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, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.48K+ 0.68% |
$124K - $136K
|
220K
$20M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.47KNew |
$123K - $135K
|
1.47K
$134K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.42K+ 1.44% |
$119K - $131K
|
101K
$9.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
1.4K+ 5.61% |
$118K - $129K
|
26.4K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.38K+ 2.76% |
$116K - $127K
|
51.3K
$4.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.35K+ 17.22% |
$113K - $124K
|
9.17K
$835K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.33K+ 21.66% |
$111K - $122K
|
7.45K
$678K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.33K+ 2.81% |
$111K - $122K
|
48.5K
$4.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.31K+ 3.45% |
$110K - $120K
|
39.3K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.3K+ 13.11% |
$109K - $119K
|
11.2K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.22K+ 11.6% |
$103K - $112K
|
11.8K
$1.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.22K+ 2.41% |
$102K - $112K
|
51.9K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.15K+ 7.96% |
$96.3K - $106K
|
15.6K
$1.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.14K+ 7.3% |
$95.5K - $105K
|
16.8K
$1.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.13K+ 7.08% |
$94.6K - $104K
|
17.1K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.08K+ 9.94% |
$90.2K - $98.9K
|
11.9K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
1.07KNew |
$89.5K - $98.2K
|
1.07K
$97.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.05K+ 2.71% |
$88.2K - $96.7K
|
39.9K
$3.63M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.04K+ 63.22% |
$87.1K - $95.5K
|
2.69K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.02K+ 35.74% |
$85.5K - $93.7K
|
3.88K
$353K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.01KNew |
$84.3K - $92.5K
|
1.01K
$91.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
974+ 1948.0% |
$81.6K - $89.4K
|
1.02K
$93.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
971+ 5.35% |
$81.3K - $89.2K
|
19.1K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
963+ 0.98% |
$80.7K - $88.4K
|
99.2K
$9.04M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
949+ 1460.0% |
$79.5K - $87.1K
|
1.01K
$92.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
889+ 1.97% |
$74.5K - $81.6K
|
46.1K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
875+ 13.69% |
$73.3K - $80.3K
|
7.27K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
860+ 34.09% |
$72K - $79K
|
3.38K
$308K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
858+ 33.99% |
$71.9K - $78.8K
|
3.38K
$308K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
842+ 5.52% |
$70.5K - $77.3K
|
16.1K
$1.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
822+ 0.7% |
$68.9K - $75.5K
|
119K
$10.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
816+ 2.29% |
$68.3K - $74.9K
|
36.5K
$3.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
815+ 1.59% |
$68.3K - $74.8K
|
52.2K
$4.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
809New |
$67.8K - $74.3K
|
809
$73.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
778+ 0.15% |
$65.2K - $71.4K
|
520K
$47.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
745+ 4.51% |
$62.4K - $68.4K
|
17.3K
$1.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
742+ 15.61% |
$62.1K - $68.1K
|
5.49K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
738New |
$61.8K - $67.8K
|
738
$67.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
734+ 2.29% |
$61.5K - $67.4K
|
32.7K
$2.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
712+ 0.68% |
$59.6K - $65.4K
|
106K
$9.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
711New |
$59.6K - $65.3K
|
711
$64.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
697+ 0.37% |
$58.4K - $64K
|
190K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
696+ 21.16% |
$58.3K - $63.9K
|
3.99K
$363K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
688+ 4.03% |
$57.6K - $63.2K
|
17.8K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
667+ 0.99% |
$55.9K - $61.2K
|
68.3K
$6.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
621New |
$52K - $57K
|
621
$56.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
615New |
$51.5K - $56.5K
|
615
$56K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
615+ 22.37% |
$51.5K - $56.5K
|
3.36K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
611+ 0.33% |
$51.2K - $56.1K
|
187K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
543+ 6.34% |
$45.5K - $49.9K
|
9.1K
$829K
|