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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
SELL
|
- |
-203K- 87.91% |
$17.3M - $19.1M
|
27.9K
$2.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-53.2K- 51.26% |
$4.55M - $5.03M
|
50.6K
$4.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-47K- 80.87% |
$4.01M - $4.43M
|
11.1K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-31.5K- 80.67% |
$2.69M - $2.98M
|
7.56K
$712K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-31.5K- 15.85% |
$2.69M - $2.98M
|
167K
$15.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-20.4K- 21.47% |
$1.74M - $1.92M
|
74.6K
$7.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-12.5K- 97.99% |
$1.07M - $1.18M
|
258
$24.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-11.9K- 2.88% |
$1.02M - $1.13M
|
401K
$37.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.3K- 18.62% |
$876K - $968K
|
44.8K
$4.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-9.68K- 18.67% |
$827K - $914K
|
42.2K
$3.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-8.93K- 15.83% |
$763K - $843K
|
47.5K
$4.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-8.09K- 3.21% |
$691K - $764K
|
244K
$23M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-6.53K- 71.65% |
$558K - $617K
|
2.59K
$244K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.55K- 15.45% |
$474K - $523K
|
30.4K
$2.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.77K- 23.92% |
$407K - $450K
|
15.2K
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-4.52K- 23.43% |
$386K - $426K
|
14.8K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-4.51K- 3.3% |
$385K - $426K
|
132K
$12.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-4.47K- 2.05% |
$382K - $422K
|
214K
$20.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.06K- 52.05% |
$347K - $383K
|
3.74K
$353K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-3.77K- 40.53% |
$322K - $356K
|
5.53K
$521K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.76K- 7.16% |
$321K - $355K
|
48.7K
$4.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-3.66K- 20.69% |
$312K - $345K
|
14K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.43K- 19.71% |
$293K - $324K
|
14K
$1.32M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-3.34K- 39.12% |
$285K - $315K
|
5.2K
$490K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.28K- 8.84% |
$280K - $309K
|
33.8K
$3.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-3.09K- 51.25% |
$264K - $292K
|
2.94K
$277K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-2.89K- 47.93% |
$247K - $273K
|
3.14K
$296K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.57K- 6.96% |
$220K - $243K
|
34.4K
$3.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.55K- 33.46% |
$218K - $241K
|
5.08K
$479K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.17K- 8.39% |
$185K - $205K
|
23.7K
$2.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-2.14K- 21.43% |
$183K - $202K
|
7.85K
$740K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.88K- 19.18% |
$160K - $177K
|
7.92K
$746K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.79K- 2.64% |
$153K - $169K
|
66.1K
$6.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.76K- 4.01% |
$151K - $166K
|
42.2K
$3.98M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-1.75K- 23.93% |
$150K - $165K
|
5.57K
$525K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.69K- 8.45% |
$145K - $160K
|
18.3K
$1.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.53K- 10.8% |
$131K - $145K
|
12.7K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.48K- 2.71% |
$126K - $140K
|
53.1K
$5M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.45K- 4.19% |
$124K - $137K
|
33.1K
$3.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.36K- 3.9% |
$116K - $129K
|
33.6K
$3.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.3K- 8.98% |
$111K - $123K
|
13.2K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.24K- 3.36% |
$105K - $117K
|
35.5K
$3.35M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.18K- 29.04% |
$101K - $112K
|
2.89K
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-1.15K- 5.61% |
$98.3K - $109K
|
19.4K
$1.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.05K- 1.41% |
$89.6K - $99K
|
73.6K
$6.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-900- 10.73% |
$76.9K - $85K
|
7.49K
$706K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-823- 13.87% |
$70.3K - $77.7K
|
5.11K
$482K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-779- 8.54% |
$66.5K - $73.5K
|
8.34K
$787K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-777- 0.55% |
$66.4K - $73.3K
|
140K
$13.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-730- 20.21% |
$62.4K - $68.9K
|
2.88K
$272K
|