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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
83.2KNew |
$6.48M - $6.95M
|
83.2K
$7.58M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
80.4KNew |
$6.26M - $6.72M
|
80.4K
$7.32M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
76.4KNew |
$5.95M - $6.39M
|
76.4K
$6.96M
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
41KNew |
$3.19M - $3.43M
|
41K
$3.74M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
31.7K+ 704.67% |
$2.47M - $2.65M
|
36.2K
$3.3M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
16.8KNew |
$1.31M - $1.4M
|
16.8K
$1.53M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14.3KNew |
$1.11M - $1.2M
|
14.3K
$1.3M
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
7.71K+ 122.05% |
$600K - $644K
|
14K
$1.28M
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
7.09KNew |
$552K - $593K
|
7.09K
$646K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.87K+ 1072.23% |
$535K - $574K
|
7.51K
$684K
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
6.48KNew |
$505K - $542K
|
6.48K
$590K
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.33KNew |
$493K - $529K
|
6.33K
$577K
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.91KNew |
$460K - $494K
|
5.91K
$538K
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
5.04KNew |
$392K - $421K
|
5.04K
$459K
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
5KNew |
$390K - $418K
|
5K
$456K
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
4.55KNew |
$354K - $380K
|
4.55K
$414K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
4.41K+ 12.39% |
$343K - $369K
|
40K
$3.64M
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3.9KNew |
$304K - $326K
|
3.9K
$355K
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.66KNew |
$285K - $306K
|
3.66K
$334K
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.2KNew |
$249K - $267K
|
3.2K
$291K
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.14KNew |
$244K - $262K
|
3.14K
$286K
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.98KNew |
$232K - $249K
|
2.98K
$272K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.6KNew |
$202K - $217K
|
2.6K
$236K
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.57KNew |
$200K - $215K
|
2.57K
$234K
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.51KNew |
$195K - $210K
|
2.51K
$229K
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
2.49KNew |
$194K - $208K
|
2.49K
$227K
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.44KNew |
$190K - $204K
|
2.44K
$222K
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.41KNew |
$187K - $201K
|
2.41K
$219K
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.4KNew |
$187K - $201K
|
2.4K
$219K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.45KNew |
$113K - $121K
|
1.45K
$132K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
966New |
$75.2K - $80.7K
|
966
$88K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
656+ 0.56% |
$51.1K - $54.8K
|
119K
$10.8M
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
641+ 377.06% |
$49.9K - $53.6K
|
811
$73.9K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
640New |
$49.8K - $53.5K
|
640
$58.3K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
614New |
$47.8K - $51.3K
|
614
$55.9K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
521+ 31.33% |
$40.6K - $43.5K
|
2.18K
$199K
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
491New |
$38.2K - $41K
|
491
$44.7K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
387New |
$30.1K - $32.3K
|
387
$35.2K
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
358New |
$27.9K - $29.9K
|
358
$32.6K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
223New |
$17.4K - $18.6K
|
223
$20.3K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
216New |
$16.8K - $18.1K
|
216
$19.7K
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
124+ 4.47% |
$9.65K - $10.4K
|
2.9K
$264K
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
114New |
$8.88K - $9.53K
|
114
$10.4K
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
112+ 2.32% |
$8.72K - $9.36K
|
4.95K
$451K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
71New |
$5.53K - $5.93K
|
71
$6.47K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
54New |
$4.2K - $4.51K
|
54
$4.92K
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
50+ 0.46% |
$3.89K - $4.18K
|
11K
$999K
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
32+ 0.03% |
$2.49K - $2.67K
|
92.8K
$8.45M
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
32+ 0.28% |
$2.49K - $2.67K
|
11.5K
$1.04M
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
32+ 0.41% |
$2.49K - $2.67K
|
7.8K
$711K
|