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 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-47- 0.43% |
$4.01K - $4.44K
|
10.8K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
835+ 36.56% |
$71.3K - $78.8K
|
3.12K
$294K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-43- 0.17% |
$3.67K - $4.06K
|
25.8K
$2.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-8.09K- 3.21% |
$691K - $764K
|
244K
$23M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-344- 0.9% |
$29.4K - $32.5K
|
37.8K
$3.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-259- 2.98% |
$22.1K - $24.4K
|
8.42K
$794K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
56+ 2.26% |
$4.78K - $5.29K
|
2.53K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
3.27K+ 29.91% |
$279K - $309K
|
14.2K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.67K+ 13.51% |
$143K - $158K
|
14.1K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-4.47K- 2.05% |
$382K - $422K
|
214K
$20.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22- 0.03% |
$1.88K - $2.08K
|
74.8K
$7.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-8.93K- 15.83% |
$763K - $843K
|
47.5K
$4.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-524- 17.9% |
$44.8K - $49.5K
|
2.4K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
183+ 0.14% |
$15.6K - $17.3K
|
133K
$12.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-497- 18.61% |
$42.5K - $46.9K
|
2.17K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.42K+ 8.51% |
$463K - $511K
|
69.1K
$6.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
5.01K+ 5.2% |
$428K - $473K
|
101K
$9.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.29K+ 4.29% |
$110K - $122K
|
31.3K
$2.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-900- 10.73% |
$76.9K - $85K
|
7.49K
$706K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
82.6K+ 20.99% |
$7.05M - $7.79M
|
476K
$44.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-59- 0.38% |
$5.04K - $5.57K
|
15.3K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
62New |
$5.3K - $5.85K
|
62
$5.84K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-121- 2.23% |
$10.3K - $11.4K
|
5.3K
$500K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-422- 0.3% |
$36K - $39.8K
|
140K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-149- 0.82% |
$12.7K - $14.1K
|
17.9K
$1.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-823- 13.87% |
$70.3K - $77.7K
|
5.11K
$482K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-272- 4.33% |
$23.2K - $25.7K
|
6.02K
$567K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.28K- 8.84% |
$280K - $309K
|
33.8K
$3.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
674+ 2.0% |
$57.6K - $63.6K
|
34.4K
$3.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-179- 6.61% |
$15.3K - $16.9K
|
2.53K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
7+ 0.05% |
$598 - $661
|
14.3K
$1.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.14K+ 1.33% |
$183K - $202K
|
164K
$15.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
88+ 2.39% |
$7.52K - $8.31K
|
3.78K
$356K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
598+ 0.34% |
$51.1K - $56.4K
|
177K
$16.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.43K- 19.71% |
$293K - $324K
|
14K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-129- 0.78% |
$11K - $12.2K
|
16.5K
$1.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
5.66KNew |
$484K - $535K
|
5.66K
$534K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-1.15K- 5.61% |
$98.3K - $109K
|
19.4K
$1.83M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-400- 4.93% |
$34.2K - $37.8K
|
7.71K
$727K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-572- 2.25% |
$48.9K - $54K
|
24.9K
$2.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4+ 0.14% |
$342 - $378
|
2.8K
$264K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-327- 0.85% |
$27.9K - $30.9K
|
38K
$3.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-10- 0.2% |
$854 - $944
|
4.91K
$463K
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-9.68K- 18.67% |
$827K - $914K
|
42.2K
$3.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
86+ 1.99% |
$7.35K - $8.12K
|
4.41K
$415K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-31- 0.85% |
$2.65K - $2.93K
|
3.63K
$342K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
85+ 0.77% |
$7.26K - $8.02K
|
11.1K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.18K- 29.04% |
$101K - $112K
|
2.89K
$272K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-1- 0.03% |
$85.4 - $94.4
|
3.06K
$289K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-193- 0.75% |
$16.5K - $18.2K
|
25.4K
$2.39M
|