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 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-27- 0.08% |
$2.39K - $2.55K
|
35K
$3.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.7K+ 0.68% |
$1.93M - $2.06M
|
3.23M
$283M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
9+ 0.06% |
$797 - $851
|
14.3K
$1.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
2.28KNew |
$202K - $216K
|
2.28K
$200K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-8.42K- 31.82% |
$746K - $796K
|
18K
$1.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1- 0.04% |
$88.6 - $94.6
|
2.47K
$217K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-753- 14.73% |
$66.7K - $71.2K
|
4.36K
$382K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-5.16K- 2.22% |
$457K - $488K
|
227K
$19.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
14+ 0.27% |
$1.24K - $1.32K
|
5.13K
$450K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.5KNew |
$1.46M - $1.56M
|
16.5K
$1.45M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
73+ 2.16% |
$6.47K - $6.9K
|
3.46K
$303K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-12- 0.46% |
$1.06K - $1.13K
|
2.58K
$226K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.65K- 3.62% |
$146K - $156K
|
43.9K
$3.85M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.48% |
$177 - $189
|
416
$36.5K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5+ 0.12% |
$443 - $473
|
4.35K
$381K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.14K+ 55.82% |
$190K - $203K
|
5.98K
$525K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-703- 7.5% |
$62.3K - $66.5K
|
8.67K
$760K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.36K- 24.9% |
$120K - $129K
|
4.1K
$360K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.16K+ 1.23% |
$369K - $394K
|
343K
$30.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
177+ 4.17% |
$15.7K - $16.7K
|
4.43K
$388K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
6.18KNew |
$547K - $584K
|
6.18K
$542K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-3.11K- 2.73% |
$275K - $294K
|
111K
$9.71M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-2.69K- 22.42% |
$239K - $255K
|
9.32K
$817K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-6- 0.07% |
$532 - $567
|
8.06K
$706K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-28.2K- 98.74% |
$2.49M - $2.66M
|
358
$31.4K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-862- 6.57% |
$76.4K - $81.5K
|
12.3K
$1.07M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.22M- 38.88% |
$186M - $204M
|
3.49M
$306M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.4K- 6.74% |
$201K - $220K
|
33.1K
$2.9M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-2.74K- 6.72% |
$230K - $252K
|
38.1K
$3.34M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.29% |
$83.8 - $91.8
|
350
$30.7K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.76K- 13.78% |
$148K - $162K
|
11K
$967K
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
8.19K+ 5.94% |
$686K - $752K
|
146K
$12.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-33K- 14.66% |
$2.76M - $3.03M
|
192K
$16.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
218KNew |
$18.3M - $20M
|
218K
$19.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-27- 0.76% |
$2.26K - $2.48K
|
3.52K
$308K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.59KNew |
$301K - $330K
|
3.59K
$315K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-13.4K- 6.77% |
$1.12M - $1.23M
|
184K
$16.1M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
112+ 5.99% |
$9.38K - $10.3K
|
1.98K
$174K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-630- 16.41% |
$52.8K - $57.8K
|
3.21K
$281K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-978- 13.43% |
$81.9K - $89.8K
|
6.31K
$553K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
45.8K+ 143.31% |
$3.83M - $4.2M
|
77.7K
$6.81M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-73- 0.77% |
$6.11K - $6.7K
|
9.45K
$829K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-17.8K- 8.57% |
$1.49M - $1.64M
|
190K
$16.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.5K- 3.07% |
$1.72M - $1.88M
|
647K
$56.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
27.6KNew |
$2.31M - $2.53M
|
27.6K
$2.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-299- 1.7% |
$25K - $27.5K
|
17.3K
$1.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-275K- 42.44% |
$23M - $25.3M
|
373K
$32.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
25+ 1.1% |
$2.09K - $2.3K
|
2.31K
$202K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-356- 4.53% |
$29.8K - $32.7K
|
7.5K
$658K
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-100K- 89.09% |
$8.41M - $9.22M
|
12.3K
$1.08M
|
|