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 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-420- 14.62% |
$36.8K - $39.7K
|
2.45K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-349- 31.16% |
$30.6K - $33K
|
771
$72.7K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-292- 0.79% |
$25.6K - $27.6K
|
36.7K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.85K+ 53.69% |
$776K - $837K
|
25.3K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-55- 0.14% |
$4.82K - $5.2K
|
38.4K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-372- 6.08% |
$32.6K - $35.2K
|
5.75K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.39K+ 74.03% |
$385K - $415K
|
10.3K
$973K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
186+ 0.45% |
$16.3K - $17.6K
|
41.3K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10.2KNew |
$898K - $968K
|
10.2K
$966K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
21.3KNew |
$1.87M - $2.01M
|
21.3K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-60- 14.15% |
$5.26K - $5.67K
|
364
$34.3K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-41.6K- 55.27% |
$3.64M - $3.93M
|
33.6K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5KNew |
$438K - $473K
|
5K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-37.3K- 27.69% |
$3.27M - $3.53M
|
97.4K
$9.19M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
145+ 0.44% |
$12.7K - $13.7K
|
32.8K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-291- 4.08% |
$25.5K - $27.5K
|
6.85K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.67K- 50.0% |
$409K - $441K
|
4.67K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
351+ 4.31% |
$30.8K - $33.2K
|
8.5K
$801K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
989+ 5.79% |
$86.7K - $93.5K
|
18.1K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-73- 1.52% |
$6.4K - $6.9K
|
4.74K
$447K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-9.81K- 3.23% |
$860K - $927K
|
294K
$27.7M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
976+ 4.28% |
$85.6K - $92.3K
|
23.8K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-143- 3.73% |
$12.5K - $13.5K
|
3.69K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-599- 3.37% |
$52.5K - $56.6K
|
17.2K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-144- 0.85% |
$12.6K - $13.6K
|
16.9K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-42.6K- 57.61% |
$3.74M - $4.03M
|
31.4K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
29KNew |
$2.54M - $2.74M
|
29K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
30New |
$2.63K - $2.84K
|
30
$2.83K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.04K- 48.1% |
$354K - $381K
|
4.36K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
265+ 3.22% |
$23.2K - $25K
|
8.5K
$801K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-89.9K- 28.18% |
$7.89M - $8.5M
|
229K
$21.6M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.74K+ 22.33% |
$591K - $637K
|
36.9K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9.27K+ 84.84% |
$813K - $876K
|
20.2K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.78M- 37.94% |
$156M - $169M
|
2.92M
$275M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.59K+ 60.59% |
$315K - $340K
|
9.52K
$898K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
235K+ 10.66% |
$20.6M - $22.2M
|
2.44M
$230M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.92K- 10.41% |
$168K - $181K
|
16.5K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.43K- 6.15% |
$213K - $230K
|
37.1K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-75- 0.12% |
$6.58K - $7.09K
|
63K
$5.93M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.56K- 13.81% |
$225K - $242K
|
16K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
30K+ 83.4% |
$2.63M - $2.84M
|
66K
$6.23M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
199+ 4.21% |
$17.4K - $18.8K
|
4.93K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-590- 1.2% |
$51.7K - $55.8K
|
48.7K
$4.59M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-486- 7.39% |
$42.6K - $45.9K
|
6.09K
$574K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.79K- 2.31% |
$332K - $358K
|
160K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.04K- 3.69% |
$617K - $665K
|
184K
$17.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-131K- 6.67% |
$11.5M - $12.4M
|
1.83M
$173M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43K- 82.49% |
$3.77M - $4.06M
|
9.12K
$860K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
13K+ 178.08% |
$1.14M - $1.23M
|
20.3K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.79KNew |
$332K - $358K
|
3.79K
$357K
|