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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-25- 0.32% |
$1.95K - $2.09K
|
7.71K
$713K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-201- 4.96% |
$15.6K - $16.8K
|
3.85K
$356K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.45KNew |
$113K - $121K
|
1.45K
$134K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.91KNew |
$460K - $494K
|
5.91K
$546K
|
|
|
May 01, 2024
Q1 2024
|
International City Management Association Retirement Corp
Washington, DC |
SELL
|
- |
-32K- 35.16% |
$2.49M - $2.67M
|
59K
$5.45M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-637- 1.73% |
$49.6K - $53.2K
|
36.1K
$3.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-120- 3.53% |
$9.34K - $10K
|
3.28K
$303K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
491New |
$38.2K - $41K
|
491
$45.4K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.32K- 51.16% |
$259K - $278K
|
3.17K
$293K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
4+ 0.27% |
$311 - $334
|
1.49K
$137K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14.3KNew |
$1.11M - $1.2M
|
14.3K
$1.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-5.51K- 66.12% |
$429K - $461K
|
2.82K
$261K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-334- 9.79% |
$26K - $27.9K
|
3.08K
$284K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-574- 12.63% |
$44.7K - $48K
|
3.97K
$367K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
54New |
$4.2K - $4.51K
|
54
$4.99K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
640New |
$49.8K - $53.5K
|
640
$59.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-8.17K- 19.74% |
$636K - $683K
|
33.2K
$3.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.62K- 16.85% |
$204K - $219K
|
12.9K
$1.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
32+ 0.41% |
$2.49K - $2.67K
|
7.8K
$721K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-14- 63.64% |
$1.09K - $1.17K
|
8
$739
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
114New |
$8.88K - $9.53K
|
114
$10.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.53K- 34.54% |
$119K - $128K
|
2.9K
$268K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-873- 24.39% |
$68K - $73K
|
2.71K
$250K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.98KNew |
$232K - $249K
|
2.98K
$276K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-10.3K- 99.39% |
$806K - $865K
|
64
$5.91K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
16.8KNew |
$1.31M - $1.4M
|
16.8K
$1.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.8K- 54.55% |
$140K - $150K
|
1.5K
$139K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-117- 18.11% |
$9.11K - $9.78K
|
529
$48.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3.9KNew |
$304K - $326K
|
3.9K
$360K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-442- 1.82% |
$34.4K - $36.9K
|
23.8K
$2.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
387New |
$30.1K - $32.3K
|
387
$35.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
7.09KNew |
$552K - $593K
|
7.09K
$655K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.06K- 45.81% |
$160K - $172K
|
2.44K
$225K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
966New |
$75.2K - $80.7K
|
966
$89.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-106- 1.56% |
$8.25K - $8.86K
|
6.67K
$616K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-710- 22.36% |
$55.3K - $59.3K
|
2.47K
$228K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-211- 0.59% |
$16.4K - $17.6K
|
35.7K
$3.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
2.49KNew |
$194K - $208K
|
2.49K
$230K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-209- 6.47% |
$16.3K - $17.5K
|
3.02K
$279K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-931- 76.25% |
$72.5K - $77.8K
|
290
$26.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-63- 21.88% |
$4.91K - $5.27K
|
225
$20.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.62K- 6.46% |
$126K - $135K
|
23.4K
$2.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.42K- 3.2% |
$422K - $453K
|
164K
$15.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.41KNew |
$187K - $201K
|
2.41K
$222K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.51KNew |
$195K - $210K
|
2.51K
$232K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
80.4KNew |
$6.26M - $6.72M
|
80.4K
$7.43M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-26K- 46.24% |
$2.02M - $2.17M
|
30.2K
$2.79M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
71New |
$5.53K - $5.93K
|
71
$6.56K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.66KNew |
$285K - $306K
|
3.66K
$338K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-66- 1.78% |
$5.14K - $5.52K
|
3.65K
$337K
|