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
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-24.3K- 82.12% |
$2.03M - $2.23M
|
5.28K
$473K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.8K- 1.6% |
$2M - $2.19M
|
1.46M
$131M
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-23.8K- 7.63% |
$1.99M - $2.19M
|
288K
$25.8M
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-22.4K- 81.72% |
$1.87M - $2.05M
|
5K
$448K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-21.2K- 14.52% |
$1.78M - $1.95M
|
125K
$11.2M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.5K- 3.07% |
$1.72M - $1.88M
|
647K
$57.9M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.5K- 1.11% |
$1.72M - $1.88M
|
1.82M
$163M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-20.2K- 17.4% |
$1.69M - $1.85M
|
95.8K
$8.58M
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-18.6K- 28.3% |
$1.56M - $1.7M
|
47K
$4.21M
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-18.2K- 15.32% |
$1.52M - $1.67M
|
101K
$9M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-17.8K- 8.57% |
$1.49M - $1.64M
|
190K
$17M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-17.3K- 34.52% |
$1.45M - $1.59M
|
32.8K
$2.94M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.2K- 5.6% |
$1.44M - $1.58M
|
291K
$26M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-15.2K- 1.49% |
$1.28M - $1.4M
|
1.01M
$90.4M
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-15.2K- 39.01% |
$1.27M - $1.39M
|
23.7K
$2.12M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-14.7K- 29.85% |
$1.23M - $1.35M
|
34.6K
$3.1M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-14.7K- 10.17% |
$1.23M - $1.35M
|
130K
$11.6M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-14.6K- 14.64% |
$1.22M - $1.34M
|
85.1K
$7.62M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-14.4K- 17.65% |
$1.21M - $1.32M
|
67.1K
$6.01M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-13.8K- 20.58% |
$1.15M - $1.27M
|
53.2K
$4.76M
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-13.4K- 6.77% |
$1.12M - $1.23M
|
184K
$16.5M
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-13.3K- 77.2% |
$1.12M - $1.22M
|
3.94K
$352K
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-13.3K- 73.7% |
$1.11M - $1.22M
|
4.75K
$425K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-12.4K- 4.16% |
$1.04M - $1.14M
|
285K
$25.5M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12.4K- 27.65% |
$1.04M - $1.13M
|
32.3K
$2.89M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12.2K- 17.82% |
$1.02M - $1.12M
|
56.1K
$5.02M
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-12.1K- 3.24% |
$1.02M - $1.12M
|
362K
$32.4M
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-11.9K- 8.74% |
$995K - $1.09M
|
124K
$11.1M
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-11K- 4.2% |
$920K - $1.01M
|
251K
$22.4M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.8K- 26.0% |
$903K - $990K
|
30.7K
$2.75M
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-10.6K- 6.04% |
$890K - $976K
|
165K
$14.8M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-10.6K- 20.51% |
$887K - $972K
|
41K
$3.67M
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-10.4K- 11.34% |
$867K - $951K
|
81K
$7.25M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 10.25% |
$842K - $923K
|
88K
$7.88M
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-9.91K- 13.65% |
$830K - $910K
|
62.7K
$5.61M
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-9.87K- 2.93% |
$826K - $906K
|
327K
$29.3M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.84K- 14.29% |
$824K - $904K
|
59K
$5.29M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.8K- 3.93% |
$821K - $900K
|
240K
$21.5M
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-9.65K- 17.52% |
$809K - $886K
|
45.4K
$4.07M
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-9.5K- 15.88% |
$796K - $873K
|
50.3K
$4.51M
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9.5K- 2.07% |
$795K - $872K
|
449K
$40.2M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.18K- 3.01% |
$769K - $843K
|
296K
$26.5M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.06K- 24.06% |
$759K - $832K
|
28.6K
$2.56M
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-8.93K- 47.3% |
$748K - $820K
|
9.95K
$890K
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-8.86K- 20.15% |
$742K - $814K
|
35.1K
$3.14M
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-8.29K- 71.36% |
$694K - $761K
|
3.33K
$298K
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-8.25K- 11.97% |
$691K - $758K
|
60.7K
$5.43M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.9K- 25.92% |
$662K - $726K
|
22.6K
$2.02M
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-7.67K- 3.22% |
$643K - $705K
|
231K
$20.6M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.5K- 1.0% |
$628K - $688K
|
740K
$66.2M
|