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 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-915- 1.32% |
$80.2K - $86.5K
|
68.6K
$6.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-669- 1.65% |
$58.7K - $63.2K
|
39.8K
$3.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.69K+ 115.6% |
$849K - $916K
|
18.1K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.33K+ 11.53% |
$205K - $221K
|
22.6K
$2.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-16- 0.56% |
$1.4K - $1.51K
|
2.82K
$265K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-166- 1.69% |
$14.6K - $15.7K
|
9.68K
$913K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
420KNew |
$36.8M - $39.7M
|
420K
$39.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.2% |
$2.98K - $3.21K
|
17.4K
$1.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-166- 2.17% |
$14.6K - $15.7K
|
7.48K
$706K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-291- 2.91% |
$25.5K - $27.5K
|
9.71K
$915K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-126- 0.5% |
$11K - $11.9K
|
25K
$2.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
55+ 1.43% |
$4.82K - $5.2K
|
3.9K
$368K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
10+ 0.3% |
$877 - $945
|
3.35K
$316K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-6- 0.07% |
$526 - $567
|
8.63K
$814K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-863- 2.27% |
$75.7K - $81.6K
|
37.2K
$3.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-125- 0.29% |
$11K - $11.8K
|
43.4K
$4.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-200- 32.79% |
$17.5K - $18.9K
|
410
$38.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.68K- 2.09% |
$147K - $159K
|
78.6K
$7.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
931+ 2.06% |
$81.6K - $88K
|
46.2K
$4.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-366- 1.87% |
$32.1K - $34.6K
|
19.2K
$1.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.68K- 9.19% |
$148K - $159K
|
16.6K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-33- 1.07% |
$2.89K - $3.12K
|
3.05K
$288K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
821New |
$72K - $77.6K
|
821
$77.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.3K+ 102286.67% |
$1.35M - $1.45M
|
15.4K
$1.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-736- 1.42% |
$64.5K - $69.6K
|
51.2K
$4.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
85+ 1.57% |
$7.45K - $8.03K
|
5.51K
$519K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
154+ 4.46% |
$13.5K - $14.6K
|
3.61K
$340K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
20.8K+ 27.02% |
$1.82M - $1.96M
|
97.6K
$9.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
360+ 14.46% |
$31.6K - $34K
|
2.85K
$269K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
221+ 3.82% |
$19.4K - $20.9K
|
6K
$566K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 4.29% |
$101K - $109K
|
25.7K
$2.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-271- 3.88% |
$23.8K - $25.6K
|
6.71K
$632K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
52.6K+ 37.51% |
$4.61M - $4.97M
|
193K
$18.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-543- 85.92% |
$47.6K - $51.3K
|
89
$8.39K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-318- 88.83% |
$27.9K - $30.1K
|
40
$3.77K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-263- 1.53% |
$23.1K - $24.9K
|
17K
$1.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.53K- 17.62% |
$134K - $144K
|
7.14K
$673K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.29K+ 0.3% |
$380K - $406K
|
1.43M
$135M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.63K- 2.71% |
$145K - $155K
|
58.6K
$5.53M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
193+ 2.92% |
$17.1K - $18.3K
|
6.81K
$642K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
9.8KNew |
$868K - $927K
|
9.8K
$924K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
257New |
$22.8K - $24.3K
|
257
$24.2K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
4.16KNew |
$368K - $393K
|
4.16K
$392K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.62K- 14.72% |
$144K - $153K
|
9.41K
$887K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
3.93KNew |
$348K - $371K
|
3.93K
$370K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
163New |
$14.4K - $15.4K
|
163
$15.4K
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
2.56KNew |
$227K - $242K
|
2.56K
$242K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.9K- 33.04% |
$970K - $1.03M
|
22.2K
$2.09M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
66New |
$5.85K - $6.24K
|
66
$6.22K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-125- 1.9% |
$11.1K - $11.8K
|
6.45K
$608K
|
|