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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.14K+ 3.22% |
$82.3K - $86.5K
|
36.5K
$3.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
801New |
$58K - $60.9K
|
801
$74.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
771+ 25.32% |
$55.8K - $58.6K
|
3.82K
$355K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
537+ 10.06% |
$38.9K - $40.8K
|
5.87K
$547K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
202New |
$14.6K - $15.4K
|
202
$18.8K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
197+ 39.88% |
$14.3K - $15K
|
691
$64.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
161+ 5.37% |
$11.7K - $12.2K
|
3.16K
$294K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
108+ 67.5% |
$7.82K - $8.21K
|
268
$24.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
97New |
$7.02K - $7.38K
|
97
$9.03K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
61New |
$4.42K - $4.64K
|
61
$5.68K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
10New |
$724 - $761
|
10
$931
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$507 - $532
|
7
$651
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4New |
$290 - $304
|
4
$372
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
176K+ 24.8% |
$12.6M - $13.1M
|
888K
$82.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
130KNew |
$9.3M - $9.67M
|
130K
$12.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
113KNew |
$8.07M - $8.39M
|
113K
$10.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
40.6KNew |
$2.9M - $3.02M
|
40.6K
$3.78M
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
BUY
|
- |
17.5K+ 9.68% |
$1.25M - $1.3M
|
198K
$18.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
12.7KNew |
$911K - $947K
|
12.7K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.58KNew |
$684K - $712K
|
9.58K
$892K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.04K+ 5.7% |
$360K - $375K
|
93.5K
$8.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
BUY
|
- |
3.42KNew |
$244K - $254K
|
3.42K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.34KNew |
$239K - $248K
|
3.34K
$311K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3.34K+ 40.22% |
$239K - $248K
|
11.6K
$1.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
3.23K+ 3.03% |
$231K - $240K
|
110K
$10.2M
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.16KNew |
$226K - $235K
|
3.16K
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.79KNew |
$199K - $208K
|
2.79K
$260K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.78KNew |
$198K - $206K
|
2.78K
$258K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
2.77KNew |
$198K - $206K
|
2.77K
$257K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.74KNew |
$196K - $204K
|
2.74K
$255K
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.37K+ 25.82% |
$169K - $176K
|
11.5K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
740New |
$52.9K - $55K
|
740
$68.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
711+ 6.61% |
$50.8K - $52.8K
|
11.5K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
482+ 1.99% |
$34.4K - $35.8K
|
24.7K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
415+ 12.06% |
$29.6K - $30.8K
|
3.86K
$359K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
343+ 2.42% |
$24.5K - $25.5K
|
14.5K
$1.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
238+ 4.25% |
$17K - $17.7K
|
5.84K
$543K
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
200+ 3.47% |
$14.3K - $14.9K
|
5.96K
$555K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
150New |
$10.7K - $11.1K
|
150
$14K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
59New |
$4.21K - $4.39K
|
59
$5.49K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
43New |
$3.07K - $3.2K
|
43
$4K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
34New |
$2.43K - $2.53K
|
34
$3.16K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
24New |
$1.71K - $1.78K
|
24
$2.23K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
22+ 0.3% |
$1.57K - $1.64K
|
7.38K
$687K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
16+ 0.1% |
$1.14K - $1.19K
|
15.3K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
16New |
$1.14K - $1.19K
|
16
$1.49K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
12+ 0.08% |
$857 - $892
|
15.1K
$1.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12+ 0.34% |
$857 - $892
|
3.59K
$334K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
7+ 0.18% |
$500 - $520
|
3.93K
$366K
|
|