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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.8KClosed |
$278K - $308K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.23KClosed |
$236K - $261K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.01KClosed |
$220K - $244K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-2.94KClosed |
$215K - $238K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.78K- 94.72% |
$204K - $225K
|
155
$13.9K
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.76KClosed |
$202K - $223K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-2.05KClosed |
$150K - $166K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.13KClosed |
$82.4K - $91.2K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-720Closed |
$52.8K - $58.3K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-314- 5.41% |
$23K - $25.4K
|
5.49K
$492K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-275Closed |
$20.2K - $22.3K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-271- 3.04% |
$19.9K - $22K
|
8.64K
$773K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-264Closed |
$19.3K - $21.4K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-131Closed |
$9.6K - $10.6K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-64Closed |
$4.69K - $5.19K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-47Closed |
$3.44K - $3.81K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 13, 2021
Q3 2021
|
Verde Capital Management
|
SELL
|
- |
-23.8KClosed |
$1.75M - $1.87M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-19.6KClosed |
$1.44M - $1.53M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-9.55KClosed |
$702K - $748K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-7.77KClosed |
$571K - $608K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-7.01KClosed |
$516K - $549K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-6.83K- 85.71% |
$502K - $534K
|
1.14K
$102K
|
|
Nov 15, 2021
Q3 2021
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-4.96KClosed |
$365K - $389K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.4KClosed |
$250K - $266K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-379- 55.82% |
$27.9K - $29.7K
|
300
$26.9K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-339Closed |
$24.9K - $26.5K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-254Closed |
$18.7K - $19.9K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-193Closed |
$14.2K - $15.1K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-192Closed |
$14.1K - $15K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-141- 4.4% |
$10.4K - $11K
|
3.07K
$275K
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-69Closed |
$5.07K - $5.4K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 02, 2021
Q2 2021
|
Shelter Ins Retirement Plan
|
SELL
|
- |
-1.6MClosed |
$111M - $118M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-285KClosed |
$19.9M - $21M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Arch Capital Group Ltd.
|
SELL
|
- |
-144KClosed |
$10M - $10.6M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-75.1KClosed |
$5.24M - $5.54M
|
0
$0
|
|
Jul 06, 2021
Q2 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-35KClosed |
$2.44M - $2.58M
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-22.1KClosed |
$1.54M - $1.63M
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-12.2KClosed |
$850K - $898K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-7.13KClosed |
$497K - $526K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5KClosed |
$349K - $369K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-3.82KClosed |
$266K - $281K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.71KClosed |
$259K - $273K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-900Closed |
$62.7K - $66.3K
|
0
$0
|
|
Nov 12, 2021
Q2 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-856Closed |
$59.7K - $63.1K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-702Closed |
$48.9K - $51.7K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-630Closed |
$43.9K - $46.4K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-513Closed |
$35.8K - $37.8K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-282Closed |
$19.7K - $20.8K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-133Closed |
$9.27K - $9.8K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
First Financial Corp
|
SELL
|
- |
-96Closed |
$6.69K - $7.08K
|
0
$0
|