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 03, 2025
Q3 2025
|
Financial Life Advisors
|
SELL
|
- |
-435- 6.89% |
$40.1K - $41.4K
|
5.88K
$554K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11+ 0.43% |
$1.01K - $1.05K
|
2.59K
$244K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
3+ 0.12% |
$277 - $285
|
2.44K
$230K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3+ 0.07% |
$277 - $285
|
4.02K
$378K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.8K- 1.89% |
$442K - $456K
|
249K
$23.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
165+ 6.95% |
$15.2K - $15.7K
|
2.54K
$239K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-12.6K- 52.15% |
$1.16M - $1.19M
|
11.5K
$1.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-65- 1.2% |
$5.99K - $6.18K
|
5.35K
$504K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
28.8KNew |
$2.66M - $2.74M
|
28.8K
$2.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.4K+ 245.57% |
$1.51M - $1.56M
|
23K
$2.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-79- 2.18% |
$7.28K - $7.52K
|
3.55K
$334K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
113+ 4.15% |
$10.4K - $10.8K
|
2.84K
$267K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-53- 0.24% |
$4.89K - $5.04K
|
21.7K
$2.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-739- 4.71% |
$68.1K - $70.3K
|
14.9K
$1.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
112+ 0.38% |
$10.3K - $10.7K
|
29.2K
$2.75M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-717- 1.63% |
$66.1K - $68.2K
|
43.3K
$4.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
682+ 9.06% |
$62.9K - $64.9K
|
8.21K
$773K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
9.33K+ 3.17% |
$860K - $887K
|
303K
$28.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.2KNew |
$203K - $210K
|
2.2K
$208K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-30.5K- 9.73% |
$2.82M - $2.91M
|
283K
$26.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10.1K+ 6.35% |
$929K - $959K
|
169K
$15.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.61K+ 213.66% |
$425K - $439K
|
6.77K
$638K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-362- 10.81% |
$33.4K - $34.4K
|
2.99K
$281K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-152- 0.61% |
$14K - $14.5K
|
24.8K
$2.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-19- 0.18% |
$1.75K - $1.81K
|
10.6K
$1M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-452- 3.57% |
$41.7K - $43K
|
12.2K
$1.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-42- 1.24% |
$3.87K - $4K
|
3.35K
$315K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
113+ 2.42% |
$10.4K - $10.8K
|
4.78K
$450K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-387- 9.12% |
$35.7K - $36.8K
|
3.86K
$363K
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
78.7K+ 1942.34% |
$7.25M - $7.49M
|
82.7K
$7.79M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-305- 8.88% |
$28.1K - $29K
|
3.13K
$295K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.57K- 9.2% |
$145K - $150K
|
15.5K
$1.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.21K- 26.51% |
$296K - $306K
|
8.91K
$839K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
788New |
$72.6K - $75K
|
788
$74.2K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
47New |
$4.33K - $4.47K
|
47
$4.43K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3- 0.05% |
$277 - $285
|
6.37K
$600K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.66K- 4.31% |
$153K - $158K
|
36.8K
$3.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-250- 4.75% |
$23K - $23.8K
|
5.01K
$472K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-224- 3.03% |
$20.6K - $21.3K
|
7.18K
$676K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
159+ 1.09% |
$14.7K - $15.1K
|
14.8K
$1.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.61K- 2.66% |
$240K - $248K
|
95.4K
$8.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
147+ 3.58% |
$13.6K - $14K
|
4.26K
$401K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-4.5K- 4.19% |
$415K - $428K
|
103K
$9.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.23KNew |
$205K - $212K
|
2.23K
$210K
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
7+ 0.24% |
$645 - $666
|
2.88K
$271K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-22.4K- 75.1% |
$2.07M - $2.13M
|
7.44K
$700K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1.43K+ 5.8% |
$132K - $136K
|
26.1K
$2.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-32- 0.8% |
$2.95K - $3.04K
|
3.96K
$373K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.23K+ 1.47% |
$205K - $212K
|
154K
$14.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
191K+ 5.35% |
$17.6M - $18.1M
|
3.75M
$354M
|
|