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 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-4.62KClosed |
$332K - $371K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-4.3KClosed |
$309K - $346K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Client First Capital LLC
|
SELL
|
- |
-4.01KClosed |
$288K - $322K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-3.7KClosed |
$266K - $298K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.66KClosed |
$263K - $294K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.9KClosed |
$208K - $233K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.85KClosed |
$205K - $229K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.84KClosed |
$204K - $229K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.73KClosed |
$196K - $219K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.65KClosed |
$191K - $213K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.63KClosed |
$189K - $211K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.58KClosed |
$185K - $207K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.53KClosed |
$182K - $203K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.5KClosed |
$180K - $201K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.5KClosed |
$180K - $201K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.67KClosed |
$120K - $134K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.47KClosed |
$106K - $119K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-735Closed |
$52.8K - $59.1K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-680Closed |
$48.9K - $54.7K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-510Closed |
$36.7K - $41K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-477Closed |
$34.3K - $38.4K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-350Closed |
$25.2K - $28.1K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-254Closed |
$18.3K - $20.4K
|
0
$0
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-183- 5.22% |
$13.2K - $14.7K
|
3.33K
$298K
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-175Closed |
$12.6K - $14.1K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-170- 22.08% |
$12.2K - $13.7K
|
600
$53.7K
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-168Closed |
$12.1K - $13.5K
|
0
$0
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-160Closed |
$11.5K - $12.9K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-133Closed |
$9.56K - $10.7K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-131Closed |
$9.42K - $10.5K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-93- 9.86% |
$6.68K - $7.48K
|
850
$76.1K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-49Closed |
$3.52K - $3.94K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-23Closed |
$1.65K - $1.85K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5Closed |
$359 - $402
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4Closed |
$288 - $322
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
SELL
|
- |
-3- 0.09% |
$216 - $241
|
3.48K
$312K
|
|
Q4 2021 | |||||||
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-203KClosed |
$14.9M - $16.5M
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-137KClosed |
$10M - $11.1M
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-113KClosed |
$8.29M - $9.17M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-92.6KClosed |
$6.78M - $7.5M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-44.5KClosed |
$3.26M - $3.61M
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-37.2KClosed |
$2.73M - $3.01M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-32KClosed |
$2.34M - $2.59M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-29.5KClosed |
$2.16M - $2.39M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-15.3KClosed |
$1.12M - $1.24M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-6.96KClosed |
$510K - $564K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Inverness Counsel LLC
|
SELL
|
- |
-5.62KClosed |
$412K - $456K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-5KClosed |
$366K - $405K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.21KClosed |
$308K - $341K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.83KClosed |
$281K - $310K
|
0
$0
|