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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-921- 11.49% |
$65K - $72.4K
|
7.09K
$669K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-55.7K- 77.16% |
$3.93M - $4.38M
|
16.5K
$1.55M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
37.6K+ 15.26% |
$2.65M - $2.96M
|
284K
$26.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-503- 1.8% |
$35.5K - $39.6K
|
27.5K
$2.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-31.6K- 43.54% |
$2.23M - $2.48M
|
40.9K
$3.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-4.97K- 25.78% |
$351K - $391K
|
14.3K
$1.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.91KNew |
$205K - $229K
|
2.91K
$274K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-4.97K- 65.16% |
$351K - $391K
|
2.66K
$250K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-525- 26.85% |
$37K - $41.3K
|
1.43K
$135K
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-5.28K- 33.33% |
$373K - $415K
|
10.6K
$996K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.88KNew |
$203K - $227K
|
2.88K
$272K
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.59KNew |
$183K - $204K
|
2.59K
$244K
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-310- 10.5% |
$21.9K - $24.4K
|
2.64K
$249K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-83.3K- 19.27% |
$5.88M - $6.55M
|
349K
$32.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-529- 88.91% |
$37.3K - $41.6K
|
66
$6.22K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
340New |
$24K - $26.7K
|
340
$32.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
163+ 2328.57% |
$11.5K - $12.8K
|
170
$16K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 0.89% |
$917 - $1.02K
|
1.47K
$139K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.59KNew |
$183K - $203K
|
2.59K
$244K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-58- 1.42% |
$4.09K - $4.56K
|
4.04K
$380K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.44K- 32.73% |
$172K - $192K
|
5.02K
$474K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-644- 9.74% |
$45.4K - $50.6K
|
5.97K
$563K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
672+ 1.18% |
$47.4K - $52.8K
|
57.5K
$5.42M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
32.4KNew |
$2.29M - $2.55M
|
32.4K
$3.05M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
614+ 15.03% |
$43.3K - $48.3K
|
4.7K
$443K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.7KNew |
$191K - $212K
|
2.7K
$255K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
430New |
$30.3K - $33.8K
|
430
$40.5K
|
|
| Q3 2023 | |||||||
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
108+ 67.5% |
$7.82K - $8.21K
|
268
$25.3K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
166KNew |
$12M - $12.6M
|
166K
$15.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.59K+ 249.4% |
$622K - $654K
|
12K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-649- 0.42% |
$47K - $49.4K
|
155K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-23.7K- 16.13% |
$1.72M - $1.8M
|
123K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
65.9KNew |
$4.77M - $5.01M
|
65.9K
$6.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-775- 14.09% |
$56.1K - $58.9K
|
4.73K
$445K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.73KNew |
$270K - $283K
|
3.73K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-217- 4.98% |
$15.7K - $16.5K
|
4.14K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.69K- 39.98% |
$195K - $204K
|
4.04K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.5KNew |
$688K - $723K
|
9.5K
$896K
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
10.5KNew |
$757K - $796K
|
10.5K
$986K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.87K- 8.99% |
$353K - $370K
|
49.3K
$4.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
69.8KNew |
$5.05M - $5.31M
|
69.8K
$6.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-400- 9.76% |
$29K - $30.4K
|
3.7K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.17K- 63.36% |
$447K - $469K
|
3.57K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.15K+ 191.06% |
$83.5K - $87.8K
|
1.76K
$166K
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-5.5K- 62.29% |
$398K - $418K
|
3.33K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$507 - $532
|
7
$660
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.68K- 18.23% |
$194K - $204K
|
12K
$1.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
202New |
$14.6K - $15.4K
|
202
$19K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.58K+ 925.0% |
$621K - $653K
|
9.51K
$897K
|
|