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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10+ 11.11% |
$667 - $791
|
100
$9.38K
|
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-9.4KClosed |
$627K - $743K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-7.75KClosed |
$517K - $613K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
1.38MNew |
$92M - $109M
|
1.38M
$129M
|
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-275Closed |
$18.4K - $21.8K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.44KNew |
$163K - $193K
|
2.44K
$229K
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.68KClosed |
$179K - $212K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-5.25K- 96.84% |
$350K - $415K
|
171
$16K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.5KNew |
$99.9K - $118K
|
1.5K
$140K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.35K- 4.68% |
$90.3K - $107K
|
27.6K
$2.59M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-101Closed |
$6.74K - $7.99K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
511New |
$34.1K - $40.4K
|
511
$47.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-27.6KClosed |
$1.84M - $2.18M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.77KClosed |
$185K - $219K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-12.5KClosed |
$831K - $986K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.07KClosed |
$205K - $243K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
3.06KNew |
$204K - $242K
|
3.06K
$287K
|
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-273KClosed |
$18.2M - $21.6M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
886New |
$59.1K - $70.1K
|
886
$83.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.96K- 97.44% |
$264K - $313K
|
104
$9.75K
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.34KNew |
$223K - $264K
|
3.34K
$313K
|
|
|
Jul 27, 2022
Q2 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-288- 0.76% |
$19.2K - $22.8K
|
37.6K
$3.53M
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-45K- 93.7% |
$3M - $3.56M
|
3.02K
$283K
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-4.01KClosed |
$268K - $317K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-19.7KClosed |
$1.32M - $1.56M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.84KClosed |
$256K - $303K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
932+ 29.18% |
$62.2K - $73.7K
|
4.13K
$387K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-391Closed |
$26.1K - $30.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-94- 2.45% |
$6.27K - $7.44K
|
3.75K
$352K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-22.8K- 99.42% |
$1.52M - $1.8M
|
133
$12.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.35KClosed |
$223K - $265K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-3.36KClosed |
$224K - $266K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-410Closed |
$27.4K - $32.4K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-410Closed |
$27.4K - $32.4K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
41New |
$2.74K - $3.24K
|
41
$3.84K
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-14.3KClosed |
$952K - $1.13M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-18Closed |
$1.2K - $1.42K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
3.32KNew |
$222K - $263K
|
3.32K
$312K
|
|
|
Jul 20, 2022
Q2 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.31KNew |
$221K - $262K
|
3.31K
$311K
|
|
|
Jul 20, 2022
Q2 2022
|
F
|
BUY
|
- |
3.18KNew |
$212K - $252K
|
3.18K
$298K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
181New |
$12.1K - $14.3K
|
181
$17K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
8New |
$534 - $633
|
8
$750
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
34New |
$2.27K - $2.69K
|
34
$3.19K
|
|
|
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
$11K
|
|
|
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
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.05K+ 28.2% |
$137K - $162K
|
9.34K
$876K
|
|
|
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
|