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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
818New |
$65.4K - $69.2K
|
818
$75.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.12KNew |
$649K - $687K
|
8.12K
$751K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.61K- 34.57% |
$129K - $136K
|
3.05K
$282K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-67- 49.63% |
$5.35K - $5.67K
|
68
$6.28K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-250- 3.33% |
$20K - $21.2K
|
7.27K
$672K
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-5.66K- 30.61% |
$453K - $479K
|
12.8K
$1.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-423- 69.92% |
$33.8K - $35.8K
|
182
$16.8K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-778- 12.11% |
$62.2K - $65.8K
|
5.65K
$522K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.39KNew |
$191K - $202K
|
2.39K
$220K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-723- 15.43% |
$57.8K - $61.2K
|
3.96K
$366K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
387New |
$30.9K - $32.8K
|
387
$35.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-17.1K- 29.85% |
$1.37M - $1.45M
|
40.2K
$3.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
121New |
$9.67K - $10.2K
|
121
$11.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
11.3KNew |
$907K - $960K
|
11.3K
$1.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-75- 2.12% |
$5.99K - $6.35K
|
3.46K
$319K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
246New |
$19.7K - $20.8K
|
246
$22.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.52K- 74.33% |
$121K - $128K
|
524
$48.4K
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-509Closed |
$39.6K - $42.5K
|
0
$0
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3.49KClosed |
$272K - $292K
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-42Closed |
$3.27K - $3.51K
|
0
$0
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-6- 0.81% |
$467 - $501
|
739
$68.3K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
223New |
$17.4K - $18.6K
|
223
$20.6K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-7.22K- 66.13% |
$562K - $604K
|
3.7K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
500KNew |
$38.9M - $41.8M
|
500K
$46.2M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.15K- 92.24% |
$89.8K - $96.4K
|
97
$8.96K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
83.2KNew |
$6.48M - $6.95M
|
83.2K
$7.69M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.14KNew |
$244K - $262K
|
3.14K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
5KNew |
$390K - $418K
|
5K
$462K
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
8+ 0.31% |
$623 - $669
|
2.6K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-399- 12.76% |
$31.1K - $33.3K
|
2.73K
$252K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-8.51K- 49.41% |
$662K - $711K
|
8.71K
$805K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.57KNew |
$200K - $215K
|
2.57K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
31.7K+ 704.67% |
$2.47M - $2.65M
|
36.2K
$3.35M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-67K- 66.47% |
$5.22M - $5.6M
|
33.8K
$3.13M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-50.5K- 11.53% |
$3.94M - $4.22M
|
388K
$35.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.51K- 0.3% |
$273K - $293K
|
1.15M
$107M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.33KNew |
$493K - $529K
|
6.33K
$585K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
6.48KNew |
$505K - $542K
|
6.48K
$599K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-10.6K- 96.25% |
$826K - $886K
|
413
$38.2K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-587- 14.06% |
$45.7K - $49.1K
|
3.59K
$332K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
656+ 0.56% |
$51.1K - $54.8K
|
119K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1- 0.02% |
$77.9 - $83.6
|
5.2K
$480K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.89K- 39.62% |
$147K - $158K
|
2.88K
$266K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
7.71K+ 122.05% |
$600K - $644K
|
14K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-3.78K- 83.27% |
$295K - $316K
|
760
$70.2K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
216New |
$16.8K - $18.1K
|
216
$20K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-500- 8.47% |
$38.9K - $41.8K
|
5.4K
$499K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.2KNew |
$249K - $267K
|
3.2K
$295K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-109- 3.49% |
$8.49K - $9.11K
|
3.01K
$278K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-15- 28.3% |
$1.17K - $1.25K
|
38
$3.51K
|
|