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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-64.2K- 90.28% |
$4.53M - $5.05M
|
6.91K
$652K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
778New |
$54.9K - $61.2K
|
778
$73.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
10.6KNew |
$745K - $830K
|
10.6K
$995K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 24.91% |
$75.6K - $84.3K
|
3.23K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-100- 36.9% |
$7.06K - $7.86K
|
171
$16.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
5.1KNew |
$360K - $401K
|
5.1K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.49KNew |
$105K - $117K
|
1.49K
$140K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-67.6K- 6.89% |
$4.77M - $5.32M
|
913K
$86.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50.5K- 85.8% |
$3.57M - $3.97M
|
8.36K
$788K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
71New |
$5.01K - $5.58K
|
71
$6.69K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
670+ 3.5% |
$47.3K - $52.7K
|
19.8K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-56.5K- 93.59% |
$3.99M - $4.45M
|
3.87K
$365K
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.8KNew |
$127K - $141K
|
1.8K
$169K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.1K- 27.65% |
$77.7K - $86.6K
|
2.88K
$272K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
40New |
$2.82K - $3.15K
|
40
$3.77K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
208New |
$14.7K - $16.4K
|
208
$19.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-4.03K- 43.05% |
$284K - $317K
|
5.33K
$503K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
33New |
$2.33K - $2.59K
|
33
$3.11K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-2.42K- 13.28% |
$171K - $190K
|
15.8K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.17K- 81.08% |
$82.8K - $92.3K
|
274
$25.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
730+ 701.92% |
$51.5K - $57.4K
|
834
$78.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
26K+ 8.01% |
$1.84M - $2.05M
|
351K
$33.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.62KNew |
$185K - $206K
|
2.62K
$247K
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
BUY
|
- |
5.57KNew |
$393K - $438K
|
5.57K
$525K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
609+ 1.09% |
$43K - $47.9K
|
56.5K
$5.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
542New |
$38.2K - $42.6K
|
542
$51.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.5KNew |
$106K - $118K
|
1.5K
$141K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-210- 31.82% |
$14.8K - $16.5K
|
450
$42.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
11+ 0.2% |
$776 - $865
|
5.5K
$519K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-9.47K- 75.59% |
$668K - $745K
|
3.06K
$288K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-199- 6.29% |
$14K - $15.6K
|
2.97K
$280K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-5.76K- 21.11% |
$406K - $453K
|
21.5K
$2.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.54K- 32.77% |
$108K - $121K
|
3.15K
$297K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-125- 0.9% |
$8.82K - $9.83K
|
13.7K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-179- 6.04% |
$12.6K - $14.1K
|
2.79K
$263K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-10K- 50.64% |
$709K - $790K
|
9.79K
$923K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-29.1K- 55.81% |
$2.05M - $2.29M
|
23K
$2.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
7+ 8.14% |
$494 - $550
|
93
$8.77K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
4New |
$282 - $315
|
4
$377
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-8.42K- 38.54% |
$594K - $662K
|
13.4K
$1.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.26K+ 17.3% |
$301K - $335K
|
28.9K
$2.72M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.75KNew |
$194K - $216K
|
2.75K
$259K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-9.07K- 96.51% |
$640K - $713K
|
328
$30.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-2.25K- 30.45% |
$158K - $177K
|
5.13K
$484K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-3.1K- 2.1% |
$219K - $244K
|
145K
$13.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-5.18K- 25.44% |
$365K - $407K
|
15.2K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.35K- 8.24% |
$95.3K - $106K
|
15.1K
$1.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
781+ 20.83% |
$55.1K - $61.4K
|
4.53K
$427K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-18.2K- 27.66% |
$1.28M - $1.43M
|
47.5K
$4.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-19.1K- 70.22% |
$1.35M - $1.5M
|
8.1K
$763K
|