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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
615New |
$51.5K - $56.5K
|
615
$55K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
615+ 22.37% |
$51.5K - $56.5K
|
3.36K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
611+ 0.33% |
$51.2K - $56.1K
|
187K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
543+ 6.34% |
$45.5K - $49.9K
|
9.1K
$815K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
532New |
$44.6K - $48.8K
|
532
$47.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
532+ 3.71% |
$44.6K - $48.8K
|
14.9K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
502New |
$42K - $46.1K
|
502
$44.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
496+ 1.67% |
$41.5K - $45.5K
|
30.2K
$2.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
494New |
$41.4K - $45.4K
|
494
$44.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
489+ 4.05% |
$41K - $44.9K
|
12.6K
$1.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
489+ 15.32% |
$41K - $44.9K
|
3.68K
$329K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
488+ 1.34% |
$40.9K - $44.8K
|
37K
$3.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
477+ 7.11% |
$40K - $43.8K
|
7.19K
$643K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
471+ 0.21% |
$39.5K - $43.2K
|
226K
$20.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
449+ 1.0% |
$37.6K - $41.2K
|
45.3K
$4.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
449+ 13.04% |
$37.6K - $41.2K
|
3.89K
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
436+ 4.25% |
$36.5K - $40K
|
10.7K
$958K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
435+ 334.62% |
$36.4K - $39.9K
|
565
$50.6K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
434New |
$36.4K - $39.8K
|
434
$38.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
427New |
$35.8K - $39.2K
|
427
$38.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
414New |
$34.7K - $38K
|
414
$37.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
401+ 3.67% |
$33.6K - $36.8K
|
11.3K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
379+ 7.1% |
$31.7K - $34.8K
|
5.71K
$511K
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
375+ 4.88% |
$31.4K - $34.4K
|
8.06K
$721K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
374+ 2.15% |
$31.3K - $34.3K
|
17.7K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
359+ 10.57% |
$30.1K - $33K
|
3.75K
$336K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
358+ 2.39% |
$30K - $32.9K
|
15.4K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
356+ 4.29% |
$29.8K - $32.7K
|
8.66K
$775K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
354+ 14.3% |
$29.7K - $32.5K
|
2.83K
$253K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
350+ 31.96% |
$29.3K - $32.1K
|
1.45K
$129K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
332+ 13.51% |
$27.8K - $30.5K
|
2.79K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
331New |
$27.7K - $30.4K
|
331
$29.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
327+ 4.05% |
$27.4K - $30K
|
8.4K
$752K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
325New |
$27.2K - $29.8K
|
325
$29.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
323+ 7.42% |
$27.1K - $29.7K
|
4.68K
$419K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
298+ 17.75% |
$25K - $27.4K
|
1.98K
$177K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
294+ 7.3% |
$24.6K - $27K
|
4.32K
$387K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
288+ 6.95% |
$24.1K - $26.4K
|
4.43K
$397K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
283+ 2.82% |
$23.7K - $26K
|
10.3K
$925K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
276+ 0.68% |
$23.1K - $25.3K
|
40.7K
$3.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
275+ 2.7% |
$23K - $25.3K
|
10.5K
$936K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
258+ 4.26% |
$21.6K - $23.7K
|
6.31K
$565K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
258New |
$21.6K - $23.7K
|
258
$23.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
255+ 71.63% |
$21.4K - $23.4K
|
611
$54.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
249+ 0.6% |
$20.9K - $22.9K
|
41.4K
$3.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
247+ 6.99% |
$20.7K - $22.7K
|
3.78K
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
245+ 1.3% |
$20.5K - $22.5K
|
19K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
237+ 0.23% |
$19.9K - $21.8K
|
103K
$9.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
235+ 8.06% |
$19.7K - $21.6K
|
3.15K
$282K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
230+ 7.43% |
$19.3K - $21.1K
|
3.33K
$298K
|