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 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.0% |
$83.8 - $91.8
|
40.5K
$3.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-18- 0.75% |
$1.51K - $1.65K
|
2.38K
$208K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
107+ 0.31% |
$8.96K - $9.82K
|
34.8K
$3.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
56.2K+ 21.77% |
$4.71M - $5.16M
|
314K
$27.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.92K+ 151.33% |
$496K - $544K
|
9.83K
$862K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
116+ 0.17% |
$9.72K - $10.7K
|
68.3K
$5.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-30- 0.97% |
$2.51K - $2.75K
|
3.08K
$270K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-247- 0.42% |
$20.7K - $22.7K
|
57.9K
$5.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.06K+ 3.99% |
$172K - $189K
|
53.5K
$4.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
2.31KNew |
$194K - $212K
|
2.31K
$203K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.92% |
$83.8 - $91.8
|
110
$9.64K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.77K- 0.97% |
$316K - $347K
|
385K
$33.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.8K+ 0.11% |
$151K - $165K
|
1.6M
$140M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
842+ 5.52% |
$70.5K - $77.3K
|
16.1K
$1.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-108- 2.9% |
$9.05K - $9.92K
|
3.62K
$317K
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-6.08K- 8.57% |
$509K - $558K
|
64.9K
$5.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
494New |
$41.4K - $45.4K
|
494
$43.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.13K+ 1.97% |
$262K - $287K
|
162K
$14.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-24.8K- 76.65% |
$2.07M - $2.27M
|
7.54K
$661K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.06K+ 3.44% |
$340K - $373K
|
122K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.52K+ 0.82% |
$127K - $139K
|
186K
$16.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
276+ 0.68% |
$23.1K - $25.3K
|
40.7K
$3.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7.1K+ 112.87% |
$594K - $651K
|
13.4K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
816+ 2.29% |
$68.3K - $74.9K
|
36.5K
$3.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-34.2K- 8.46% |
$2.86M - $3.14M
|
370K
$32.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
120KNew |
$10M - $11M
|
120K
$10.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.02K+ 33.05% |
$169K - $185K
|
8.12K
$712K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-199- 0.98% |
$16.7K - $18.3K
|
20.2K
$1.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
26.7KNew |
$2.24M - $2.46M
|
26.7K
$2.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-5- 1.8% |
$419 - $459
|
273
$23.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
17+ 0.59% |
$1.42K - $1.56K
|
2.92K
$256K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19.4K+ 8.07% |
$1.63M - $1.78M
|
260K
$22.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.37K- 12.4% |
$198K - $217K
|
16.7K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.69K- 8.95% |
$141K - $155K
|
17.2K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.11K- 1.43% |
$177K - $194K
|
145K
$12.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
22.7KNew |
$1.9M - $2.08M
|
22.7K
$1.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-461- 1.21% |
$38.6K - $42.3K
|
37.7K
$3.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$586 - $643
|
8.77K
$769K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
25+ 0.64% |
$2.09K - $2.3K
|
3.93K
$345K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-620- 2.84% |
$51.9K - $56.9K
|
21.2K
$1.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.52KNew |
$546K - $599K
|
6.52K
$572K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
99+ 0.28% |
$8.29K - $9.09K
|
35.3K
$3.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.34K+ 4.79% |
$364K - $399K
|
95K
$8.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
89+ 0.44% |
$7.45K - $8.17K
|
20.4K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2.62K+ 5.79% |
$219K - $240K
|
47.8K
$4.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.84K- 3.75% |
$154K - $169K
|
47.3K
$4.14M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-363- 1.27% |
$30.4K - $33.3K
|
28.2K
$2.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.25K- 3.89% |
$189K - $207K
|
55.6K
$4.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-333- 3.45% |
$27.9K - $30.6K
|
9.33K
$818K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-78- 0.72% |
$6.53K - $7.16K
|
10.7K
$941K
|