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 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
|
|
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
$504K
|
|
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
$1.76M
|
|
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
$24K
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
8.05KNew |
$497K - $547K
|
8.05K
$749K
|
|
Feb 16, 2021
Q4 2020
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-7.16KClosed |
$441K - $486K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-3.16KClosed |
$195K - $215K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-186KClosed |
$11.5M - $12.6M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-427Closed |
$26.3K - $29K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-168Closed |
$10.4K - $11.4K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-106KClosed |
$6.52M - $7.18M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-313KClosed |
$19.3M - $21.3M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-779KClosed |
$48M - $52.9M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Birinyi Associates Inc
|
SELL
|
- |
-3.8KClosed |
$234K - $258K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.65MClosed |
$101M - $112M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-25.6KClosed |
$1.58M - $1.74M
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Costello Asset Management, Inc
|
SELL
|
- |
-136Closed |
$8.39K - $9.23K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-45Closed |
$2.77K - $3.05K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-4.38KClosed |
$270K - $297K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-56.1KClosed |
$3.46M - $3.81M
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Sanchez Wealth Management Group
|
SELL
|
- |
-147KClosed |
$9.04M - $9.96M
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Hartford Investment Management CO
|
SELL
|
- |
-3.29KClosed |
$203K - $223K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-293KClosed |
$18.1M - $19.9M
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-300Closed |
$18.5K - $20.4K
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-5.72KClosed |
$352K - $388K
|
0
$0
|