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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-71- 1.94% |
$5.95K - $6.52K
|
3.6K
$332K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18New |
$1.51K - $1.65K
|
18
$1.66K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.97KNew |
$333K - $365K
|
3.97K
$367K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-37- 0.55% |
$3.1K - $3.4K
|
6.73K
$622K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.15K+ 30.14% |
$264K - $289K
|
13.6K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27New |
$2.26K - $2.48K
|
27
$2.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.23% |
$83.8 - $91.8
|
437
$40.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-121- 4.98% |
$10.1K - $11.1K
|
2.31K
$213K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.19% |
$83.8 - $91.8
|
525
$48.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.37% |
$335 - $367
|
1.09K
$101K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
10.6K+ 73.55% |
$888K - $973K
|
25K
$2.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-7- 0.25% |
$586 - $643
|
2.75K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
38New |
$3.18K - $3.49K
|
38
$3.51K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.75K+ 1781.63% |
$146K - $160K
|
1.84K
$170K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-756- 39.07% |
$63.3K - $69.4K
|
1.18K
$109K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.85M- 36.34% |
$490M - $537M
|
10.2M
$947M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
20.6K+ 143.27% |
$1.73M - $1.89M
|
35K
$3.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-678K- 15.99% |
$56.8M - $62.3M
|
3.56M
$329M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-14- 1.36% |
$1.17K - $1.29K
|
1.01K
$93.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.44KNew |
$204K - $224K
|
2.44K
$225K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.24KNew |
$187K - $205K
|
2.24K
$207K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
228+ 116.92% |
$19.1K - $20.9K
|
423
$39.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-110- 0.43% |
$9.21K - $10.1K
|
25.3K
$2.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-273- 7.64% |
$22.9K - $25.1K
|
3.3K
$305K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-351- 10.33% |
$29.4K - $32.2K
|
3.05K
$282K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9- 4.57% |
$754 - $826
|
188
$17.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.13K- 21.39% |
$94.9K - $104K
|
4.16K
$385K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
163+ 3.98% |
$13.7K - $15K
|
4.26K
$393K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
1.07KNew |
$89.5K - $98.2K
|
1.07K
$98.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-314- 28.83% |
$26.3K - $28.8K
|
775
$71.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-100- 69.44% |
$8.38K - $9.18K
|
44
$4.07K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-53- 1.29% |
$4.44K - $4.87K
|
4.05K
$375K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.45K- 14.09% |
$540K - $592K
|
39.3K
$3.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
139+ 2.29% |
$11.6K - $12.8K
|
6.22K
$575K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-69- 23.08% |
$5.78K - $6.34K
|
230
$21.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
102New |
$8.54K - $9.37K
|
102
$9.43K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-400- 1.58% |
$33.5K - $36.7K
|
25K
$2.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
25+ 0.41% |
$2.09K - $2.3K
|
6.09K
$563K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
809New |
$67.8K - $74.3K
|
809
$74.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.71KNew |
$227K - $249K
|
2.71K
$250K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-64- 7.43% |
$5.36K - $5.88K
|
797
$73.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-624- 6.93% |
$52.3K - $57.3K
|
8.39K
$775K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-200- 6.25% |
$16.8K - $18.4K
|
3K
$277K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-12.1K- 3.24% |
$1.02M - $1.12M
|
362K
$33.5M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.26K- 1.26% |
$105K - $115K
|
98.5K
$9.1M
|
|
| Q2 2024 | |||||||
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4.26KNew |
$341K - $361K
|
4.26K
$394K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
117New |
$9.35K - $9.9K
|
117
$10.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-267- 9.74% |
$21.3K - $22.6K
|
2.48K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.18KNew |
$574K - $607K
|
7.18K
$663K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-178K- 66.71% |
$14.2M - $15.1M
|
88.9K
$8.22M
|
|