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 |
|---|---|---|---|---|---|---|---|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-90Closed |
$5.87K - $6.29K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1.21KClosed |
$79.1K - $84.8K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-4.52KClosed |
$295K - $316K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Beaconlight Capital, LLC
New York, NY |
SELL
|
PUT |
-29.6KClosed |
$1.93M - $2.07M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.94KNew |
$192K - $205K
|
2.94K
$276K
|
|
|
May 17, 2021
Q1 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-3.4KClosed |
$222K - $238K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-34.6KClosed |
$2.25M - $2.42M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-321Closed |
$20.9K - $22.4K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-193Closed |
$12.6K - $13.5K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-4.71KClosed |
$307K - $329K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.52KClosed |
$98.9K - $106K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-11.3KClosed |
$733K - $786K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-394Closed |
$25.7K - $27.5K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-4.83KClosed |
$315K - $337K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-101Closed |
$6.58K - $7.06K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.84KClosed |
$250K - $268K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-2.89KClosed |
$189K - $202K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-13KClosed |
$850K - $912K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-250Closed |
$16.3K - $17.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Tlwm
San Antonio, TX |
SELL
|
- |
-282KClosed |
$18.4M - $19.7M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-3.98KClosed |
$259K - $278K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-150Closed |
$9.78K - $10.5K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-81KClosed |
$5.28M - $5.66M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-12.1KClosed |
$792K - $849K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-342Closed |
$22.3K - $23.9K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-211Closed |
$13.8K - $14.7K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-11.2KClosed |
$729K - $782K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-51.1KClosed |
$3.33M - $3.57M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-75Closed |
$4.89K - $5.24K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Arden Trust CO
|
SELL
|
- |
-3.61KClosed |
$235K - $252K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Hamilton Wealth, LLC
|
SELL
|
- |
-6.2KClosed |
$404K - $433K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-53.9KClosed |
$3.51M - $3.76M
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-6.08KClosed |
$396K - $425K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-5.3KClosed |
$345K - $370K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Old National Bancorp
|
SELL
|
- |
-3.36KClosed |
$219K - $235K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-915Closed |
$59.6K - $63.9K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Community Trust & Investment CO
|
SELL
|
- |
-5.43K- 50.04% |
$354K - $380K
|
5.42K
$509K
|
|
|
Apr 14, 2021
Q1 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.36KClosed |
$219K - $235K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Private Capital Management LLC
|
SELL
|
- |
-3.47KClosed |
$226K - $242K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Veracity Capital LLC
|
SELL
|
- |
-3.84KClosed |
$250K - $268K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-100Closed |
$6.52K - $6.99K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-18.2KClosed |
$1.19M - $1.27M
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-5.43KClosed |
$354K - $379K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 16, 2024
Q4 2020
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-169Closed |
$10.4K - $11.5K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2020
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
19KNew |
$1.17M - $1.29M
|
19K
$1.78M
|
|
|
Mar 08, 2022
Q4 2020
|
Jvl Associates LLC
|
SELL
|
- |
-3.91KClosed |
$241K - $265K
|
0
$0
|
|
|
Mar 10, 2021
Q4 2020
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-69.4KClosed |
$4.28M - $4.71M
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-409Closed |
$25.2K - $27.8K
|
0
$0
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
258New |
$15.9K - $17.5K
|
258
$24.2K
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
8.05KNew |
$497K - $547K
|
8.05K
$755K
|
|