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 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-8.42K- 31.82% |
$746K - $796K
|
18K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.57K- 53.91% |
$316K - $337K
|
3.05K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.62K- 18.18% |
$232K - $248K
|
11.8K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.72K- 72.87% |
$152K - $162K
|
639
$60K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.63K- 2.71% |
$145K - $155K
|
58.6K
$5.5M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.62K- 14.72% |
$144K - $153K
|
9.41K
$883K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.5K- 27.03% |
$133K - $142K
|
4.05K
$380K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.45K- 53.3% |
$129K - $138K
|
1.27K
$120K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.36K- 24.9% |
$120K - $129K
|
4.1K
$385K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.07K- 30.41% |
$94.9K - $101K
|
2.45K
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 19.9% |
$90K - $96.1K
|
4.09K
$384K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-988- 18.7% |
$87.5K - $93.4K
|
4.3K
$403K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-900- 19.78% |
$79.7K - $85.1K
|
3.65K
$343K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-785- 50.58% |
$69.5K - $74.2K
|
767
$72K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-748- 5.32% |
$66.3K - $70.7K
|
13.3K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-694- 23.09% |
$61.5K - $65.6K
|
2.31K
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-650- 10.88% |
$57.6K - $61.5K
|
5.33K
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-641- 79.04% |
$56.8K - $60.6K
|
170
$16K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-443- 11.09% |
$39.2K - $41.9K
|
3.55K
$333K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-425- 7.75% |
$37.7K - $40.2K
|
5.06K
$475K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-400- 5.04% |
$35.4K - $37.8K
|
7.54K
$708K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-390- 2.91% |
$34.6K - $36.9K
|
13K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-385- 0.59% |
$34.1K - $36.4K
|
64.5K
$6.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-296- 3.42% |
$26.2K - $28K
|
8.36K
$785K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-275- 2.8% |
$24.4K - $26K
|
9.56K
$897K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-264- 0.99% |
$23.4K - $25K
|
26.5K
$2.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-227- 5.57% |
$20.1K - $21.5K
|
3.85K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-211- 29.31% |
$18.7K - $20K
|
509
$47.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-155- 1.3% |
$13.7K - $14.7K
|
11.8K
$1.11M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-125- 1.9% |
$11.1K - $11.8K
|
6.45K
$606K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-117Closed |
$10.4K - $11.1K
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-115- 2.82% |
$10.2K - $10.9K
|
3.96K
$372K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-112- 3.37% |
$9.92K - $10.6K
|
3.22K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-83- 3.18% |
$7.35K - $7.85K
|
2.52K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-80- 2.04% |
$7.09K - $7.57K
|
3.84K
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-78- 1.4% |
$6.91K - $7.38K
|
5.48K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-65- 2.21% |
$5.76K - $6.15K
|
2.88K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-61- 2.63% |
$5.4K - $5.77K
|
2.26K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-50- 1.96% |
$4.43K - $4.73K
|
2.51K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-50- 1.16% |
$4.43K - $4.73K
|
4.27K
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-46- 17.36% |
$4.08K - $4.35K
|
219
$20.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-40- 0.48% |
$3.54K - $3.78K
|
8.37K
$785K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-38- 10.41% |
$3.37K - $3.59K
|
327
$30.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-37- 5.01% |
$3.28K - $3.5K
|
701
$65.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-36- 0.37% |
$3.19K - $3.4K
|
9.65K
$906K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-25- 0.46% |
$2.21K - $2.36K
|
5.47K
$513K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-25- 1.9% |
$2.21K - $2.36K
|
1.29K
$121K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12- 50.0% |
$1.06K - $1.13K
|
12
$1.13K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-8- 0.13% |
$709 - $757
|
6.19K
$581K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-7- 0.11% |
$620 - $662
|
6.14K
$576K
|