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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-128K- 97.92% |
$9.96M - $10.7M
|
2.72K
$243K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-67K- 66.47% |
$5.22M - $5.6M
|
33.8K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-50.5K- 11.53% |
$3.94M - $4.22M
|
388K
$34.7M
|
|
|
May 01, 2024
Q1 2024
|
International City Management Association Retirement Corp
Washington, DC |
SELL
|
- |
-32K- 35.16% |
$2.49M - $2.67M
|
59K
$5.28M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-31.7K- 70.28% |
$2.47M - $2.65M
|
13.4K
$1.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-26K- 46.24% |
$2.02M - $2.17M
|
30.2K
$2.7M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-23.9K- 87.52% |
$1.86M - $2M
|
3.41K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22.6K- 38.95% |
$1.76M - $1.89M
|
35.5K
$3.18M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-10.6K- 96.25% |
$826K - $886K
|
413
$37K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-10.3K- 99.39% |
$806K - $865K
|
64
$5.73K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-8.51K- 49.41% |
$662K - $711K
|
8.71K
$780K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-8.17K- 19.74% |
$636K - $683K
|
33.2K
$2.97M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-7.22K- 66.13% |
$562K - $604K
|
3.7K
$331K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-5.51K- 66.12% |
$429K - $461K
|
2.82K
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.42K- 3.2% |
$422K - $453K
|
164K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-4.23K- 45.85% |
$330K - $354K
|
5K
$448K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-3.78K- 83.27% |
$295K - $316K
|
760
$68K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.51K- 0.3% |
$273K - $293K
|
1.15M
$103M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.32K- 51.16% |
$259K - $278K
|
3.17K
$284K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.62K- 16.85% |
$204K - $219K
|
12.9K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.24K- 30.49% |
$174K - $187K
|
5.11K
$457K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.06K- 45.81% |
$160K - $172K
|
2.44K
$218K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.89K- 39.62% |
$147K - $158K
|
2.88K
$257K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.8K- 54.55% |
$140K - $150K
|
1.5K
$134K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.62K- 6.46% |
$126K - $135K
|
23.4K
$2.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.53K- 34.54% |
$119K - $128K
|
2.9K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.15K- 92.24% |
$89.8K - $96.4K
|
97
$8.68K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-958- 19.35% |
$74.6K - $80.1K
|
3.99K
$357K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-931- 76.25% |
$72.5K - $77.8K
|
290
$26K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-928- 55.34% |
$72.3K - $77.6K
|
749
$67K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-900- 23.17% |
$70.1K - $75.2K
|
2.98K
$267K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-873- 24.39% |
$68K - $73K
|
2.71K
$242K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-710- 22.36% |
$55.3K - $59.3K
|
2.47K
$221K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-637- 1.73% |
$49.6K - $53.2K
|
36.1K
$3.24M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-587- 14.06% |
$45.7K - $49.1K
|
3.59K
$321K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-574- 12.63% |
$44.7K - $48K
|
3.97K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-500- 8.47% |
$38.9K - $41.8K
|
5.4K
$483K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-450- 10.65% |
$35K - $37.6K
|
3.77K
$338K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-442- 1.82% |
$34.4K - $36.9K
|
23.8K
$2.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-414- 4.96% |
$32.2K - $34.6K
|
7.94K
$711K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-399- 12.76% |
$31.1K - $33.3K
|
2.73K
$244K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-334- 9.79% |
$26K - $27.9K
|
3.08K
$275K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-325- 6.6% |
$25.3K - $27.2K
|
4.6K
$412K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-303- 6.37% |
$23.6K - $25.3K
|
4.46K
$399K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-299- 5.14% |
$23.3K - $25K
|
5.52K
$494K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-274- 6.74% |
$21.3K - $22.9K
|
3.79K
$339K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-230- 1.05% |
$17.9K - $19.2K
|
21.7K
$1.95M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-225- 24.75% |
$17.5K - $18.8K
|
684
$61.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-211- 0.59% |
$16.4K - $17.6K
|
35.7K
$3.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-209- 6.47% |
$16.3K - $17.5K
|
3.02K
$270K
|