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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
9.94KNew |
$832K - $912K
|
9.94K
$889K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-202- 1.97% |
$16.9K - $18.5K
|
10.1K
$900K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-70- 1.98% |
$5.86K - $6.43K
|
3.47K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
124K+ 132.28% |
$10.4M - $11.4M
|
218K
$19.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.48K- 13.04% |
$124K - $136K
|
9.89K
$885K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
255+ 71.63% |
$21.4K - $23.4K
|
611
$54.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.69K+ 9.92% |
$141K - $155K
|
18.7K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2.42KNew |
$203K - $223K
|
2.42K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5.31K- 15.42% |
$445K - $488K
|
29.1K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
294+ 7.3% |
$24.6K - $27K
|
4.32K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-619- 3.09% |
$51.8K - $56.8K
|
19.4K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.95K+ 147.17% |
$163K - $179K
|
3.27K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.63K- 17.04% |
$387K - $425K
|
22.5K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
40.9K+ 81.32% |
$3.43M - $3.76M
|
91.2K
$8.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-680- 2.62% |
$57K - $62.4K
|
25.3K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.22K- 36.09% |
$437K - $479K
|
9.24K
$827K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.15K- 1.74% |
$348K - $381K
|
234K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-800- 1.93% |
$67K - $73.5K
|
40.7K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.09K- 4.04% |
$91.5K - $100K
|
25.9K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
359+ 10.57% |
$30.1K - $33K
|
3.75K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.64K- 20.56% |
$137K - $151K
|
6.34K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
56New |
$4.69K - $5.14K
|
56
$5.01K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-350- 11.24% |
$29.3K - $32.1K
|
2.77K
$247K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-9- 0.17% |
$754 - $826
|
5.32K
$476K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-145- 25.48% |
$12.1K - $13.3K
|
424
$38K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
91.9K+ 0.94% |
$7.7M - $8.44M
|
9.91M
$887M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.22M- 38.88% |
$186M - $204M
|
3.49M
$312M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-483- 14.53% |
$40.5K - $44.3K
|
2.84K
$254K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-38- 0.23% |
$3.18K - $3.49K
|
16.6K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 0.04% |
$586 - $643
|
17.5K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.36K- 10.19% |
$198K - $217K
|
20.8K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6+ 0.1% |
$503 - $551
|
6.12K
$548K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-911- 2.64% |
$76.3K - $83.6K
|
33.7K
$3.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-13- 0.8% |
$1.09K - $1.19K
|
1.6K
$143K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
354+ 14.3% |
$29.7K - $32.5K
|
2.83K
$253K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
711New |
$59.6K - $65.3K
|
711
$63.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.95K- 7.64% |
$164K - $179K
|
23.6K
$2.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.65K- 1.54% |
$222K - $244K
|
169K
$15.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.45K- 0.77% |
$205K - $225K
|
315K
$28.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.75K- 82.2% |
$146K - $160K
|
378
$33.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
502New |
$42K - $46.1K
|
502
$44.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-373- 17.99% |
$31.2K - $34.2K
|
1.7K
$152K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.53K+ 8.91% |
$128K - $141K
|
18.8K
$1.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
142KNew |
$11.9M - $13.1M
|
142K
$12.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
346K+ 6.91% |
$29M - $31.8M
|
5.36M
$480M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-150- 5.55% |
$12.6K - $13.8K
|
2.56K
$229K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-28- 0.14% |
$2.35K - $2.57K
|
20.1K
$1.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.18K- 1.12% |
$266K - $292K
|
280K
$25M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-5.04K- 13.16% |
$422K - $463K
|
33.2K
$2.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.73% |
$670 - $735
|
1.08K
$96.9K
|