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 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-7.2K- 3.33% |
$603K - $661K
|
209K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.53K+ 3.52% |
$379K - $416K
|
133K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2K- 3.02% |
$167K - $183K
|
64K
$5.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.05K- 4.96% |
$87.6K - $96K
|
20.1K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-314- 10.28% |
$26.3K - $28.8K
|
2.74K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.5K+ 194.49% |
$3.64M - $3.99M
|
65.9K
$5.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
963+ 0.98% |
$80.7K - $88.4K
|
99.2K
$8.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.8K- 3.93% |
$821K - $900K
|
240K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.45K+ 301.45% |
$540K - $592K
|
8.58K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7+ 0.13% |
$586 - $643
|
5.48K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-8.29K- 71.36% |
$694K - $761K
|
3.33K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
33+ 0.16% |
$2.76K - $3.03K
|
20.9K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-53.1K- 3.04% |
$4.45M - $4.88M
|
1.69M
$152M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.96K- 11.84% |
$248K - $272K
|
22.1K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-120- 3.55% |
$10.1K - $11K
|
3.26K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.86K+ 17.6% |
$826K - $906K
|
65.9K
$5.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
11.4K+ 393.1% |
$955K - $1.05M
|
14.3K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-247K- 45.16% |
$20.7M - $22.7M
|
300K
$26.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.59K+ 23.98% |
$552K - $605K
|
34K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.94KNew |
$246K - $270K
|
2.94K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.64K- 2.48% |
$221K - $242K
|
104K
$9.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-289- 4.27% |
$24.2K - $26.5K
|
6.48K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.3K+ 63.86% |
$3.62M - $3.97M
|
111K
$9.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
11.7K+ 1170.0% |
$980K - $1.07M
|
12.7K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-315- 5.36% |
$26.4K - $28.9K
|
5.56K
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.09K- 46.98% |
$510K - $559K
|
6.87K
$615K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.09M- 84.81% |
$426M - $467M
|
911K
$81.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.98K- 33.24% |
$333K - $366K
|
8K
$716K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 10.25% |
$842K - $923K
|
88K
$7.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
108+ 17.65% |
$9.05K - $9.92K
|
720
$64.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
103KNew |
$8.62M - $9.45M
|
103K
$9.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
738New |
$61.8K - $67.8K
|
738
$66.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
4.7KNew |
$394K - $432K
|
4.7K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-168K- 52.33% |
$14.1M - $15.4M
|
153K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.62K+ 12.65% |
$722K - $792K
|
76.8K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
696+ 21.16% |
$58.3K - $63.9K
|
3.99K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.09% |
$168 - $184
|
2.19K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
27.8KNew |
$2.33M - $2.55M
|
27.8K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
13New |
$1.09K - $1.19K
|
13
$1.16K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
762K+ 17138.86% |
$63.8M - $70M
|
767K
$68.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
101K+ 30.84% |
$8.49M - $9.31M
|
430K
$38.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
165+ 1.7% |
$13.8K - $15.2K
|
9.85K
$881K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.15K+ 7.96% |
$96.3K - $106K
|
15.6K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
90+ 1.11% |
$7.54K - $8.26K
|
8.18K
$732K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.05K- 10.08% |
$172K - $188K
|
18.3K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
496+ 1.67% |
$41.5K - $45.5K
|
30.2K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
401+ 3.67% |
$33.6K - $36.8K
|
11.3K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.35K+ 1.82% |
$197K - $216K
|
131K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.38K+ 2.76% |
$116K - $127K
|
51.3K
$4.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-218K- 87.21% |
$18.3M - $20.1M
|
32K
$2.87M
|