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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.25% |
$503 - $551
|
2.45K
$215K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.76K- 19.2% |
$148K - $162K
|
7.42K
$651K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.33K+ 21.66% |
$111K - $122K
|
7.45K
$653K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-99- 55.0% |
$8.29K - $9.09K
|
81
$7.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-882- 20.36% |
$73.9K - $81K
|
3.45K
$302K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
9.58K+ 19.0% |
$802K - $880K
|
60K
$5.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
127K+ 32.16% |
$10.6M - $11.7M
|
522K
$45.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12.2K- 17.82% |
$1.02M - $1.12M
|
56.1K
$4.92M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.8K- 26.0% |
$903K - $990K
|
30.7K
$2.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
52.1K+ 93.81% |
$4.36M - $4.78M
|
108K
$9.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.73K- 3.37% |
$229K - $251K
|
78.5K
$6.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-255- 0.49% |
$21.4K - $23.4K
|
51.8K
$4.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
667+ 0.99% |
$55.9K - $61.2K
|
68.3K
$5.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-53.9K- 39.64% |
$4.51M - $4.95M
|
82K
$7.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-7.4K- 4.3% |
$619K - $679K
|
165K
$14.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-7.2K- 45.22% |
$603K - $661K
|
8.73K
$765K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.85K+ 88.64% |
$825K - $905K
|
21K
$1.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-39- 97.5% |
$3.27K - $3.58K
|
1
$87.7
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-11K- 4.2% |
$920K - $1.01M
|
251K
$22M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.12% |
$586 - $643
|
5.75K
$504K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-2.35K- 2.16% |
$197K - $216K
|
107K
$9.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-254- 7.0% |
$21.3K - $23.3K
|
3.37K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
169K+ 1719.47% |
$14.2M - $15.6M
|
179K
$15.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
971+ 5.35% |
$81.3K - $89.2K
|
19.1K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
32+ 0.07% |
$2.68K - $2.94K
|
43.1K
$3.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-577- 4.13% |
$48.3K - $53K
|
13.4K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
72+ 0.06% |
$6.03K - $6.61K
|
118K
$10.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
40.3KNew |
$3.38M - $3.7M
|
40.3K
$3.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
31.6K+ 9.98% |
$2.65M - $2.9M
|
348K
$30.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-400- 14.71% |
$33.5K - $36.7K
|
2.32K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-211- 10.93% |
$17.7K - $19.4K
|
1.72K
$151K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
68K+ 6.51% |
$5.69M - $6.24M
|
1.11M
$97.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.95K+ 173.17% |
$247K - $271K
|
4.65K
$408K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.8K+ 42.08% |
$235K - $257K
|
9.46K
$829K
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-11- 0.05% |
$921 - $1.01K
|
22.1K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.87K- 1.62% |
$157K - $172K
|
114K
$9.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
72+ 0.31% |
$6.03K - $6.61K
|
23K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.01K- 2.9% |
$169K - $185K
|
67.5K
$5.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.19K- 15.61% |
$99.3K - $109K
|
6.41K
$562K
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-400- 1.17% |
$33.5K - $36.7K
|
33.7K
$2.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-326- 0.31% |
$27.3K - $29.9K
|
104K
$9.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-145- 7.67% |
$12.1K - $13.3K
|
1.75K
$153K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-9.87K- 2.93% |
$826K - $906K
|
327K
$28.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-58- 0.53% |
$4.86K - $5.33K
|
10.8K
$948K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.84K- 14.29% |
$824K - $904K
|
59K
$5.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
134KNew |
$11.2M - $12.3M
|
134K
$11.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
194+ 0.31% |
$16.2K - $17.8K
|
62K
$5.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.89KNew |
$577K - $633K
|
6.89K
$604K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
288+ 6.95% |
$24.1K - $26.4K
|
4.43K
$389K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
615+ 22.37% |
$51.5K - $56.5K
|
3.36K
$295K
|