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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
443+ 13.01% |
$29.1K - $33.4K
|
3.85K
$358K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-16- 0.14% |
$1.05K - $1.21K
|
11.2K
$1.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
19.4K+ 52.07% |
$1.28M - $1.47M
|
56.8K
$5.28M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.73KNew |
$113K - $130K
|
1.73K
$160K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
250New |
$16.4K - $18.9K
|
250
$23.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
281+ 2.83% |
$18.5K - $21.2K
|
10.2K
$950K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.48K+ 11.0% |
$360K - $413K
|
55.2K
$5.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
18New |
$1.18K - $1.36K
|
18
$1.67K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-831- 17.4% |
$54.6K - $62.7K
|
3.95K
$367K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
132New |
$8.68K - $9.97K
|
132
$12.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
242New |
$15.9K - $18.3K
|
242
$22.5K
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-866- 10.95% |
$56.9K - $65.4K
|
7.04K
$655K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
59New |
$3.88K - $4.45K
|
59
$5.49K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
159New |
$10.5K - $12K
|
159
$14.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
408New |
$26.8K - $30.8K
|
408
$37.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
383New |
$25.2K - $28.9K
|
383
$35.6K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
406+ 7.54% |
$26.8K - $31.1K
|
5.79K
$539K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-800Closed |
$52.9K - $61.3K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-4.04KClosed |
$267K - $309K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.39K- 11.54% |
$91.9K - $107K
|
10.7K
$991K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-24- 0.47% |
$1.59K - $1.84K
|
5.04K
$469K
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-35.6KClosed |
$2.35M - $2.73M
|
0
$0
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
156New |
$10.3K - $12K
|
156
$14.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
160New |
$10.6K - $12.3K
|
160
$14.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.6KNew |
$698K - $809K
|
10.6K
$982K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.98K- 28.47% |
$131K - $152K
|
4.99K
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-11.1KClosed |
$731K - $848K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
16.7KNew |
$1.1M - $1.28M
|
16.7K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
333K+ 40.56% |
$22M - $25.5M
|
1.15M
$107M
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
351New |
$23.2K - $26.9K
|
351
$32.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-10K- 13.0% |
$664K - $770K
|
67.2K
$6.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-605- 24.41% |
$40K - $46.4K
|
1.87K
$174K
|
|
|
Nov 14, 2022
Q3 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
70.7KNew |
$4.67M - $5.41M
|
70.7K
$6.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
44.4K+ 824.82% |
$2.93M - $3.4M
|
49.8K
$4.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
127+ 1.49% |
$8.39K - $9.73K
|
8.63K
$802K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-971- 0.4% |
$64.2K - $74.4K
|
243K
$22.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-489- 9.47% |
$32.3K - $37.5K
|
4.67K
$435K
|
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
3.49K+ 96.4% |
$230K - $267K
|
7.1K
$660K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-11- 0.03% |
$727 - $843
|
34.4K
$3.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 6.43% |
$1.65K - $1.92K
|
364
$33.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
423New |
$28K - $32.4K
|
423
$39.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
42.1KNew |
$2.78M - $3.23M
|
42.1K
$3.91M
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
10New |
$661 - $766
|
10
$930
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
124New |
$8.2K - $9.5K
|
124
$11.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-11- 0.22% |
$727 - $843
|
4.93K
$458K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
885+ 20.33% |
$58.5K - $67.8K
|
5.24K
$487K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Wealth, LLC
|
SELL
|
- |
-10.1K- 33.13% |
$664K - $770K
|
20.3K
$1.89M
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-706- 14.07% |
$46.7K - $54.1K
|
4.31K
$401K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-4.32K- 8.12% |
$285K - $331K
|
48.8K
$4.54M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
1New |
$66.1 - $76.6
|
1
$93
|
|