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 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-273- 7.64% |
$22.9K - $25.1K
|
3.3K
$290K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-71- 1.26% |
$5.95K - $6.52K
|
5.56K
$487K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-8- 0.13% |
$670 - $735
|
6.11K
$536K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-300- 42.86% |
$25.1K - $27.5K
|
400
$35.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-351- 10.33% |
$29.4K - $32.2K
|
3.05K
$267K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
31.6K+ 194.53% |
$2.65M - $2.9M
|
47.8K
$4.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
73.5K+ 173.87% |
$6.15M - $6.74M
|
116K
$10.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-28- 0.01% |
$2.35K - $2.57K
|
259K
$22.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-102K- 73.59% |
$8.55M - $9.38M
|
36.6K
$3.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.87K- 7.25% |
$408K - $447K
|
62.3K
$5.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
16.6K+ 1.52% |
$1.39M - $1.52M
|
1.11M
$97.3M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.42K- 4.05% |
$119K - $130K
|
33.6K
$2.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
26.9KNew |
$2.25M - $2.47M
|
26.9K
$2.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
121+ 1.41% |
$10.1K - $11.1K
|
8.73K
$765K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
34+ 0.45% |
$2.85K - $3.12K
|
7.56K
$663K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-452- 12.19% |
$37.9K - $41.5K
|
3.26K
$285K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.59K- 63.74% |
$384K - $421K
|
2.61K
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.42K- 3.91% |
$203K - $222K
|
59.5K
$5.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-54- 0.35% |
$4.52K - $4.96K
|
15.6K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-35- 0.49% |
$2.93K - $3.21K
|
7.14K
$626K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9- 4.57% |
$754 - $826
|
188
$16.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-37- 1.27% |
$3.1K - $3.4K
|
2.88K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
161+ 4.35% |
$13.5K - $14.8K
|
3.86K
$339K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-261- 2.26% |
$21.9K - $24K
|
11.3K
$992K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
778+ 0.15% |
$65.2K - $71.4K
|
520K
$45.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
245+ 1.3% |
$20.5K - $22.5K
|
19K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
20+ 0.41% |
$1.68K - $1.84K
|
4.84K
$425K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
101+ 3.49% |
$8.46K - $9.27K
|
2.99K
$262K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
358+ 2.39% |
$30K - $32.9K
|
15.4K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.05K+ 2.71% |
$88.2K - $96.7K
|
39.9K
$3.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
102+ 1.42% |
$8.54K - $9.37K
|
7.29K
$639K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
688+ 4.03% |
$57.6K - $63.2K
|
17.8K
$1.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-462- 1.58% |
$38.7K - $42.4K
|
28.8K
$2.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.8K+ 6.61% |
$319K - $349K
|
61.3K
$5.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-91- 15.07% |
$7.62K - $8.36K
|
513
$45K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
34+ 0.24% |
$2.85K - $3.12K
|
14.2K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 0.25% |
$1.17K - $1.29K
|
5.5K
$482K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
61.5K+ 1074.28% |
$5.15M - $5.65M
|
67.2K
$5.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-495- 2.18% |
$41.5K - $45.5K
|
22.2K
$1.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-388- 3.4% |
$32.5K - $35.6K
|
11K
$967K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
5.92K+ 4.51% |
$495K - $543K
|
137K
$12M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
177+ 0.1% |
$14.8K - $16.3K
|
173K
$15.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.45K+ 79.73% |
$457K - $501K
|
12.3K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.13K- 21.39% |
$94.9K - $104K
|
4.16K
$365K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3- 0.09% |
$251 - $275
|
3.3K
$289K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-580- 1.89% |
$48.6K - $53.3K
|
30.1K
$2.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-84- 0.52% |
$7.04K - $7.71K
|
16.1K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
121+ 1.47% |
$10.1K - $11.1K
|
8.38K
$734K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
3.37K+ 5.28% |
$282K - $310K
|
67.2K
$5.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.33K+ 30.24% |
$446K - $489K
|
22.9K
$2.01M
|