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 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
297New |
$19.5K - $22.4K
|
297
$27.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
206New |
$13.5K - $15.6K
|
206
$19.2K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.89K- 53.46% |
$453K - $520K
|
5.99K
$557K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
20.8K+ 111.42% |
$1.37M - $1.57M
|
39.5K
$3.68M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
840+ 1.34% |
$55.2K - $63.4K
|
63.7K
$5.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-10- 1.02% |
$658 - $755
|
972
$90.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-273- 5.39% |
$17.9K - $20.6K
|
4.79K
$446K
|
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
6+ 0.16% |
$395 - $453
|
3.72K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.85M+ 199.3% |
$187M - $215M
|
4.28M
$398M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.94KNew |
$194K - $222K
|
2.94K
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
4.28MNew |
$281M - $323M
|
4.28M
$398M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
11New |
$723 - $831
|
11
$1.02K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-90- 0.31% |
$5.92K - $6.8K
|
29.4K
$2.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-877- 1.08% |
$57.7K - $66.2K
|
80.7K
$7.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
9.77K+ 95.56% |
$642K - $737K
|
20K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-6.04K- 12.92% |
$397K - $456K
|
40.7K
$3.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-4.17K- 37.28% |
$274K - $315K
|
7.02K
$652K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
18New |
$1.18K - $1.36K
|
18
$1.67K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
609+ 4.47% |
$40K - $46K
|
14.2K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
544+ 109.68% |
$35.8K - $41.1K
|
1.04K
$96.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
17New |
$1.12K - $1.28K
|
17
$1.58K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.83KNew |
$120K - $138K
|
1.83K
$170K
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
150KNew |
$9.89M - $11.4M
|
150K
$14M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.29KNew |
$85K - $97.6K
|
1.29K
$120K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
3.45KNew |
$227K - $261K
|
3.45K
$321K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
40New |
$2.63K - $3.02K
|
40
$3.72K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
398+ 11.79% |
$26.2K - $30K
|
3.77K
$351K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
PUT |
700New |
$46K - $52.9K
|
700
$65.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-215- 2.08% |
$14.1K - $16.2K
|
10.1K
$942K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.04KNew |
$331K - $380K
|
5.04K
$469K
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.41KNew |
$224K - $257K
|
3.41K
$317K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.87KNew |
$188K - $216K
|
2.87K
$266K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
7.16K+ 1.54% |
$471K - $541K
|
472K
$43.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-778- 0.77% |
$51.2K - $58.7K
|
101K
$9.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-1.5K- 16.88% |
$98.3K - $113K
|
7.36K
$685K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
425New |
$27.9K - $32.1K
|
425
$39.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-273K- 15.96% |
$18M - $20.6M
|
1.44M
$134M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.84K- 29.93% |
$121K - $139K
|
4.32K
$401K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
306New |
$20.1K - $23.1K
|
306
$28.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-532- 15.73% |
$35K - $40.2K
|
2.85K
$265K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
32.5K+ 166.51% |
$2.14M - $2.46M
|
52K
$4.84M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.8KNew |
$184K - $211K
|
2.8K
$260K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.73K- 22.71% |
$114K - $131K
|
5.9K
$549K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.32KNew |
$416K - $477K
|
6.32K
$588K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.35KNew |
$220K - $253K
|
3.35K
$312K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-20- 0.43% |
$1.32K - $1.51K
|
4.63K
$430K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-295- 8.24% |
$19.4K - $22.3K
|
3.28K
$305K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-569- 16.84% |
$37.4K - $43K
|
2.81K
$261K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-37.3K- 11.96% |
$2.45M - $2.82M
|
275K
$25.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
24New |
$1.58K - $1.81K
|
24
$2.23K
|