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 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.2K- 24.95% |
$1.68M - $1.81M
|
57.7K
$5.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-28K- 7.73% |
$2.45M - $2.64M
|
334K
$31.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.25K+ 2.65% |
$109K - $118K
|
48.4K
$4.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.44K- 22.34% |
$126K - $136K
|
5K
$471K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
30.9KNew |
$2.71M - $2.92M
|
30.9K
$2.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.46K- 9.56% |
$128K - $138K
|
13.8K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.06% |
$87.7 - $94.5
|
1.65K
$156K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-122- 3.49% |
$10.7K - $11.5K
|
3.37K
$318K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.5K+ 34.04% |
$658K - $709K
|
29.5K
$2.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
9+ 0.11% |
$789 - $851
|
8.11K
$764K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
93+ 2.22% |
$8.15K - $8.79K
|
4.28K
$404K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-83- 2.95% |
$7.28K - $7.85K
|
2.73K
$257K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-195- 2.08% |
$17.1K - $18.4K
|
9.18K
$865K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-19.1K- 87.55% |
$1.68M - $1.81M
|
2.72K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
6.34KNew |
$555K - $599K
|
6.34K
$597K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.4K- 13.53% |
$123K - $132K
|
8.95K
$843K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-14.9K- 12.5% |
$1.3M - $1.41M
|
104K
$9.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.12K- 0.68% |
$98.3K - $106K
|
163K
$15.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.48K- 3.65% |
$130K - $140K
|
39.1K
$3.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-440- 13.1% |
$38.6K - $41.6K
|
2.92K
$275K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-286- 1.69% |
$25.1K - $27K
|
16.7K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
52+ 2.27% |
$4.56K - $4.92K
|
2.35K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
208+ 1.26% |
$18.2K - $19.7K
|
16.8K
$1.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-102- 4.03% |
$8.94K - $9.64K
|
2.43K
$229K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
16+ 0.66% |
$1.4K - $1.51K
|
2.43K
$229K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
12+ 0.36% |
$1.05K - $1.13K
|
3.37K
$318K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
99+ 0.16% |
$8.68K - $9.36K
|
61.8K
$5.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-201- 3.31% |
$17.6K - $19K
|
5.88K
$554K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21.6K- 8.95% |
$1.9M - $2.04M
|
220K
$20.7M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-150- 4.43% |
$13.2K - $14.2K
|
3.24K
$305K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3+ 0.07% |
$263 - $284
|
4.01K
$378K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-66- 2.02% |
$5.79K - $6.24K
|
3.21K
$302K
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
104K+ 2.85% |
$9.13M - $9.84M
|
3.76M
$354M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.67K- 1.85% |
$410K - $442K
|
248K
$23.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.33% |
$701 - $756
|
2.43K
$229K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.55K- 8.43% |
$311K - $335K
|
38.5K
$3.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-139- 4.49% |
$12.2K - $13.1K
|
2.96K
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
42+ 0.32% |
$3.68K - $3.97K
|
13.2K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.58K- 16.29% |
$314K - $339K
|
18.4K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3.7K+ 3.29% |
$324K - $350K
|
116K
$10.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.48% |
$175 - $189
|
418
$39.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-174- 5.65% |
$15.3K - $16.4K
|
2.9K
$274K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
1.1K+ 13.96% |
$96.1K - $104K
|
8.95K
$844K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-562- 2.55% |
$49.3K - $53.1K
|
21.4K
$2.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
62.3K+ 46.85% |
$5.47M - $5.89M
|
195K
$18.4M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3- 0.01% |
$263 - $284
|
38.4K
$3.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
47.8K+ 777.8% |
$4.19M - $4.52M
|
53.9K
$5.09M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
81New |
$7.1K - $7.66K
|
81
$7.64K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.08% |
$175 - $189
|
2.4K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9+ 0.35% |
$789 - $851
|
2.56K
$242K
|