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 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
25+ 0.31% |
$1.65K - $1.92K
|
8.01K
$755K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
10New |
$661 - $766
|
10
$943
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
1New |
$66.1 - $76.6
|
1
$94.3
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
19.4KNew |
$1.29M - $1.53M
|
19.4K
$1.83M
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
5.72KNew |
$381K - $452K
|
5.72K
$539K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.23KNew |
$349K - $413K
|
5.23K
$493K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
4.39K+ 8.95% |
$293K - $347K
|
53.4K
$5.04M
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.71KNew |
$248K - $294K
|
3.71K
$350K
|
|
|
Oct 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.34KNew |
$223K - $264K
|
3.34K
$314K
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.34KNew |
$223K - $264K
|
3.34K
$314K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
3.32KNew |
$222K - $263K
|
3.32K
$313K
|
|
|
Jul 20, 2022
Q2 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.31KNew |
$221K - $262K
|
3.31K
$312K
|
|
|
Jul 20, 2022
Q2 2022
|
F
|
BUY
|
- |
3.18KNew |
$212K - $252K
|
3.18K
$300K
|
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
3.06KNew |
$204K - $242K
|
3.06K
$288K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.94KNew |
$196K - $233K
|
2.94K
$277K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.44KNew |
$163K - $193K
|
2.44K
$230K
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.05K+ 28.2% |
$137K - $162K
|
9.34K
$880K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.5KNew |
$99.9K - $118K
|
1.5K
$141K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
932+ 29.18% |
$62.2K - $73.7K
|
4.13K
$389K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
886New |
$59.1K - $70.1K
|
886
$83.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
754New |
$50.3K - $59.6K
|
754
$71.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
511New |
$34.1K - $40.4K
|
511
$48.2K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
190New |
$12.7K - $15K
|
190
$17.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
181New |
$12.1K - $14.3K
|
181
$17.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
117New |
$7.81K - $9.25K
|
117
$11K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
41New |
$2.74K - $3.24K
|
41
$3.87K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
34New |
$2.27K - $2.69K
|
34
$3.21K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
13New |
$867 - $1.03K
|
13
$1.23K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10+ 11.11% |
$667 - $791
|
100
$9.43K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
8New |
$534 - $633
|
8
$754
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.33% |
$267 - $316
|
1.2K
$114K
|
|
| Q1 2022 | |||||||
|
Oct 31, 2023
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
69KNew |
$4.96M - $5.55M
|
69K
$6.5M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
29.8KNew |
$2.14M - $2.4M
|
29.8K
$2.81M
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
14.9KNew |
$1.07M - $1.2M
|
14.9K
$1.4M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
14.4KNew |
$1.03M - $1.16M
|
14.4K
$1.36M
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
6.13KNew |
$449K - $496K
|
6.13K
$577K
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
3.42KNew |
$251K - $277K
|
3.42K
$322K
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.2KNew |
$235K - $259K
|
3.2K
$302K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3KNew |
$220K - $243K
|
3K
$283K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$95.3K - $105K
|
1.3K
$123K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
400+ 9.25% |
$29.3K - $32.4K
|
4.73K
$445K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
373New |
$27.3K - $30.2K
|
373
$35.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
247New |
$18.1K - $20K
|
247
$23.3K
|
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
45New |
$3.3K - $3.65K
|
45
$4.24K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
309KNew |
$22.7M - $24.2M
|
309K
$29.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
417New |
$30.6K - $32.6K
|
417
$39.3K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.76KNew |
$402K - $425K
|
5.76K
$543K
|
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.31KNew |
$161K - $170K
|
2.31K
$217K
|
|
|
Aug 11, 2021
Q2 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.7K+ 37.87% |
$118K - $125K
|
6.18K
$582K
|
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
848New |
$59.1K - $62.5K
|
848
$79.9K
|
|