.0% |
$30.3K - $33.2K
|
17.7K
$1.56M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.3K- 4.34% |
$193K - $211K
|
50.7K
$4.45M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
5.05K+ 1.61% |
$423K - $464K
|
319K
$28M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
169K+ 837.91% |
$14.2M - $15.5M
|
189K
$16.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-79- 22.97% |
$6.62K - $7.25K
|
265
$23.2K
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-1.43K- 6.4% |
$120K - $132K
|
21K
$1.84M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-249- 8.4% |
$20.9K - $22.9K
|
2.71K
$238K
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-904- 8.63% |
$72.2K - $76.5K
|
9.57K
$839K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2- 0.04% |
$160 - $169
|
5.47K
$479K
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-12.5K- 3.53% |
$995K - $1.05M
|
340K
$29.8M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4.26KNew |
$341K - $361K
|
4.26K
$374K
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-328K- 98.7% |
$26.2M - $27.7M
|
4.32K
$379K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
102+ 170.0% |
$8.15K - $8.63K
|
162
$14.2K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
117New |
$9.35K - $9.9K
|
117
$10.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-267- 9.74% |
$21.3K - $22.6K
|
2.48K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.18KNew |
$574K - $607K
|
7.18K
$629K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.04KNew |
$243K - $257K
|
3.04K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
9+ 0.37% |
$719 - $762
|
2.42K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-7.06K- 93.34% |
$564K - $598K
|
504
$44.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-178K- 66.71% |
$14.2M - $15.1M
|
88.9K
$7.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-40- 0.37% |
$3.2K - $3.39K
|
10.9K
$957K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-72- 2.12% |
$5.75K - $6.09K
|
3.32K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16- 0.22% |
$1.28K - $1.35K
|
7.18K
$630K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1- 0.04% |
$79.9 - $84.6
|
2.24K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-18.2K- 30.11% |
$1.45M - $1.54M
|
42.2K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-197- 39.64% |
$15.7K - $16.7K
|
300
$26.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-75- 1.69% |
$5.99K - $6.35K
|
4.36K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.38KNew |
$669K - $709K
|
8.38K
$734K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-148- 3.3% |
$11.8K - $12.5K
|
4.33K
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
11.6KNew |
$925K - $979K
|
11.6K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
5.57KNew |
$445K - $471K
|
5.57K
$488K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
44.1K+ 111.0% |
$3.52M - $3.73M
|
83.8K
$7.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-10- 37.04% |
$799 - $846
|
17
$1.49K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
6+ 0.02% |
$480 - $508
|
35.9K
$3.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-320- 1.48% |
$25.6K - $27.1K
|
21.3K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.49K- 17.02% |
$598K - $634K
|
36.5K
$3.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8New |
$639 - $677
|
8
$701
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-154K- 29.74% |
$12.3M - $13M
|
364K
$31.9M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
55.1KNew |
$4.4M - $4.66M
|
55.1K
$4.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Opus Investment Management Inc
|
BUY
|
- |
127+ 0.21% |
$10.1K - $10.7K
|
60.6K
$5.31M
|
|