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, 2025
Q3 2025
|
Ma Private Wealth
|
BUY
|
- |
414+ 0.43% |
$38.2K - $39.4K
|
95.8K
$9.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-668- 1.14% |
$61.6K - $63.6K
|
57.8K
$5.45M
|
|
|
Nov 05, 2025
Q3 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.33K- 14.49% |
$123K - $126K
|
7.84K
$739K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-94- 0.55% |
$8.66K - $8.94K
|
16.9K
$1.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
SELL
|
- |
-2- 0.07% |
$184 - $190
|
3.06K
$288K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
103+ 3.05% |
$9.49K - $9.8K
|
3.49K
$328K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
811+ 32.95% |
$74.8K - $77.2K
|
3.27K
$308K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
315+ 3.46% |
$29K - $30K
|
9.43K
$888K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1- 0.05% |
$92.2 - $95.1
|
2.18K
$205K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
9+ 0.41% |
$830 - $856
|
2.19K
$206K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11K+ 21.6% |
$1.01M - $1.05M
|
61.9K
$5.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-90- 1.03% |
$8.3K - $8.56K
|
8.65K
$815K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
7.64K+ 2.12% |
$705K - $727K
|
367K
$34.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
441+ 5.61% |
$40.7K - $42K
|
8.3K
$782K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
225+ 2.16% |
$20.7K - $21.4K
|
10.6K
$1M
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
16+ 0.4% |
$1.47K - $1.52K
|
4K
$377K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.1% |
$92.2 - $95.1
|
1.01K
$95K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.14K- 1.69% |
$105K - $108K
|
66.4K
$6.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
186+ 4.43% |
$17.1K - $17.7K
|
4.38K
$413K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
557+ 3.44% |
$51.3K - $53K
|
16.7K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-411- 1.56% |
$37.9K - $39.1K
|
25.9K
$2.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
14.5K+ 56.97% |
$1.33M - $1.38M
|
39.9K
$3.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.69K- 16.71% |
$801K - $827K
|
43.3K
$4.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.09K- 10.73% |
$100K - $103K
|
9.03K
$851K
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
2.02K+ 1.17% |
$186K - $192K
|
174K
$16.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-477- 1.05% |
$44K - $45.4K
|
45.2K
$4.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-108- 3.1% |
$9.96K - $10.3K
|
3.38K
$318K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3- 0.05% |
$277 - $285
|
6.11K
$575K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 27.68% |
$103K - $107K
|
2.93K
$276K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-125- 1.92% |
$11.5K - $11.9K
|
6.39K
$602K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
2.35KNew |
$216K - $223K
|
2.35K
$221K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-153- 0.81% |
$14.1K - $14.6K
|
18.6K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-14- 0.36% |
$1.29K - $1.33K
|
3.9K
$367K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
142K+ 19.67% |
$13.1M - $13.6M
|
867K
$81.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-418- 41.26% |
$38.5K - $39.8K
|
595
$56K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.75KNew |
$253K - $262K
|
2.75K
$259K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-341- 4.33% |
$31.4K - $32.4K
|
7.53K
$710K
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
794+ 5.55% |
$73.2K - $75.5K
|
15.1K
$1.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.87K+ 2.14% |
$264K - $273K
|
137K
$12.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
9.45KNew |
$871K - $899K
|
9.45K
$890K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
25+ 2.79% |
$2.3K - $2.38K
|
920
$86.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
168+ 12.0% |
$15.5K - $16K
|
1.57K
$148K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
71+ 44.1% |
$6.54K - $6.75K
|
232
$21.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-278- 0.8% |
$25.6K - $26.4K
|
34.4K
$3.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
186+ 1.41% |
$17.1K - $17.7K
|
13.4K
$1.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.72K+ 1325.38% |
$159K - $164K
|
1.85K
$175K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.2% |
$92.2 - $95.1
|
489
$46.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-55- 2.19% |
$5.07K - $5.23K
|
2.45K
$231K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 4.24% |
$158K - $163K
|
42.1K
$3.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.13K+ 7.99% |
$657K - $678K
|
96.4K
$9.08M
|
|