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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-69- 3.59% |
$4.93K - $5.13K
|
1.85K
$175K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.52K- 58.31% |
$466K - $485K
|
4.66K
$439K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-510- 78.1% |
$36.4K - $37.9K
|
143
$13.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.58KNew |
$684K - $712K
|
9.58K
$903K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
16+ 0.1% |
$1.14K - $1.19K
|
15.3K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
740New |
$52.9K - $55K
|
740
$69.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.9K- 25.99% |
$136K - $141K
|
5.41K
$510K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
415+ 12.06% |
$29.6K - $30.8K
|
3.86K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.08% |
$214 - $223
|
3.71K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.34KNew |
$239K - $248K
|
3.34K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-16.1K- 28.29% |
$1.15M - $1.2M
|
40.8K
$3.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
482+ 1.99% |
$34.4K - $35.8K
|
24.7K
$2.33M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
12+ 0.08% |
$857 - $892
|
15.1K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.56K- 53.04% |
$325K - $339K
|
4.03K
$380K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
238+ 4.25% |
$17K - $17.7K
|
5.84K
$550K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
176K+ 24.8% |
$12.6M - $13.1M
|
888K
$83.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.79KNew |
$199K - $208K
|
2.79K
$263K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
16New |
$1.14K - $1.19K
|
16
$1.51K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
40.6KNew |
$2.9M - $3.02M
|
40.6K
$3.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-124K- 24.16% |
$8.86M - $9.22M
|
389K
$36.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.15K- 2.74% |
$439K - $457K
|
218K
$20.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-12.4K- 82.17% |
$886K - $922K
|
2.69K
$254K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
12.7KNew |
$911K - $947K
|
12.7K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-56- 0.71% |
$4K - $4.16K
|
7.87K
$742K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5.37K- 36.16% |
$383K - $399K
|
9.47K
$893K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
34New |
$2.43K - $2.53K
|
34
$3.21K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
43New |
$3.07K - $3.2K
|
43
$4.05K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
59New |
$4.21K - $4.39K
|
59
$5.56K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-5.39K- 48.18% |
$385K - $401K
|
5.8K
$547K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
22+ 0.3% |
$1.57K - $1.64K
|
7.38K
$695K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5New |
$357 - $372
|
5
$471
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7- 0.06% |
$500 - $520
|
11K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.78KNew |
$198K - $206K
|
2.78K
$262K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.29% |
$143 - $149
|
695
$65.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
711+ 6.61% |
$50.8K - $52.8K
|
11.5K
$1.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-7.2K- 33.68% |
$514K - $535K
|
14.2K
$1.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
200+ 3.47% |
$14.3K - $14.9K
|
5.96K
$562K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-86- 17.7% |
$6.14K - $6.39K
|
400
$37.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
BUY
|
- |
3.42KNew |
$244K - $254K
|
3.42K
$322K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.74KNew |
$196K - $204K
|
2.74K
$258K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3.34K+ 40.22% |
$239K - $248K
|
11.6K
$1.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
4New |
$286 - $297
|
4
$377
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
2.77KNew |
$198K - $206K
|
2.77K
$261K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
7+ 0.18% |
$500 - $520
|
3.93K
$371K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
24New |
$1.71K - $1.78K
|
24
$2.26K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-278K- 27.04% |
$19.9M - $20.7M
|
750K
$70.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-238K- 98.61% |
$17M - $17.7M
|
3.35K
$316K
|
|
|
Jul 19, 2023
Q2 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
3.23K+ 3.03% |
$231K - $240K
|
110K
$10.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-12.7K- 81.39% |
$908K - $945K
|
2.91K
$274K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12+ 0.34% |
$857 - $892
|
3.59K
$338K
|