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 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.65K- 89.97% |
$114K - $122K
|
184
$17.1K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
123New |
$8.5K - $9.07K
|
123
$11.4K
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-17.8K- 51.28% |
$1.23M - $1.31M
|
16.9K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
341+ 10.4% |
$23.6K - $25.2K
|
3.62K
$337K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
815New |
$56.3K - $60.1K
|
815
$75.8K
|
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
3.3KNew |
$228K - $243K
|
3.3K
$307K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
720KNew |
$49.8M - $53.1M
|
720K
$67M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
269New |
$18.6K - $19.8K
|
269
$25K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
133New |
$9.19K - $9.81K
|
133
$12.4K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
149New |
$10.3K - $11K
|
149
$13.9K
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-824- 7.48% |
$57K - $60.8K
|
10.2K
$948K
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-668- 2.73% |
$46.2K - $49.3K
|
23.8K
$2.21M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.93KNew |
$202K - $216K
|
2.93K
$272K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
327New |
$22.6K - $24.1K
|
327
$30.4K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-5- 0.17% |
$346 - $369
|
2.87K
$267K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
254+ 5.22% |
$17.6K - $18.7K
|
5.12K
$476K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-940- 22.91% |
$65K - $69.4K
|
3.16K
$294K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-30- 1.07% |
$2.07K - $2.21K
|
2.77K
$258K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-98- 0.17% |
$6.77K - $7.23K
|
56.8K
$5.28M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2+ 1.05% |
$138 - $148
|
192
$17.9K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-28.1K- 48.95% |
$1.94M - $2.07M
|
29.3K
$2.72M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
SELL
|
- |
-735- 19.48% |
$50.8K - $54.2K
|
3.04K
$283K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-320- 92.22% |
$22.1K - $23.6K
|
27
$2.51K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-1.5K- 31.96% |
$104K - $111K
|
3.19K
$297K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
27New |
$1.87K - $1.99K
|
27
$2.51K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-4.14K- 48.54% |
$286K - $305K
|
4.39K
$408K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-592- 4.55% |
$40.9K - $43.7K
|
12.4K
$1.15M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7.13KNew |
$493K - $526K
|
7.13K
$663K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-325- 10.05% |
$22.5K - $24K
|
2.91K
$270K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6- 0.07% |
$415 - $443
|
8.56K
$796K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
2.76KNew |
$191K - $204K
|
2.76K
$257K
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.21K- 2.25% |
$83.5K - $89.1K
|
52.5K
$4.89M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8New |
$553 - $590
|
8
$744
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
458New |
$31.7K - $33.8K
|
458
$42.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-3.33K- 46.08% |
$230K - $246K
|
3.9K
$363K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
13.7KNew |
$950K - $1.01M
|
13.7K
$1.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-561- 15.22% |
$38.8K - $41.4K
|
3.13K
$291K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
17.8K+ 19.71% |
$1.23M - $1.31M
|
108K
$10M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
42+ 0.3% |
$2.9K - $3.1K
|
14.3K
$1.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
BUY
|
- |
2.85K+ 20.03% |
$197K - $210K
|
17.1K
$1.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-163- 5.01% |
$11.3K - $12K
|
3.09K
$287K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
30New |
$2.07K - $2.21K
|
30
$2.79K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.2K- 62.69% |
$290K - $310K
|
2.5K
$233K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4.12K- 45.14% |
$285K - $304K
|
5.01K
$465K
|
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
11+ 0.3% |
$760 - $812
|
3.72K
$346K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
16+ 0.43% |
$1.11K - $1.18K
|
3.74K
$348K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11KNew |
$761K - $813K
|
11K
$1.02M
|
|
| Q4 2022 | |||||||
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
15.3KNew |
$1M - $1.15M
|
15.3K
$1.42M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9.19KClosed |
$604K - $693K
|
0
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
63.7KNew |
$4.19M - $4.81M
|
63.7K
$5.92M
|
|