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 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-29K- 59.55% |
$2.68M - $2.76M
|
19.7K
$1.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.24K- 3.29% |
$115K - $118K
|
36.6K
$3.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
133+ 5.4% |
$12.3K - $12.7K
|
2.6K
$244K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-42- 1.6% |
$3.87K - $4K
|
2.58K
$243K
|
|
|
Nov 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-497- 4.4% |
$45.8K - $47.3K
|
10.8K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.92K+ 3.97% |
$269K - $278K
|
76.5K
$7.21M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.88K+ 34.27% |
$542K - $559K
|
23K
$2.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.71K- 26.35% |
$157K - $162K
|
4.77K
$449K
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
12+ 0.1% |
$1.11K - $1.14K
|
12.2K
$1.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
538+ 10.08% |
$49.6K - $51.2K
|
5.87K
$553K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.03K- 53.71% |
$279K - $288K
|
2.61K
$246K
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-11- 0.12% |
$1.01K - $1.05K
|
9.39K
$885K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-196- 2.45% |
$18.1K - $18.6K
|
7.8K
$735K
|
|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-579- 0.85% |
$53.4K - $55.1K
|
67.9K
$6.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-938- 3.82% |
$86.5K - $89.2K
|
23.6K
$2.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
4+ 0.16% |
$369 - $381
|
2.44K
$230K
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
1.44K+ 4.21% |
$133K - $137K
|
35.6K
$3.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.08K- 2.58% |
$192K - $198K
|
78.6K
$7.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.08K- 10.94% |
$99.2K - $102K
|
8.76K
$825K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
13.2K+ 1.04% |
$1.21M - $1.25M
|
1.28M
$120M
|
|
|
Nov 06, 2025
Q3 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-637- 1.51% |
$58.7K - $60.6K
|
41.5K
$3.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
59+ 2.15% |
$5.44K - $5.61K
|
2.8K
$263K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
94+ 1.81% |
$8.66K - $8.94K
|
5.28K
$497K
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-194- 2.0% |
$17.9K - $18.5K
|
9.49K
$894K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 0.05% |
$184 - $190
|
3.95K
$372K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-1.55K- 1.66% |
$143K - $147K
|
91.5K
$8.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-967- 12.38% |
$89.1K - $92K
|
6.85K
$645K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-112- 5.13% |
$10.3K - $10.7K
|
2.07K
$195K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-5.93K- 26.35% |
$546K - $564K
|
16.6K
$1.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
808+ 8.44% |
$74.5K - $76.9K
|
10.4K
$978K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.59KNew |
$238K - $246K
|
2.59K
$244K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.49K- 1.87% |
$414K - $428K
|
236K
$22.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
9.08KNew |
$837K - $864K
|
9.08K
$855K
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-2K- 45.62% |
$184K - $190K
|
2.38K
$224K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.4K+ 195.76% |
$1.42M - $1.47M
|
23.3K
$2.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
128+ 0.55% |
$11.8K - $12.2K
|
23.5K
$2.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-122K- 7.01% |
$11.3M - $11.6M
|
1.62M
$153M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.51K+ 2.46% |
$139K - $144K
|
62.9K
$5.92M
|
|
|
Nov 06, 2025
Q3 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-675- 2.0% |
$62.2K - $64.2K
|
33K
$3.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
885+ 11.17% |
$81.6K - $84.2K
|
8.81K
$830K
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.1K- 37.81% |
$1.21M - $1.25M
|
21.6K
$2.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.17K+ 14.04% |
$384K - $397K
|
33.9K
$3.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-126- 1.65% |
$11.6K - $12K
|
7.51K
$708K
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
171+ 0.31% |
$15.8K - $16.3K
|
55.8K
$5.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-358- 5.99% |
$33K - $34.1K
|
5.62K
$529K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
108+ 4.72% |
$9.96K - $10.3K
|
2.4K
$226K
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-289- 4.27% |
$26.6K - $27.5K
|
6.48K
$611K
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-677- 12.99% |
$62.4K - $64.4K
|
4.54K
$427K
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
697+ 7.79% |
$64.2K - $66.3K
|
9.64K
$908K
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.04K+ 10.04% |
$188K - $194K
|
22.4K
$2.11M
|
|