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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
813+ 5.78% |
$75.1K - $77.6K
|
14.9K
$1.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.94K+ 1.82% |
$179K - $185K
|
109K
$10.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-195- 6.24% |
$18K - $18.6K
|
2.93K
$276K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-122- 0.28% |
$11.3K - $11.6K
|
43.6K
$4.11M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
250+ 1.9% |
$23.1K - $23.9K
|
13.4K
$1.26M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
SELL
|
- |
-2.24K- 2.62% |
$207K - $214K
|
83.2K
$7.84M
|
|
|
Jan 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
15+ 0.17% |
$1.39K - $1.43K
|
8.67K
$817K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-383- 0.66% |
$35.4K - $36.5K
|
57.2K
$5.39M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
2+ 0.02% |
$185 - $191
|
10.3K
$968K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.39K+ 1690.24% |
$128K - $132K
|
1.47K
$138K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
541New |
$50K - $51.6K
|
541
$51K
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
5.56KNew |
$513K - $530K
|
5.56K
$523K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-460- 9.21% |
$42.5K - $43.9K
|
4.54K
$427K
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
24+ 0.4% |
$2.22K - $2.29K
|
6.08K
$572K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
165+ 6.38% |
$15.2K - $15.7K
|
2.75K
$259K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.35K+ 2.27% |
$494K - $511K
|
241K
$22.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
4.25K+ 74.76% |
$393K - $406K
|
9.94K
$937K
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.05KNew |
$97K - $100K
|
1.05K
$99K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
846+ 35.28% |
$78.1K - $80.7K
|
3.24K
$306K
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
537+ 7.63% |
$49.6K - $51.2K
|
7.58K
$714K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-6.29K- 5.63% |
$581K - $600K
|
106K
$9.94M
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.16% |
$923 - $954
|
6.45K
$607K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.54K+ 28.07% |
$604K - $624K
|
29.8K
$2.81M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
166+ 1.86% |
$15.3K - $15.8K
|
9.07K
$855K
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
9.04KNew |
$835K - $863K
|
9.04K
$852K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
11.4KNew |
$1.05M - $1.09M
|
11.4K
$1.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
8New |
$739 - $763
|
8
$754
|
|
|
Jan 20, 2026
Q4 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.91KNew |
$269K - $278K
|
2.91K
$274K
|
|
|
Jan 20, 2026
Q4 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-2.17K- 5.88% |
$200K - $207K
|
34.7K
$3.27M
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
750+ 26.71% |
$69.3K - $71.6K
|
3.56K
$335K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-2.35K- 3.5% |
$217K - $224K
|
64.8K
$6.11M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
699+ 11.99% |
$64.5K - $66.7K
|
6.53K
$615K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-108- 2.77% |
$9.97K - $10.3K
|
3.8K
$358K
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-86- 2.11% |
$7.94K - $8.21K
|
3.99K
$376K
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$92.3 - $95.4
|
7.92K
$746K
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
BUY
|
- |
13+ 0.27% |
$1.2K - $1.24K
|
4.82K
$454K
|
|
|
Jan 20, 2026
Q4 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-525- 7.21% |
$48.5K - $50.1K
|
6.76K
$637K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-241- 0.23% |
$22.3K - $23K
|
106K
$9.97M
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
10+ 0.41% |
$923 - $954
|
2.46K
$232K
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
305+ 22.25% |
$28.2K - $29.1K
|
1.68K
$158K
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
4.48K+ 3.5% |
$414K - $428K
|
132K
$12.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.25% |
$92.3 - $95.4
|
401
$37.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-907- 16.26% |
$83.8K - $86.6K
|
4.67K
$440K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
9+ 0.16% |
$831 - $859
|
5.61K
$528K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-198- 5.1% |
$18.3K - $18.9K
|
3.68K
$347K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-200- 3.97% |
$18.5K - $19.1K
|
4.84K
$456K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
5+ 0.47% |
$462 - $477
|
1.08K
$102K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-762- 0.83% |
$70.4K - $72.7K
|
90.8K
$8.55M
|
|
|
Jan 16, 2026
Q4 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-300- 2.9% |
$27.7K - $28.6K
|
10.1K
$947K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-313- 0.93% |
$28.9K - $29.9K
|
33.2K
$3.13M
|
|