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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-66- 1.68% |
$5.53K - $6.06K
|
3.86K
$364K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-64- 7.43% |
$5.36K - $5.88K
|
797
$75.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-53- 1.29% |
$4.44K - $4.87K
|
4.05K
$382K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-43- 0.62% |
$3.6K - $3.95K
|
6.9K
$651K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-39- 97.5% |
$3.27K - $3.58K
|
1
$94.3
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-37- 0.55% |
$3.1K - $3.4K
|
6.73K
$634K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-30- 0.97% |
$2.51K - $2.75K
|
3.08K
$290K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-25- 28.41% |
$2.09K - $2.3K
|
63
$5.94K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-25- 1.04% |
$2.09K - $2.3K
|
2.37K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-14- 1.36% |
$1.17K - $1.29K
|
1.01K
$95.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9- 4.57% |
$754 - $826
|
188
$17.7K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-7- 0.05% |
$586 - $643
|
15.2K
$1.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-7- 0.25% |
$586 - $643
|
2.75K
$259K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
PUT |
-377K- 79.33% |
$30.1M - $31.9M
|
98.2K
$9.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-302K- 5.47% |
$24.2M - $25.6M
|
5.22M
$492M
|
|
|
Aug 08, 2024
Q2 2024
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-239K- 49.79% |
$19.1M - $20.2M
|
241K
$22.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-178K- 66.71% |
$14.2M - $15.1M
|
88.9K
$8.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-19.5K- 89.05% |
$1.56M - $1.65M
|
2.4K
$226K
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-17.1K- 29.85% |
$1.37M - $1.45M
|
40.2K
$3.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.19K- 34.77% |
$574K - $608K
|
13.5K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-5.66K- 30.61% |
$453K - $479K
|
12.8K
$1.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.25K- 97.19% |
$260K - $275K
|
94
$8.86K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2.81K- 10.39% |
$225K - $238K
|
24.3K
$2.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.29K- 24.88% |
$183K - $194K
|
6.92K
$652K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.61K- 34.57% |
$129K - $136K
|
3.05K
$287K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.17K- 5.38% |
$93.7K - $99.3K
|
20.6K
$1.94M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-778- 12.11% |
$62.2K - $65.8K
|
5.65K
$532K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-723- 15.43% |
$57.8K - $61.2K
|
3.96K
$374K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-609- 62.85% |
$48.7K - $51.5K
|
360
$33.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-576- 14.36% |
$46K - $48.7K
|
3.44K
$324K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-423- 69.92% |
$33.8K - $35.8K
|
182
$17.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-383- 7.75% |
$30.6K - $32.4K
|
4.56K
$430K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-267- 9.74% |
$21.3K - $22.6K
|
2.48K
$233K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-250- 3.33% |
$20K - $21.2K
|
7.27K
$685K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-145- 3.56% |
$11.6K - $12.3K
|
3.93K
$370K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-129- 47.6% |
$10.3K - $10.9K
|
142
$13.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-90- 28.66% |
$7.19K - $7.62K
|
224
$21.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-82- 1.38% |
$6.55K - $6.94K
|
5.87K
$553K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-80- 10.53% |
$6.39K - $6.77K
|
680
$64.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-75- 1.69% |
$5.99K - $6.35K
|
4.36K
$411K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-75- 2.12% |
$5.99K - $6.35K
|
3.46K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-72- 2.12% |
$5.75K - $6.09K
|
3.32K
$313K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-67- 49.63% |
$5.35K - $5.67K
|
68
$6.41K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-61- 2.67% |
$4.88K - $5.16K
|
2.22K
$209K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-39- 7.0% |
$3.12K - $3.3K
|
518
$48.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-26- 0.46% |
$2.08K - $2.2K
|
5.59K
$527K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16- 0.22% |
$1.28K - $1.35K
|
7.18K
$677K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1- 0.04% |
$79.9 - $84.6
|
2.24K
$211K
|
|
| Q1 2024 | |||||||
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-88.8KClosed |
$6.92M - $7.43M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-67K- 66.47% |
$5.22M - $5.6M
|
33.8K
$3.19M
|
|