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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-392- 12.88% |
$32.8K - $36K
|
2.65K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
323+ 7.42% |
$27.1K - $29.7K
|
4.68K
$432K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-499- 3.04% |
$41.8K - $45.8K
|
15.9K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-631- 66.7% |
$52.9K - $57.9K
|
315
$29.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.68K- 20.4% |
$475K - $521K
|
22.2K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-1.04K- 30.68% |
$87.1K - $95.5K
|
2.35K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
56K+ 104.28% |
$4.69M - $5.14M
|
110K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-25.3K- 10.68% |
$2.12M - $2.32M
|
212K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
47.2KNew |
$3.95M - $4.33M
|
47.2K
$4.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-66- 1.68% |
$5.53K - $6.06K
|
3.86K
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
120+ 9.46% |
$10.1K - $11K
|
1.39K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-7- 0.05% |
$586 - $643
|
15.2K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-202- 1.97% |
$16.9K - $18.5K
|
10.1K
$930K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.09K- 4.04% |
$91.5K - $100K
|
25.9K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
56New |
$4.69K - $5.14K
|
56
$5.18K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-350- 11.24% |
$29.3K - $32.1K
|
2.77K
$256K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
711New |
$59.6K - $65.3K
|
711
$65.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.75K- 82.2% |
$146K - $160K
|
378
$34.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
45New |
$3.77K - $4.13K
|
45
$4.16K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-153- 5.54% |
$12.8K - $14K
|
2.61K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-219- 2.22% |
$18.3K - $20.1K
|
9.67K
$894K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
26New |
$2.18K - $2.39K
|
26
$2.4K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
29.2KNew |
$2.44M - $2.68M
|
29.2K
$2.69M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-7.1K- 44.95% |
$595K - $652K
|
8.69K
$803K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
166New |
$13.9K - $15.2K
|
166
$15.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-80- 2.58% |
$6.7K - $7.35K
|
3.02K
$279K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-564- 16.44% |
$47.2K - $51.8K
|
2.87K
$265K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.47KNew |
$123K - $135K
|
1.47K
$136K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
615New |
$51.5K - $56.5K
|
615
$56.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.25% |
$503 - $551
|
2.45K
$227K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-39- 97.5% |
$3.27K - $3.58K
|
1
$92.4
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
971+ 5.35% |
$81.3K - $89.2K
|
19.1K
$1.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.95K+ 173.17% |
$247K - $271K
|
4.65K
$430K
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-400- 1.17% |
$33.5K - $36.7K
|
33.7K
$3.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-145- 7.67% |
$12.1K - $13.3K
|
1.75K
$161K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.89KNew |
$577K - $633K
|
6.89K
$637K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-30- 0.97% |
$2.51K - $2.75K
|
3.08K
$284K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.92% |
$83.8 - $91.8
|
110
$10.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
494New |
$41.4K - $45.4K
|
494
$45.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-199- 0.98% |
$16.7K - $18.3K
|
20.2K
$1.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
22.7KNew |
$1.9M - $2.08M
|
22.7K
$2.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
88+ 0.45% |
$7.37K - $8.08K
|
19.5K
$1.8M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.5KNew |
$209K - $229K
|
2.5K
$231K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.32KNew |
$194K - $213K
|
2.32K
$215K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-25- 28.41% |
$2.09K - $2.3K
|
63
$5.82K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
258New |
$21.6K - $23.7K
|
258
$23.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-973- 27.97% |
$81.5K - $89.3K
|
2.51K
$232K
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-550- 5.44% |
$46.1K - $50.5K
|
9.56K
$883K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-25- 1.04% |
$2.09K - $2.3K
|
2.37K
$219K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
434New |
$36.4K - $39.8K
|
434
$40.1K
|