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 21, 2026
Q4 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
150+ 1.7% |
$13.9K - $14.3K
|
8.99K
$847K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
SELL
|
- |
-22.2K- 15.75% |
$2.05M - $2.12M
|
119K
$11.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.19K- 5.44% |
$480K - $496K
|
90.2K
$8.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.12K- 1.67% |
$381K - $393K
|
242K
$22.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-426- 10.0% |
$39.3K - $40.7K
|
3.83K
$361K
|
|
|
Jan 21, 2026
Q4 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
464+ 1.97% |
$42.8K - $44.3K
|
24K
$2.26M
|
|
|
Jan 21, 2026
Q4 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-390- 11.04% |
$36K - $37.2K
|
3.14K
$296K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-543- 19.15% |
$50.1K - $51.8K
|
2.29K
$216K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-18- 7.76% |
$1.66K - $1.72K
|
214
$20.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.41K+ 4.34% |
$223K - $230K
|
58K
$5.46M
|
|
|
Jan 21, 2026
Q4 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
2.17KNew |
$200K - $207K
|
2.17K
$204K
|
|
|
Jan 21, 2026
Q4 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.09K+ 9.41% |
$285K - $294K
|
35.9K
$3.38M
|
|
|
Jan 21, 2026
Q4 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
806+ 7.76% |
$74.4K - $76.9K
|
11.2K
$1.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-28- 0.67% |
$2.59K - $2.67K
|
4.17K
$393K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-661- 11.67% |
$61K - $63.1K
|
5K
$471K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
160+ 3.69% |
$14.8K - $15.3K
|
4.5K
$424K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-327- 6.14% |
$30.2K - $31.2K
|
5K
$471K
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
11+ 0.4% |
$1.02K - $1.05K
|
2.74K
$258K
|
|
|
Jan 21, 2026
Q4 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-810- 9.78% |
$74.8K - $77.3K
|
7.48K
$704K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
48+ 1.21% |
$4.43K - $4.58K
|
4.02K
$379K
|
|
|
Jan 21, 2026
Q4 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-670- 6.0% |
$61.9K - $63.9K
|
10.5K
$989K
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-173- 0.97% |
$16K - $16.5K
|
17.7K
$1.67M
|
|
|
Jan 21, 2026
Q4 2025
|
Ledyard National Bank
|
BUY
|
- |
19+ 0.44% |
$1.75K - $1.81K
|
4.35K
$410K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.41K- 4.58% |
$131K - $135K
|
29.5K
$2.77M
|
|
|
Jan 21, 2026
Q4 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-630- 10.07% |
$58.2K - $60.1K
|
5.63K
$530K
|
|
|
Jan 21, 2026
Q4 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-2.44K- 16.63% |
$225K - $232K
|
12.2K
$1.15M
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.41% |
$277 - $286
|
740
$69.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-198- 0.52% |
$18.3K - $18.9K
|
38.1K
$3.59M
|
|
|
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
|
|