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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-4.98K- 35.11% |
$344K - $367K
|
9.2K
$823K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-4.24K- 6.04% |
$293K - $313K
|
65.9K
$5.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.2K- 62.69% |
$290K - $310K
|
2.5K
$224K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-4.14K- 48.54% |
$286K - $305K
|
4.39K
$393K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4.12K- 45.14% |
$285K - $304K
|
5.01K
$448K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-3.33K- 46.08% |
$230K - $246K
|
3.9K
$349K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.65K- 89.97% |
$114K - $122K
|
184
$16.5K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-1.5K- 31.96% |
$104K - $111K
|
3.19K
$286K
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.21K- 2.25% |
$83.5K - $89.1K
|
52.5K
$4.7M
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-940- 22.91% |
$65K - $69.4K
|
3.16K
$283K
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-824- 7.48% |
$57K - $60.8K
|
10.2K
$912K
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-800- 0.46% |
$55.3K - $59K
|
172K
$15.4M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
SELL
|
- |
-735- 19.48% |
$50.8K - $54.2K
|
3.04K
$272K
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-668- 2.73% |
$46.2K - $49.3K
|
23.8K
$2.13M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-592- 4.55% |
$40.9K - $43.7K
|
12.4K
$1.11M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-561- 15.22% |
$38.8K - $41.4K
|
3.13K
$280K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-325- 10.05% |
$22.5K - $24K
|
2.91K
$260K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-320- 92.22% |
$22.1K - $23.6K
|
27
$2.42K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-163- 5.01% |
$11.3K - $12K
|
3.09K
$276K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-131- 7.78% |
$9.05K - $9.67K
|
1.55K
$139K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-98- 0.17% |
$6.77K - $7.23K
|
56.8K
$5.09M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-30- 1.07% |
$2.07K - $2.21K
|
2.77K
$248K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6- 0.07% |
$415 - $443
|
8.56K
$766K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-5- 0.17% |
$346 - $369
|
2.87K
$257K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-273K- 15.96% |
$18M - $20.6M
|
1.44M
$129M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-37.3K- 11.96% |
$2.45M - $2.82M
|
275K
$24.6M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-12.6K- 54.53% |
$825K - $948K
|
10.5K
$937K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9.19KClosed |
$604K - $693K
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.89K- 53.46% |
$453K - $520K
|
5.99K
$537K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-6.04K- 12.92% |
$397K - $456K
|
40.7K
$3.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-4.17K- 37.28% |
$274K - $315K
|
7.02K
$628K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.84K- 29.93% |
$121K - $139K
|
4.32K
$386K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.73K- 22.71% |
$114K - $131K
|
5.9K
$528K
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-1.5K- 16.88% |
$98.3K - $113K
|
7.36K
$659K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-877- 1.08% |
$57.7K - $66.2K
|
80.7K
$7.22M
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-866- 10.95% |
$56.9K - $65.4K
|
7.04K
$630K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-831- 17.4% |
$54.6K - $62.7K
|
3.95K
$353K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-778- 0.77% |
$51.2K - $58.7K
|
101K
$9M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-569- 16.84% |
$37.4K - $43K
|
2.81K
$251K
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-532- 15.73% |
$35K - $40.2K
|
2.85K
$255K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-400- 5.63% |
$26.3K - $30.2K
|
6.71K
$600K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-295- 8.24% |
$19.4K - $22.3K
|
3.28K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-273- 5.39% |
$17.9K - $20.6K
|
4.79K
$429K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-215- 2.08% |
$14.1K - $16.2K
|
10.1K
$906K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-90- 0.31% |
$5.92K - $6.8K
|
29.4K
$2.63M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-20- 0.43% |
$1.32K - $1.51K
|
4.63K
$414K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-16- 0.14% |
$1.05K - $1.21K
|
11.2K
$998K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-10- 1.02% |
$658 - $755
|
972
$87K
|
|
| Q3 2022 | |||||||
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-35.6KClosed |
$2.35M - $2.73M
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-27.1K- 45.77% |
$1.79M - $2.08M
|
32.1K
$2.87M
|
|