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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.2MNew |
$1.17B - $1.25B
|
13.2M
$1.23B
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
707KNew |
$62.7M - $66.9M
|
707K
$65.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
512KNew |
$45.3M - $48.4M
|
512K
$47.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
362KNew |
$32.1M - $34.2M
|
362K
$33.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
328K+ 6.13% |
$29.1M - $31M
|
5.69M
$529M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
281K+ 6039.62% |
$24.9M - $26.6M
|
286K
$26.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
201KNew |
$17.8M - $19M
|
201K
$18.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
181K+ 5.21% |
$16M - $17.1M
|
3.65M
$340M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
181K+ 5.21% |
$16M - $17.1M
|
3.65M
$340M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
147KNew |
$13M - $13.9M
|
147K
$13.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
142K+ 65.04% |
$12.6M - $13.4M
|
360K
$33.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
117K+ 112.53% |
$10.3M - $11M
|
220K
$20.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
114KNew |
$10.1M - $10.8M
|
114K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
96.7KNew |
$8.57M - $9.15M
|
96.7K
$9M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
93.5K+ 8.42% |
$8.29M - $8.85M
|
1.2M
$112M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
90.5K+ 70.77% |
$8.01M - $8.56M
|
218K
$20.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
69.4K+ 6.24% |
$6.15M - $6.56M
|
1.18M
$110M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
67.5KNew |
$5.98M - $6.38M
|
67.5K
$6.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
64.8KNew |
$5.74M - $6.13M
|
64.8K
$6.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
62KNew |
$5.49M - $5.86M
|
62K
$5.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
61.7KNew |
$5.46M - $5.83M
|
61.7K
$5.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
57.9K+ 15.52% |
$5.13M - $5.48M
|
431K
$40.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
57.7K+ 638.83% |
$5.11M - $5.45M
|
66.7K
$6.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
57.5K+ 517.33% |
$5.09M - $5.44M
|
68.6K
$6.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
57.5KNew |
$5.09M - $5.44M
|
57.5K
$5.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
55.3KNew |
$4.9M - $5.23M
|
55.3K
$5.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
52.7K+ 1034.07% |
$4.66M - $4.98M
|
57.7K
$5.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
52.4K+ 127.95% |
$4.64M - $4.95M
|
93.3K
$8.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
49.2K+ 26.0% |
$4.36M - $4.65M
|
238K
$22.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
48.4K+ 176.78% |
$4.29M - $4.58M
|
75.8K
$7.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
45.2KNew |
$4.01M - $4.28M
|
45.2K
$4.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
42.9K+ 187.43% |
$3.8M - $4.06M
|
65.9K
$6.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
41.1KNew |
$3.64M - $3.89M
|
41.1K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
39.2KNew |
$3.47M - $3.7M
|
39.2K
$3.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
36.1KNew |
$3.19M - $3.41M
|
36.1K
$3.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
35.7K+ 8.42% |
$3.16M - $3.38M
|
460K
$42.8M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
34.6KNew |
$3.06M - $3.27M
|
34.6K
$3.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
34.1K+ 64.08% |
$3.02M - $3.22M
|
87.2K
$8.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
33.9K+ 4815.63% |
$3M - $3.21M
|
34.6K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
33.7K+ 59.99% |
$2.98M - $3.18M
|
89.8K
$8.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
33.5K+ 284.36% |
$2.97M - $3.17M
|
45.3K
$4.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
32.4KNew |
$2.87M - $3.06M
|
32.4K
$3.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
31.3KNew |
$2.77M - $2.96M
|
31.3K
$2.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
29.6K+ 8.52% |
$2.63M - $2.8M
|
378K
$35.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
28.8KNew |
$2.55M - $2.72M
|
28.8K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
28K+ 214.66% |
$2.48M - $2.65M
|
41K
$3.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
26.1KNew |
$2.32M - $2.47M
|
26.1K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
26K+ 866.91% |
$2.3M - $2.46M
|
29K
$2.7M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
24.1KNew |
$2.13M - $2.28M
|
24.1K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
23.9K+ 0.62% |
$2.11M - $2.26M
|
3.87M
$360M
|