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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
13K+ 178.08% |
$1.14M - $1.23M
|
20.3K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
13K+ 171.1% |
$1.14M - $1.23M
|
20.6K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
11.9K+ 6.66% |
$1.04M - $1.12M
|
191K
$17.9M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
11.8KNew |
$1.03M - $1.11M
|
11.8K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.7KNew |
$1.02M - $1.1M
|
11.7K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.4K+ 63.19% |
$1M - $1.08M
|
29.5K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.1K+ 11.92% |
$976K - $1.05M
|
104K
$9.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
10.8KNew |
$943K - $1.02M
|
10.8K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
10.3KNew |
$902K - $972K
|
10.3K
$965K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10.2KNew |
$898K - $968K
|
10.2K
$961K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
10.2K+ 309.46% |
$892K - $962K
|
13.5K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
10.1KNew |
$888K - $957K
|
10.1K
$950K
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
10KNew |
$877K - $945K
|
10K
$939K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.97K+ 54.55% |
$874K - $942K
|
28.2K
$2.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.78K+ 19.5% |
$858K - $925K
|
60K
$5.63M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9.27K+ 84.84% |
$813K - $876K
|
20.2K
$1.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.41KNew |
$737K - $794K
|
8.41K
$789K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.39K+ 25.92% |
$736K - $793K
|
40.8K
$3.83M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.13KNew |
$713K - $769K
|
8.13K
$763K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.92K+ 159.51% |
$694K - $748K
|
12.9K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
7.89K+ 2.21% |
$691K - $745K
|
365K
$34.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
7.54KNew |
$661K - $712K
|
7.54K
$707K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.5K+ 34.04% |
$658K - $709K
|
29.5K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
7.45K+ 158.48% |
$653K - $704K
|
12.2K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.22K+ 4.61% |
$633K - $683K
|
164K
$15.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
6.82KNew |
$598K - $644K
|
6.82K
$640K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.74K+ 22.33% |
$591K - $637K
|
36.9K
$3.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.65KNew |
$583K - $628K
|
6.65K
$624K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
6.34KNew |
$555K - $599K
|
6.34K
$595K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
6.24KNew |
$547K - $589K
|
6.24K
$585K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
6KNew |
$526K - $567K
|
6K
$563K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
5.79KNew |
$508K - $548K
|
5.79K
$544K
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
5.28K+ 3.41% |
$463K - $499K
|
160K
$15M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.12KNew |
$449K - $484K
|
5.12K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.01K+ 5.32% |
$439K - $473K
|
99.2K
$9.31M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5KNew |
$438K - $473K
|
5K
$469K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.71K+ 13.87% |
$413K - $445K
|
38.7K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.61K+ 77.42% |
$404K - $435K
|
10.6K
$991K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
4.45K+ 2.32% |
$390K - $420K
|
196K
$18.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.42KNew |
$387K - $418K
|
4.42K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.39K+ 74.03% |
$385K - $415K
|
10.3K
$969K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.33K+ 121.9% |
$380K - $409K
|
7.88K
$740K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
4.32K+ 6.3% |
$379K - $408K
|
72.8K
$6.84M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4K+ 142.1% |
$351K - $378K
|
6.82K
$640K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.8K+ 97.51% |
$333K - $359K
|
7.69K
$721K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.79K+ 34.77% |
$332K - $358K
|
14.7K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.79KNew |
$332K - $358K
|
3.79K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.75KNew |
$329K - $355K
|
3.75K
$352K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.68KNew |
$323K - $348K
|
3.68K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.67K+ 7.3% |
$321K - $347K
|
53.9K
$5.06M
|