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, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.55K+ 12.82% |
$315K - $336K
|
31.2K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15.2K+ 101.37% |
$1.34M - $1.44M
|
30.2K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-75.9K- 26.34% |
$6.72M - $7.17M
|
212K
$19.7M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
490+ 1.9% |
$43.4K - $46.3K
|
26.2K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
52+ 0.32% |
$4.61K - $4.92K
|
16.1K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.39K+ 88.72% |
$389K - $415K
|
9.34K
$866K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.01K- 5.2% |
$89.4K - $95.4K
|
18.4K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-119- 0.72% |
$10.5K - $11.3K
|
16.5K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-18.1K- 49.27% |
$1.6M - $1.71M
|
18.6K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
36.1KNew |
$3.19M - $3.41M
|
36.1K
$3.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-451- 4.04% |
$40K - $42.7K
|
10.7K
$993K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
25+ 0.72% |
$2.21K - $2.36K
|
3.51K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-732- 4.12% |
$64.8K - $69.2K
|
17K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-116K- 60.68% |
$10.3M - $11M
|
75.5K
$7M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-366- 5.65% |
$32.4K - $34.6K
|
6.12K
$567K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-234- 0.49% |
$20.7K - $22.1K
|
47.6K
$4.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-78.5K- 2.08% |
$6.95M - $7.42M
|
3.7M
$343M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-273K- 5.72% |
$24.2M - $25.8M
|
4.49M
$417M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11+ 0.08% |
$974 - $1.04K
|
13.6K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2+ 0.4% |
$177 - $189
|
504
$46.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-6.48K- 22.26% |
$574K - $613K
|
22.6K
$2.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.97K- 6.61% |
$351K - $375K
|
56K
$5.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-200- 1.86% |
$17.7K - $18.9K
|
10.5K
$977K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
90.5K+ 70.77% |
$8.01M - $8.56M
|
218K
$20.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-650- 10.88% |
$57.6K - $61.5K
|
5.33K
$494K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.85K+ 17.38% |
$518K - $553K
|
39.5K
$3.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.46% |
$177 - $189
|
437
$40.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.47K+ 9.41% |
$130K - $139K
|
17.1K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
737New |
$65.3K - $69.7K
|
737
$68.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.55K+ 50.1% |
$137K - $147K
|
4.65K
$431K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
14New |
$1.24K - $1.32K
|
14
$1.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.98KNew |
$530K - $565K
|
5.98K
$554K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-915- 14.27% |
$81.1K - $86.5K
|
5.5K
$510K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-39.7K- 2.61% |
$3.52M - $3.75M
|
1.48M
$137M
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
498+ 5.52% |
$44.1K - $47.1K
|
9.52K
$883K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3.11KNew |
$275K - $294K
|
3.11K
$288K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-26.8K- 12.28% |
$2.37M - $2.53M
|
191K
$17.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
423New |
$37.5K - $40K
|
423
$39.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-17.5K- 17.54% |
$1.55M - $1.65M
|
82.1K
$7.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4+ 0.02% |
$354 - $378
|
20.9K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-24- 0.22% |
$2.13K - $2.27K
|
11K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
728+ 6.11% |
$64.5K - $68.8K
|
12.6K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.7K- 11.85% |
$1.21M - $1.3M
|
102K
$9.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-35- 0.09% |
$3.1K - $3.31K
|
37K
$3.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-143- 4.99% |
$12.7K - $13.5K
|
2.72K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.02K- 1.63% |
$179K - $191K
|
122K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-93.7K- 4.55% |
$8.3M - $8.86M
|
1.96M
$182M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
328K+ 6.13% |
$29.1M - $31M
|
5.69M
$527M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-353- 5.62% |
$31.3K - $33.4K
|
5.93K
$550K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
6+ 0.15% |
$532 - $567
|
4.01K
$372K
|