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 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-41.6K- 55.27% |
$3.64M - $3.93M
|
33.6K
$3.17M
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-41.3K- 85.39% |
$3.62M - $3.91M
|
7.07K
$667K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-40.4K- 14.13% |
$3.54M - $3.82M
|
245K
$23.1M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-37.3K- 27.69% |
$3.27M - $3.53M
|
97.4K
$9.19M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-34.9K- 99.92% |
$3.06M - $3.3M
|
28
$2.64K
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-33.4K- 3.15% |
$2.92M - $3.15M
|
1.03M
$96.7M
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-30.9K- 47.54% |
$2.71M - $2.93M
|
34.2K
$3.22M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29.9KClosed |
$2.62M - $2.83M
|
0
$0
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-28K- 7.73% |
$2.45M - $2.64M
|
334K
$31.5M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.4K- 1.42% |
$2.14M - $2.31M
|
1.7M
$160M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-23.8K- 74.55% |
$2.08M - $2.25M
|
8.12K
$765K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-23K- 30.16% |
$2.02M - $2.17M
|
53.2K
$5.02M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21.6K- 8.95% |
$1.9M - $2.04M
|
220K
$20.7M
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-20.8K- 9.83% |
$1.83M - $1.97M
|
191K
$18M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-20.6K- 74.36% |
$1.81M - $1.95M
|
7.11K
$670K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.9K- 2.8% |
$1.75M - $1.88M
|
691K
$65.1M
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-19.5K- 17.87% |
$1.71M - $1.85M
|
89.9K
$8.47M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19.3K- 28.08% |
$1.7M - $1.83M
|
49.6K
$4.67M
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.2K- 24.95% |
$1.68M - $1.81M
|
57.7K
$5.44M
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-19.1K- 87.55% |
$1.68M - $1.81M
|
2.72K
$256K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19K- 5.09% |
$1.67M - $1.8M
|
355K
$33.5M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-18.9K- 49.95% |
$1.66M - $1.79M
|
18.9K
$1.78M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18.2K- 17.86% |
$1.6M - $1.72M
|
83.8K
$7.9M
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-17.8K- 1.75% |
$1.56M - $1.68M
|
996K
$93.9M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.1K- 6.07% |
$1.5M - $1.62M
|
264K
$24.9M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-16.5K- 10.41% |
$1.44M - $1.56M
|
142K
$13.4M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-15.8K- 10.78% |
$1.38M - $1.49M
|
131K
$12.3M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-15.3K- 5.25% |
$1.34M - $1.45M
|
276K
$26.1M
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-15.3K- 47.31% |
$1.34M - $1.45M
|
17K
$1.61M
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-14.9K- 12.5% |
$1.3M - $1.41M
|
104K
$9.81M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.3K- 10.23% |
$1.26M - $1.36M
|
126K
$11.9M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14.1K- 15.72% |
$1.24M - $1.33M
|
75.6K
$7.13M
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-13.6K- 14.1% |
$1.2M - $1.29M
|
83.1K
$7.83M
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-13.4K- 52.03% |
$1.17M - $1.27M
|
12.3K
$1.16M
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-13.2K- 0.89% |
$1.16M - $1.25M
|
1.47M
$138M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13.1K- 18.81% |
$1.15M - $1.24M
|
56.6K
$5.33M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-12.4K- 32.24% |
$1.09M - $1.17M
|
26.1K
$2.46M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-11.8K- 11.29% |
$1.04M - $1.12M
|
92.9K
$8.75M
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-10.7K- 57.55% |
$938K - $1.01M
|
7.89K
$744K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.4K- 3.7% |
$912K - $984K
|
271K
$25.5M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.4K- 15.15% |
$910K - $981K
|
58.1K
$5.48M
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-9.81K- 3.23% |
$860K - $927K
|
294K
$27.7M
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-9.5K- 0.79% |
$833K - $898K
|
1.19M
$113M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-9.06K- 1.77% |
$795K - $857K
|
503K
$47.4M
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-8.8K- 5.52% |
$771K - $831K
|
151K
$14.2M
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-8.5K- 27.24% |
$745K - $804K
|
22.7K
$2.14M
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-8.42K- 72.21% |
$739K - $796K
|
3.24K
$306K
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.33K- 13.23% |
$730K - $787K
|
54.6K
$5.15M
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8.28K- 47.01% |
$726K - $783K
|
9.33K
$880K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.86K- 8.97% |
$689K - $743K
|
79.8K
$7.52M
|