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 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.53K- 56.82% |
$320K - $356K
|
3.45K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.32K- 37.25% |
$305K - $340K
|
7.27K
$651K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-4.03K- 43.05% |
$284K - $317K
|
5.33K
$477K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-3.1K- 2.1% |
$219K - $244K
|
145K
$13M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.06K- 93.28% |
$216K - $240K
|
220
$19.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.44K- 32.73% |
$172K - $192K
|
5.02K
$450K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-2.42K- 13.28% |
$171K - $190K
|
15.8K
$1.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-2.25K- 30.45% |
$158K - $177K
|
5.13K
$459K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.13K- 4.07% |
$150K - $168K
|
50.2K
$4.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.81K- 28.32% |
$128K - $143K
|
4.59K
$411K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.54K- 32.77% |
$108K - $121K
|
3.15K
$282K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.35K- 8.24% |
$95.3K - $106K
|
15.1K
$1.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.17K- 81.08% |
$82.8K - $92.3K
|
274
$24.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.1K- 27.65% |
$77.7K - $86.6K
|
2.88K
$258K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 24.91% |
$75.6K - $84.3K
|
3.23K
$289K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-921- 11.49% |
$65K - $72.4K
|
7.09K
$635K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-812- 16.36% |
$57.3K - $63.8K
|
4.15K
$371K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-644- 9.74% |
$45.4K - $50.6K
|
5.97K
$534K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-538- 16.05% |
$38K - $42.3K
|
2.82K
$252K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-529- 88.91% |
$37.3K - $41.6K
|
66
$5.91K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-525- 26.85% |
$37K - $41.3K
|
1.43K
$128K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-503- 1.8% |
$35.5K - $39.6K
|
27.5K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-407- 11.18% |
$28.7K - $32K
|
3.24K
$290K
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-310- 10.5% |
$21.9K - $24.4K
|
2.64K
$236K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-210- 31.82% |
$14.8K - $16.5K
|
450
$40.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-207- 91.19% |
$14.6K - $16.3K
|
20
$1.79K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-199- 6.29% |
$14K - $15.6K
|
2.97K
$265K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-179- 6.04% |
$12.6K - $14.1K
|
2.79K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-147- 6.32% |
$10.4K - $11.6K
|
2.18K
$195K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-125- 0.9% |
$8.82K - $9.83K
|
13.7K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-100- 36.9% |
$7.06K - $7.86K
|
171
$15.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-58- 1.42% |
$4.09K - $4.56K
|
4.04K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-40- 5.38% |
$2.82K - $3.15K
|
704
$63K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-30- 5.66% |
$2.12K - $2.36K
|
500
$44.8K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-93.7K- 49.93% |
$6.78M - $7.12M
|
93.9K
$8.4M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-56.4K- 5.92% |
$4.08M - $4.29M
|
896K
$80.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-23.7K- 16.13% |
$1.72M - $1.8M
|
123K
$11M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-13K- 95.9% |
$943K - $991K
|
557
$49.9K
|
|
|
Oct 31, 2023
Q3 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-11.1K- 3.75% |
$801K - $841K
|
284K
$25.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-6.63K- 16.36% |
$480K - $504K
|
33.9K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.17K- 63.36% |
$447K - $469K
|
3.57K
$319K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.08K- 68.64% |
$440K - $463K
|
2.78K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-5.5K- 62.29% |
$398K - $418K
|
3.33K
$298K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-4.87K- 17.12% |
$353K - $371K
|
23.6K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.87K- 8.99% |
$353K - $370K
|
49.3K
$4.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.93K- 54.08% |
$285K - $299K
|
3.34K
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.69K- 39.98% |
$195K - $204K
|
4.04K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.68K- 18.23% |
$194K - $204K
|
12K
$1.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.78K- 28.4% |
$129K - $135K
|
4.49K
$402K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.7K- 22.67% |
$123K - $130K
|
5.81K
$520K
|
|