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 |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.09K- 5.55% |
$91K - $99.7K
|
18.5K
$1.65M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.08K- 2.26% |
$90.7K - $99.4K
|
46.9K
$4.19M
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.05K- 11.1% |
$87.8K - $96.2K
|
8.4K
$752K
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.05K- 4.96% |
$87.6K - $96K
|
20.1K
$1.8M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 6.81% |
$87.5K - $96K
|
14.3K
$1.28M
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-1.04K- 30.68% |
$87.1K - $95.5K
|
2.35K
$210K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.02K- 6.66% |
$85.4K - $93.7K
|
14.3K
$1.28M
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.01K- 22.1% |
$84.3K - $92.4K
|
3.55K
$317K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-978- 13.43% |
$81.9K - $89.8K
|
6.31K
$564K
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-977- 3.94% |
$81.8K - $89.7K
|
23.8K
$2.13M
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-973- 27.97% |
$81.5K - $89.3K
|
2.51K
$224K
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-945- 2.29% |
$79.2K - $86.8K
|
40.3K
$3.61M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-943- 63.2% |
$79K - $86.6K
|
549
$49.1K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-924- 16.57% |
$77.4K - $84.8K
|
4.65K
$417K
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-911- 2.64% |
$76.3K - $83.6K
|
33.7K
$3.01M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-905- 10.19% |
$75.8K - $83.1K
|
7.98K
$714K
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-882- 20.36% |
$73.9K - $81K
|
3.45K
$309K
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-882- 4.92% |
$73.9K - $81K
|
17.1K
$1.53M
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-851- 18.4% |
$71.3K - $78.1K
|
3.77K
$338K
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-838- 0.95% |
$70.2K - $76.9K
|
87.7K
$7.85M
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-820- 15.67% |
$68.7K - $75.3K
|
4.41K
$395K
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-800- 1.93% |
$67K - $73.5K
|
40.7K
$3.64M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-772- 1.09% |
$64.7K - $70.9K
|
69.9K
$6.26M
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-769- 1.0% |
$64.4K - $70.6K
|
76K
$6.8M
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-757- 12.89% |
$63.4K - $69.5K
|
5.12K
$458K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-757- 1.01% |
$63.4K - $69.5K
|
74.4K
$6.66M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-756- 39.07% |
$63.3K - $69.4K
|
1.18K
$106K
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-753- 6.81% |
$63.1K - $69.1K
|
10.3K
$922K
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-731- 0.58% |
$61.2K - $67.1K
|
126K
$11.3M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-729- 1.16% |
$61.1K - $66.9K
|
62.1K
$5.56M
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-701- 5.02% |
$58.7K - $64.4K
|
13.3K
$1.19M
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-700- 2.68% |
$58.6K - $64.3K
|
25.4K
$2.27M
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-691- 20.67% |
$57.9K - $63.4K
|
2.65K
$237K
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-680- 2.62% |
$57K - $62.4K
|
25.3K
$2.26M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-665- 14.36% |
$55.7K - $61.1K
|
3.97K
$355K
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-662- 3.55% |
$55.4K - $60.8K
|
18K
$1.61M
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-659- 5.45% |
$55.2K - $60.5K
|
11.4K
$1.02M
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-655- 44.71% |
$54.9K - $60.1K
|
810
$72.5K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-646- 13.92% |
$54.1K - $59.3K
|
3.99K
$358K
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-631- 66.7% |
$52.9K - $57.9K
|
315
$28.2K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-630- 16.41% |
$52.8K - $57.8K
|
3.21K
$287K
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-624- 6.93% |
$52.3K - $57.3K
|
8.39K
$751K
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-620- 2.84% |
$51.9K - $56.9K
|
21.2K
$1.9M
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-619- 3.09% |
$51.8K - $56.8K
|
19.4K
$1.74M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-595- 0.28% |
$49.8K - $54.6K
|
210K
$18.8M
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-591- 1.68% |
$49.5K - $54.3K
|
34.6K
$3.09M
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-580- 1.89% |
$48.6K - $53.3K
|
30.1K
$2.7M
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-577- 4.13% |
$48.3K - $53K
|
13.4K
$1.2M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-564- 16.44% |
$47.2K - $51.8K
|
2.87K
$257K
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-563- 0.74% |
$47.2K - $51.7K
|
75.9K
$6.8M
|