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 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
22+ 0.5% |
$2.03K - $2.1K
|
4.41K
$415K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-3.17K- 1.28% |
$293K - $303K
|
244K
$23M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 1.4% |
$96.7K - $99.9K
|
74K
$6.97M
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-830- 1.21% |
$76.6K - $79.2K
|
67.9K
$6.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-970- 11.5% |
$89.6K - $92.6K
|
7.47K
$703K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
675+ 4.54% |
$62.3K - $64.4K
|
15.6K
$1.46M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-24- 0.56% |
$2.22K - $2.29K
|
4.27K
$403K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-409- 12.72% |
$37.8K - $39K
|
2.81K
$264K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.7K- 16.74% |
$157K - $162K
|
8.43K
$794K
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-58- 0.12% |
$5.36K - $5.53K
|
49.4K
$4.65M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-23- 0.5% |
$2.12K - $2.19K
|
4.61K
$434K
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-675- 4.15% |
$62.3K - $64.4K
|
15.6K
$1.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
271+ 437.1% |
$25K - $25.9K
|
333
$31.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
20+ 0.8% |
$1.85K - $1.91K
|
2.53K
$238K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
3.94KNew |
$364K - $376K
|
3.94K
$371K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-137- 0.49% |
$12.7K - $13.1K
|
27.9K
$2.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
7.45KNew |
$688K - $711K
|
7.45K
$702K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-112- 0.32% |
$10.3K - $10.7K
|
34.5K
$3.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-33- 0.78% |
$3.05K - $3.15K
|
4.22K
$398K
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
61+ 1.38% |
$5.63K - $5.82K
|
4.47K
$421K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.89K- 5.49% |
$266K - $275K
|
49.7K
$4.68M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-800- 3.28% |
$73.9K - $76.3K
|
23.6K
$2.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
46+ 0.64% |
$4.25K - $4.39K
|
7.29K
$686K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
6+ 0.07% |
$554 - $573
|
9.15K
$861K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-16K- 4.07% |
$1.48M - $1.53M
|
377K
$35.6M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-849- 10.83% |
$78.4K - $81K
|
6.99K
$659K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.27K- 15.17% |
$117K - $121K
|
7.09K
$668K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-61- 0.22% |
$5.63K - $5.82K
|
27.7K
$2.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
9+ 0.3% |
$831 - $859
|
3.01K
$283K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8- 0.22% |
$739 - $763
|
3.7K
$349K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.7K- 34.53% |
$342K - $353K
|
7.01K
$661K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
221+ 0.93% |
$20.4K - $21.1K
|
24K
$2.26M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
128+ 3.02% |
$11.8K - $12.2K
|
4.37K
$412K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-553- 2.8% |
$51.1K - $52.8K
|
19.2K
$1.81M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
28+ 0.55% |
$2.59K - $2.67K
|
5.14K
$484K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-723- 2.3% |
$66.8K - $69K
|
30.7K
$2.89M
|
|
|
Jan 09, 2026
Q4 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
1+ 0.05% |
$92.3 - $95.4
|
2.16K
$203K
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-80- 0.84% |
$7.39K - $7.63K
|
9.39K
$885K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.58K- 17.26% |
$330K - $341K
|
17.1K
$1.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-79- 2.11% |
$7.29K - $7.54K
|
3.66K
$345K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
10+ 0.22% |
$923 - $954
|
4.46K
$420K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-15.4K- 63.41% |
$1.42M - $1.47M
|
8.88K
$836K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
30+ 1.41% |
$2.77K - $2.86K
|
2.15K
$203K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-104- 1.26% |
$9.6K - $9.92K
|
8.17K
$769K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
947+ 8.48% |
$87.4K - $90.4K
|
12.1K
$1.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
146K+ 2.13% |
$13.5M - $13.9M
|
6.98M
$657M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-111- 4.94% |
$10.2K - $10.6K
|
2.14K
$201K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-92- 0.21% |
$8.5K - $8.78K
|
42.7K
$4.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-96- 0.93% |
$8.86K - $9.16K
|
10.3K
$968K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
SELL
|
- |
-195- 3.16% |
$18K - $18.6K
|
5.97K
$562K
|
|