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 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-7.49K- 12.53% |
$627K - $687K
|
52.3K
$4.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.43K- 5.53% |
$623K - $683K
|
127K
$11.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-7.4K- 4.3% |
$619K - $679K
|
165K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.27K- 4.99% |
$609K - $668K
|
138K
$12.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-7.2K- 45.22% |
$603K - $661K
|
8.73K
$781K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7.2K- 2.74% |
$603K - $661K
|
256K
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-7.2K- 3.33% |
$603K - $661K
|
209K
$18.7M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-7.1K- 44.95% |
$595K - $652K
|
8.69K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-7.07K- 10.77% |
$592K - $649K
|
58.6K
$5.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.86K- 2.93% |
$574K - $630K
|
227K
$20.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.45K- 14.09% |
$540K - $592K
|
39.3K
$3.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6.43K- 16.74% |
$538K - $590K
|
32K
$2.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.25K- 8.18% |
$524K - $574K
|
70.2K
$6.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.15K- 4.29% |
$515K - $564K
|
137K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.09K- 46.98% |
$510K - $559K
|
6.87K
$615K
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-6.08K- 8.57% |
$509K - $558K
|
64.9K
$5.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-6.06K- 22.06% |
$508K - $556K
|
21.4K
$1.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.97K- 1.96% |
$500K - $548K
|
299K
$26.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-5.9K- 25.08% |
$494K - $542K
|
17.6K
$1.58M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-5.83K- 16.98% |
$488K - $535K
|
28.5K
$2.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-5.72K- 3.46% |
$479K - $525K
|
160K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.68K- 20.4% |
$475K - $521K
|
22.2K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-5.61K- 21.42% |
$470K - $515K
|
20.6K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-5.42K- 65.4% |
$454K - $498K
|
2.87K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-5.41K- 5.15% |
$453K - $496K
|
99.6K
$8.91M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-5.4K- 10.89% |
$452K - $496K
|
44.2K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5.31K- 15.42% |
$445K - $488K
|
29.1K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.3K- 48.66% |
$444K - $487K
|
5.6K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.22K- 36.09% |
$437K - $479K
|
9.24K
$827K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.15K- 9.08% |
$431K - $473K
|
51.5K
$4.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.04K- 19.04% |
$422K - $463K
|
21.4K
$1.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-5.04K- 13.16% |
$422K - $463K
|
33.2K
$2.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.94K- 23.59% |
$414K - $454K
|
16K
$1.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.94K- 4.97% |
$414K - $454K
|
94.4K
$8.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.87K- 7.25% |
$408K - $447K
|
62.3K
$5.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.69K- 8.14% |
$392K - $430K
|
52.9K
$4.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.63K- 17.04% |
$387K - $425K
|
22.5K
$2.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.59K- 63.74% |
$384K - $421K
|
2.61K
$234K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-4.51K- 12.35% |
$378K - $414K
|
32K
$2.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.47K- 20.86% |
$374K - $411K
|
17K
$1.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.35K- 18.85% |
$365K - $400K
|
18.7K
$1.68M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.19K- 8.21% |
$351K - $385K
|
46.9K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.15K- 1.74% |
$348K - $381K
|
234K
$21M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.14K- 38.47% |
$346K - $380K
|
6.61K
$592K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.09K- 4.42% |
$342K - $375K
|
88.4K
$7.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-3.99K- 13.7% |
$334K - $366K
|
25.1K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.98K- 33.24% |
$333K - $366K
|
8K
$716K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.98K- 5.41% |
$333K - $365K
|
69.5K
$6.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-3.83K- 30.33% |
$321K - $352K
|
8.81K
$788K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.81K- 7.2% |
$319K - $350K
|
49.2K
$4.4M
|