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 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-314- 28.83% |
$26.3K - $28.8K
|
775
$73.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-100- 69.44% |
$8.38K - $9.18K
|
44
$4.15K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-53- 1.29% |
$4.44K - $4.87K
|
4.05K
$382K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.45K- 14.09% |
$540K - $592K
|
39.3K
$3.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
139+ 2.29% |
$11.6K - $12.8K
|
6.22K
$586K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-69- 23.08% |
$5.78K - $6.34K
|
230
$21.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
102New |
$8.54K - $9.37K
|
102
$9.62K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
25+ 0.41% |
$2.09K - $2.3K
|
6.09K
$574K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
809New |
$67.8K - $74.3K
|
809
$76.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.71KNew |
$227K - $249K
|
2.71K
$255K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-64- 7.43% |
$5.36K - $5.88K
|
797
$75.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-200- 6.25% |
$16.8K - $18.4K
|
3K
$283K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-12.1K- 3.24% |
$1.02M - $1.12M
|
362K
$34.1M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.26K- 1.26% |
$105K - $115K
|
98.5K
$9.29M
|
|
| Q2 2024 | |||||||
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4.26KNew |
$341K - $361K
|
4.26K
$402K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
117New |
$9.35K - $9.9K
|
117
$11K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-267- 9.74% |
$21.3K - $22.6K
|
2.48K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.18KNew |
$574K - $607K
|
7.18K
$677K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-178K- 66.71% |
$14.2M - $15.1M
|
88.9K
$8.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-72- 2.12% |
$5.75K - $6.09K
|
3.32K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16- 0.22% |
$1.28K - $1.35K
|
7.18K
$677K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1- 0.04% |
$79.9 - $84.6
|
2.24K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-75- 1.69% |
$5.99K - $6.35K
|
4.36K
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.38KNew |
$669K - $709K
|
8.38K
$790K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
5.57KNew |
$445K - $471K
|
5.57K
$525K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8New |
$639 - $677
|
8
$754
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
55.1KNew |
$4.4M - $4.66M
|
55.1K
$5.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Opus Investment Management Inc
|
BUY
|
- |
127+ 0.21% |
$10.1K - $10.7K
|
60.6K
$5.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
89+ 6.18% |
$7.11K - $7.53K
|
1.53K
$144K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-145- 3.56% |
$11.6K - $12.3K
|
3.93K
$370K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-302K- 5.47% |
$24.2M - $25.6M
|
5.22M
$492M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.19K- 34.77% |
$574K - $608K
|
13.5K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.17K- 5.38% |
$93.7K - $99.3K
|
20.6K
$1.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-80- 10.53% |
$6.39K - $6.77K
|
680
$64.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.29K- 24.88% |
$183K - $194K
|
6.92K
$652K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
125New |
$9.99K - $10.6K
|
125
$11.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
947New |
$75.7K - $80.1K
|
947
$89.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
471New |
$37.6K - $39.9K
|
471
$44.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.25K- 97.19% |
$260K - $275K
|
94
$8.86K
|
|
|
Aug 08, 2024
Q2 2024
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-239K- 49.79% |
$19.1M - $20.2M
|
241K
$22.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
PUT |
-377K- 79.33% |
$30.1M - $31.9M
|
98.2K
$9.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
5.59KNew |
$447K - $473K
|
5.59K
$527K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-39- 7.0% |
$3.12K - $3.3K
|
518
$48.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-82- 1.38% |
$6.55K - $6.94K
|
5.87K
$553K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-576- 14.36% |
$46K - $48.7K
|
3.44K
$324K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
624+ 62400.0% |
$49.9K - $52.8K
|
625
$58.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-19.5K- 89.05% |
$1.56M - $1.65M
|
2.4K
$226K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-61- 2.67% |
$4.88K - $5.16K
|
2.22K
$209K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
16.1KNew |
$1.29M - $1.36M
|
16.1K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-26- 0.46% |
$2.08K - $2.2K
|
5.59K
$527K
|
|