Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.1M- 23.38% |
$452M - $482M
|
16.7M
$1.56B
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.73M- 37.65% |
$330M - $353M
|
6.18M
$575M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.2M- 63.57% |
$106M - $113M
|
685K
$63.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-659K- 85.96% |
$58.4M - $62.3M
|
108K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-459K- 2.82% |
$40.6M - $43.4M
|
15.8M
$1.47B
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-412K- 62.89% |
$36.5M - $39M
|
243K
$22.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-398K- 29.53% |
$35.3M - $37.6M
|
950K
$88.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-273K- 5.72% |
$24.2M - $25.8M
|
4.49M
$418M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-261K- 41.08% |
$23.1M - $24.6M
|
374K
$34.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-225K- 11.72% |
$20M - $21.3M
|
1.7M
$158M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-209K- 6.0% |
$18.5M - $19.8M
|
3.28M
$305M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-205K- 31.72% |
$18.2M - $19.4M
|
442K
$41.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-189K- 36.28% |
$16.8M - $17.9M
|
332K
$30.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-187K- 98.19% |
$16.6M - $17.7M
|
3.45K
$321K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-166K- 95.78% |
$14.7M - $15.7M
|
7.33K
$682K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-143K- 15.66% |
$12.6M - $13.5M
|
769K
$71.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-130K- 43.32% |
$11.5M - $12.3M
|
170K
$15.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-129K- 30.03% |
$11.4M - $12.2M
|
301K
$28M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-126K- 75.38% |
$11.1M - $11.9M
|
41.1K
$3.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-120K- 89.86% |
$10.6M - $11.4M
|
13.5K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-116K- 60.68% |
$10.3M - $11M
|
75.5K
$7.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-109K- 8.11% |
$9.64M - $10.3M
|
1.23M
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-104K- 4.51% |
$9.22M - $9.84M
|
2.21M
$205M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-103K- 5.66% |
$9.15M - $9.77M
|
1.72M
$160M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-103K- 98.83% |
$9.15M - $9.76M
|
1.22K
$113K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-93.7K- 4.55% |
$8.3M - $8.86M
|
1.96M
$183M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-85.7K- 96.81% |
$7.59M - $8.1M
|
2.82K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-84.2K- 70.3% |
$7.46M - $7.96M
|
35.6K
$3.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-83.4K- 46.52% |
$7.39M - $7.89M
|
95.9K
$8.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-78.5K- 2.08% |
$6.95M - $7.42M
|
3.7M
$344M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-75.9K- 26.34% |
$6.72M - $7.17M
|
212K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-74.4K- 5.09% |
$6.59M - $7.04M
|
1.39M
$129M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-65.1K- 35.37% |
$5.76M - $6.15M
|
119K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-64.6K- 20.57% |
$5.73M - $6.11M
|
250K
$23.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-63.5K- 94.44% |
$5.62M - $6M
|
3.74K
$348K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-57.4K- 45.16% |
$5.08M - $5.43M
|
69.7K
$6.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-55.9K- 3.3% |
$4.95M - $5.29M
|
1.64M
$152M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-54.8K- 17.15% |
$4.85M - $5.18M
|
265K
$24.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-53.7K- 75.72% |
$4.76M - $5.08M
|
17.2K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-51.1K- 46.08% |
$4.53M - $4.84M
|
59.8K
$5.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-49.1K- 26.34% |
$4.35M - $4.64M
|
137K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-48.7K- 92.78% |
$4.31M - $4.6M
|
3.79K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-46.7K- 17.95% |
$4.13M - $4.41M
|
213K
$19.8M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45.4K- 8.9% |
$4.03M - $4.3M
|
465K
$43.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-44.7K- 12.27% |
$3.96M - $4.22M
|
319K
$29.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-42.7K- 8.21% |
$3.78M - $4.04M
|
478K
$44.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-42.1K- 81.99% |
$3.73M - $3.98M
|
9.24K
$860K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-41.7K- 53.65% |
$3.69M - $3.94M
|
36K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-40.7K- 99.34% |
$3.61M - $3.85M
|
269
$25K
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-39.9K- 63.65% |
$3.54M - $3.78M
|
22.8K
$2.12M
|