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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
3.49K+ 96.4% |
$230K - $267K
|
7.1K
$669K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-11- 0.03% |
$727 - $843
|
34.4K
$3.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 6.43% |
$1.65K - $1.92K
|
364
$34.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
423New |
$28K - $32.4K
|
423
$39.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
42.1KNew |
$2.78M - $3.23M
|
42.1K
$3.97M
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
10New |
$661 - $766
|
10
$943
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
124New |
$8.2K - $9.5K
|
124
$11.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-11- 0.22% |
$727 - $843
|
4.93K
$464K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
885+ 20.33% |
$58.5K - $67.8K
|
5.24K
$494K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Wealth, LLC
|
SELL
|
- |
-10.1K- 33.13% |
$664K - $770K
|
20.3K
$1.91M
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-706- 14.07% |
$46.7K - $54.1K
|
4.31K
$406K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-4.32K- 8.12% |
$285K - $331K
|
48.8K
$4.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
1New |
$66.1 - $76.6
|
1
$94.3
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
25+ 0.31% |
$1.65K - $1.92K
|
8.01K
$755K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-721- 73.87% |
$47.7K - $55.3K
|
255
$24K
|
|
|
Oct 21, 2022
Q3 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-27.1K- 45.77% |
$1.79M - $2.08M
|
32.1K
$3.03M
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-1.25K- 12.16% |
$82.8K - $96K
|
9.05K
$853K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
946New |
$62.5K - $72.5K
|
946
$89.2K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
173+ 6.03% |
$11.4K - $13.3K
|
3.04K
$287K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
694+ 5.16% |
$45.9K - $53.2K
|
14.1K
$1.33M
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-1.5K- 7.27% |
$99.4K - $115K
|
19.2K
$1.81M
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.17KNew |
$210K - $243K
|
3.17K
$299K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
36New |
$2.38K - $2.76K
|
36
$3.39K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-203- 5.72% |
$13.4K - $15.6K
|
3.35K
$315K
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-485- 9.71% |
$32.1K - $37.2K
|
4.51K
$425K
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-15KClosed |
$994K - $1.15M
|
0
$0
|
|
| Q2 2022 | |||||||
|
Oct 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.34KNew |
$223K - $264K
|
3.34K
$314K
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-12.7K- 73.79% |
$849K - $1.01M
|
4.52K
$426K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
190New |
$12.7K - $15K
|
190
$17.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.01KClosed |
$67.1K - $79.6K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.33% |
$267 - $316
|
1.2K
$114K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-473Closed |
$31.6K - $37.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-286KClosed |
$19.1M - $22.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.94KNew |
$196K - $233K
|
2.94K
$277K
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-52.4KClosed |
$3.49M - $4.14M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-708Closed |
$47.2K - $56K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.76KClosed |
$184K - $219K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-600- 54.55% |
$40K - $47.5K
|
500
$47.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-25.7KClosed |
$1.72M - $2.04M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-87- 0.68% |
$5.81K - $6.88K
|
12.7K
$1.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-4.99KClosed |
$333K - $395K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-2.67KClosed |
$178K - $211K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-5.15KClosed |
$344K - $407K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.47KClosed |
$164K - $195K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
13New |
$867 - $1.03K
|
13
$1.23K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-25.3KClosed |
$1.69M - $2M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
5.72KNew |
$381K - $452K
|
5.72K
$539K
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.71KNew |
$248K - $294K
|
3.71K
$350K
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-79KClosed |
$5.27M - $6.25M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
19.4KNew |
$1.29M - $1.53M
|
19.4K
$1.83M
|
|