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 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.24K- 3.36% |
$105K - $117K
|
35.5K
$3.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-136- 0.79% |
$11.6K - $12.8K
|
17K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-31.5K- 80.67% |
$2.69M - $2.98M
|
7.56K
$712K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.55K- 15.45% |
$474K - $523K
|
30.4K
$2.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-441- 14.53% |
$37.7K - $41.6K
|
2.6K
$245K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-2.89K- 47.93% |
$247K - $273K
|
3.14K
$296K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
865+ 0.52% |
$73.9K - $81.6K
|
166K
$15.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-604- 2.04% |
$51.6K - $57K
|
29K
$2.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-1- 0.01% |
$85.4 - $94.4
|
10.7K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-243- 5.22% |
$20.8K - $22.9K
|
4.41K
$416K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.3K- 8.98% |
$111K - $123K
|
13.2K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.02K+ 0.92% |
$87.1K - $96.3K
|
112K
$10.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-217- 5.41% |
$18.5K - $20.5K
|
3.8K
$358K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.48K- 2.71% |
$126K - $140K
|
53.1K
$5M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.89K+ 22.85% |
$161K - $178K
|
10.1K
$957K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
51.5K+ 0.78% |
$4.4M - $4.86M
|
6.68M
$629M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-581- 0.96% |
$49.6K - $54.8K
|
59.8K
$5.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.55K+ 62.35% |
$132K - $146K
|
4.04K
$380K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-11.9K- 2.88% |
$1.02M - $1.13M
|
401K
$37.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.33K+ 58.06% |
$114K - $125K
|
3.62K
$341K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
895+ 14.16% |
$76.5K - $84.5K
|
7.21K
$680K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
172+ 1.65% |
$14.7K - $16.2K
|
10.6K
$997K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-42- 0.03% |
$3.59K - $3.96K
|
135K
$12.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
13KNew |
$1.11M - $1.23M
|
13K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5- 0.05% |
$427 - $472
|
10.8K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
39+ 0.98% |
$3.33K - $3.68K
|
4.02K
$379K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.3K+ 0.37% |
$111K - $122K
|
350K
$33M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
611+ 24.06% |
$52.2K - $57.7K
|
3.15K
$297K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
1.93K+ 1.95% |
$165K - $182K
|
101K
$9.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-249- 0.81% |
$21.3K - $23.5K
|
30.3K
$2.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
58+ 0.18% |
$4.95K - $5.47K
|
31.4K
$2.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-53.2K- 51.26% |
$4.55M - $5.03M
|
50.6K
$4.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-730- 20.21% |
$62.4K - $68.9K
|
2.88K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
498+ 0.75% |
$42.5K - $47K
|
67.2K
$6.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-100- 1.56% |
$8.54K - $9.44K
|
6.3K
$594K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
8.41KNew |
$718K - $794K
|
8.41K
$793K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-67- 0.45% |
$5.72K - $6.32K
|
14.7K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
532+ 6.76% |
$45.4K - $50.2K
|
8.41K
$793K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.06K- 52.05% |
$347K - $383K
|
3.74K
$353K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.05KNew |
$346K - $382K
|
4.05K
$382K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
34+ 1.58% |
$2.9K - $3.21K
|
2.18K
$206K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
8.8K+ 7.41% |
$752K - $831K
|
128K
$12M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
241+ 0.71% |
$20.6K - $22.7K
|
34.4K
$3.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
123K+ 67.23% |
$10.5M - $11.6M
|
307K
$28.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.45K- 4.19% |
$124K - $137K
|
33.1K
$3.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
15+ 0.24% |
$1.28K - $1.42K
|
6.15K
$579K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
16+ 0.24% |
$1.37K - $1.51K
|
6.82K
$643K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
665+ 4.78% |
$56.8K - $62.8K
|
14.6K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
252+ 0.55% |
$21.5K - $23.8K
|
46.2K
$4.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.06K+ 71.74% |
$432K - $478K
|
12.1K
$1.14M
|