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 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-142- 0.32% |
$12.1K - $13.4K
|
43.8K
$4.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-177- 4.0% |
$15.1K - $16.7K
|
4.25K
$401K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-31.5K- 15.85% |
$2.69M - $2.98M
|
167K
$15.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
64+ 0.26% |
$5.47K - $6.04K
|
25K
$2.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-269- 1.88% |
$23K - $25.4K
|
14K
$1.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
570+ 10.72% |
$48.7K - $53.8K
|
5.89K
$555K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
942+ 29.24% |
$80.5K - $88.9K
|
4.16K
$393K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
90+ 2.13% |
$7.69K - $8.5K
|
4.32K
$407K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-6.53K- 71.65% |
$558K - $617K
|
2.59K
$244K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.35KNew |
$200K - $222K
|
2.35K
$221K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
34+ 0.36% |
$2.9K - $3.21K
|
9.51K
$896K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
41+ 1.46% |
$3.5K - $3.87K
|
2.85K
$269K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9.46K+ 121.3% |
$808K - $893K
|
17.3K
$1.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-151- 0.65% |
$12.9K - $14.3K
|
22.9K
$2.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-282- 5.49% |
$24.1K - $26.6K
|
4.85K
$458K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
209+ 7.18% |
$17.9K - $19.7K
|
3.12K
$294K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
308+ 6.97% |
$26.3K - $29.1K
|
4.73K
$445K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-136- 25.95% |
$11.6K - $12.8K
|
388
$36.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-170- 0.15% |
$14.5K - $16K
|
110K
$10.3M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
213+ 2.44% |
$18.2K - $20.1K
|
8.94K
$843K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-777- 0.55% |
$66.4K - $73.3K
|
140K
$13.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2+ 0.06% |
$171 - $189
|
3.3K
$311K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-2- 0.03% |
$171 - $189
|
7.54K
$710K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
553+ 11.94% |
$47.2K - $52.2K
|
5.18K
$489K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.76K- 7.16% |
$321K - $355K
|
48.7K
$4.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 0.66% |
$124K - $137K
|
220K
$20.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.99K+ 11.65% |
$854K - $943K
|
95.8K
$9.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-100- 1.75% |
$8.54K - $9.44K
|
5.6K
$528K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-3.34K- 39.12% |
$285K - $315K
|
5.2K
$490K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-58- 1.11% |
$4.95K - $5.47K
|
5.17K
$487K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-1.75K- 23.93% |
$150K - $165K
|
5.57K
$525K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-391- 3.3% |
$33.4K - $36.9K
|
11.5K
$1.08M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
23+ 0.93% |
$1.96K - $2.17K
|
2.5K
$235K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-3.66K- 20.69% |
$312K - $345K
|
14K
$1.32M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-300- 1.2% |
$25.6K - $28.3K
|
24.7K
$2.33M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-200- 5.22% |
$17.1K - $18.9K
|
3.63K
$342K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-247- 9.43% |
$21.1K - $23.3K
|
2.37K
$224K
|
|
| Q1 2025 | |||||||
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
2.54K+ 316.69% |
$223K - $240K
|
3.35K
$315K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-88- 29.24% |
$7.72K - $8.32K
|
213
$20.1K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-172- 26.14% |
$15.1K - $16.3K
|
486
$45.8K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
2K+ 1.54% |
$175K - $189K
|
131K
$12.4M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
738+ 7.56% |
$64.7K - $69.8K
|
10.5K
$989K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-81- 0.65% |
$7.1K - $7.66K
|
12.4K
$1.17M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
531K+ 10788.92% |
$46.5M - $50.2M
|
536K
$50.5M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-791- 22.0% |
$69.4K - $74.8K
|
2.81K
$264K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
35+ 0.24% |
$3.07K - $3.31K
|
14.4K
$1.35M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
19New |
$1.67K - $1.8K
|
19
$1.79K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-68.4K- 10.74% |
$6M - $6.47M
|
569K
$53.6M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-39- 0.75% |
$3.42K - $3.69K
|
5.13K
$484K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
634+ 11.89% |
$55.6K - $59.9K
|
5.97K
$562K
|
|