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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.79KNew |
$238K - $263K
|
2.79K
$261K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.7KNew |
$230K - $254K
|
2.7K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.66K+ 13.28% |
$227K - $251K
|
22.7K
$2.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.6K+ 56.2% |
$222K - $245K
|
7.23K
$678K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.51KNew |
$214K - $237K
|
2.51K
$235K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.39KNew |
$204K - $225K
|
2.39K
$224K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.35KNew |
$200K - $222K
|
2.35K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
2.33K+ 5.81% |
$199K - $220K
|
42.4K
$3.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.19KNew |
$187K - $207K
|
2.19K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.17KNew |
$186K - $205K
|
2.17K
$204K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.14K+ 1.33% |
$183K - $202K
|
164K
$15.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.13KNew |
$182K - $201K
|
2.13K
$200K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
1.93K+ 1.95% |
$165K - $182K
|
101K
$9.48M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.89K+ 22.85% |
$161K - $178K
|
10.1K
$952K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.81K+ 10.01% |
$154K - $171K
|
19.9K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.71K+ 1.65% |
$146K - $161K
|
105K
$9.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.67K+ 13.51% |
$143K - $158K
|
14.1K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.62K+ 32.31% |
$138K - $152K
|
6.61K
$621K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
1.57K+ 1.29% |
$134K - $148K
|
123K
$11.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.55K+ 62.35% |
$132K - $146K
|
4.04K
$379K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.54KNew |
$132K - $146K
|
1.54K
$145K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 0.66% |
$124K - $137K
|
220K
$20.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.4K+ 33.83% |
$119K - $132K
|
5.52K
$518K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.33K+ 58.06% |
$114K - $125K
|
3.62K
$340K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.3K+ 0.37% |
$111K - $122K
|
350K
$32.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.29K+ 4.29% |
$110K - $122K
|
31.3K
$2.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.02K+ 0.92% |
$87.1K - $96.3K
|
112K
$10.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1K+ 2.69% |
$85.7K - $94.7K
|
38.2K
$3.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1K+ 65.45% |
$85.4K - $94.4K
|
2.53K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1K+ 24.17% |
$85.4K - $94.4K
|
5.14K
$482K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
942+ 29.24% |
$80.5K - $88.9K
|
4.16K
$391K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
895+ 14.16% |
$76.5K - $84.5K
|
7.21K
$677K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
865+ 0.52% |
$73.9K - $81.6K
|
166K
$15.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
835+ 36.56% |
$71.3K - $78.8K
|
3.12K
$293K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
710+ 3.37% |
$60.6K - $67K
|
21.8K
$2.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
686+ 6.81% |
$58.6K - $64.8K
|
10.8K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
674+ 2.0% |
$57.6K - $63.6K
|
34.4K
$3.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
665+ 4.78% |
$56.8K - $62.8K
|
14.6K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
611+ 24.06% |
$52.2K - $57.7K
|
3.15K
$296K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
605+ 6.63% |
$51.7K - $57.1K
|
9.73K
$913K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
598+ 0.34% |
$51.1K - $56.4K
|
177K
$16.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
570+ 10.72% |
$48.7K - $53.8K
|
5.89K
$552K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
568+ 23.09% |
$48.5K - $53.6K
|
3.03K
$284K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
553+ 11.94% |
$47.2K - $52.2K
|
5.18K
$487K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
532+ 6.76% |
$45.4K - $50.2K
|
8.41K
$789K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
498+ 0.75% |
$42.5K - $47K
|
67.2K
$6.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
430+ 0.2% |
$36.7K - $40.6K
|
220K
$20.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
424+ 3.35% |
$36.2K - $40K
|
13.1K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
415+ 5.37% |
$35.4K - $39.2K
|
8.14K
$764K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
308+ 6.97% |
$26.3K - $29.1K
|
4.73K
$443K
|