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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-84.2K- 70.3% |
$7.46M - $7.96M
|
35.6K
$3.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-63.5K- 94.44% |
$5.62M - $6M
|
3.74K
$336K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-54.8K- 17.15% |
$4.85M - $5.18M
|
265K
$23.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-42.7K- 8.21% |
$3.78M - $4.04M
|
478K
$42.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-28.7K- 31.27% |
$2.55M - $2.72M
|
63.1K
$5.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-28.6K- 2.83% |
$2.53M - $2.7M
|
982K
$88.2M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-28.2K- 98.74% |
$2.49M - $2.66M
|
358
$32.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21.3K- 88.44% |
$1.88M - $2.01M
|
2.78K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-15.3K- 45.97% |
$1.35M - $1.45M
|
18K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-13.1K- 13.07% |
$1.16M - $1.24M
|
87.4K
$7.85M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-8.42K- 31.82% |
$746K - $796K
|
18K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-6.55K- 4.4% |
$580K - $619K
|
142K
$12.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-6.1K- 12.03% |
$540K - $576K
|
44.6K
$4.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.18K- 15.05% |
$459K - $490K
|
29.2K
$2.63M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-5.16K- 2.22% |
$457K - $488K
|
227K
$20.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.77K- 28.0% |
$334K - $357K
|
9.7K
$871K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.18K- 31.87% |
$282K - $301K
|
6.8K
$611K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-3.11K- 2.73% |
$275K - $294K
|
111K
$9.95M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-2.69K- 22.42% |
$239K - $255K
|
9.32K
$837K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.43K- 27.63% |
$216K - $230K
|
6.37K
$573K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.94K- 0.18% |
$172K - $184K
|
1.11M
$99.5M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.82K- 7.67% |
$161K - $172K
|
21.8K
$1.96M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.65K- 3.62% |
$146K - $156K
|
43.9K
$3.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-1.58K- 2.84% |
$140K - $149K
|
54K
$4.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.44K- 2.84% |
$127K - $136K
|
49.3K
$4.43M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 4.91% |
$123K - $131K
|
26.8K
$2.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.36K- 24.9% |
$120K - $129K
|
4.1K
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.12K- 3.35% |
$98.8K - $105K
|
32.2K
$2.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.07K- 30.41% |
$94.9K - $101K
|
2.45K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.05K- 28.91% |
$92.9K - $99.2K
|
2.58K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-995- 4.48% |
$88.1K - $94.1K
|
21.2K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-987- 10.14% |
$87.4K - $93.3K
|
8.75K
$786K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-976- 5.2% |
$86.5K - $92.3K
|
17.8K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-928- 10.96% |
$82.2K - $87.8K
|
7.54K
$677K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-910- 6.49% |
$80.6K - $86.1K
|
13.1K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-909- 11.34% |
$80.5K - $86K
|
7.11K
$638K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-872- 0.15% |
$77.3K - $82.5K
|
585K
$52.6M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-862- 6.57% |
$76.4K - $81.5K
|
12.3K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-832- 37.85% |
$73.7K - $78.7K
|
1.37K
$123K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-804- 2.53% |
$71.2K - $76K
|
30.9K
$2.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-798- 1.73% |
$70.7K - $75.5K
|
45.3K
$4.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-760- 1.89% |
$67.3K - $71.9K
|
39.5K
$3.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-753- 2.93% |
$66.7K - $71.2K
|
24.9K
$2.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-753- 14.73% |
$66.7K - $71.2K
|
4.36K
$392K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-726- 0.85% |
$64.3K - $68.7K
|
84.7K
$7.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-718- 3.42% |
$63.6K - $67.9K
|
20.2K
$1.82M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-703- 7.5% |
$62.3K - $66.5K
|
8.67K
$779K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-701- 1.59% |
$62.1K - $66.3K
|
43.5K
$3.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-699- 22.58% |
$61.9K - $66.1K
|
2.4K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-676- 0.99% |
$59.9K - $63.9K
|
67.7K
$6.09M
|