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 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-356K- 77.41% |
$31.2M - $33.6M
|
104K
$9.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
817+ 4.73% |
$71.6K - $77.2K
|
18.1K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.3K+ 102286.67% |
$1.35M - $1.45M
|
15.4K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-736- 1.42% |
$64.5K - $69.6K
|
51.2K
$4.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-92- 0.84% |
$8.07K - $8.7K
|
10.8K
$1M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-110- 0.08% |
$9.64K - $10.4K
|
135K
$12.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
507+ 12.97% |
$44.5K - $47.9K
|
4.42K
$408K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
131+ 2.13% |
$11.5K - $12.4K
|
6.29K
$581K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-11.1K- 15.49% |
$970K - $1.05M
|
60.4K
$5.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
85+ 1.57% |
$7.45K - $8.03K
|
5.51K
$509K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
154+ 4.46% |
$13.5K - $14.6K
|
3.61K
$334K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
5+ 0.2% |
$438 - $473
|
2.48K
$229K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
20.8K+ 27.02% |
$1.82M - $1.96M
|
97.6K
$9.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
1.69K+ 1.41% |
$148K - $160K
|
121K
$11.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
360+ 14.46% |
$31.6K - $34K
|
2.85K
$263K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-12.9K- 19.75% |
$1.13M - $1.22M
|
52.5K
$4.85M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
37+ 1.43% |
$3.24K - $3.5K
|
2.62K
$242K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3.27K+ 11685.71% |
$287K - $309K
|
3.3K
$305K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-16- 0.52% |
$1.4K - $1.51K
|
3.07K
$283K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-127- 2.91% |
$11.1K - $12K
|
4.23K
$391K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-14K- 31.42% |
$1.23M - $1.32M
|
30.6K
$2.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-2- 0.03% |
$175 - $189
|
7.54K
$697K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
221+ 3.82% |
$19.4K - $20.9K
|
6K
$555K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 4.29% |
$101K - $109K
|
25.7K
$2.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-271- 3.88% |
$23.8K - $25.6K
|
6.71K
$620K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.46K- 6.23% |
$216K - $233K
|
37.1K
$3.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
439+ 0.81% |
$38.5K - $41.5K
|
54.6K
$5.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12- 0.2% |
$1.05K - $1.13K
|
5.94K
$549K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
52.6K+ 37.51% |
$4.61M - $4.97M
|
193K
$17.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-7.78K- 3.43% |
$683K - $736K
|
219K
$20.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.93K- 8.46% |
$695K - $749K
|
85.8K
$7.93M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-198- 6.33% |
$17.4K - $18.7K
|
2.93K
$271K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-80- 0.45% |
$7.01K - $7.56K
|
17.7K
$1.63M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-2.05K- 9.07% |
$179K - $193K
|
20.5K
$1.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
14+ 0.27% |
$1.23K - $1.32K
|
5.23K
$483K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-543- 85.92% |
$47.6K - $51.3K
|
89
$8.23K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-591- 6.34% |
$51.8K - $55.9K
|
8.73K
$806K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-203K- 59.12% |
$17.8M - $19.2M
|
140K
$13M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-318- 88.83% |
$27.9K - $30.1K
|
40
$3.7K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-263- 1.53% |
$23.1K - $24.9K
|
17K
$1.57M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-417- 3.4% |
$36.6K - $39.4K
|
11.8K
$1.09M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.53K- 17.62% |
$134K - $144K
|
7.14K
$660K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-990- 0.89% |
$86.8K - $93.6K
|
110K
$10.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
8.53KNew |
$748K - $807K
|
8.53K
$789K
|
|
| Q4 2024 | |||||||
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
193+ 2.92% |
$17.1K - $18.3K
|
6.81K
$629K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
9.8KNew |
$868K - $927K
|
9.8K
$906K
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-1.42K- 16.25% |
$126K - $134K
|
7.32K
$677K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
257New |
$22.8K - $24.3K
|
257
$23.8K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
4.16KNew |
$368K - $393K
|
4.16K
$384K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.62K- 14.72% |
$144K - $153K
|
9.41K
$869K
|
|