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 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
7+ 0.05% |
$598 - $661
|
14.3K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6+ 0.12% |
$513 - $566
|
5K
$469K
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
6+ 0.02% |
$513 - $566
|
34.2K
$3.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5+ 0.02% |
$427 - $472
|
29.4K
$2.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5+ 0.21% |
$427 - $472
|
2.42K
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$427 - $472
|
7.81K
$733K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.02% |
$427 - $472
|
29.5K
$2.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4+ 0.14% |
$342 - $378
|
2.8K
$262K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.07% |
$256 - $283
|
4.5K
$422K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2+ 0.06% |
$171 - $189
|
3.3K
$310K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.23% |
$85.4 - $94.4
|
438
$41.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
1+ 0.05% |
$85.4 - $94.4
|
2.16K
$203K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.33% |
$85.4 - $94.4
|
303
$28.4K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
1.4MNew |
$122M - $132M
|
1.4M
$131M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
787K+ 4.71% |
$69M - $74.4M
|
17.5M
$1.64B
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
595KNew |
$52.1M - $56.2M
|
595K
$55.8M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
569K+ 17.35% |
$49.9M - $53.7M
|
3.85M
$361M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
531K+ 10788.92% |
$46.5M - $50.2M
|
536K
$50.3M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
431K+ 400.2% |
$37.8M - $40.7M
|
539K
$50.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
420KNew |
$36.8M - $39.7M
|
420K
$39.4M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
281KNew |
$24.6M - $26.6M
|
281K
$26.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
235K+ 10.66% |
$20.6M - $22.2M
|
2.44M
$229M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
204KNew |
$17.9M - $19.3M
|
204K
$19.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
191K+ 3.35% |
$16.7M - $18M
|
5.88M
$552M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
183K+ 107.59% |
$16M - $17.3M
|
353K
$33.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
127K+ 3.42% |
$11.1M - $12M
|
3.82M
$359M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
126KNew |
$11M - $11.9M
|
126K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
126KNew |
$11M - $11.9M
|
126K
$11.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
113K+ 2.51% |
$9.89M - $10.7M
|
4.61M
$432M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
111K+ 16.21% |
$9.74M - $10.5M
|
796K
$74.7M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
110K+ 83.45% |
$9.61M - $10.4M
|
241K
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
108KNew |
$9.49M - $10.2M
|
108K
$10.2M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
106KNew |
$9.32M - $10M
|
106K
$9.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
104K+ 2.85% |
$9.13M - $9.84M
|
3.76M
$352M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
104K+ 2.85% |
$9.13M - $9.84M
|
3.76M
$352M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
94.8K+ 21.46% |
$8.31M - $8.96M
|
536K
$50.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
91.2K+ 5.57% |
$8M - $8.62M
|
1.73M
$162M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
89.5K+ 413.74% |
$7.85M - $8.46M
|
111K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
84K+ 111.28% |
$7.36M - $7.94M
|
159K
$15M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
83.6KNew |
$7.33M - $7.9M
|
83.6K
$7.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
83.5K+ 3.98% |
$7.32M - $7.9M
|
2.18M
$205M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
81.6KNew |
$7.15M - $7.71M
|
81.6K
$7.66M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
76.9KNew |
$6.75M - $7.27M
|
76.9K
$7.22M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
75.7K+ 122.21% |
$6.64M - $7.15M
|
138K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
73.2K+ 189.58% |
$6.42M - $6.92M
|
112K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
67.4KNew |
$5.91M - $6.37M
|
67.4K
$6.33M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
61.4KNew |
$5.38M - $5.8M
|
61.4K
$5.76M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
61.2K+ 16.21% |
$5.37M - $5.79M
|
439K
$41.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59K+ 2.77% |
$5.17M - $5.58M
|
2.19M
$205M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
57.7K+ 79.11% |
$5.06M - $5.45M
|
131K
$12.3M
|
|