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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
529New |
$37.3K - $41.6K
|
529
$47.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2.71KNew |
$191K - $213K
|
2.71K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-40- 5.38% |
$2.82K - $3.15K
|
704
$63.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.58MNew |
$252M - $281M
|
3.58M
$321M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-5.12K- 37.97% |
$361K - $402K
|
8.36K
$751K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
189New |
$13.3K - $14.9K
|
189
$17K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
145New |
$10.2K - $11.4K
|
145
$13K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
940+ 16.16% |
$66.3K - $73.9K
|
6.76K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.82KNew |
$340K - $379K
|
4.82K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-147- 6.32% |
$10.4K - $11.6K
|
2.18K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.19KNew |
$225K - $251K
|
3.19K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.32K- 37.25% |
$305K - $340K
|
7.27K
$653K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.72KNew |
$192K - $214K
|
2.72K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
143New |
$10.1K - $11.2K
|
143
$12.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-812- 16.36% |
$57.3K - $63.8K
|
4.15K
$373K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
90.6K+ 24.26% |
$6.39M - $7.12M
|
464K
$41.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.39KNew |
$239K - $267K
|
3.39K
$305K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$895K - $997K
|
12.7K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
719+ 1.16% |
$50.7K - $56.5K
|
62.9K
$5.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-207- 91.19% |
$14.6K - $16.3K
|
20
$1.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
26.9KNew |
$1.9M - $2.12M
|
26.9K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
65+ 52.85% |
$4.59K - $5.11K
|
188
$16.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.13KNew |
$79.5K - $88.5K
|
1.13K
$101K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
261New |
$18.4K - $20.5K
|
261
$23.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
2.59KNew |
$182K - $203K
|
2.59K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.53K- 56.82% |
$320K - $356K
|
3.45K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-407- 11.18% |
$28.7K - $32K
|
3.24K
$291K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
96.8KNew |
$6.83M - $7.61M
|
96.8K
$8.69M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-64.2K- 90.28% |
$4.53M - $5.05M
|
6.91K
$621K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
778New |
$54.9K - $61.2K
|
778
$69.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
10.6KNew |
$745K - $830K
|
10.6K
$948K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 24.91% |
$75.6K - $84.3K
|
3.23K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-100- 36.9% |
$7.06K - $7.86K
|
171
$15.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
247New |
$17.4K - $19.4K
|
247
$22.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
5.1KNew |
$360K - $401K
|
5.1K
$458K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.49KNew |
$105K - $117K
|
1.49K
$134K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-67.6K- 6.89% |
$4.77M - $5.32M
|
913K
$82M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-23.3K- 64.75% |
$1.64M - $1.83M
|
12.7K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50.5K- 85.8% |
$3.57M - $3.97M
|
8.36K
$751K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
71New |
$5.01K - $5.58K
|
71
$6.38K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
670+ 3.5% |
$47.3K - $52.7K
|
19.8K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.2KNew |
$790K - $881K
|
11.2K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.13K- 4.07% |
$150K - $168K
|
50.2K
$4.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-56.5K- 93.59% |
$3.99M - $4.45M
|
3.87K
$348K
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.8KNew |
$127K - $141K
|
1.8K
$161K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.1K- 27.65% |
$77.7K - $86.6K
|
2.88K
$259K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
40New |
$2.82K - $3.15K
|
40
$3.59K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
208New |
$14.7K - $16.4K
|
208
$18.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-4.03K- 43.05% |
$284K - $317K
|
5.33K
$479K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-241K- 84.47% |
$17M - $19M
|
44.3K
$3.98M
|