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 |
---|---|---|---|---|---|---|---|
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
|
|
Jan 20, 2021
Q4 2020
|
Transform Wealth, LLC
|
SELL
|
- |
-3.82KClosed |
$235K - $259K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-4.48KClosed |
$276K - $304K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-39.3KClosed |
$2.42M - $2.67M
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Founders Capital Management
|
SELL
|
- |
-227Closed |
$14K - $15.4K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Silicon Valley Capital Partners
|
SELL
|
- |
-83.7KClosed |
$5.09M - $5.56M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-141KClosed |
$8.58M - $9.38M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-155KClosed |
$9.39M - $10.3M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-5.5KClosed |
$334K - $365K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4KClosed |
$243K - $265K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
24+ 0.3% |
$1.46K - $1.59K
|
8.02K
$756K
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.27KClosed |
$77.1K - $84.2K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-62.3KClosed |
$3.78M - $4.13M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.03KNew |
$123K - $135K
|
2.03K
$192K
|
|
Nov 13, 2020
Q3 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-16.6KClosed |
$1.01M - $1.1M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Sepio Capital, LP
|
SELL
|
- |
-8.87KClosed |
$539K - $589K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-28- 26.92% |
$1.7K - $1.86K
|
76
$7.16K
|
|
Nov 12, 2020
Q3 2020
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
55KNew |
$3.34M - $3.65M
|
55K
$5.18M
|
|
Nov 12, 2020
Q3 2020
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-9.02KClosed |
$548K - $599K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
46.9KNew |
$2.85M - $3.11M
|
46.9K
$4.42M
|
|
Nov 09, 2020
Q3 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-25Closed |
$1.52K - $1.66K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4.22K- 78.71% |
$256K - $280K
|
1.14K
$108K
|
|
Nov 02, 2020
Q3 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.5KClosed |
$212K - $232K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
West Bancorporation Inc
|
SELL
|
- |
-337Closed |
$20.5K - $22.4K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Single Point Partners, LLC
|
SELL
|
- |
-31.9KClosed |
$1.94M - $2.12M
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.52KClosed |
$214K - $233K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
75KNew |
$4.55M - $4.98M
|
75K
$7.07M
|
|
Oct 22, 2020
Q3 2020
|
Field & Main Bank
|
SELL
|
- |
-50Closed |
$3.04K - $3.32K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-4.49KClosed |
$273K - $298K
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-18.3KClosed |
$1.11M - $1.21M
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-650Closed |
$39.5K - $43.1K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Clarus Wealth Advisors
|
SELL
|
- |
-5.51KClosed |
$335K - $366K
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-6.98KClosed |
$424K - $463K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.29K+ 34.69% |
$482K - $594K
|
36.1K
$3.4M
|
|
Aug 14, 2020
Q2 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-22Closed |
$1.14K - $1.41K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-950Closed |
$49.3K - $60.8K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Atom Investors LP
Austin, TX |
SELL
|
PUT |
-880KClosed |
$45.7M - $56.3M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
8.58KNew |
$446K - $549K
|
8.58K
$809K
|