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 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.79K- 6.45% |
$245K - $264K
|
40.5K
$3.79M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.69K- 2.57% |
$236K - $255K
|
102K
$9.53M
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.68K- 11.31% |
$235K - $253K
|
21K
$1.96M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-2.61K- 9.95% |
$229K - $247K
|
23.6K
$2.21M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.56K- 13.81% |
$225K - $242K
|
16K
$1.5M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.54K- 5.98% |
$223K - $240K
|
39.9K
$3.73M
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-2.54K- 6.98% |
$223K - $240K
|
33.8K
$3.17M
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.53K- 5.19% |
$222K - $239K
|
46.1K
$4.31M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.51K- 12.39% |
$220K - $238K
|
17.8K
$1.66M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.49K- 2.43% |
$218K - $235K
|
100K
$9.37M
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.46K- 6.23% |
$216K - $233K
|
37.1K
$3.47M
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.45K- 3.48% |
$214K - $231K
|
67.9K
$6.35M
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.43K- 6.15% |
$213K - $230K
|
37.1K
$3.47M
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.35K- 31.11% |
$206K - $222K
|
5.19K
$486K
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2.32K- 1.95% |
$203K - $219K
|
116K
$10.9M
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-2.32K- 4.7% |
$203K - $219K
|
47K
$4.39M
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.27K- 7.15% |
$199K - $214K
|
29.4K
$2.75M
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-2.22K- 9.18% |
$195K - $210K
|
22K
$2.05M
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.19K- 17.46% |
$192K - $207K
|
10.4K
$968K
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.11K- 18.52% |
$185K - $199K
|
9.27K
$867K
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.09K- 9.22% |
$183K - $197K
|
20.6K
$1.92M
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.06K- 1.93% |
$180K - $195K
|
105K
$9.78M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.06K- 4.38% |
$180K - $195K
|
45K
$4.21M
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-2.05K- 9.07% |
$179K - $193K
|
20.5K
$1.92M
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.03K- 1.36% |
$178K - $192K
|
148K
$13.8M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2K- 1.68% |
$175K - $189K
|
117K
$10.9M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.98K- 0.16% |
$173K - $187K
|
1.23M
$115M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.95K- 2.35% |
$171K - $185K
|
81.2K
$7.59M
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.92K- 10.41% |
$168K - $181K
|
16.5K
$1.54M
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.91K- 0.88% |
$167K - $180K
|
214K
$20M
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
SELL
|
- |
-1.9K- 1.97% |
$167K - $180K
|
94.8K
$8.87M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.9K- 12.32% |
$166K - $179K
|
13.5K
$1.26M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-1.84K- 4.77% |
$161K - $174K
|
36.8K
$3.44M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.74K- 71.26% |
$152K - $164K
|
701
$65.6K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.73K- 20.06% |
$152K - $164K
|
6.9K
$645K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.68K- 9.19% |
$148K - $159K
|
16.6K
$1.55M
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.68K- 2.94% |
$147K - $159K
|
55.5K
$5.19M
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.68K- 2.09% |
$147K - $159K
|
78.6K
$7.35M
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.65K- 13.57% |
$144K - $156K
|
10.5K
$982K
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.64K- 1.32% |
$144K - $155K
|
122K
$11.4M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.58K- 13.77% |
$139K - $150K
|
9.92K
$927K
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-1.55K- 33.38% |
$136K - $147K
|
3.1K
$290K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1.55K- 65.43% |
$136K - $147K
|
820
$76.7K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.54K- 0.21% |
$135K - $146K
|
732K
$68.4M
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.53K- 17.62% |
$134K - $144K
|
7.14K
$668K
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.53K- 7.02% |
$134K - $144K
|
20.2K
$1.89M
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.52K- 15.69% |
$133K - $143K
|
8.15K
$762K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.51K- 9.12% |
$132K - $143K
|
15K
$1.4M
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.5K- 9.55% |
$131K - $142K
|
14.2K
$1.33M
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.48K- 3.65% |
$130K - $140K
|
39.1K
$3.66M
|