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, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.27KNew |
$393K - $406K
|
4.27K
$402K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-28Closed |
$2.58K - $2.66K
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.01% |
$92.2 - $95.1
|
17.4K
$1.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
42+ 3.67% |
$3.87K - $4K
|
1.19K
$112K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-147K- 67.35% |
$13.6M - $14M
|
71.4K
$6.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.6K- 5.81% |
$240K - $248K
|
42.2K
$3.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-92- 2.54% |
$8.48K - $8.75K
|
3.53K
$333K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
BUY
|
- |
8.27K+ 6.47% |
$762K - $787K
|
136K
$12.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-196- 0.46% |
$18.1K - $18.6K
|
42K
$3.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
SELL
|
- |
-202- 1.38% |
$18.6K - $19.2K
|
14.5K
$1.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.13K+ 12.11% |
$750K - $774K
|
75.3K
$7.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.12K- 1.29% |
$103K - $107K
|
85.4K
$8.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-10.8K- 9.28% |
$997K - $1.03M
|
106K
$9.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-64.6K- 12.55% |
$5.96M - $6.15M
|
450K
$42.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-15.7K- 6.15% |
$1.45M - $1.5M
|
240K
$22.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
331+ 1.67% |
$30.5K - $31.5K
|
20.2K
$1.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-100- 55.56% |
$9.22K - $9.51K
|
80
$7.54K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
27.1K+ 31.15% |
$2.5M - $2.58M
|
114K
$10.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
12+ 0.07% |
$1.11K - $1.14K
|
16.6K
$1.57M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
797New |
$73.5K - $75.8K
|
797
$75.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
26K+ 2.95% |
$2.4M - $2.47M
|
907K
$85.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
3.48K+ 2.09% |
$320K - $331K
|
170K
$16M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
280+ 11.08% |
$25.8K - $26.6K
|
2.81K
$265K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-144K- 30.3% |
$13.3M - $13.7M
|
332K
$31.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
640+ 1.8% |
$59K - $60.9K
|
36.2K
$3.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 2.77% |
$96.5K - $99.6K
|
36.8K
$3.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.12K+ 33.72% |
$472K - $487K
|
20.3K
$1.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-35K- 62.87% |
$3.22M - $3.33M
|
20.6K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-677- 5.03% |
$62.4K - $64.4K
|
12.8K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10+ 0.39% |
$922 - $951
|
2.58K
$243K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
845+ 4.56% |
$77.9K - $80.4K
|
19.4K
$1.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
111+ 1.85% |
$10.2K - $10.6K
|
6.12K
$577K
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
1.56K+ 4.95% |
$143K - $148K
|
33K
$3.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.72K+ 2.18% |
$158K - $163K
|
80.7K
$7.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
307+ 8.59% |
$28.3K - $29.2K
|
3.88K
$366K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
510New |
$47K - $48.5K
|
510
$48K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3.36K+ 2.8% |
$310K - $319K
|
123K
$11.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.13KNew |
$196K - $202K
|
2.13K
$200K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
14+ 0.36% |
$1.29K - $1.33K
|
3.95K
$372K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
180+ 3.06% |
$16.6K - $17.1K
|
6.07K
$572K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-431- 3.8% |
$39.7K - $41K
|
10.9K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-608- 11.35% |
$56K - $57.8K
|
4.75K
$447K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
630+ 28.78% |
$58.1K - $59.9K
|
2.82K
$266K
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
29+ 0.2% |
$2.67K - $2.76K
|
14.2K
$1.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
SELL
|
- |
-3.95K- 5.49% |
$364K - $375K
|
67.9K
$6.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.99K- 1.36% |
$275K - $284K
|
217K
$20.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
84+ 0.63% |
$7.74K - $7.99K
|
13.5K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
9+ 0.37% |
$830 - $856
|
2.45K
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-166K- 7.54% |
$15.3M - $15.8M
|
2.04M
$192M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-733- 2.17% |
$67.6K - $69.7K
|
33.1K
$3.12M
|
|