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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
34New |
$2.27K - $2.69K
|
34
$3.04K
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-28Closed |
$1.87K - $2.21K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
117New |
$7.81K - $9.25K
|
117
$10.5K
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.86KClosed |
$258K - $306K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-20.7KClosed |
$1.38M - $1.64M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-78Closed |
$5.2K - $6.17K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.05K+ 28.2% |
$137K - $162K
|
9.34K
$836K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-2.79KClosed |
$186K - $221K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-165Closed |
$11K - $13.1K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-2.6KClosed |
$173K - $206K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-275Closed |
$18.4K - $21.8K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
4.39K+ 8.95% |
$293K - $347K
|
53.4K
$4.78M
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-618- 2.25% |
$41.2K - $48.9K
|
26.8K
$2.4M
|
|
Jul 14, 2022
Q2 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
3.02KNew |
$201K - $239K
|
3.02K
$270K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
754New |
$50.3K - $59.6K
|
754
$67.5K
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.23KNew |
$349K - $413K
|
5.23K
$468K
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-769Closed |
$51.3K - $60.8K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-4.68K- 6.46% |
$312K - $370K
|
67.8K
$6.06M
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-2.67KClosed |
$178K - $211K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Golden Green, Inc.
|
SELL
|
- |
-281- 4.21% |
$18.8K - $22.2K
|
6.4K
$573K
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-401- 0.97% |
$26.8K - $31.7K
|
41K
$3.67M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-175Closed |
$11.7K - $13.8K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-490Closed |
$32.7K - $38.8K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-25.7KClosed |
$1.71M - $2.03M
|
0
$0
|
|
Q1 2022 | |||||||
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-183- 5.22% |
$13.2K - $14.7K
|
3.33K
$298K
|
|
Oct 31, 2023
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
69KNew |
$4.96M - $5.55M
|
69K
$6.18M
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-160Closed |
$11.5K - $12.9K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5Closed |
$359 - $402
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.63KClosed |
$189K - $211K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.84KClosed |
$204K - $229K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.67KClosed |
$120K - $134K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-24.4KClosed |
$1.75M - $1.96M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-26.1KClosed |
$1.88M - $2.1M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Client First Capital LLC
|
SELL
|
- |
-4.01KClosed |
$288K - $322K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.73KClosed |
$196K - $219K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-19.1KClosed |
$1.37M - $1.53M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.5KClosed |
$180K - $201K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.58KClosed |
$185K - $207K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-20.4KClosed |
$1.46M - $1.64M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.85KClosed |
$205K - $229K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
29.8KNew |
$2.14M - $2.4M
|
29.8K
$2.67M
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-168Closed |
$12.1K - $13.5K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-6.77KClosed |
$486K - $544K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-477Closed |
$34.3K - $38.4K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-510Closed |
$36.7K - $41K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-49Closed |
$3.52K - $3.94K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
SELL
|
- |
-3- 0.09% |
$216 - $241
|
3.48K
$312K
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-9.79KClosed |
$704K - $787K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4Closed |
$288 - $322
|
0
$0
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-3.7KClosed |
$266K - $298K
|
0
$0
|