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
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.14KNew |
$244K - $262K
|
3.14K
$296K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.98KNew |
$232K - $249K
|
2.98K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.57KNew |
$200K - $215K
|
2.57K
$242K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.51KNew |
$195K - $210K
|
2.51K
$237K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
2.49KNew |
$194K - $208K
|
2.49K
$235K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.44KNew |
$190K - $204K
|
2.44K
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.41KNew |
$187K - $201K
|
2.41K
$227K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.45KNew |
$113K - $121K
|
1.45K
$137K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
966New |
$75.2K - $80.7K
|
966
$91.1K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
656+ 0.56% |
$51.1K - $54.8K
|
119K
$11.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
640New |
$49.8K - $53.5K
|
640
$60.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
491New |
$38.2K - $41K
|
491
$46.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
387New |
$30.1K - $32.3K
|
387
$36.5K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
223New |
$17.4K - $18.6K
|
223
$21K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
216New |
$16.8K - $18.1K
|
216
$20.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
114New |
$8.88K - $9.53K
|
114
$10.7K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
71New |
$5.53K - $5.93K
|
71
$6.69K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
54New |
$4.2K - $4.51K
|
54
$5.09K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
32+ 0.41% |
$2.49K - $2.67K
|
7.8K
$735K
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
8+ 0.31% |
$623 - $669
|
2.6K
$245K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
4+ 0.27% |
$311 - $334
|
1.49K
$140K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.58MNew |
$252M - $281M
|
3.58M
$337M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
96.8KNew |
$6.83M - $7.61M
|
96.8K
$9.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
90.6K+ 24.26% |
$6.39M - $7.12M
|
464K
$43.7M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
37.6K+ 15.26% |
$2.65M - $2.96M
|
284K
$26.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
32.4KNew |
$2.29M - $2.55M
|
32.4K
$3.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
26.9KNew |
$1.9M - $2.12M
|
26.9K
$2.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
26K+ 8.01% |
$1.84M - $2.05M
|
351K
$33.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$895K - $997K
|
12.7K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
10.6KNew |
$745K - $830K
|
10.6K
$995K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
8.35KNew |
$589K - $657K
|
8.35K
$787K
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
BUY
|
- |
5.57KNew |
$393K - $438K
|
5.57K
$525K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
5.1KNew |
$360K - $401K
|
5.1K
$480K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.26K+ 17.3% |
$301K - $335K
|
28.9K
$2.72M
|
|
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
3.51K+ 32.41% |
$248K - $276K
|
14.4K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.39KNew |
$239K - $267K
|
3.39K
$320K
|
|
|
Apr 01, 2025
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.08KNew |
$217K - $242K
|
3.08K
$290K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.91KNew |
$205K - $229K
|
2.91K
$274K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.88KNew |
$203K - $227K
|
2.88K
$272K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.82KNew |
$199K - $222K
|
2.82K
$266K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.75KNew |
$194K - $216K
|
2.75K
$260K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.75KNew |
$194K - $216K
|
2.75K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.72KNew |
$192K - $214K
|
2.72K
$257K
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2.71KNew |
$191K - $213K
|
2.71K
$256K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.7KNew |
$191K - $212K
|
2.7K
$255K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.62KNew |
$185K - $206K
|
2.62K
$247K
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.59KNew |
$183K - $204K
|
2.59K
$244K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.59KNew |
$183K - $203K
|
2.59K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
2.59KNew |
$182K - $203K
|
2.59K
$244K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.57KNew |
$181K - $202K
|
2.57K
$242K
|
|