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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.62K+ 2.23% |
$219K - $240K
|
120K
$10.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-507- 2.05% |
$42.5K - $46.6K
|
24.2K
$2.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.34KNew |
$196K - $215K
|
2.34K
$206K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-538- 0.73% |
$45.1K - $49.4K
|
72.8K
$6.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-188K- 5.14% |
$15.8M - $17.3M
|
3.47M
$304M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.3K+ 40.4% |
$193K - $211K
|
8K
$702K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.43% |
$754 - $826
|
2.09K
$183K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-14.4K- 17.65% |
$1.21M - $1.32M
|
67.1K
$5.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
106+ 0.75% |
$8.88K - $9.73K
|
14.2K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.65K+ 5.88% |
$138K - $151K
|
29.6K
$2.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
88+ 0.45% |
$7.37K - $8.08K
|
19.5K
$1.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.2K+ 31.91% |
$1.86M - $2.04M
|
91.9K
$8.06M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.5KNew |
$209K - $229K
|
2.5K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.32KNew |
$194K - $213K
|
2.32K
$204K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
100+ 2.82% |
$8.38K - $9.18K
|
3.65K
$320K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-25- 28.41% |
$2.09K - $2.3K
|
63
$5.52K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.07KNew |
$592K - $649K
|
7.07K
$620K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
949+ 1460.0% |
$79.5K - $87.1K
|
1.01K
$88.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.43K- 5.53% |
$623K - $683K
|
127K
$11.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
435+ 334.62% |
$36.4K - $39.9K
|
565
$49.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.43K- 8.28% |
$119K - $131K
|
15.8K
$1.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
161+ 0.34% |
$13.5K - $14.8K
|
47.8K
$4.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13.8K+ 12.07% |
$1.16M - $1.27M
|
128K
$11.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.11K- 8.94% |
$92.6K - $101K
|
11.3K
$987K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
167K+ 2578.47% |
$14M - $15.3M
|
174K
$15.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
14+ 0.36% |
$1.17K - $1.29K
|
3.91K
$343K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-391- 4.33% |
$32.8K - $35.9K
|
8.64K
$758K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.66KNew |
$725K - $795K
|
8.66K
$759K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.69K- 8.14% |
$392K - $430K
|
52.9K
$4.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-265- 4.92% |
$22.2K - $24.3K
|
5.12K
$449K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-13.3K- 77.2% |
$1.12M - $1.22M
|
3.94K
$345K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-641K- 83.38% |
$53.7M - $58.9M
|
128K
$11.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
SELL
|
- |
-188- 0.22% |
$15.7K - $17.3K
|
84.8K
$7.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.55K- 3.52% |
$129K - $142K
|
42.3K
$3.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
50+ 1.17% |
$4.19K - $4.59K
|
4.32K
$378K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3.15K- 13.59% |
$264K - $289K
|
20K
$1.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
258New |
$21.6K - $23.7K
|
258
$22.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
76+ 0.44% |
$6.37K - $6.98K
|
17.4K
$1.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.14K+ 7.3% |
$95.5K - $105K
|
16.8K
$1.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
88.5KNew |
$7.41M - $8.13M
|
88.5K
$7.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6+ 0.22% |
$503 - $551
|
2.7K
$237K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
225+ 6.04% |
$18.8K - $20.7K
|
3.95K
$347K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-2.22K- 1.47% |
$186K - $204K
|
149K
$13.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.53K- 0.6% |
$296K - $324K
|
586K
$51.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-9.5K- 15.88% |
$796K - $873K
|
50.3K
$4.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.54K+ 31.87% |
$129K - $142K
|
6.39K
$560K
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-8.86K- 20.15% |
$742K - $814K
|
35.1K
$3.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.72K+ 4.44% |
$144K - $158K
|
40.5K
$3.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-973- 27.97% |
$81.5K - $89.3K
|
2.51K
$220K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-8- 0.11% |
$670 - $735
|
7.49K
$657K
|