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 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
123+ 82.0% |
$10.8K - $11.6K
|
273
$25.7K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
116New |
$10.2K - $11K
|
116
$10.9K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
112+ 1.28% |
$9.82K - $10.6K
|
8.84K
$833K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
112+ 1.34% |
$9.82K - $10.6K
|
8.49K
$800K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
111+ 6.6% |
$9.73K - $10.5K
|
1.79K
$169K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
107+ 4.14% |
$9.38K - $10.1K
|
2.69K
$254K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
104+ 1.16% |
$9.12K - $9.83K
|
9.08K
$856K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
104New |
$9.12K - $9.83K
|
104
$9.8K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
103+ 0.17% |
$9.03K - $9.74K
|
62.4K
$5.88M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
101+ 2.62% |
$8.86K - $9.55K
|
3.96K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
100+ 3.38% |
$8.77K - $9.45K
|
3.06K
$288K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
99+ 0.16% |
$8.68K - $9.36K
|
61.8K
$5.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
97+ 23.6% |
$8.5K - $9.17K
|
508
$47.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
93+ 2.22% |
$8.15K - $8.79K
|
4.28K
$404K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
87+ 35.22% |
$7.63K - $8.22K
|
334
$31.5K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
85+ 0.78% |
$7.45K - $8.03K
|
11K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
85+ 1.48% |
$7.45K - $8.03K
|
5.82K
$548K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
85+ 1.57% |
$7.45K - $8.03K
|
5.51K
$519K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
81New |
$7.1K - $7.66K
|
81
$7.64K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
60+ 1.01% |
$5.26K - $5.67K
|
5.99K
$565K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
59+ 0.19% |
$5.17K - $5.58K
|
31.3K
$2.95M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
55+ 2.37% |
$4.82K - $5.2K
|
2.37K
$224K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
55+ 1.43% |
$4.82K - $5.2K
|
3.9K
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
53+ 0.72% |
$4.65K - $5.01K
|
7.39K
$696K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
52+ 2.27% |
$4.56K - $4.92K
|
2.35K
$221K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
51+ 33.55% |
$4.47K - $4.82K
|
203
$19.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
49+ 60.49% |
$4.3K - $4.63K
|
130
$12.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
49+ 0.13% |
$4.3K - $4.63K
|
37.5K
$3.53M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
48+ 0.28% |
$4.21K - $4.54K
|
17K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
45+ 0.56% |
$3.95K - $4.25K
|
8.08K
$762K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
42+ 0.76% |
$3.68K - $3.97K
|
5.54K
$522K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
42+ 0.32% |
$3.68K - $3.97K
|
13.2K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
41+ 1.02% |
$3.59K - $3.88K
|
4.05K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
40+ 1.05% |
$3.51K - $3.78K
|
3.84K
$362K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
35+ 0.24% |
$3.07K - $3.31K
|
14.4K
$1.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.2% |
$2.98K - $3.21K
|
17.4K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
33+ 0.2% |
$2.89K - $3.12K
|
16.2K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
33+ 0.4% |
$2.89K - $3.12K
|
8.38K
$790K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
31+ 0.18% |
$2.72K - $2.93K
|
17.5K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
30New |
$2.63K - $2.84K
|
30
$2.83K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
30New |
$2.63K - $2.84K
|
30
$2.83K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
28+ 0.07% |
$2.46K - $2.65K
|
37.4K
$3.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
27+ 0.36% |
$2.37K - $2.55K
|
7.62K
$719K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
26+ 0.35% |
$2.28K - $2.46K
|
7.51K
$708K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
25New |
$2.19K - $2.36K
|
25
$2.36K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
24+ 0.03% |
$2.1K - $2.27K
|
80.4K
$7.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
24+ 0.35% |
$2.1K - $2.27K
|
6.97K
$657K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
22New |
$1.93K - $2.08K
|
22
$2.07K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
21New |
$1.84K - $1.98K
|
21
$1.98K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
19New |
$1.67K - $1.8K
|
19
$1.79K
|