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 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-957- 16.11% |
$83.9K - $90.5K
|
4.98K
$468K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-950- 4.67% |
$83.3K - $89.8K
|
19.4K
$1.82M
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-938- 29.0% |
$82.2K - $88.7K
|
2.3K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-930- 2.29% |
$81.5K - $87.9K
|
39.6K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-918- 2.65% |
$80.5K - $86.8K
|
33.7K
$3.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-915- 1.32% |
$80.2K - $86.5K
|
68.6K
$6.44M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-910- 24.07% |
$79.8K - $86K
|
2.87K
$269K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-890- 3.93% |
$78K - $84.1K
|
21.8K
$2.04M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-863- 6.29% |
$75.7K - $81.6K
|
12.8K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-863- 2.27% |
$75.7K - $81.6K
|
37.2K
$3.49M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-862- 21.38% |
$75.6K - $81.5K
|
3.17K
$298K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-859- 2.35% |
$75.3K - $81.2K
|
35.7K
$3.35M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-856- 21.81% |
$75.1K - $80.9K
|
3.07K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-850- 11.68% |
$74.5K - $80.3K
|
6.43K
$603K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-828- 4.09% |
$72.6K - $78.3K
|
19.4K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-813- 0.39% |
$71.3K - $76.8K
|
209K
$19.6M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-806- 8.52% |
$70.7K - $76.2K
|
8.66K
$812K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-796- 4.11% |
$69.8K - $75.2K
|
18.6K
$1.74M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-791- 22.0% |
$69.4K - $74.8K
|
2.81K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-791- 3.09% |
$69.4K - $74.8K
|
24.8K
$2.33M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-773- 3.83% |
$67.8K - $73.1K
|
19.4K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-770- 24.78% |
$67.5K - $72.8K
|
2.34K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-750- 1.83% |
$65.8K - $70.9K
|
40.3K
$3.78M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-734- 1.65% |
$64.4K - $69.4K
|
43.9K
$4.12M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-734- 1.85% |
$64.4K - $69.4K
|
38.9K
$3.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-724- 21.14% |
$63.5K - $68.4K
|
2.7K
$253K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-710- 0.14% |
$62.3K - $67.1K
|
506K
$47.5M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-685- 21.7% |
$60.1K - $64.7K
|
2.47K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-672- 5.06% |
$58.9K - $63.5K
|
12.6K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-669- 1.65% |
$58.7K - $63.2K
|
39.8K
$3.74M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-645- 2.24% |
$56.6K - $61K
|
28.1K
$2.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-642- 4.44% |
$56.3K - $60.7K
|
13.8K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-641- 0.69% |
$56.2K - $60.6K
|
92K
$8.63M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-637- 46.7% |
$55.9K - $60.2K
|
727
$68.2K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-634- 1.23% |
$55.6K - $59.9K
|
50.8K
$4.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-626- 1.24% |
$54.9K - $59.2K
|
49.7K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-624- 2.06% |
$54.7K - $59K
|
29.7K
$2.79M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-623- 3.07% |
$54.6K - $58.9K
|
19.7K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-617- 5.77% |
$54.1K - $58.3K
|
10.1K
$946K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-611- 30.4% |
$53.6K - $57.8K
|
1.4K
$131K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-604- 16.32% |
$53K - $57.1K
|
3.1K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-599- 3.37% |
$52.5K - $56.6K
|
17.2K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-595- 17.13% |
$52.2K - $56.2K
|
2.88K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-590- 1.2% |
$51.7K - $55.8K
|
48.7K
$4.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-578- 79.07% |
$50.7K - $54.6K
|
153
$14.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-572- 17.81% |
$50.2K - $54.1K
|
2.64K
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-570- 9.3% |
$50K - $53.9K
|
5.56K
$522K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-566- 0.22% |
$49.6K - $53.5K
|
254K
$23.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-566- 4.27% |
$49.6K - $53.5K
|
12.7K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-555- 9.23% |
$48.7K - $52.5K
|
5.46K
$512K
|