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 |
---|---|---|---|---|---|---|---|
Aug 13, 2020
Q2 2020
|
Xr Securities LLC
|
SELL
|
- |
-30.2KClosed |
$1.57M - $1.93M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Td Asset Management Inc
|
SELL
|
- |
-31KClosed |
$1.61M - $1.98M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-60KClosed |
$3.12M - $3.84M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-19.1KClosed |
$992K - $1.22M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
221New |
$11.5K - $14.1K
|
221
$20.8K
|
|
Aug 10, 2020
Q2 2020
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-461- 0.22% |
$23.9K - $29.5K
|
207K
$19.6M
|
|
Aug 07, 2020
Q2 2020
|
Financial Advantage, Inc.
|
BUY
|
- |
1KNew |
$51.9K - $64K
|
1K
$94.3K
|
|
Aug 07, 2020
Q2 2020
|
Nippon Life Insurance CO
|
SELL
|
- |
-7.28MClosed |
$378M - $466M
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-20.1KClosed |
$1.04M - $1.29M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Claret Asset Management Corp
|
SELL
|
- |
-5.02KClosed |
$261K - $322K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-432KClosed |
$22.4M - $27.6M
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-200KClosed |
$10.4M - $12.8M
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-605Closed |
$31.4K - $38.7K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
4.97KNew |
$258K - $318K
|
4.97K
$468K
|
|
Jul 20, 2020
Q2 2020
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-87.3KClosed |
$4.53M - $5.59M
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.25KClosed |
$221K - $272K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
BUY
|
- |
32New |
$1.66K - $2.05K
|
32
$3.02K
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-64.5KClosed |
$3.35M - $4.13M
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Cottage Street Advisors LLC
|
SELL
|
- |
-5.39KClosed |
$280K - $345K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-15.2KClosed |
$791K - $975K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-9.17KClosed |
$476K - $587K
|
0
$0
|
|
Q1 2020 | |||||||
Oct 18, 2024
Q1 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-3.13KClosed |
$146K - $218K
|
0
$0
|
|
Aug 14, 2020
Q1 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.97KClosed |
$232K - $346K
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-3.25KClosed |
$151K - $226K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-21.2KClosed |
$989K - $1.48M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
105K+ 419.92% |
$4.91M - $7.34M
|
131K
$12.3M
|
|
May 14, 2020
Q1 2020
|
Delta Investment Management, LLC
|
SELL
|
- |
-65.8KClosed |
$3.07M - $4.59M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-2.22KClosed |
$104K - $155K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-12.1KClosed |
$563K - $842K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-3.68KClosed |
$171K - $256K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-22.1KClosed |
$1.03M - $1.54M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-87KClosed |
$4.06M - $6.06M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-172Closed |
$8.02K - $12K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-366Closed |
$17.1K - $25.5K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-22.1KClosed |
$1.03M - $1.54M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-219Closed |
$10.2K - $15.3K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-50Closed |
$2.33K - $3.48K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-95Closed |
$4.43K - $6.62K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-3.09KClosed |
$144K - $215K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-64.6KClosed |
$3.01M - $4.5M
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-15KClosed |
$699K - $1.05M
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-189Closed |
$8.81K - $13.2K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Capital Square, LLC
|
SELL
|
- |
-12KClosed |
$561K - $839K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-11.7KClosed |
$544K - $813K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-355Closed |
$16.5K - $24.7K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.26KClosed |
$152K - $227K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-110KClosed |
$5.15M - $7.7M
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.47KClosed |
$162K - $242K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Wealth Architects, LLC
|
SELL
|
- |
-3.61KClosed |
$168K - $251K
|
0
$0
|