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 |
---|---|---|---|---|---|---|---|
Jul 16, 2020
Q2 2020
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.25KClosed |
$221K - $272K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-950Closed |
$49.3K - $60.8K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-605Closed |
$31.4K - $38.7K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-461- 0.22% |
$23.9K - $29.5K
|
207K
$19.6M
|
|
Aug 14, 2020
Q2 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-22Closed |
$1.14K - $1.41K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2020 | |||||||
Apr 27, 2020
Q1 2020
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-110KClosed |
$5.15M - $7.7M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-87KClosed |
$4.06M - $6.06M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Delta Investment Management, LLC
|
SELL
|
- |
-65.8KClosed |
$3.07M - $4.59M
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-64.6KClosed |
$3.01M - $4.5M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-22.1KClosed |
$1.03M - $1.54M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-22.1KClosed |
$1.03M - $1.54M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-21.2KClosed |
$989K - $1.48M
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-15KClosed |
$699K - $1.05M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-12.1KClosed |
$563K - $842K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Capital Square, LLC
|
SELL
|
- |
-12KClosed |
$561K - $839K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-11.7KClosed |
$544K - $813K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.55KClosed |
$305K - $456K
|
0
$0
|
|
Aug 14, 2020
Q1 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.97KClosed |
$232K - $346K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4.77KClosed |
$222K - $332K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-4.35KClosed |
$203K - $303K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-3.68KClosed |
$171K - $256K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Wealth Architects, LLC
|
SELL
|
- |
-3.61KClosed |
$168K - $251K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.47KClosed |
$162K - $242K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.26KClosed |
$152K - $227K
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-3.25KClosed |
$151K - $226K
|
0
$0
|
|
Oct 18, 2024
Q1 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-3.13KClosed |
$146K - $218K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-3.09KClosed |
$144K - $215K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-2.22KClosed |
$104K - $155K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-366Closed |
$17.1K - $25.5K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-355Closed |
$16.5K - $24.7K
|
0
$0
|
|
Apr 15, 2020
Q1 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-321Closed |
$15K - $22.4K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-219Closed |
$10.2K - $15.3K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-189Closed |
$8.81K - $13.2K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-172Closed |
$8.02K - $12K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-95Closed |
$4.43K - $6.62K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-50Closed |
$2.33K - $3.48K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 04, 2020
Q4 2019
|
Victory Capital Management Inc
|
SELL
|
- |
-966KClosed |
$60.5M - $63.4M
|
0
$0
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-94.7KClosed |
$5.94M - $6.22M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-12.8KClosed |
$803K - $842K
|
0
$0
|
|
Jan 13, 2020
Q4 2019
|
Evanson Asset Management, LLC
|
SELL
|
- |
-7.18KClosed |
$450K - $472K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.75KClosed |
$360K - $377K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-4.29KClosed |
$269K - $282K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.15KClosed |
$260K - $273K
|
0
$0
|
|
Jan 21, 2020
Q4 2019
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.63KClosed |
$228K - $239K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.46KClosed |
$217K - $227K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.32KClosed |
$145K - $152K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Evensky & Katz LLC
|
SELL
|
- |
-258Closed |
$16.2K - $16.9K
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-116Closed |
$7.27K - $7.62K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.16MClosed |
$71.1M - $75.3M
|
0
$0
|