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
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-16- 0.69% |
$1.42K - $1.51K
|
2.29K
$215K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-15- 0.44% |
$1.33K - $1.42K
|
3.36K
$315K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-15- 0.54% |
$1.33K - $1.42K
|
2.79K
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-14- 0.45% |
$1.24K - $1.32K
|
3.06K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12- 50.0% |
$1.06K - $1.13K
|
12
$1.13K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-12- 0.46% |
$1.06K - $1.13K
|
2.58K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-11- 0.21% |
$974 - $1.04K
|
5.18K
$486K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-10- 0.12% |
$886 - $946
|
8.04K
$754K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-9- 0.2% |
$797 - $851
|
4.59K
$430K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-8- 0.13% |
$709 - $757
|
6.19K
$580K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-7- 0.11% |
$620 - $662
|
6.14K
$575K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.64% |
$532 - $567
|
935
$87.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-6- 0.1% |
$532 - $567
|
6.22K
$583K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-6- 0.07% |
$532 - $567
|
8.06K
$755K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-4- 0.02% |
$354 - $378
|
17.5K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2- 0.05% |
$177 - $189
|
3.64K
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.29% |
$88.6 - $94.6
|
349
$32.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1- 0.04% |
$88.6 - $94.6
|
2.47K
$232K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.85M- 36.34% |
$490M - $537M
|
10.2M
$961M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-678K- 15.99% |
$56.8M - $62.3M
|
3.56M
$334M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-25.3K- 10.68% |
$2.12M - $2.32M
|
212K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-22.4K- 81.72% |
$1.87M - $2.05M
|
5K
$469K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-12.1K- 3.24% |
$1.02M - $1.12M
|
362K
$34M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-8.86K- 20.15% |
$742K - $814K
|
35.1K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-8.29K- 71.36% |
$694K - $761K
|
3.33K
$312K
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-7.1K- 44.95% |
$595K - $652K
|
8.69K
$815K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.45K- 14.09% |
$540K - $592K
|
39.3K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.68K- 20.4% |
$475K - $521K
|
22.2K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.22K- 36.09% |
$437K - $479K
|
9.24K
$866K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.15K- 1.74% |
$348K - $381K
|
234K
$22M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-3.59K- 8.19% |
$301K - $330K
|
40.3K
$3.78M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-3.5K- 8.07% |
$293K - $321K
|
39.8K
$3.74M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-2.74K- 6.72% |
$230K - $252K
|
38.1K
$3.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-2.35K- 2.16% |
$197K - $216K
|
107K
$9.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.75K- 82.2% |
$146K - $160K
|
378
$35.4K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.26K- 1.26% |
$105K - $115K
|
98.5K
$9.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.13K- 21.39% |
$94.9K - $104K
|
4.16K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.09K- 4.04% |
$91.5K - $100K
|
25.9K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.08K- 2.26% |
$90.7K - $99.4K
|
46.9K
$4.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-1.04K- 30.68% |
$87.1K - $95.5K
|
2.35K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.01K- 22.1% |
$84.3K - $92.4K
|
3.55K
$333K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-973- 27.97% |
$81.5K - $89.3K
|
2.51K
$235K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-756- 39.07% |
$63.3K - $69.4K
|
1.18K
$111K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-700- 2.68% |
$58.6K - $64.3K
|
25.4K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-680- 2.62% |
$57K - $62.4K
|
25.3K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-631- 66.7% |
$52.9K - $57.9K
|
315
$29.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-624- 6.93% |
$52.3K - $57.3K
|
8.39K
$786K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-591- 1.68% |
$49.5K - $54.3K
|
34.6K
$3.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-564- 16.44% |
$47.2K - $51.8K
|
2.87K
$269K
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-550- 5.44% |
$46.1K - $50.5K
|
9.56K
$896K
|
|