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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.62% |
$88.6 - $94.6
|
163
$15.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.03% |
$88.6 - $94.6
|
3.13K
$295K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-400- 14.74% |
$35.4K - $37.8K
|
2.31K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-115- 2.82% |
$10.2K - $10.9K
|
3.96K
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
3.91KNew |
$346K - $370K
|
3.91K
$369K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.71KNew |
$151K - $161K
|
1.71K
$161K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 19.9% |
$90K - $96.1K
|
4.09K
$386K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-20K- 11.76% |
$1.77M - $1.89M
|
150K
$14.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
707KNew |
$62.7M - $66.9M
|
707K
$66.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-36.6K- 90.34% |
$3.24M - $3.46M
|
3.92K
$369K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-78- 1.4% |
$6.91K - $7.38K
|
5.48K
$516K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22New |
$1.95K - $2.08K
|
22
$2.07K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-443- 11.09% |
$39.2K - $41.9K
|
3.55K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
44New |
$3.9K - $4.16K
|
44
$4.15K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-112- 3.37% |
$9.92K - $10.6K
|
3.22K
$303K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-385- 0.59% |
$34.1K - $36.4K
|
64.5K
$6.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-39.9K- 63.65% |
$3.54M - $3.78M
|
22.8K
$2.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
43New |
$3.81K - $4.07K
|
43
$4.05K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-275- 2.8% |
$24.4K - $26K
|
9.56K
$901K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-694- 23.09% |
$61.5K - $65.6K
|
2.31K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-83- 3.18% |
$7.35K - $7.85K
|
2.52K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
600+ 206.19% |
$53.2K - $56.7K
|
891
$84K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-126K- 75.38% |
$11.1M - $11.9M
|
41.1K
$3.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-50- 1.16% |
$4.43K - $4.73K
|
4.27K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4New |
$354 - $378
|
4
$377
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
520New |
$46.1K - $49.2K
|
520
$49K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-8- 0.13% |
$709 - $757
|
6.19K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
340New |
$30.1K - $32.2K
|
340
$32.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
22.2KNew |
$1.96M - $2.1M
|
22.2K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-400- 5.04% |
$35.4K - $37.8K
|
7.54K
$711K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.21% |
$88.6 - $94.6
|
483
$45.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
340New |
$30.1K - $32.2K
|
340
$32.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
11New |
$974 - $1.04K
|
11
$1.04K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-40- 0.48% |
$3.54K - $3.78K
|
8.37K
$789K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1New |
$88.6 - $94.6
|
1
$94.3
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-46- 17.36% |
$4.08K - $4.35K
|
219
$20.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-25- 1.9% |
$2.21K - $2.36K
|
1.29K
$122K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.07K- 30.41% |
$94.9K - $101K
|
2.45K
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$88.6 - $94.6
|
20K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21.3K- 88.44% |
$1.88M - $2.01M
|
2.78K
$262K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
74New |
$6.56K - $7K
|
74
$6.98K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.43KNew |
$570K - $608K
|
6.43K
$607K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-155- 1.3% |
$13.7K - $14.7K
|
11.8K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
7KNew |
$620K - $662K
|
7K
$660K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
9New |
$797 - $851
|
9
$848
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.68KNew |
$326K - $348K
|
3.68K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-832- 37.85% |
$73.7K - $78.7K
|
1.37K
$129K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.38KNew |
$211K - $225K
|
2.38K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
361+ 7.17% |
$32K - $34.1K
|
5.39K
$508K
|