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 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
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
430+ 5.06% |
$39.6K - $40.9K
|
8.93K
$841K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-317- 6.23% |
$29.2K - $30.2K
|
4.77K
$450K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-320- 8.34% |
$29.5K - $30.4K
|
3.52K
$331K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
892+ 28.2% |
$82.2K - $84.9K
|
4.06K
$382K
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.11K- 4.96% |
$103K - $106K
|
21.3K
$2.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
318New |
$29.3K - $30.3K
|
318
$30K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
454+ 18.2% |
$41.8K - $43.2K
|
2.95K
$278K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.37KNew |
$310K - $320K
|
3.37K
$317K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
2.99K+ 15.38% |
$276K - $285K
|
22.4K
$2.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-100- 0.68% |
$9.22K - $9.51K
|
14.7K
$1.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$92.2 - $95.1
|
7.92K
$746K
|
|
|
Oct 27, 2025
Q3 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-89- 3.15% |
$8.2K - $8.47K
|
2.73K
$258K
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3.18K+ 1.49% |
$294K - $303K
|
217K
$20.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-33.4K- 18.47% |
$3.08M - $3.18M
|
148K
$13.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
8.89K+ 8.77% |
$819K - $846K
|
110K
$10.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
53.9KNew |
$4.97M - $5.13M
|
53.9K
$5.08M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.21KNew |
$204K - $210K
|
2.21K
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-3.72K- 33.66% |
$343K - $354K
|
7.33K
$690K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
2.36KNew |
$217K - $224K
|
2.36K
$222K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-165- 5.65% |
$15.2K - $15.7K
|
2.76K
$260K
|
|
|
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
|
|