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 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-30.8K- 47.9% |
$2.58M - $2.83M
|
33.5K
$3.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-179- 2.83% |
$15K - $16.4K
|
6.15K
$559K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.41KNew |
$202K - $222K
|
2.41K
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.37% |
$335 - $367
|
1.09K
$99.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-39.3K- 6.91% |
$3.3M - $3.61M
|
530K
$48.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-7.49K- 12.53% |
$627K - $687K
|
52.3K
$4.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.17K+ 2.04% |
$349K - $383K
|
208K
$18.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-753- 6.81% |
$63.1K - $69.1K
|
10.3K
$937K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
822+ 0.7% |
$68.9K - $75.5K
|
119K
$10.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.04K- 19.04% |
$422K - $463K
|
21.4K
$1.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
114+ 300.0% |
$9.55K - $10.5K
|
152
$13.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
10.6K+ 73.55% |
$888K - $973K
|
25K
$2.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
12K+ 6.28% |
$1M - $1.1M
|
203K
$18.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-164- 3.44% |
$13.7K - $15.1K
|
4.6K
$418K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
1.4K+ 5.61% |
$118K - $129K
|
26.4K
$2.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-300- 4.78% |
$25.1K - $27.5K
|
5.98K
$543K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.09% |
$2.18K - $2.39K
|
29.9K
$2.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-924- 16.57% |
$77.4K - $84.8K
|
4.65K
$423K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-333- 1.64% |
$27.9K - $30.6K
|
20K
$1.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
745+ 4.51% |
$62.4K - $68.4K
|
17.3K
$1.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-2.67K- 12.84% |
$224K - $245K
|
18.1K
$1.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-15.2K- 39.01% |
$1.27M - $1.39M
|
23.7K
$2.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
21+ 0.1% |
$1.76K - $1.93K
|
20.5K
$1.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-7- 0.25% |
$586 - $643
|
2.75K
$250K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
38New |
$3.18K - $3.49K
|
38
$3.46K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-172- 4.6% |
$14.4K - $15.8K
|
3.57K
$324K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-700- 2.68% |
$58.6K - $64.3K
|
25.4K
$2.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.75K+ 1781.63% |
$146K - $160K
|
1.84K
$168K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-162K- 6.97% |
$13.6M - $14.9M
|
2.16M
$196M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-756- 39.07% |
$63.3K - $69.4K
|
1.18K
$107K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.85M- 36.34% |
$490M - $537M
|
10.2M
$932M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
20.6K+ 143.27% |
$1.73M - $1.89M
|
35K
$3.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-678K- 15.99% |
$56.8M - $62.3M
|
3.56M
$324M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-154- 2.24% |
$12.9K - $14.1K
|
6.71K
$610K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
325New |
$27.2K - $29.8K
|
325
$29.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
697+ 0.37% |
$58.4K - $64K
|
190K
$17.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-14- 1.36% |
$1.17K - $1.29K
|
1.01K
$92.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.44KNew |
$204K - $224K
|
2.44K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-12.4K- 4.16% |
$1.04M - $1.14M
|
285K
$25.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
214+ 0.3% |
$17.9K - $19.6K
|
71.8K
$6.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
80+ 10.36% |
$6.7K - $7.35K
|
852
$77.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.22KNew |
$186K - $204K
|
2.22K
$202K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.24KNew |
$187K - $205K
|
2.24K
$203K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-40.3K- 91.23% |
$3.37M - $3.7M
|
3.88K
$352K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
35.3K+ 16.38% |
$2.95M - $3.24M
|
251K
$22.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-132- 0.88% |
$11.1K - $12.1K
|
14.8K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
228+ 116.92% |
$19.1K - $20.9K
|
423
$38.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-110- 0.43% |
$9.21K - $10.1K
|
25.3K
$2.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-273- 7.64% |
$22.9K - $25.1K
|
3.3K
$300K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-71- 1.26% |
$5.95K - $6.52K
|
5.56K
$505K
|