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 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.01K- 2.9% |
$169K - $185K
|
67.5K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2K- 3.02% |
$167K - $183K
|
64K
$5.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.99K- 34.55% |
$167K - $183K
|
3.78K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.99K- 29.86% |
$166K - $182K
|
4.67K
$418K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.95K- 7.64% |
$164K - $179K
|
23.6K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.88K- 1.04% |
$157K - $172K
|
178K
$15.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.87K- 1.62% |
$157K - $172K
|
114K
$10.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-1.87K- 3.26% |
$157K - $172K
|
55.6K
$4.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.85K- 1.28% |
$155K - $170K
|
143K
$12.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.84K- 3.75% |
$154K - $169K
|
47.3K
$4.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.82K- 9.32% |
$153K - $167K
|
17.7K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.82K- 23.94% |
$152K - $167K
|
5.78K
$518K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.78K- 6.63% |
$149K - $163K
|
25K
$2.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.76K- 19.2% |
$148K - $162K
|
7.42K
$664K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.76K- 13.78% |
$148K - $162K
|
11K
$987K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.76K- 17.88% |
$147K - $161K
|
8.07K
$722K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.75K- 82.2% |
$146K - $160K
|
378
$33.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.73K- 2.3% |
$145K - $159K
|
73.3K
$6.57M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.69K- 12.36% |
$142K - $156K
|
12K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.69K- 8.95% |
$141K - $155K
|
17.2K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.67K- 4.77% |
$140K - $153K
|
33.3K
$2.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.67K- 10.74% |
$140K - $153K
|
13.9K
$1.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 0.65% |
$140K - $153K
|
253K
$22.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.64K- 20.56% |
$137K - $151K
|
6.34K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.62K- 21.09% |
$135K - $148K
|
6.05K
$541K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.55K- 3.52% |
$129K - $142K
|
42.3K
$3.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.52K- 3.74% |
$128K - $140K
|
39.2K
$3.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.5K- 3.11% |
$126K - $138K
|
46.8K
$4.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.48K- 13.04% |
$124K - $136K
|
9.89K
$885K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.44K- 11.12% |
$121K - $132K
|
11.5K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.44K- 28.17% |
$120K - $132K
|
3.67K
$328K
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-1.43K- 6.4% |
$120K - $132K
|
21K
$1.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.43K- 8.28% |
$119K - $131K
|
15.8K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.42K- 4.05% |
$119K - $130K
|
33.6K
$3.01M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.41K- 5.21% |
$118K - $130K
|
25.7K
$2.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.35K- 4.2% |
$113K - $123K
|
30.7K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.31K- 8.83% |
$110K - $121K
|
13.6K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.31K- 13.48% |
$110K - $120K
|
8.41K
$752K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.28K- 1.44% |
$107K - $118K
|
87.5K
$7.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.27K- 2.05% |
$106K - $117K
|
60.5K
$5.41M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.26K- 1.26% |
$105K - $115K
|
98.5K
$8.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.22K- 2.44% |
$102K - $112K
|
48.8K
$4.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.21K- 3.79% |
$101K - $111K
|
30.6K
$2.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.19K- 15.61% |
$99.3K - $109K
|
6.41K
$574K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.17K- 4.65% |
$98.2K - $108K
|
24K
$2.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.17K- 1.34% |
$97.7K - $107K
|
85.9K
$7.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.13K- 21.39% |
$94.9K - $104K
|
4.16K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.13K- 4.87% |
$94.6K - $104K
|
22.1K
$1.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.11K- 8.94% |
$92.6K - $101K
|
11.3K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.09K- 4.04% |
$91.5K - $100K
|
25.9K
$2.32M
|