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 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.39K+ 74.03% |
$385K - $415K
|
10.3K
$973K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.33K+ 121.9% |
$380K - $409K
|
7.88K
$743K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
4.32K+ 6.3% |
$379K - $408K
|
72.8K
$6.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.05KNew |
$355K - $383K
|
4.05K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4K+ 142.1% |
$351K - $378K
|
6.82K
$642K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.8K+ 97.51% |
$333K - $359K
|
7.69K
$725K
|
|
|
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
$357K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.75KNew |
$329K - $355K
|
3.75K
$354K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3.7K+ 3.29% |
$324K - $350K
|
116K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.68KNew |
$323K - $348K
|
3.68K
$347K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.67K+ 7.3% |
$321K - $347K
|
53.9K
$5.08M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.66KNew |
$321K - $346K
|
3.66K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.59K+ 60.59% |
$315K - $340K
|
9.52K
$898K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.48K+ 722.66% |
$305K - $329K
|
3.96K
$373K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.46K+ 2.08% |
$303K - $327K
|
170K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.44K+ 91.71% |
$302K - $325K
|
7.2K
$678K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
3.44KNew |
$302K - $325K
|
3.44K
$324K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.4KNew |
$298K - $321K
|
3.4K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.36K+ 4.05% |
$295K - $318K
|
86.4K
$8.15M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.3K+ 0.74% |
$290K - $312K
|
447K
$42.2M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.22K+ 25.95% |
$282K - $304K
|
15.6K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.2K+ 3.25% |
$280K - $302K
|
102K
$9.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
3.18K+ 14.89% |
$279K - $301K
|
24.5K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
3.16K+ 106.01% |
$277K - $299K
|
6.14K
$579K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.15K+ 66.83% |
$276K - $297K
|
7.86K
$741K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.04K+ 2.21% |
$266K - $287K
|
140K
$13.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.97KNew |
$260K - $281K
|
2.97K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.97KNew |
$260K - $281K
|
2.97K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.9K+ 1.26% |
$254K - $274K
|
233K
$22M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.89KNew |
$253K - $273K
|
2.89K
$272K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.81K+ 117.88% |
$246K - $266K
|
5.19K
$489K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
2.77KNew |
$242K - $261K
|
2.77K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2.7K+ 2.68% |
$236K - $255K
|
103K
$9.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
2.7KNew |
$236K - $255K
|
2.7K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.68K+ 6.84% |
$235K - $253K
|
41.8K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.68K+ 92.69% |
$235K - $253K
|
5.56K
$524K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.65K+ 15.85% |
$233K - $251K
|
19.4K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.62KNew |
$230K - $248K
|
2.62K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.62K+ 13.74% |
$229K - $247K
|
21.7K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.55K+ 34.77% |
$224K - $241K
|
9.89K
$932K
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
2.54K+ 316.69% |
$223K - $240K
|
3.35K
$315K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.53KNew |
$222K - $239K
|
2.53K
$239K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.52KNew |
$221K - $238K
|
2.52K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
2.5KNew |
$219K - $236K
|
2.5K
$236K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.5KNew |
$219K - $236K
|
2.5K
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.48KNew |
$218K - $235K
|
2.48K
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.47K+ 61.38% |
$217K - $233K
|
6.49K
$612K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.47KNew |
$216K - $233K
|
2.47K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.4K+ 2.54% |
$211K - $227K
|
96.9K
$9.13M
|