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 |
|---|---|---|---|---|---|---|---|
|
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
$600K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
460+ 7.94% |
$40.8K - $43.5K
|
6.25K
$581K
|
|
|
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
$1.82M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.01KNew |
$356K - $380K
|
4.01K
$373K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-17- 0.27% |
$1.51K - $1.61K
|
6.29K
$585K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
57.7K+ 638.83% |
$5.11M - $5.45M
|
66.7K
$6.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
195+ 3.4% |
$17.3K - $18.4K
|
5.93K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-23.9K- 35.66% |
$2.12M - $2.26M
|
43.2K
$4.01M
|
|
|
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
$20.5M
|
|
|
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
$8.68M
|
|
|
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
$94.2K
|
|
|
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
$9.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.8K- 20.98% |
$1.22M - $1.31M
|
52.1K
$4.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-7K- 48.95% |
$620K - $662K
|
7.3K
$679K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-24.3K- 14.79% |
$2.15M - $2.3M
|
140K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.38% |
$177 - $189
|
534
$49.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.02% |
$266 - $284
|
14.9K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.5K+ 46.88% |
$930K - $993K
|
32.9K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
33.9K+ 4815.63% |
$3M - $3.21M
|
34.6K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
18+ 0.47% |
$1.59K - $1.7K
|
3.88K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-964- 15.07% |
$85.4K - $91.2K
|
5.43K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-211- 29.31% |
$18.7K - $20K
|
509
$47.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
4.19KNew |
$371K - $396K
|
4.19K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-459K- 2.82% |
$40.6M - $43.4M
|
15.8M
$1.47B
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
512KNew |
$45.3M - $48.4M
|
512K
$47.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
22+ 0.91% |
$1.95K - $2.08K
|
2.45K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.04K- 13.77% |
$269K - $287K
|
19K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
3.04KNew |
$269K - $287K
|
3.04K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
945+ 6.46% |
$83.7K - $89.4K
|
15.6K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.75K- 4.41% |
$598K - $638K
|
146K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
909+ 30.79% |
$80.5K - $86K
|
3.86K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.33KNew |
$206K - $220K
|
2.33K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.04K- 1.62% |
$181K - $193K
|
124K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
16KNew |
$1.41M - $1.51M
|
16K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-503- 0.49% |
$44.6K - $47.6K
|
103K
$9.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-261K- 41.08% |
$23.1M - $24.6M
|
374K
$34.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.22K+ 30.75% |
$108K - $115K
|
5.19K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.91KNew |
$346K - $370K
|
3.91K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
23.9K+ 0.62% |
$2.11M - $2.26M
|
3.87M
$359M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.4K+ 3.9% |
$478K - $511K
|
144K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7.65K- 50.38% |
$678K - $724K
|
7.54K
$701K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.44K- 14.55% |
$304K - $325K
|
20.2K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
606+ 0.99% |
$53.7K - $57.3K
|
61.9K
$5.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.11K+ 12.31% |
$718K - $767K
|
74K
$6.88M
|