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 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
79+ 0.36% |
$7K - $7.47K
|
21.8K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
749+ 0.94% |
$66.4K - $70.8K
|
80.4K
$7.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-5.62K- 48.58% |
$498K - $532K
|
5.95K
$552K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.17KNew |
$281K - $300K
|
3.17K
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
456+ 11.7% |
$40.4K - $43.1K
|
4.35K
$404K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-566- 1.77% |
$50.1K - $53.5K
|
31.4K
$2.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
26.1KNew |
$2.32M - $2.47M
|
26.1K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
65+ 0.16% |
$5.76K - $6.15K
|
40.5K
$3.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-78- 6.01% |
$6.91K - $7.38K
|
1.22K
$113K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
493+ 4.4% |
$43.7K - $46.6K
|
11.7K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
400+ 0.69% |
$35.4K - $37.8K
|
58.4K
$5.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
330+ 5.12% |
$29.2K - $31.2K
|
6.78K
$629K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
117+ 27.4% |
$10.4K - $11.1K
|
544
$50.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.89K- 3.03% |
$168K - $179K
|
60.6K
$5.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.28K+ 34.89% |
$114K - $121K
|
4.96K
$460K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-924- 0.86% |
$81.9K - $87.4K
|
107K
$9.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
781+ 23.09% |
$69.2K - $73.9K
|
4.16K
$386K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-160- 2.8% |
$14.2K - $15.1K
|
5.55K
$515K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-1.32K- 34.19% |
$116K - $124K
|
2.53K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-14- 0.45% |
$1.24K - $1.32K
|
3.06K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.78K+ 33.5% |
$158K - $168K
|
7.1K
$658K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
12.7KNew |
$1.13M - $1.2M
|
12.7K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11.3KNew |
$999K - $1.07M
|
11.3K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
865New |
$76.6K - $81.8K
|
865
$80.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
2.3KNew |
$203K - $217K
|
2.3K
$213K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
184New |
$16.3K - $17.4K
|
184
$17.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-27.4K- 2.53% |
$2.43M - $2.59M
|
1.06M
$98.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-14.1K- 30.88% |
$1.25M - $1.34M
|
31.7K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
5.32K+ 43.29% |
$471K - $503K
|
17.6K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-443- 3.41% |
$39.2K - $41.9K
|
12.5K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-38- 10.41% |
$3.37K - $3.59K
|
327
$30.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-425- 7.75% |
$37.7K - $40.2K
|
5.06K
$469K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32.8K- 1.52% |
$2.91M - $3.1M
|
2.13M
$197M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
21.9KNew |
$1.94M - $2.07M
|
21.9K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-39.9K- 27.9% |
$3.53M - $3.77M
|
103K
$9.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.76KNew |
$333K - $356K
|
3.76K
$349K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-1.05K- 6.13% |
$93.1K - $99.4K
|
16.1K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
26New |
$2.3K - $2.46K
|
26
$2.41K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.6K+ 7.26% |
$1.91M - $2.04M
|
319K
$29.6M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-4.16K- 11.97% |
$368K - $393K
|
30.6K
$2.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
2.81KNew |
$249K - $266K
|
2.81K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.29% |
$88.6 - $94.6
|
349
$32.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.9K- 8.39% |
$964K - $1.03M
|
119K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
276+ 0.45% |
$24.5K - $26.1K
|
61K
$5.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-274- 2.66% |
$24.3K - $25.9K
|
10K
$930K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.44K- 10.34% |
$394K - $420K
|
38.5K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2.11K- 6.97% |
$187K - $199K
|
28.1K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
18+ 0.39% |
$1.59K - $1.7K
|
4.69K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.5K- 27.03% |
$133K - $142K
|
4.05K
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-61- 2.63% |
$5.4K - $5.77K
|
2.26K
$209K
|