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 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-140- 2.24% |
$12.3K - $13.2K
|
6.12K
$569K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
480K+ 50.51% |
$42.1M - $45.3M
|
1.43M
$133M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-49- 1.18% |
$4.3K - $4.63K
|
4.12K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.22K+ 25.95% |
$282K - $304K
|
15.6K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-930- 2.29% |
$81.5K - $87.9K
|
39.6K
$3.68M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.9K- 12.32% |
$166K - $179K
|
13.5K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-4.89K- 5.6% |
$429K - $462K
|
82.5K
$7.67M
|
|
|
May 12, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-38- 0.4% |
$3.33K - $3.59K
|
9.43K
$877K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13KNew |
$1.14M - $1.23M
|
13K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.97KNew |
$260K - $281K
|
2.97K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-413- 0.11% |
$36.2K - $39K
|
378K
$35.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.9K- 2.8% |
$1.75M - $1.88M
|
691K
$64.2M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
59+ 0.19% |
$5.17K - $5.58K
|
31.3K
$2.91M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
37.6KNew |
$3.3M - $3.56M
|
37.6K
$3.5M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.28KNew |
$200K - $216K
|
2.28K
$212K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-13.6K- 14.1% |
$1.2M - $1.29M
|
83.1K
$7.73M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-417K- 6.74% |
$36.5M - $39.4M
|
5.76M
$536M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
67.4KNew |
$5.91M - $6.37M
|
67.4K
$6.27M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59K+ 2.77% |
$5.17M - $5.58M
|
2.19M
$203M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.15K+ 6.07% |
$101K - $109K
|
20.1K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.44K- 1.61% |
$126K - $136K
|
87.6K
$8.15M
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
32.4KNew |
$2.84M - $3.06M
|
32.4K
$3.01M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.65K+ 15.85% |
$233K - $251K
|
19.4K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
83.6K+ 1959.16% |
$7.33M - $7.9M
|
87.9K
$8.17M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-198- 12.3% |
$17.4K - $18.7K
|
1.41K
$131K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-773- 3.83% |
$67.8K - $73.1K
|
19.4K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.22K- 3.2% |
$107K - $115K
|
36.8K
$3.43M
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
562+ 0.93% |
$49.3K - $53.1K
|
61.1K
$5.69M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-672- 5.06% |
$58.9K - $63.5K
|
12.6K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
496+ 184.39% |
$43.5K - $46.9K
|
765
$71.1K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-186- 1.13% |
$16.3K - $17.6K
|
16.3K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.19KNew |
$192K - $207K
|
2.19K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-69.7K- 21.54% |
$6.11M - $6.59M
|
254K
$23.6M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-813- 0.39% |
$71.3K - $76.8K
|
209K
$19.4M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-595- 17.13% |
$52.2K - $56.2K
|
2.88K
$268K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
11.9K+ 6.66% |
$1.04M - $1.12M
|
191K
$17.7M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-645- 2.24% |
$56.6K - $61K
|
28.1K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
746+ 4.16% |
$65.4K - $70.5K
|
18.7K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.01K+ 28.4% |
$176K - $190K
|
9.1K
$846K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-125- 1.52% |
$11K - $11.8K
|
8.13K
$756K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-61.2K- 60.05% |
$5.37M - $5.78M
|
40.7K
$3.79M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.91KNew |
$168K - $181K
|
1.91K
$178K
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
23.7K+ 12.56% |
$2.07M - $2.24M
|
212K
$19.7M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-4.7K- 29.18% |
$412K - $444K
|
11.4K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.46% |
$175 - $189
|
439
$40.8K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
279+ 3.38% |
$24.5K - $26.4K
|
8.53K
$793K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
14+ 0.06% |
$1.23K - $1.32K
|
21.8K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2- 0.01% |
$175 - $189
|
25.3K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.74K+ 102.72% |
$152K - $164K
|
3.43K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-151K- 41.57% |
$13.3M - $14.3M
|
213K
$19.8M
|