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 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-2.45K- 4.85% |
$226K - $233K
|
48.1K
$4.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-4.32K- 10.68% |
$398K - $411K
|
36.2K
$3.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
51.4K+ 4.58% |
$4.74M - $4.89M
|
1.17M
$111M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-6.54K- 51.24% |
$603K - $623K
|
6.23K
$587K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
6.38K+ 8.07% |
$588K - $607K
|
85.5K
$8.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
145+ 1.12% |
$13.4K - $13.8K
|
13.1K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-233- 1.41% |
$21.5K - $22.2K
|
16.3K
$1.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-5.4K- 66.63% |
$498K - $514K
|
2.71K
$255K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
278+ 3.68% |
$25.6K - $26.4K
|
7.84K
$738K
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
1.17K+ 3.49% |
$108K - $111K
|
34.6K
$3.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.19KNew |
$294K - $303K
|
3.19K
$300K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
34+ 0.35% |
$3.13K - $3.23K
|
9.75K
$918K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
38+ 0.33% |
$3.5K - $3.62K
|
11.7K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
23+ 0.38% |
$2.12K - $2.19K
|
6.05K
$570K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
4+ 0.37% |
$369 - $381
|
1.07K
$101K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
257+ 0.13% |
$23.7K - $24.5K
|
204K
$19.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-29- 0.37% |
$2.67K - $2.76K
|
7.86K
$741K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4+ 0.14% |
$369 - $381
|
2.8K
$264K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
62.9KNew |
$5.8M - $5.99M
|
62.9K
$5.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
30+ 0.4% |
$2.77K - $2.85K
|
7.6K
$716K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-91- 1.33% |
$8.39K - $8.66K
|
6.74K
$635K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2+ 0.08% |
$184 - $190
|
2.53K
$238K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-1- 0.01% |
$92.2 - $95.1
|
9.86K
$929K
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
99+ 0.51% |
$9.13K - $9.42K
|
19.4K
$1.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
108+ 0.25% |
$9.96K - $10.3K
|
44K
$4.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.02K- 3.5% |
$93.6K - $96.6K
|
28K
$2.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
23+ 0.41% |
$2.12K - $2.19K
|
5.58K
$525K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.37K+ 21.88% |
$126K - $130K
|
7.61K
$717K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-12.4K- 49.31% |
$1.14M - $1.18M
|
12.7K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-450- 6.67% |
$41.5K - $42.8K
|
6.3K
$593K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-17.1K- 25.94% |
$1.58M - $1.63M
|
48.9K
$4.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-4.4K- 7.16% |
$405K - $418K
|
57K
$5.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-366- 3.28% |
$33.7K - $34.8K
|
10.8K
$1.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-729- 0.44% |
$67.2K - $69.4K
|
166K
$15.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
391+ 0.41% |
$36K - $37.2K
|
94.9K
$8.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-196K- 63.71% |
$18.1M - $18.7M
|
112K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-4.26K- 7.76% |
$393K - $405K
|
50.6K
$4.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.66K- 8.76% |
$245K - $253K
|
27.7K
$2.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11.6KNew |
$1.07M - $1.1M
|
11.6K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
329+ 14.04% |
$30.3K - $31.3K
|
2.67K
$252K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-23- 1.03% |
$2.12K - $2.19K
|
2.21K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-3.28K- 18.28% |
$302K - $312K
|
14.6K
$1.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.93K- 19.78% |
$177K - $183K
|
7.81K
$735K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
26+ 0.37% |
$2.4K - $2.47K
|
7.02K
$661K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-2.1K- 14.82% |
$193K - $200K
|
12.1K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
22+ 0.39% |
$2.03K - $2.09K
|
5.73K
$540K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
45.6KNew |
$4.21M - $4.34M
|
45.6K
$4.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
3.64K+ 9.94% |
$336K - $346K
|
40.3K
$3.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-156- 45.22% |
$14.4K - $14.8K
|
189
$17.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.9K- 29.76% |
$1.01M - $1.04M
|
25.8K
$2.43M
|
|