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 |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.77K- 0.97% |
$316K - $347K
|
385K
$34.4M
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.77K- 12.04% |
$316K - $346K
|
27.5K
$2.46M
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.76K- 5.68% |
$315K - $345K
|
62.5K
$5.59M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.76K- 10.59% |
$315K - $345K
|
31.7K
$2.84M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.75K- 91.13% |
$314K - $344K
|
365
$32.7K
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-3.72K- 29.69% |
$311K - $341K
|
8.8K
$788K
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-3.59K- 8.19% |
$301K - $330K
|
40.3K
$3.61M
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.57K- 7.23% |
$299K - $328K
|
45.8K
$4.1M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.56K- 9.7% |
$298K - $327K
|
33.1K
$2.96M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.54K- 2.22% |
$296K - $325K
|
156K
$13.9M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.53K- 0.6% |
$296K - $324K
|
586K
$52.4M
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-3.24K- 3.66% |
$272K - $298K
|
85.4K
$7.65M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.19K- 8.75% |
$267K - $293K
|
33.3K
$2.98M
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.18K- 1.12% |
$266K - $292K
|
280K
$25M
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3.15K- 13.59% |
$264K - $289K
|
20K
$1.79M
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-2.97K- 2.54% |
$249K - $273K
|
114K
$10.2M
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.96K- 11.84% |
$248K - $272K
|
22.1K
$1.97M
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.94K- 6.12% |
$246K - $270K
|
45.1K
$4.04M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.87K- 4.6% |
$240K - $263K
|
59.4K
$5.32M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.81K- 2.84% |
$236K - $258K
|
96.1K
$8.6M
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-2.79K- 7.44% |
$234K - $256K
|
34.7K
$3.11M
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-2.74K- 6.72% |
$230K - $252K
|
38.1K
$3.41M
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.73K- 3.37% |
$229K - $251K
|
78.5K
$7.03M
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-2.67K- 12.84% |
$224K - $245K
|
18.1K
$1.62M
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.65K- 1.54% |
$222K - $244K
|
169K
$15.2M
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.64K- 3.48% |
$221K - $242K
|
73.1K
$6.54M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.64K- 2.48% |
$221K - $242K
|
104K
$9.27M
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.55K- 9.85% |
$213K - $234K
|
23.3K
$2.09M
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.54K- 16.2% |
$212K - $233K
|
13.1K
$1.17M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.52K- 1.13% |
$211K - $231K
|
220K
$19.7M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.51K- 4.3% |
$211K - $231K
|
56K
$5.01M
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.48K- 27.74% |
$207K - $227K
|
6.45K
$577K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.45K- 0.77% |
$205K - $225K
|
315K
$28.2M
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-2.45K- 4.62% |
$205K - $225K
|
50.7K
$4.54M
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.43K- 2.6% |
$203K - $223K
|
90.9K
$8.14M
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.42K- 3.91% |
$203K - $222K
|
59.5K
$5.33M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.4K- 12.42% |
$201K - $220K
|
16.9K
$1.51M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.4K- 6.74% |
$201K - $220K
|
33.1K
$2.97M
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.37K- 12.4% |
$198K - $217K
|
16.7K
$1.5M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.36K- 10.19% |
$198K - $217K
|
20.8K
$1.86M
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-2.35K- 2.16% |
$197K - $216K
|
107K
$9.54M
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-2.35K- 6.42% |
$196K - $215K
|
34.2K
$3.06M
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.3K- 4.34% |
$193K - $211K
|
50.7K
$4.54M
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.25K- 3.89% |
$189K - $207K
|
55.6K
$4.98M
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.24K- 12.86% |
$188K - $206K
|
15.2K
$1.36M
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-2.22K- 1.47% |
$186K - $204K
|
149K
$13.3M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.13K- 7.24% |
$178K - $195K
|
27.3K
$2.44M
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.11K- 1.43% |
$177K - $194K
|
145K
$13M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.1K- 9.78% |
$176K - $193K
|
19.4K
$1.74M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.05K- 10.08% |
$172K - $188K
|
18.3K
$1.64M
|