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 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-7.52K- 43.92% |
$659K - $711K
|
9.6K
$905K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.47K- 3.29% |
$655K - $706K
|
220K
$20.7M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.27K- 12.42% |
$638K - $688K
|
51.3K
$4.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-7.24K- 37.61% |
$635K - $685K
|
12K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-7.23K- 3.58% |
$634K - $683K
|
195K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.04K- 3.69% |
$617K - $665K
|
184K
$17.3M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-6.88K- 3.06% |
$603K - $650K
|
218K
$20.6M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.71K- 2.45% |
$588K - $634K
|
267K
$25.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-6.68K- 15.55% |
$586K - $631K
|
36.3K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.49K- 4.51% |
$569K - $613K
|
137K
$12.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-6.42K- 25.28% |
$563K - $607K
|
19K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6.38K- 22.81% |
$559K - $603K
|
21.6K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.37K- 4.2% |
$558K - $602K
|
145K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.18K- 27.37% |
$542K - $584K
|
16.4K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-6.07K- 95.18% |
$532K - $573K
|
307
$28.9K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.43K- 4.07% |
$476K - $513K
|
128K
$12.1M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-5.4K- 22.95% |
$473K - $510K
|
18.1K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-5.37K- 42.28% |
$471K - $508K
|
7.33K
$691K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-5.17K- 11.94% |
$454K - $489K
|
38.2K
$3.6M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.97K- 8.0% |
$436K - $470K
|
57.2K
$5.39M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-4.89K- 5.6% |
$429K - $462K
|
82.5K
$7.77M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.75K- 2.37% |
$416K - $448K
|
195K
$18.4M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-4.7K- 29.18% |
$412K - $444K
|
11.4K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.67K- 1.85% |
$410K - $442K
|
248K
$23.4M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.67K- 50.0% |
$409K - $441K
|
4.67K
$440K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.59K- 4.79% |
$403K - $434K
|
91.3K
$8.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-4.59K- 5.71% |
$402K - $434K
|
75.7K
$7.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-4.49K- 25.96% |
$393K - $424K
|
12.8K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-4.45K- 18.47% |
$390K - $420K
|
19.6K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-4.26K- 18.03% |
$373K - $402K
|
19.3K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.1K- 19.31% |
$359K - $387K
|
17.1K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.04K- 48.1% |
$354K - $381K
|
4.36K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.79K- 2.31% |
$332K - $358K
|
160K
$15.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.58K- 16.29% |
$314K - $339K
|
18.4K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.55K- 8.43% |
$311K - $335K
|
38.5K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.48K- 9.06% |
$305K - $329K
|
34.9K
$3.29M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.46K- 3.18% |
$304K - $327K
|
105K
$9.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-3.42K- 11.49% |
$300K - $324K
|
26.4K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-3.39K- 4.13% |
$297K - $320K
|
78.7K
$7.42M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.32K- 5.1% |
$291K - $314K
|
61.8K
$5.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-3.31K- 21.95% |
$290K - $313K
|
11.8K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.3K- 6.39% |
$289K - $312K
|
48.3K
$4.55M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.28K- 4.38% |
$287K - $310K
|
71.5K
$6.74M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.27K- 6.63% |
$287K - $309K
|
46.1K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-3.15K- 23.91% |
$276K - $298K
|
10K
$945K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-3.14K- 5.82% |
$276K - $297K
|
50.9K
$4.79M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-3.11KClosed |
$273K - $294K
|
0
$0
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-3.02K- 22.55% |
$265K - $285K
|
10.4K
$978K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.94K- 11.56% |
$257K - $277K
|
22.5K
$2.12M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.79K- 6.45% |
$245K - $264K
|
40.5K
$3.82M
|