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 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.44K- 11.12% |
$121K - $132K
|
11.5K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-11.9K- 8.74% |
$995K - $1.09M
|
124K
$10.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.1KNew |
$260K - $285K
|
3.1K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-40- 0.76% |
$3.35K - $3.67K
|
5.21K
$456K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.33% |
$83.8 - $91.8
|
301
$26.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.73K- 2.3% |
$145K - $159K
|
73.3K
$6.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9- 0.01% |
$754 - $826
|
118K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27New |
$2.26K - $2.48K
|
27
$2.37K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.23% |
$83.8 - $91.8
|
437
$38.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-460- 11.97% |
$38.5K - $42.2K
|
3.38K
$297K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7.2K- 2.74% |
$603K - $661K
|
256K
$22.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-231- 1.99% |
$19.3K - $21.2K
|
11.4K
$997K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-14- 0.15% |
$1.17K - $1.29K
|
9.17K
$804K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-2.35K- 6.42% |
$196K - $215K
|
34.2K
$3M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
18+ 0.46% |
$1.51K - $1.65K
|
3.94K
$345K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
532+ 3.71% |
$44.6K - $48.8K
|
14.9K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8.96K+ 6.54% |
$751K - $823K
|
146K
$12.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.7K+ 47.98% |
$226K - $248K
|
8.33K
$730K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-121- 4.98% |
$10.1K - $11.1K
|
2.31K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.93K+ 1.94% |
$162K - $178K
|
102K
$8.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.67K- 4.77% |
$140K - $153K
|
33.3K
$2.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-9.91K- 13.65% |
$830K - $910K
|
62.7K
$5.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-84- 1.59% |
$7.04K - $7.71K
|
5.19K
$455K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-563- 0.74% |
$47.2K - $51.7K
|
75.9K
$6.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
84+ 0.11% |
$7.04K - $7.71K
|
74.5K
$6.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 0.65% |
$140K - $153K
|
253K
$22.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
712+ 0.68% |
$59.6K - $65.4K
|
106K
$9.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17+ 0.11% |
$1.42K - $1.56K
|
15K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
11+ 0.36% |
$921 - $1.01K
|
3.08K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.22K- 2.44% |
$102K - $112K
|
48.8K
$4.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.86K+ 10.47% |
$659K - $722K
|
82.9K
$7.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
815+ 1.59% |
$68.3K - $74.8K
|
52.2K
$4.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.98K- 5.41% |
$333K - $365K
|
69.5K
$6.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
18+ 0.08% |
$1.51K - $1.65K
|
22.2K
$1.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
350+ 31.96% |
$29.3K - $32.1K
|
1.45K
$127K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
170KNew |
$14.2M - $15.6M
|
170K
$14.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.19% |
$83.8 - $91.8
|
525
$46K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.5K+ 57.75% |
$966K - $1.06M
|
31.5K
$2.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-691- 20.67% |
$57.9K - $63.4K
|
2.65K
$233K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.05K- 11.1% |
$87.8K - $96.2K
|
8.4K
$736K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-8.93K- 47.3% |
$748K - $820K
|
9.95K
$872K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-136- 2.28% |
$11.4K - $12.5K
|
5.83K
$511K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.87K- 4.6% |
$240K - $263K
|
59.4K
$5.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-30.8K- 47.9% |
$2.58M - $2.83M
|
33.5K
$2.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-179- 2.83% |
$15K - $16.4K
|
6.15K
$539K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-165K- 59.82% |
$13.8M - $15.1M
|
111K
$9.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.41KNew |
$202K - $222K
|
2.41K
$212K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-445- 6.99% |
$37.3K - $40.9K
|
5.93K
$520K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.37% |
$335 - $367
|
1.09K
$95.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-39.3K- 6.91% |
$3.3M - $3.61M
|
530K
$46.5M
|