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 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.87K+ 1.78% |
$172K - $178K
|
107K
$10.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.5K- 4.13% |
$1.06M - $1.1M
|
267K
$25.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-212- 4.49% |
$19.5K - $20.2K
|
4.51K
$425K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.42KNew |
$223K - $230K
|
2.42K
$228K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-69- 0.69% |
$6.36K - $6.56K
|
9.98K
$940K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-313- 2.2% |
$28.9K - $29.8K
|
13.9K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
300+ 7.43% |
$27.7K - $28.5K
|
4.34K
$408K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
296+ 0.4% |
$27.3K - $28.2K
|
74.3K
$7M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-13- 0.23% |
$1.2K - $1.24K
|
5.61K
$528K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-8- 0.18% |
$737 - $761
|
4.41K
$415K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
6.51K+ 9.1% |
$600K - $619K
|
78K
$7.35M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-83- 0.14% |
$7.65K - $7.9K
|
59.7K
$5.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
12.2KNew |
$1.12M - $1.16M
|
12.2K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.02K+ 10.05% |
$94K - $97K
|
11.2K
$1.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
156K+ 2.34% |
$14.4M - $14.9M
|
6.83M
$644M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-394- 0.91% |
$36.3K - $37.5K
|
42.7K
$4.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
320+ 7.22% |
$29.5K - $30.4K
|
4.75K
$448K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-21.5K- 31.94% |
$1.98M - $2.04M
|
45.7K
$4.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
954+ 26.37% |
$87.9K - $90.8K
|
4.57K
$431K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-220- 1.51% |
$20.3K - $20.9K
|
14.3K
$1.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.38KNew |
$772K - $797K
|
8.38K
$789K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-149- 6.15% |
$13.7K - $14.2K
|
2.27K
$214K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.53K- 3.8% |
$233K - $240K
|
63.9K
$6.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
41+ 1.5% |
$3.78K - $3.9K
|
2.78K
$262K
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-271- 0.76% |
$25K - $25.8K
|
35.2K
$3.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-155- 4.6% |
$14.3K - $14.7K
|
3.22K
$303K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.22KNew |
$112K - $116K
|
1.22K
$115K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-199- 7.37% |
$18.3K - $18.9K
|
2.5K
$236K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-104- 0.71% |
$9.59K - $9.89K
|
14.6K
$1.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
85K+ 7.22% |
$7.83M - $8.08M
|
1.26M
$119M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
9+ 0.29% |
$830 - $856
|
3.13K
$295K
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-4.1K- 5.02% |
$378K - $390K
|
77.6K
$7.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
365New |
$33.6K - $34.7K
|
365
$34.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
689+ 1.91% |
$63.5K - $65.6K
|
36.8K
$3.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
91+ 0.43% |
$8.39K - $8.66K
|
21.2K
$1.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.7K+ 22.76% |
$249K - $257K
|
14.6K
$1.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
1.48K+ 0.69% |
$137K - $141K
|
216K
$20.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-129- 5.18% |
$11.9K - $12.3K
|
2.36K
$222K
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-550- 3.51% |
$50.7K - $52.3K
|
15.1K
$1.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
BUY
|
- |
8.1K+ 4.93% |
$746K - $770K
|
172K
$16.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-6.44K- 8.18% |
$594K - $613K
|
72.3K
$6.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-66.4K- 72.3% |
$6.12M - $6.31M
|
25.4K
$2.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.45K+ 3.7% |
$226K - $233K
|
68.8K
$6.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
7.85KNew |
$723K - $746K
|
7.85K
$739K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.3K- 17.34% |
$488K - $504K
|
25.3K
$2.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-23K- 59.11% |
$2.12M - $2.19M
|
15.9K
$1.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$1.05M - $1.08M
|
11.4K
$1.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.08K- 13.86% |
$376K - $388K
|
25.3K
$2.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 0.49% |
$102K - $105K
|
228K
$21.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-9.91K- 7.59% |
$913K - $943K
|
121K
$11.4M
|
|