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 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-420- 14.62% |
$36.8K - $39.7K
|
2.45K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-413- 0.11% |
$36.2K - $39K
|
378K
$35.6M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-407- 14.7% |
$35.7K - $38.5K
|
2.36K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-394- 7.6% |
$34.5K - $37.2K
|
4.79K
$452K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-373- 9.8% |
$32.7K - $35.3K
|
3.43K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-372- 6.08% |
$32.6K - $35.2K
|
5.75K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-370- 5.52% |
$32.4K - $35K
|
6.34K
$597K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-366- 1.87% |
$32.1K - $34.6K
|
19.2K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-364- 66.91% |
$31.9K - $34.4K
|
180
$17K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-361- 0.35% |
$31.7K - $34.1K
|
103K
$9.68M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-349- 31.16% |
$30.6K - $33K
|
771
$72.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-330- 2.63% |
$28.9K - $31.2K
|
12.2K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-323- 0.28% |
$28.3K - $30.5K
|
114K
$10.7M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-318- 88.83% |
$27.9K - $30.1K
|
40
$3.77K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-310- 2.93% |
$27.2K - $29.3K
|
10.3K
$967K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-295- 0.33% |
$25.9K - $27.9K
|
89.7K
$8.46M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-292- 0.79% |
$25.6K - $27.6K
|
36.7K
$3.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-292- 0.25% |
$25.6K - $27.6K
|
117K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-291- 4.08% |
$25.5K - $27.5K
|
6.85K
$645K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-291- 2.91% |
$25.5K - $27.5K
|
9.71K
$915K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-286- 8.27% |
$25.1K - $27K
|
3.17K
$299K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-286- 1.69% |
$25.1K - $27K
|
16.7K
$1.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-271- 3.88% |
$23.8K - $25.6K
|
6.71K
$632K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-268- 6.4% |
$23.5K - $25.3K
|
3.92K
$370K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-266- 1.4% |
$23.3K - $25.1K
|
18.8K
$1.77M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-263- 1.53% |
$23.1K - $24.9K
|
17K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-256- 2.73% |
$22.4K - $24.2K
|
9.11K
$859K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-243- 2.52% |
$21.3K - $23K
|
9.38K
$885K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-241- 6.79% |
$21.1K - $22.8K
|
3.31K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-240- 0.61% |
$21K - $22.7K
|
38.9K
$3.67M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-238- 4.26% |
$20.9K - $22.5K
|
5.35K
$504K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-225- 5.09% |
$19.7K - $21.3K
|
4.19K
$395K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-225- 7.13% |
$19.7K - $21.3K
|
2.93K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-223- 3.67% |
$19.6K - $21.1K
|
5.86K
$552K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-218- 2.52% |
$19.1K - $20.6K
|
8.44K
$796K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-216- 38.23% |
$18.9K - $20.4K
|
349
$32.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-212- 3.03% |
$18.6K - $20K
|
6.79K
$640K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-210- 2.85% |
$18.4K - $19.8K
|
7.17K
$676K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-201- 3.31% |
$17.6K - $19K
|
5.88K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-200- 0.5% |
$17.5K - $18.9K
|
39.7K
$3.74M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-200- 1.87% |
$17.5K - $18.9K
|
10.5K
$991K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-200- 32.79% |
$17.5K - $18.9K
|
410
$38.7K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-198- 12.3% |
$17.4K - $18.7K
|
1.41K
$133K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-195- 2.08% |
$17.1K - $18.4K
|
9.18K
$865K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-193- 4.2% |
$16.9K - $18.2K
|
4.41K
$415K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-186- 1.13% |
$16.3K - $17.6K
|
16.3K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-174- 5.65% |
$15.3K - $16.4K
|
2.9K
$274K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-173- 2.97% |
$15.2K - $16.4K
|
5.64K
$532K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-172- 26.14% |
$15.1K - $16.3K
|
486
$45.8K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-168- 2.45% |
$14.7K - $15.9K
|
6.7K
$631K
|