Latest Institutional Transactions on Ishares Msci Usa Min Vol Facto (USMV)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Min Vol Facto (USMV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-6.6K- 49.93% |
$584K - $624K
|
6.62K
$613K
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
27.7KNew |
$2.45M - $2.62M
|
27.7K
$2.57M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-1.42K- 16.25% |
$126K - $134K
|
7.32K
$679K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3.23K- 21.7% |
$286K - $306K
|
11.7K
$1.08M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
257New |
$22.8K - $24.3K
|
257
$23.8K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
4.16KNew |
$368K - $393K
|
4.16K
$385K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
45.9K+ 1.42% |
$4.06M - $4.34M
|
3.27M
$303M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-307- 3.32% |
$27.2K - $29K
|
8.93K
$828K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.62K- 14.72% |
$144K - $153K
|
9.41K
$872K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
3.93KNew |
$348K - $371K
|
3.93K
$364K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
5.44KNew |
$482K - $515K
|
5.44K
$505K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
163New |
$14.4K - $15.4K
|
163
$15.1K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.44K- 25.94% |
$217K - $231K
|
6.98K
$647K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.29K+ 12.91% |
$114K - $122K
|
11.3K
$1.05M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
18New |
$1.59K - $1.7K
|
18
$1.67K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
81.5KNew |
$7.22M - $7.71M
|
81.5K
$7.56M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2.37KNew |
$210K - $224K
|
2.37K
$220K
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
2.56KNew |
$227K - $242K
|
2.56K
$238K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.55K+ 10.3% |
$137K - $146K
|
16.6K
$1.54M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.93K- 9.06% |
$171K - $183K
|
19.4K
$1.8M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.9K- 33.04% |
$970K - $1.03M
|
22.2K
$2.06M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
25.4KNew |
$2.25M - $2.4M
|
25.4K
$2.36M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.05K- 28.94% |
$181K - $193K
|
5.02K
$466K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.12KNew |
$99.2K - $106K
|
1.12K
$104K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
505+ 1.11% |
$44.7K - $47.8K
|
45.9K
$4.26M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
66New |
$5.85K - $6.24K
|
66
$6.12K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.57K- 17.81% |
$316K - $338K
|
16.5K
$1.53M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
4.81KNew |
$426K - $455K
|
4.81K
$446K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
940+ 0.72% |
$83.3K - $88.9K
|
131K
$12.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-125- 1.9% |
$11.1K - $11.8K
|
6.45K
$598K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
460+ 7.94% |
$40.8K - $43.5K
|
6.25K
$580K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
169New |
$15K - $16K
|
169
$15.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
168+ 0.87% |
$14.9K - $15.9K
|
19.6K
$1.81M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.01KNew |
$356K - $380K
|
4.01K
$372K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-17- 0.27% |
$1.51K - $1.61K
|
6.29K
$583K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
57.7K+ 638.83% |
$5.11M - $5.45M
|
66.7K
$6.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
195+ 3.4% |
$17.3K - $18.4K
|
5.93K
$550K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
3.71KNew |
$328K - $350K
|
3.71K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-23.9K- 35.66% |
$2.12M - $2.26M
|
43.2K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-103K- 98.83% |
$9.15M - $9.76M
|
1.22K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
117K+ 112.53% |
$10.3M - $11M
|
220K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-13.6K- 81.13% |
$1.2M - $1.28M
|
3.16K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
52.4K+ 127.95% |
$4.64M - $4.95M
|
93.3K
$8.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-74.4K- 5.09% |
$6.59M - $7.04M
|
1.39M
$129M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
399+ 64.98% |
$35.3K - $37.7K
|
1.01K
$93.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-162- 0.59% |
$14.4K - $15.3K
|
27.4K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.3K- 17.18% |
$1.89M - $2.01M
|
103K
$9.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.8K- 20.98% |
$1.22M - $1.31M
|
52.1K
$4.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-7K- 48.95% |
$620K - $662K
|
7.3K
$677K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-24.3K- 14.79% |
$2.15M - $2.3M
|
140K
$13M
|