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 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-442- 1.82% |
$34.4K - $36.9K
|
23.8K
$2.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
387New |
$30.1K - $32.3K
|
387
$33.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-44- 6.54% |
$3.43K - $3.68K
|
629
$55.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
7.09KNew |
$552K - $593K
|
7.09K
$622K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.06K- 45.81% |
$160K - $172K
|
2.44K
$214K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
966New |
$75.2K - $80.7K
|
966
$84.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-106- 1.56% |
$8.25K - $8.86K
|
6.67K
$585K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-710- 22.36% |
$55.3K - $59.3K
|
2.47K
$216K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-211- 0.59% |
$16.4K - $17.6K
|
35.7K
$3.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
2.49KNew |
$194K - $208K
|
2.49K
$219K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-958- 19.35% |
$74.6K - $80.1K
|
3.99K
$350K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-209- 6.47% |
$16.3K - $17.5K
|
3.02K
$265K
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-120- 1.94% |
$9.34K - $10K
|
6.08K
$533K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-931- 76.25% |
$72.5K - $77.8K
|
290
$25.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
641+ 377.06% |
$49.9K - $53.6K
|
811
$71.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-63- 21.88% |
$4.91K - $5.27K
|
225
$19.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.62K- 6.46% |
$126K - $135K
|
23.4K
$2.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.42K- 3.2% |
$422K - $453K
|
164K
$14.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-29- 0.2% |
$2.26K - $2.42K
|
14.5K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-414- 4.96% |
$32.2K - $34.6K
|
7.94K
$696K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.41KNew |
$187K - $201K
|
2.41K
$211K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.51KNew |
$195K - $210K
|
2.51K
$220K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
80.4KNew |
$6.26M - $6.72M
|
80.4K
$7.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-26K- 46.24% |
$2.02M - $2.17M
|
30.2K
$2.65M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
71New |
$5.53K - $5.93K
|
71
$6.23K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.66KNew |
$285K - $306K
|
3.66K
$321K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-66- 1.78% |
$5.14K - $5.52K
|
3.65K
$320K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.44KNew |
$190K - $204K
|
2.44K
$214K
|
|
| Q4 2023 | |||||||
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.57KNew |
$181K - $202K
|
2.57K
$225K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.75KNew |
$194K - $216K
|
2.75K
$241K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.82KNew |
$199K - $222K
|
2.82K
$247K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
265New |
$18.7K - $20.8K
|
265
$23.2K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
10New |
$706 - $786
|
10
$877
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.06K- 93.28% |
$216K - $240K
|
220
$19.3K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-14.3K- 20.49% |
$1.01M - $1.12M
|
55.3K
$4.85M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
8.35KNew |
$589K - $657K
|
8.35K
$732K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-12.5K- 41.41% |
$884K - $985K
|
17.7K
$1.55M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
529New |
$37.3K - $41.6K
|
529
$46.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2.71KNew |
$191K - $213K
|
2.71K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-40- 5.38% |
$2.82K - $3.15K
|
704
$61.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.58MNew |
$252M - $281M
|
3.58M
$314M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-5.12K- 37.97% |
$361K - $402K
|
8.36K
$733K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
189New |
$13.3K - $14.9K
|
189
$16.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
9.74KNew |
$687K - $765K
|
9.74K
$854K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
145New |
$10.2K - $11.4K
|
145
$12.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
940+ 16.16% |
$66.3K - $73.9K
|
6.76K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.82KNew |
$340K - $379K
|
4.82K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-147- 6.32% |
$10.4K - $11.6K
|
2.18K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.19KNew |
$225K - $251K
|
3.19K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.32K- 37.25% |
$305K - $340K
|
7.27K
$638K
|
|