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
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
374+ 4.99% |
$32.8K - $35.4K
|
7.87K
$742K
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
360+ 0.92% |
$31.6K - $34K
|
39.6K
$3.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
360+ 14.46% |
$31.6K - $34K
|
2.85K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
359+ 3.4% |
$31.5K - $33.9K
|
10.9K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
357+ 1.18% |
$31.3K - $33.7K
|
30.7K
$2.89M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
357New |
$31.3K - $33.7K
|
357
$33.7K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
351+ 4.31% |
$30.8K - $33.2K
|
8.5K
$801K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
351+ 0.31% |
$30.8K - $33.2K
|
113K
$10.7M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
340+ 193.18% |
$29.8K - $32.1K
|
516
$48.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
331+ 4.4% |
$29K - $31.3K
|
7.86K
$740K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
327New |
$28.7K - $30.9K
|
327
$30.8K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
325New |
$28.5K - $30.7K
|
325
$30.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
324+ 7.96% |
$28.4K - $30.6K
|
4.4K
$414K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
320+ 26.49% |
$28.1K - $30.2K
|
1.53K
$144K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
304New |
$26.7K - $28.7K
|
304
$28.7K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
300+ 5.11% |
$26.3K - $28.4K
|
6.17K
$582K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
294+ 12.73% |
$25.8K - $27.8K
|
2.6K
$245K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
291+ 7.56% |
$25.5K - $27.5K
|
4.14K
$390K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
279+ 3.38% |
$24.5K - $26.4K
|
8.53K
$804K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
265+ 3.22% |
$23.2K - $25K
|
8.5K
$801K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
258+ 0.85% |
$22.6K - $24.4K
|
30.6K
$2.89M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
253+ 7.32% |
$22.2K - $23.9K
|
3.71K
$350K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
251+ 0.3% |
$22K - $23.7K
|
84.2K
$7.94M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
240+ 0.29% |
$21K - $22.7K
|
82.1K
$7.74M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
237+ 24.84% |
$20.8K - $22.4K
|
1.19K
$112K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
232+ 27.29% |
$20.3K - $21.9K
|
1.08K
$102K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
226+ 9.96% |
$19.8K - $21.4K
|
2.49K
$235K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
221+ 3.82% |
$19.4K - $20.9K
|
6K
$566K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
220+ 32.59% |
$19.3K - $20.8K
|
895
$84.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
210+ 0.35% |
$18.4K - $19.8K
|
60.4K
$5.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
208+ 0.17% |
$18.2K - $19.7K
|
123K
$11.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
208+ 1.26% |
$18.2K - $19.7K
|
16.8K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
204+ 1.07% |
$17.9K - $19.3K
|
19.2K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
199+ 4.21% |
$17.4K - $18.8K
|
4.93K
$464K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
193+ 8.23% |
$16.9K - $18.2K
|
2.54K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
192+ 8.24% |
$16.8K - $18.1K
|
2.52K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
186+ 0.45% |
$16.3K - $17.6K
|
41.3K
$3.89M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
177+ 1.57% |
$15.5K - $16.7K
|
11.5K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
173+ 1.05% |
$15.2K - $16.4K
|
16.7K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
173New |
$15.2K - $16.4K
|
173
$16.3K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
169+ 77.88% |
$14.8K - $16K
|
386
$36.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
154+ 3.1% |
$13.5K - $14.6K
|
5.11K
$482K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
154+ 4.46% |
$13.5K - $14.6K
|
3.61K
$340K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
153+ 4.15% |
$13.4K - $14.5K
|
3.84K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
145+ 3.75% |
$12.7K - $13.7K
|
4.01K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
145+ 0.44% |
$12.7K - $13.7K
|
32.8K
$3.09M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
139+ 0.11% |
$12.2K - $13.1K
|
122K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
129+ 1.75% |
$11.3K - $12.2K
|
7.5K
$707K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
127+ 0.35% |
$11.1K - $12K
|
36.2K
$3.41M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
125+ 2.87% |
$11K - $11.8K
|
4.48K
$422K
|