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
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.39K+ 26.8% |
$210K - $226K
|
11.3K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.33K+ 11.53% |
$205K - $221K
|
22.6K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.3KNew |
$202K - $217K
|
2.3K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.28KNew |
$200K - $216K
|
2.28K
$215K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.25KNew |
$197K - $212K
|
2.25K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.24KNew |
$196K - $212K
|
2.24K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.24K+ 2.46% |
$196K - $211K
|
93.3K
$8.8M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.21K+ 6.31% |
$194K - $209K
|
37.2K
$3.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.21K+ 12.22% |
$194K - $209K
|
20.3K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.2KNew |
$193K - $208K
|
2.2K
$208K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.2KNew |
$193K - $208K
|
2.2K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.19KNew |
$192K - $207K
|
2.19K
$207K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.19KNew |
$192K - $207K
|
2.19K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.18KNew |
$191K - $206K
|
2.18K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.18KNew |
$191K - $206K
|
2.18K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2.17K+ 1.72% |
$190K - $205K
|
129K
$12.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.17KNew |
$190K - $205K
|
2.17K
$204K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.16KNew |
$189K - $204K
|
2.16K
$203K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2.16K+ 3.48% |
$189K - $204K
|
64.2K
$6.05M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.16KNew |
$189K - $204K
|
2.16K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.15KNew |
$189K - $204K
|
2.15K
$203K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.08K+ 18.46% |
$183K - $197K
|
13.4K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.05K+ 31.51% |
$180K - $194K
|
8.55K
$806K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.01K+ 28.4% |
$176K - $190K
|
9.1K
$858K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
2K+ 1.54% |
$175K - $189K
|
131K
$12.4M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.98K+ 130.65% |
$174K - $187K
|
3.5K
$330K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.91KNew |
$168K - $181K
|
1.91K
$180K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.89K+ 2.87% |
$165K - $178K
|
67.6K
$6.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.8K+ 5.07% |
$158K - $170K
|
37.3K
$3.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.79K+ 8.15% |
$157K - $169K
|
23.7K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.74K+ 102.72% |
$152K - $164K
|
3.43K
$323K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.7K+ 2.36% |
$149K - $161K
|
73.9K
$6.96M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.65K+ 12.8% |
$145K - $156K
|
14.5K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.57KNew |
$137K - $148K
|
1.57K
$148K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.51K+ 2.55% |
$132K - $143K
|
60.7K
$5.72M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.5K+ 353.9% |
$131K - $141K
|
1.92K
$181K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.41K+ 13.59% |
$124K - $134K
|
11.8K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.4K+ 5.06% |
$123K - $133K
|
29.1K
$2.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.39K+ 8.91% |
$122K - $131K
|
17K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.34K+ 6.32% |
$117K - $126K
|
22.5K
$2.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.3K+ 15.22% |
$114K - $123K
|
9.86K
$930K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.29K+ 1.38% |
$113K - $122K
|
94.5K
$8.91M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
1.26K+ 9.58% |
$111K - $119K
|
14.4K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.25K+ 2.65% |
$109K - $118K
|
48.4K
$4.56M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.16K+ 43.77% |
$102K - $110K
|
3.81K
$359K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.15K+ 11.41% |
$101K - $109K
|
11.2K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 304.23% |
$101K - $109K
|
1.53K
$144K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.15K+ 6.07% |
$101K - $109K
|
20.1K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.14K+ 2.4% |
$100K - $108K
|
48.8K
$4.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.12K+ 3.76% |
$98K - $106K
|
30.9K
$2.91M
|