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 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
730+ 701.92% |
$51.5K - $57.4K
|
834
$77.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
719+ 1.16% |
$50.7K - $56.5K
|
62.9K
$5.85M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
672+ 1.18% |
$47.4K - $52.8K
|
57.5K
$5.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
670+ 3.5% |
$47.3K - $52.7K
|
19.8K
$1.84M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
614+ 15.03% |
$43.3K - $48.3K
|
4.7K
$437K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
609+ 1.09% |
$43K - $47.9K
|
56.5K
$5.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
542New |
$38.2K - $42.6K
|
542
$50.4K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
529New |
$37.3K - $41.6K
|
529
$49.2K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
430New |
$30.3K - $33.8K
|
430
$40K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
340New |
$24K - $26.7K
|
340
$31.6K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
265New |
$18.7K - $20.8K
|
265
$24.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
261New |
$18.4K - $20.5K
|
261
$24.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
247New |
$17.4K - $19.4K
|
247
$23K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
208New |
$14.7K - $16.4K
|
208
$19.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
189New |
$13.3K - $14.9K
|
189
$17.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
163+ 2328.57% |
$11.5K - $12.8K
|
170
$15.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
145New |
$10.2K - $11.4K
|
145
$13.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
143New |
$10.1K - $11.2K
|
143
$13.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
71New |
$5.01K - $5.58K
|
71
$6.61K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
65+ 52.85% |
$4.59K - $5.11K
|
188
$17.5K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
40New |
$2.82K - $3.15K
|
40
$3.72K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
33New |
$2.33K - $2.59K
|
33
$3.07K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 0.89% |
$917 - $1.02K
|
1.47K
$137K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
11+ 0.2% |
$776 - $865
|
5.5K
$512K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
10New |
$706 - $786
|
10
$931
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
7+ 8.14% |
$494 - $550
|
93
$8.65K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
4New |
$282 - $315
|
4
$372
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
166KNew |
$12M - $12.6M
|
166K
$15.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
141KNew |
$10.2M - $10.7M
|
141K
$13.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
111KNew |
$8.03M - $8.44M
|
111K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
69.8KNew |
$5.05M - $5.31M
|
69.8K
$6.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
65.9KNew |
$4.77M - $5.01M
|
65.9K
$6.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
27.9KNew |
$2.02M - $2.12M
|
27.9K
$2.59M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23.7KNew |
$1.71M - $1.8M
|
23.7K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
10.5KNew |
$757K - $796K
|
10.5K
$973K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
9.85KNew |
$713K - $749K
|
9.85K
$917K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.5KNew |
$688K - $723K
|
9.5K
$884K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.59K+ 249.4% |
$622K - $654K
|
12K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.58K+ 925.0% |
$621K - $653K
|
9.51K
$885K
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
7.3KNew |
$528K - $555K
|
7.3K
$679K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.06KNew |
$439K - $461K
|
6.06K
$564K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.61KNew |
$334K - $351K
|
4.61K
$429K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.73KNew |
$270K - $283K
|
3.73K
$347K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.72KNew |
$269K - $283K
|
3.72K
$346K
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.5KNew |
$254K - $266K
|
3.5K
$326K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.28KNew |
$237K - $249K
|
3.28K
$305K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
3.24KNew |
$234K - $246K
|
3.24K
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.91KNew |
$211K - $221K
|
2.91K
$271K
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.9KNew |
$210K - $220K
|
2.9K
$270K
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.15K+ 191.06% |
$83.5K - $87.8K
|
1.76K
$164K
|
|