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 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
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
18+ 0.26% |
$1.66K - $1.71K
|
6.84K
$644K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
14+ 0.2% |
$1.29K - $1.33K
|
6.95K
$655K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.2K- 38.67% |
$110K - $114K
|
1.9K
$179K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-15- 0.26% |
$1.38K - $1.43K
|
5.69K
$536K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.3K+ 13.91% |
$120K - $123K
|
10.6K
$1M
|
|
|
Oct 28, 2025
Q3 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
1+ 0.05% |
$92.2 - $95.1
|
2.16K
$203K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-222- 0.77% |
$20.5K - $21.1K
|
28.6K
$2.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.01K+ 7.15% |
$739K - $762K
|
120K
$11.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.85K- 27.91% |
$170K - $176K
|
4.77K
$449K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
17+ 0.28% |
$1.57K - $1.62K
|
6.16K
$581K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
165KNew |
$15.2M - $15.7M
|
165K
$15.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
2.74K+ 6.45% |
$252K - $260K
|
45.2K
$4.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-656- 9.25% |
$60.5K - $62.4K
|
6.44K
$606K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
26+ 0.66% |
$2.4K - $2.47K
|
3.97K
$374K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.19K- 0.48% |
$294K - $304K
|
655K
$61.7M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-32- 0.57% |
$2.95K - $3.04K
|
5.6K
$528K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
1.83K+ 14.24% |
$169K - $174K
|
14.7K
$1.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-26- 2.01% |
$2.4K - $2.47K
|
1.27K
$119K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
600+ 75.28% |
$55.3K - $57.1K
|
1.4K
$132K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
26+ 0.5% |
$2.4K - $2.47K
|
5.18K
$488K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
90New |
$8.3K - $8.56K
|
90
$8.48K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.2K+ 1.43% |
$111K - $114K
|
85.2K
$8.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
2.23KNew |
$205K - $212K
|
2.23K
$210K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-239- 1.27% |
$22K - $22.7K
|
18.6K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.08K- 1.09% |
$376K - $388K
|
371K
$34.9M
|
|