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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-78- 0.72% |
$6.53K - $7.16K
|
10.7K
$961K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-74- 2.77% |
$6.2K - $6.79K
|
2.59K
$232K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-73- 0.77% |
$6.11K - $6.7K
|
9.45K
$846K
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-72- 0.03% |
$6.03K - $6.61K
|
226K
$20.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-71- 1.94% |
$5.95K - $6.52K
|
3.6K
$322K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-71- 1.26% |
$5.95K - $6.52K
|
5.56K
$497K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-70- 1.98% |
$5.86K - $6.43K
|
3.47K
$311K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-69- 23.08% |
$5.78K - $6.34K
|
230
$20.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-68- 1.95% |
$5.7K - $6.24K
|
3.42K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-66- 1.68% |
$5.53K - $6.06K
|
3.86K
$345K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-64- 7.43% |
$5.36K - $5.88K
|
797
$71.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-61- 21.94% |
$5.11K - $5.6K
|
217
$19.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-58- 0.53% |
$4.86K - $5.33K
|
10.8K
$968K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-57- 1.49% |
$4.77K - $5.23K
|
3.76K
$337K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-56- 0.78% |
$4.69K - $5.14K
|
7.1K
$635K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-55- 5.52% |
$4.61K - $5.05K
|
941
$84.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-54- 0.35% |
$4.52K - $4.96K
|
15.6K
$1.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-53- 1.29% |
$4.44K - $4.87K
|
4.05K
$363K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-49- 67.12% |
$4.1K - $4.5K
|
24
$2.15K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-49- 0.52% |
$4.1K - $4.5K
|
9.42K
$843K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-48- 0.7% |
$4.02K - $4.41K
|
6.81K
$609K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-45- 0.56% |
$3.77K - $4.13K
|
8.05K
$720K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-43- 0.62% |
$3.6K - $3.95K
|
6.9K
$618K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-42- 0.33% |
$3.52K - $3.86K
|
12.6K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-41- 0.66% |
$3.43K - $3.76K
|
6.14K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-40- 0.28% |
$3.35K - $3.67K
|
14.3K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-40- 0.76% |
$3.35K - $3.67K
|
5.21K
$466K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-39- 97.5% |
$3.27K - $3.58K
|
1
$89.5
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-38- 0.23% |
$3.18K - $3.49K
|
16.6K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-38- 0.07% |
$3.18K - $3.49K
|
51.9K
$4.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-37- 0.55% |
$3.1K - $3.4K
|
6.73K
$602K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-37- 1.27% |
$3.1K - $3.4K
|
2.88K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-36- 1.09% |
$3.02K - $3.31K
|
3.27K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-35- 0.49% |
$2.93K - $3.21K
|
7.14K
$639K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-33- 0.7% |
$2.76K - $3.03K
|
4.65K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-30- 0.27% |
$2.51K - $2.75K
|
11K
$983K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-30- 0.97% |
$2.51K - $2.75K
|
3.08K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-28- 0.85% |
$2.35K - $2.57K
|
3.28K
$294K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-28- 0.14% |
$2.35K - $2.57K
|
20.1K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-28- 0.01% |
$2.35K - $2.57K
|
259K
$23.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-27- 0.76% |
$2.26K - $2.48K
|
3.52K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-27- 1.0% |
$2.26K - $2.48K
|
2.68K
$239K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-25- 28.41% |
$2.09K - $2.3K
|
63
$5.64K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-25- 1.04% |
$2.09K - $2.3K
|
2.37K
$212K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-24- 1.79% |
$2.01K - $2.2K
|
1.32K
$118K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-23- 0.08% |
$1.93K - $2.11K
|
29.1K
$2.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-23- 0.51% |
$1.93K - $2.11K
|
4.49K
$402K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-18- 0.75% |
$1.51K - $1.65K
|
2.38K
$213K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-14- 0.15% |
$1.17K - $1.29K
|
9.17K
$821K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-14- 1.36% |
$1.17K - $1.29K
|
1.01K
$90.8K
|