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, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
19+ 0.35% |
$1.67K - $1.8K
|
5.45K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18+ 0.09% |
$1.58K - $1.7K
|
21K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 2.27% |
$1.49K - $1.61K
|
766
$72.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
16+ 0.66% |
$1.4K - $1.51K
|
2.43K
$229K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
15+ 0.07% |
$1.32K - $1.42K
|
20.3K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
15+ 0.2% |
$1.32K - $1.42K
|
7.54K
$711K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
14+ 0.06% |
$1.23K - $1.32K
|
21.8K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
13+ 0.35% |
$1.14K - $1.23K
|
3.77K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
12+ 0.31% |
$1.05K - $1.13K
|
3.89K
$367K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
12+ 0.36% |
$1.05K - $1.13K
|
3.37K
$318K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11New |
$964 - $1.04K
|
11
$1.04K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10+ 58.82% |
$877 - $945
|
27
$2.55K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
10+ 0.15% |
$877 - $945
|
6.69K
$630K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
10+ 0.22% |
$877 - $945
|
4.58K
$431K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
10+ 0.3% |
$877 - $945
|
3.35K
$316K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
9+ 0.02% |
$789 - $851
|
54K
$5.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
9+ 0.37% |
$789 - $851
|
2.45K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
9+ 0.11% |
$789 - $851
|
8.11K
$764K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9+ 0.35% |
$789 - $851
|
2.56K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8+ 0.23% |
$701 - $756
|
3.56K
$335K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
8+ 0.14% |
$701 - $756
|
5.56K
$524K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.33% |
$701 - $756
|
2.43K
$229K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7+ 0.03% |
$614 - $662
|
20.9K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.31% |
$526 - $567
|
1.91K
$180K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5New |
$438 - $473
|
5
$471
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5+ 0.12% |
$438 - $473
|
4.2K
$396K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
4+ 0.08% |
$351 - $378
|
5K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.02% |
$263 - $284
|
14.9K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3+ 0.08% |
$263 - $284
|
3.86K
$364K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
3+ 0.12% |
$263 - $284
|
2.43K
$229K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3+ 0.07% |
$263 - $284
|
4.01K
$378K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.32% |
$175 - $189
|
626
$59K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.46% |
$175 - $189
|
439
$41.4K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2+ 0.03% |
$175 - $189
|
6.25K
$589K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.48% |
$175 - $189
|
418
$39.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.08% |
$175 - $189
|
2.4K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.05% |
$87.7 - $94.5
|
2.19K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.19% |
$87.7 - $94.5
|
535
$50.4K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$87.7 - $94.5
|
11.7K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
1+ 0.0% |
$87.7 - $94.5
|
107K
$10M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.16% |
$87.7 - $94.5
|
630
$59.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.06% |
$87.7 - $94.5
|
1.65K
$156K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
707KNew |
$62.7M - $66.9M
|
707K
$66.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
201KNew |
$17.8M - $19M
|
201K
$19M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
67.5KNew |
$5.98M - $6.38M
|
67.5K
$6.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
42.9K+ 187.43% |
$3.8M - $4.06M
|
65.9K
$6.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
31.3KNew |
$2.77M - $2.96M
|
31.3K
$2.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
26.1KNew |
$2.32M - $2.47M
|
26.1K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
26K+ 866.91% |
$2.3M - $2.46M
|
29K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
22.2KNew |
$1.96M - $2.1M
|
22.2K
$2.09M
|
|