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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-6.63K- 16.36% |
$480K - $504K
|
33.9K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.17K- 63.36% |
$447K - $469K
|
3.57K
$336K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.08K- 68.64% |
$440K - $463K
|
2.78K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-5.5K- 62.29% |
$398K - $418K
|
3.33K
$314K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-4.87K- 17.12% |
$353K - $371K
|
23.6K
$2.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.87K- 8.99% |
$353K - $370K
|
49.3K
$4.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.93K- 54.08% |
$285K - $299K
|
3.34K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.69K- 39.98% |
$195K - $204K
|
4.04K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.68K- 18.23% |
$194K - $204K
|
12K
$1.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.78K- 28.4% |
$129K - $135K
|
4.49K
$423K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.7K- 22.67% |
$123K - $130K
|
5.81K
$548K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.51K- 17.45% |
$110K - $115K
|
7.16K
$675K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1.2K- 93.89% |
$86.8K - $91.2K
|
78
$7.35K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.03K- 31.18% |
$74.6K - $78.3K
|
2.27K
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-775- 14.09% |
$56.1K - $58.9K
|
4.73K
$445K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-649- 0.42% |
$47K - $49.4K
|
155K
$14.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-575- 17.11% |
$41.6K - $43.7K
|
2.79K
$263K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-498- 15.13% |
$36K - $37.9K
|
2.79K
$263K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-494- 1.5% |
$35.8K - $37.6K
|
32.3K
$3.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-429- 93.87% |
$31.1K - $32.6K
|
28
$2.64K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-410- 67.66% |
$29.7K - $31.2K
|
196
$18.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-400- 9.76% |
$29K - $30.4K
|
3.7K
$349K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-377- 5.23% |
$27.3K - $28.7K
|
6.84K
$644K
|
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-261- 6.02% |
$18.9K - $19.9K
|
4.08K
$384K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-235- 8.0% |
$17K - $17.9K
|
2.7K
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-217- 4.98% |
$15.7K - $16.5K
|
4.14K
$390K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-205- 4.72% |
$14.8K - $15.6K
|
4.14K
$390K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-142- 0.27% |
$10.3K - $10.8K
|
51.7K
$4.88M
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-70- 1.38% |
$5.07K - $5.32K
|
5K
$471K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-65- 2.04% |
$4.7K - $4.94K
|
3.12K
$294K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-38- 0.23% |
$2.75K - $2.89K
|
16.3K
$1.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-11- 0.32% |
$796 - $837
|
3.46K
$326K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-278K- 27.04% |
$19.9M - $20.7M
|
750K
$70.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-238K- 98.61% |
$17M - $17.7M
|
3.35K
$316K
|
|
|
Aug 09, 2023
Q2 2023
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-124K- 24.16% |
$8.86M - $9.22M
|
389K
$36.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-16.1K- 28.29% |
$1.15M - $1.2M
|
40.8K
$3.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-12.7K- 81.39% |
$908K - $945K
|
2.91K
$274K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-12.4K- 82.17% |
$886K - $922K
|
2.69K
$254K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-7.2K- 33.68% |
$514K - $535K
|
14.2K
$1.34M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.52K- 58.31% |
$466K - $485K
|
4.66K
$439K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.15K- 2.74% |
$439K - $457K
|
218K
$20.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-5.39K- 48.18% |
$385K - $401K
|
5.8K
$547K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5.37K- 36.16% |
$383K - $399K
|
9.47K
$893K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.56K- 53.04% |
$325K - $339K
|
4.03K
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.9K- 25.99% |
$136K - $141K
|
5.41K
$510K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-699- 10.32% |
$49.9K - $52K
|
6.07K
$573K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-510- 78.1% |
$36.4K - $37.9K
|
143
$13.5K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-86- 17.7% |
$6.14K - $6.39K
|
400
$37.7K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-69- 3.59% |
$4.93K - $5.13K
|
1.85K
$175K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-56- 0.71% |
$4K - $4.16K
|
7.87K
$742K
|
|