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 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-678K- 15.99% |
$56.8M - $62.3M
|
3.56M
$313M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.17K- 4.65% |
$98.2K - $108K
|
24K
$2.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-154- 2.24% |
$12.9K - $14.1K
|
6.71K
$588K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
325New |
$27.2K - $29.8K
|
325
$28.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
697+ 0.37% |
$58.4K - $64K
|
190K
$16.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-248- 0.91% |
$20.8K - $22.8K
|
27.1K
$2.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-655- 44.71% |
$54.9K - $60.1K
|
810
$71K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-14- 1.36% |
$1.17K - $1.29K
|
1.01K
$88.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.37K+ 1.51% |
$199K - $218K
|
160K
$14M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
3.16K+ 13.07% |
$265K - $291K
|
27.4K
$2.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
2.58K+ 4.09% |
$216K - $237K
|
65.7K
$5.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.94K- 23.59% |
$414K - $454K
|
16K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-6.06K- 22.06% |
$508K - $556K
|
21.4K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.12% |
$168 - $184
|
1.65K
$145K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.44KNew |
$204K - $224K
|
2.44K
$214K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-10.6K- 20.51% |
$887K - $972K
|
41K
$3.6M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.84K+ 13.65% |
$238K - $261K
|
23.7K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-351- 3.89% |
$29.4K - $32.2K
|
8.68K
$761K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-12.4K- 4.16% |
$1.04M - $1.14M
|
285K
$25M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-101- 1.25% |
$8.46K - $9.27K
|
8K
$701K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
14+ 0.16% |
$1.17K - $1.29K
|
9.03K
$792K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.31K+ 3.45% |
$110K - $120K
|
39.3K
$3.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
214+ 0.3% |
$17.9K - $19.6K
|
71.8K
$6.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
7+ 0.09% |
$586 - $643
|
8.01K
$703K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.19K- 8.75% |
$267K - $293K
|
33.3K
$2.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-52.7K- 39.41% |
$4.42M - $4.84M
|
81.1K
$7.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
80+ 10.36% |
$6.7K - $7.35K
|
852
$74.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
327+ 4.05% |
$27.4K - $30K
|
8.4K
$737K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.25K- 8.18% |
$524K - $574K
|
70.2K
$6.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
164+ 0.1% |
$13.7K - $15.1K
|
167K
$14.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.22KNew |
$186K - $204K
|
2.22K
$195K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.19K- 8.21% |
$351K - $385K
|
46.9K
$4.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
76+ 1.79% |
$6.37K - $6.98K
|
4.33K
$379K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-943- 63.2% |
$79K - $86.6K
|
549
$48.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.63KNew |
$304K - $333K
|
3.63K
$318K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-116- 2.22% |
$9.72K - $10.7K
|
5.11K
$448K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.2K- 5.6% |
$1.44M - $1.58M
|
291K
$25.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.24KNew |
$187K - $205K
|
2.24K
$196K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-117- 0.11% |
$9.8K - $10.7K
|
104K
$9.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-40.3K- 91.23% |
$3.37M - $3.7M
|
3.88K
$340K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
35.3K+ 16.38% |
$2.95M - $3.24M
|
251K
$22M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
159+ 4.36% |
$13.3K - $14.6K
|
3.81K
$334K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-93- 2.09% |
$7.79K - $8.54K
|
4.35K
$382K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-132- 0.88% |
$11.1K - $12.1K
|
14.8K
$1.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-417- 0.36% |
$34.9K - $38.3K
|
117K
$10.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
228+ 116.92% |
$19.1K - $20.9K
|
423
$37.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.31K- 13.48% |
$110K - $120K
|
8.41K
$737K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.82K- 9.32% |
$153K - $167K
|
17.7K
$1.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-110- 0.43% |
$9.21K - $10.1K
|
25.3K
$2.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
5+ 0.12% |
$419 - $459
|
4.21K
$369K
|