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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
52+ 2.27% |
$4.56K - $4.92K
|
2.35K
$213K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
208+ 1.26% |
$18.2K - $19.7K
|
16.8K
$1.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-102- 4.03% |
$8.94K - $9.64K
|
2.43K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
16+ 0.66% |
$1.4K - $1.51K
|
2.43K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
12+ 0.36% |
$1.05K - $1.13K
|
3.37K
$306K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
99+ 0.16% |
$8.68K - $9.36K
|
61.8K
$5.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-201- 3.31% |
$17.6K - $19K
|
5.88K
$534K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21.6K- 8.95% |
$1.9M - $2.04M
|
220K
$20M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-1.84K- 4.77% |
$161K - $174K
|
36.8K
$3.34M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
811+ 24.88% |
$71.1K - $76.7K
|
4.07K
$370K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-150- 4.43% |
$13.2K - $14.2K
|
3.24K
$294K
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-62.4K- 86.21% |
$5.47M - $5.9M
|
9.99K
$907K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.08K+ 1.19% |
$182K - $196K
|
176K
$16M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
505+ 1.11% |
$44.3K - $47.7K
|
46K
$4.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3+ 0.07% |
$263 - $284
|
4.01K
$364K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-184- 1.98% |
$16.1K - $17.4K
|
9.13K
$829K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-200- 3.03% |
$17.5K - $18.9K
|
6.4K
$581K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-6.34K- 63.23% |
$556K - $599K
|
3.69K
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-66- 2.02% |
$5.79K - $6.24K
|
3.21K
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
104K+ 2.85% |
$9.13M - $9.84M
|
3.76M
$341M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
40+ 1.64% |
$3.51K - $3.78K
|
2.49K
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3+ 0.06% |
$263 - $284
|
4.65K
$423K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.67K- 1.85% |
$410K - $442K
|
248K
$22.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.33% |
$701 - $756
|
2.43K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.55K- 8.43% |
$311K - $335K
|
38.5K
$3.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.73K- 20.06% |
$152K - $164K
|
6.9K
$626K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-139- 4.49% |
$12.2K - $13.1K
|
2.96K
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
42+ 0.32% |
$3.68K - $3.97K
|
13.2K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.58K- 16.29% |
$314K - $339K
|
18.4K
$1.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.52K+ 95.09% |
$221K - $238K
|
5.17K
$470K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3.7K+ 3.29% |
$324K - $350K
|
116K
$10.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.48% |
$175 - $189
|
418
$38K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-174- 5.65% |
$15.3K - $16.4K
|
2.9K
$264K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
1.1K+ 13.96% |
$96.1K - $104K
|
8.95K
$813K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-15- 0.45% |
$1.32K - $1.42K
|
3.35K
$304K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-64.4K- 13.49% |
$5.65M - $6.09M
|
413K
$37.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-562- 2.55% |
$49.3K - $53.1K
|
21.4K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.64K- 12.44% |
$319K - $344K
|
25.6K
$2.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
62.3K+ 46.85% |
$5.47M - $5.89M
|
195K
$17.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
155K+ 65.01% |
$13.6M - $14.6M
|
393K
$35.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.08K- 15.17% |
$94.5K - $102K
|
6.03K
$548K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.21KNew |
$194K - $209K
|
2.21K
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-9.86K- 6.91% |
$865K - $932K
|
133K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3- 0.01% |
$263 - $284
|
38.4K
$3.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
175+ 3.93% |
$15.3K - $16.5K
|
4.63K
$421K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
47.8K+ 777.8% |
$4.19M - $4.52M
|
53.9K
$4.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.43K+ 12.72% |
$125K - $135K
|
12.7K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
81New |
$7.1K - $7.66K
|
81
$7.36K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1- -0.0% |
$87.7 - $94.5
|
34.6K
$3.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.1K+ 90.77% |
$1.5M - $1.61M
|
35.9K
$3.26M
|