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 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-15KClosed |
$994K - $1.15M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-11.1KClosed |
$731K - $848K
|
0
$0
|
|
Oct 28, 2022
Q3 2022
|
Better Wealth, LLC
|
SELL
|
- |
-10.1K- 33.13% |
$664K - $770K
|
20.3K
$1.82M
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-10K- 13.0% |
$664K - $770K
|
67.2K
$6.02M
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-4.32K- 8.12% |
$285K - $331K
|
48.8K
$4.37M
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-4.04KClosed |
$267K - $309K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.98K- 28.47% |
$131K - $152K
|
4.99K
$446K
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-1.5K- 7.27% |
$99.4K - $115K
|
19.2K
$1.72M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.39K- 11.54% |
$91.9K - $107K
|
10.7K
$954K
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-1.25K- 12.16% |
$82.8K - $96K
|
9.05K
$810K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-971- 0.4% |
$64.2K - $74.4K
|
243K
$21.8M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-800Closed |
$52.9K - $61.3K
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-721- 73.87% |
$47.7K - $55.3K
|
255
$22.8K
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-706- 14.07% |
$46.7K - $54.1K
|
4.31K
$386K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-605- 24.41% |
$40K - $46.4K
|
1.87K
$168K
|
|
Nov 10, 2022
Q3 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-489- 9.47% |
$32.3K - $37.5K
|
4.67K
$418K
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-485- 9.71% |
$32.1K - $37.2K
|
4.51K
$404K
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-203- 5.72% |
$13.4K - $15.6K
|
3.35K
$299K
|
|
Oct 31, 2022
Q3 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-139- 4.31% |
$9.19K - $10.7K
|
3.08K
$276K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 6.43% |
$1.65K - $1.92K
|
364
$32.6K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-24- 0.47% |
$1.59K - $1.84K
|
5.04K
$451K
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-11- 0.03% |
$727 - $843
|
34.4K
$3.08M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-11- 0.22% |
$727 - $843
|
4.93K
$441K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-546KClosed |
$36.4M - $43.2M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-286KClosed |
$19.1M - $22.6M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-273KClosed |
$18.2M - $21.6M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-79KClosed |
$5.27M - $6.25M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-74.3KClosed |
$4.96M - $5.88M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-52.4KClosed |
$3.49M - $4.14M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-45K- 93.7% |
$3M - $3.56M
|
3.02K
$270K
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-27.6KClosed |
$1.84M - $2.18M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-25.7KClosed |
$1.72M - $2.04M
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-25.7KClosed |
$1.71M - $2.03M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-25.3KClosed |
$1.69M - $2M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-22.8K- 99.42% |
$1.52M - $1.8M
|
133
$11.9K
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-20.7KClosed |
$1.38M - $1.64M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-19.7KClosed |
$1.32M - $1.56M
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-14.3KClosed |
$952K - $1.13M
|
0
$0
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-12.7K- 73.79% |
$849K - $1.01M
|
4.52K
$404K
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-12.5KClosed |
$831K - $986K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-9.4KClosed |
$627K - $743K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-7.75KClosed |
$517K - $613K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-5.25K- 96.84% |
$350K - $415K
|
171
$15.3K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-5.15KClosed |
$344K - $407K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-4.99KClosed |
$333K - $395K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-4.68K- 6.46% |
$312K - $370K
|
67.8K
$6.06M
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-4.01KClosed |
$268K - $317K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.96K- 97.44% |
$264K - $313K
|
104
$9.31K
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.86KClosed |
$258K - $306K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.84KClosed |
$256K - $303K
|
0
$0
|