Latest Institutional Purchases of Ishares Msci Usa Min Vol Facto (USMV)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Min Vol Facto (USMV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.35M+ 102.48% |
$294M - $317M
|
6.62M
$614M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
1.4MNew |
$122M - $132M
|
1.4M
$129M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
787K+ 4.71% |
$69M - $74.4M
|
17.5M
$1.62B
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
595KNew |
$52.1M - $56.2M
|
595K
$55.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
569K+ 17.35% |
$49.9M - $53.7M
|
3.85M
$356M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
531K+ 10788.92% |
$46.5M - $50.2M
|
536K
$49.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
480K+ 50.51% |
$42.1M - $45.3M
|
1.43M
$132M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
431K+ 400.2% |
$37.8M - $40.7M
|
539K
$49.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
420KNew |
$36.8M - $39.7M
|
420K
$38.9M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
281KNew |
$24.6M - $26.6M
|
281K
$26M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
235K+ 10.66% |
$20.6M - $22.2M
|
2.44M
$226M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
231KNew |
$20.2M - $21.8M
|
231K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
204KNew |
$17.9M - $19.3M
|
204K
$18.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
191K+ 3.35% |
$16.7M - $18M
|
5.88M
$544M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
183K+ 107.59% |
$16M - $17.3M
|
353K
$32.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
155K+ 65.01% |
$13.6M - $14.6M
|
393K
$36.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
127K+ 3.42% |
$11.1M - $12M
|
3.82M
$354M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
126K+ 354.85% |
$11.1M - $11.9M
|
162K
$15M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
126KNew |
$11M - $11.9M
|
126K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
126KNew |
$11M - $11.9M
|
126K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
113K+ 2.51% |
$9.89M - $10.7M
|
4.61M
$427M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
111K+ 16.21% |
$9.74M - $10.5M
|
796K
$73.8M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
110K+ 83.45% |
$9.61M - $10.4M
|
241K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
108KNew |
$9.49M - $10.2M
|
108K
$10M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
106KNew |
$9.32M - $10M
|
106K
$9.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
104K+ 2.85% |
$9.13M - $9.84M
|
3.76M
$348M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
104K+ 2.85% |
$9.13M - $9.84M
|
3.76M
$348M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
94.8K+ 21.46% |
$8.31M - $8.96M
|
536K
$49.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
91.2K+ 5.57% |
$8M - $8.62M
|
1.73M
$160M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
89.5K+ 413.74% |
$7.85M - $8.46M
|
111K
$10.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
84K+ 111.28% |
$7.36M - $7.94M
|
159K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
83.6K+ 1959.16% |
$7.33M - $7.9M
|
87.9K
$8.14M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
83.6KNew |
$7.33M - $7.9M
|
83.6K
$7.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
83.5K+ 3.98% |
$7.32M - $7.9M
|
2.18M
$202M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
81.6KNew |
$7.15M - $7.71M
|
81.6K
$7.56M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
76.9KNew |
$6.75M - $7.27M
|
76.9K
$7.13M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
75.7K+ 122.21% |
$6.64M - $7.15M
|
138K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
73.2K+ 189.58% |
$6.42M - $6.92M
|
112K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
72.7K+ 325.66% |
$6.37M - $6.87M
|
95K
$8.8M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
67.4KNew |
$5.91M - $6.37M
|
67.4K
$6.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
62.3K+ 46.85% |
$5.47M - $5.89M
|
195K
$18.1M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
61.4KNew |
$5.38M - $5.8M
|
61.4K
$5.68M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
61.2K+ 16.21% |
$5.37M - $5.79M
|
439K
$40.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59K+ 2.77% |
$5.17M - $5.58M
|
2.19M
$202M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
57.7K+ 79.11% |
$5.06M - $5.45M
|
131K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
52.9K+ 1391.73% |
$4.64M - $5M
|
56.7K
$5.25M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
52.6K+ 37.51% |
$4.61M - $4.97M
|
193K
$17.9M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
52.2KNew |
$4.58M - $4.94M
|
52.2K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51.7K+ 11.11% |
$4.53M - $4.88M
|
517K
$47.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
51.5K+ 24.16% |
$4.52M - $4.87M
|
265K
$24.5M
|