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 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
285+ 6.47% |
$24.3K - $26.9K
|
4.69K
$440K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
252+ 0.55% |
$21.5K - $23.8K
|
46.2K
$4.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
250+ 1.98% |
$21.4K - $23.6K
|
12.9K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
241+ 0.71% |
$20.6K - $22.7K
|
34.4K
$3.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
223+ 7.68% |
$19K - $21K
|
3.13K
$293K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
213+ 2.44% |
$18.2K - $20.1K
|
8.94K
$839K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
209+ 7.18% |
$17.9K - $19.7K
|
3.12K
$293K
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
183+ 0.14% |
$15.6K - $17.3K
|
133K
$12.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
172+ 1.65% |
$14.7K - $16.2K
|
10.6K
$992K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
160+ 3.0% |
$13.7K - $15.1K
|
5.49K
$515K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
132New |
$11.3K - $12.5K
|
132
$12.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
131+ 1.41% |
$11.2K - $12.4K
|
9.41K
$883K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
128+ 1.29% |
$10.9K - $12.1K
|
10K
$943K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
124+ 4.97% |
$10.6K - $11.7K
|
2.62K
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
123+ 323.68% |
$10.5K - $11.6K
|
161
$15.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
118+ 2.91% |
$10.1K - $11.1K
|
4.17K
$391K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
107+ 1.34% |
$9.14K - $10.1K
|
8.09K
$759K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
90+ 2.13% |
$7.69K - $8.5K
|
4.32K
$406K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
88+ 2.39% |
$7.52K - $8.31K
|
3.78K
$354K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
86+ 1.99% |
$7.35K - $8.12K
|
4.41K
$414K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
85+ 0.77% |
$7.26K - $8.02K
|
11.1K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
84+ 0.34% |
$7.18K - $7.93K
|
24.6K
$2.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
78+ 10.12% |
$6.66K - $7.36K
|
849
$79.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
67+ 1.06% |
$5.72K - $6.32K
|
6.37K
$598K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
64+ 0.26% |
$5.47K - $6.04K
|
25K
$2.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
62New |
$5.3K - $5.85K
|
62
$5.82K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
58+ 0.18% |
$4.95K - $5.47K
|
31.4K
$2.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
56+ 2.26% |
$4.78K - $5.29K
|
2.53K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
55+ 0.8% |
$4.7K - $5.19K
|
6.95K
$652K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
41+ 1.46% |
$3.5K - $3.87K
|
2.85K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
39+ 2.93% |
$3.33K - $3.68K
|
1.37K
$129K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
39+ 0.98% |
$3.33K - $3.68K
|
4.02K
$378K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
34+ 1.02% |
$2.9K - $3.21K
|
3.38K
$317K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
34+ 1.58% |
$2.9K - $3.21K
|
2.18K
$205K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
34+ 0.36% |
$2.9K - $3.21K
|
9.51K
$892K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
30New |
$2.56K - $2.83K
|
30
$2.82K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
23+ 0.93% |
$1.96K - $2.17K
|
2.5K
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
20+ 0.29% |
$1.71K - $1.89K
|
6.91K
$649K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
20+ 0.35% |
$1.71K - $1.89K
|
5.71K
$536K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
17+ 0.37% |
$1.45K - $1.6K
|
4.55K
$427K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
16+ 0.24% |
$1.37K - $1.51K
|
6.82K
$640K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
15+ 0.24% |
$1.28K - $1.42K
|
6.15K
$577K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
14+ 0.35% |
$1.2K - $1.32K
|
3.98K
$374K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
12+ 0.49% |
$1.03K - $1.13K
|
2.44K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
12+ 0.17% |
$1.03K - $1.13K
|
6.93K
$651K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.27% |
$940 - $1.04K
|
4.11K
$386K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
10+ 0.2% |
$854 - $944
|
5.1K
$479K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
9+ 0.09% |
$769 - $850
|
9.72K
$912K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.31% |
$598 - $661
|
2.29K
$215K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
7+ 0.09% |
$598 - $661
|
7.51K
$704K
|