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 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
359+ 3.4% |
$31.5K - $33.9K
|
10.9K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-3- 7.69% |
$263 - $284
|
36
$3.39K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.18KNew |
$191K - $206K
|
2.18K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-891- 1.52% |
$78.1K - $84.2K
|
57.9K
$5.46M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-7.23K- 3.58% |
$634K - $683K
|
195K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.1K- 19.31% |
$359K - $387K
|
17.1K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.64K- 1.32% |
$144K - $155K
|
122K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-295- 0.33% |
$25.9K - $27.9K
|
89.7K
$8.46M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.24K- 3.85% |
$109K - $117K
|
30.9K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.68K+ 92.69% |
$235K - $253K
|
5.56K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.1KNew |
$1.24M - $1.33M
|
14.1K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-624- 2.06% |
$54.7K - $59K
|
29.7K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-29- 1.07% |
$2.54K - $2.74K
|
2.69K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-441- 0.45% |
$38.7K - $41.7K
|
97.8K
$9.22M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
6KNew |
$526K - $567K
|
6K
$566K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.75KNew |
$329K - $355K
|
3.75K
$354K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-173- 2.97% |
$15.2K - $16.4K
|
5.64K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-467- 0.83% |
$40.9K - $44.1K
|
55.6K
$5.24M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
94.8K+ 21.46% |
$8.31M - $8.96M
|
536K
$50.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.9K+ 366.3% |
$2.44M - $2.63M
|
35.5K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.57KNew |
$137K - $148K
|
1.57K
$148K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.36K+ 4.05% |
$295K - $318K
|
86.4K
$8.15M
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2.17K+ 1.72% |
$190K - $205K
|
129K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
1.4MNew |
$122M - $132M
|
1.4M
$132M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29.9KClosed |
$2.62M - $2.83M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.43K- 4.07% |
$476K - $513K
|
128K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-21- 0.48% |
$1.84K - $1.98K
|
4.31K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
177+ 1.57% |
$15.5K - $16.7K
|
11.5K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.39K+ 26.8% |
$210K - $226K
|
11.3K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.17K- 31.33% |
$103K - $111K
|
2.56K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.53K- 5.19% |
$222K - $239K
|
46.1K
$4.35M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
4.32K+ 6.3% |
$379K - $408K
|
72.8K
$6.87M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.09K- 9.22% |
$183K - $197K
|
20.6K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.47KNew |
$216K - $233K
|
2.47K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34.3K+ 4.46% |
$3M - $3.24M
|
803K
$75.7M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.48K- 9.06% |
$305K - $329K
|
34.9K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
20.3K+ 121.91% |
$1.78M - $1.92M
|
37K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-150- 11.05% |
$13.2K - $14.2K
|
1.21K
$114K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.68K- 2.94% |
$147K - $159K
|
55.5K
$5.23M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
431K+ 400.2% |
$37.8M - $40.7M
|
539K
$50.8M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4K+ 142.1% |
$351K - $378K
|
6.82K
$642K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2K- 1.68% |
$175K - $189K
|
117K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-957- 16.11% |
$83.9K - $90.5K
|
4.98K
$470K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-370- 5.52% |
$32.4K - $35K
|
6.34K
$597K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-50.4K- 32.34% |
$4.42M - $4.76M
|
105K
$9.93M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-15.8K- 10.78% |
$1.38M - $1.49M
|
131K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13.8KNew |
$1.21M - $1.31M
|
13.8K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-142- 0.45% |
$12.5K - $13.4K
|
31.3K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.39K+ 25.92% |
$736K - $793K
|
40.8K
$3.84M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.05K+ 31.51% |
$180K - $194K
|
8.55K
$806K
|