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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
309KNew |
$22.7M - $24.2M
|
309K
$28.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
417New |
$30.6K - $32.6K
|
417
$38K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.76KNew |
$402K - $425K
|
5.76K
$525K
|
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.31KNew |
$161K - $170K
|
2.31K
$210K
|
|
|
Aug 11, 2021
Q2 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.7K+ 37.87% |
$118K - $125K
|
6.18K
$562K
|
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
848New |
$59.1K - $62.5K
|
848
$77.2K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
835New |
$58.2K - $61.5K
|
835
$76.1K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.94KNew |
$192K - $205K
|
2.94K
$268K
|
|
| Q4 2020 | |||||||
|
Feb 14, 2024
Q4 2020
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
19KNew |
$1.17M - $1.29M
|
19K
$1.73M
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
8.05KNew |
$497K - $547K
|
8.05K
$733K
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
258New |
$15.9K - $17.5K
|
258
$23.5K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
75KNew |
$4.55M - $4.98M
|
75K
$6.83M
|
|
|
Nov 12, 2020
Q3 2020
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
55KNew |
$3.34M - $3.65M
|
55K
$5.01M
|
|
|
Nov 10, 2020
Q3 2020
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
46.9KNew |
$2.85M - $3.11M
|
46.9K
$4.27M
|
|
|
Nov 13, 2020
Q3 2020
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.03KNew |
$123K - $135K
|
2.03K
$185K
|
|
|
Nov 13, 2020
Q3 2020
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
24+ 0.3% |
$1.46K - $1.59K
|
8.02K
$731K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.29K+ 34.69% |
$482K - $594K
|
36.1K
$3.28M
|
|
|
Aug 14, 2020
Q2 2020
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
8.58KNew |
$446K - $549K
|
8.58K
$781K
|
|
|
Jul 21, 2020
Q2 2020
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
4.97KNew |
$258K - $318K
|
4.97K
$453K
|
|
|
Aug 07, 2020
Q2 2020
|
Financial Advantage, Inc.
|
BUY
|
- |
1KNew |
$51.9K - $64K
|
1K
$91.1K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
221New |
$11.5K - $14.1K
|
221
$20.1K
|
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
BUY
|
- |
32New |
$1.66K - $2.05K
|
32
$2.91K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
105K+ 419.92% |
$4.91M - $7.34M
|
131K
$11.9M
|
|
|
May 11, 2020
Q1 2020
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3.83KNew |
$179K - $267K
|
3.83K
$349K
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
220New |
$10.3K - $15.3K
|
220
$20K
|
|
|
Apr 08, 2020
Q1 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
161New |
$7.5K - $11.2K
|
161
$14.7K
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5.92KNew |
$371K - $389K
|
5.92K
$539K
|
|
| Q3 2019 | |||||||
|
Oct 22, 2019
Q3 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
2.5KNew |
$153K - $162K
|
2.5K
$228K
|
|
| Q2 2019 | |||||||
|
Aug 06, 2019
Q2 2019
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
30.9KNew |
$1.82M - $1.93M
|
30.9K
$2.81M
|
|
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
228+ 22800.0% |
$13.4K - $14.2K
|
229
$20.9K
|
|
|
Aug 12, 2019
Q2 2019
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
147+ 0.36% |
$8.64K - $9.18K
|
40.7K
$3.7M
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
88.2KNew |
$4.69M - $5.08M
|
88.2K
$8.03M
|
|
| Q3 2016 | |||||||
|
Sep 06, 2018
Q3 2016
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
PUT |
100KNew |
N/A
|
100K
$9.11M
|
|