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, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-67- 1.06% |
$6.18K - $6.37K
|
6.27K
$591K
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
699+ 0.51% |
$64.4K - $66.5K
|
137K
$12.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-1.37K- 21.15% |
$127K - $131K
|
5.12K
$482K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-619- 1.22% |
$57.1K - $58.9K
|
50.3K
$4.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-280- 0.49% |
$25.8K - $26.6K
|
56.5K
$5.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-421- 4.4% |
$38.8K - $40.1K
|
9.14K
$861K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
83+ 2.5% |
$7.65K - $7.9K
|
3.4K
$321K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-165- 1.02% |
$15.2K - $15.7K
|
16K
$1.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-814- 3.15% |
$75K - $77.4K
|
25K
$2.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
6.6K+ 3.96% |
$609K - $628K
|
173K
$16.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-70- 0.32% |
$6.45K - $6.66K
|
21.6K
$2.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
33.4K+ 12.7% |
$3.08M - $3.18M
|
297K
$27.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-19- 0.12% |
$1.75K - $1.81K
|
15.2K
$1.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-190- 1.09% |
$17.5K - $18.1K
|
17.2K
$1.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.93K- 9.16% |
$639K - $659K
|
68.7K
$6.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-297- 1.38% |
$27.4K - $28.3K
|
21.3K
$2M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-26.2K- 2.82% |
$2.42M - $2.49M
|
902K
$84.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-2.51K- 10.05% |
$231K - $239K
|
22.4K
$2.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-71- 1.29% |
$6.54K - $6.75K
|
5.43K
$511K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.66K+ 63.78% |
$245K - $253K
|
6.82K
$642K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
139+ 4.33% |
$12.8K - $13.2K
|
3.35K
$316K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
111+ 0.38% |
$10.2K - $10.6K
|
29.6K
$2.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.97% |
$3.6K - $3.71K
|
4.08K
$384K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-203- 7.45% |
$18.7K - $19.3K
|
2.52K
$238K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
23.3K+ 3.06% |
$2.15M - $2.22M
|
785K
$73.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-85- 3.38% |
$7.84K - $8.09K
|
2.43K
$229K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.5K- 5.65% |
$138K - $142K
|
25K
$2.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
273+ 0.79% |
$25.2K - $26K
|
34.6K
$3.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-126- 0.85% |
$11.6K - $12K
|
14.7K
$1.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-976- 8.79% |
$90K - $92.9K
|
10.1K
$954K
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-211K- 78.04% |
$19.5M - $20.1M
|
59.4K
$5.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.65KNew |
$244K - $252K
|
2.65K
$250K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.25K- 12.29% |
$115K - $119K
|
8.92K
$841K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.62K+ 0.92% |
$150K - $155K
|
179K
$16.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-409- 1.35% |
$37.7K - $38.9K
|
29.9K
$2.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
55+ 1.0% |
$5.07K - $5.23K
|
5.58K
$525K
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
4.8K+ 3.61% |
$443K - $457K
|
138K
$13M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
SELL
|
- |
-2.21K- 1.67% |
$203K - $210K
|
130K
$12.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-101- 0.88% |
$9.31K - $9.61K
|
11.4K
$1.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
878+ 1.23% |
$80.9K - $83.5K
|
72.4K
$6.82M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
16.2K+ 4.63% |
$1.5M - $1.54M
|
367K
$34.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$92.2 - $95.1
|
7.53K
$710K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-426- 8.68% |
$39.3K - $40.5K
|
4.48K
$422K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-282- 6.16% |
$26K - $26.8K
|
4.3K
$405K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-531- 9.6% |
$48.9K - $50.5K
|
5K
$471K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
613+ 2.02% |
$56.5K - $58.3K
|
30.9K
$2.91M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
52.6K+ 5.16% |
$4.85M - $5.01M
|
1.07M
$101M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
58+ 0.09% |
$5.35K - $5.52K
|
64K
$6.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-250- 7.97% |
$23K - $23.8K
|
2.89K
$272K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
SELL
|
- |
-76- 11.14% |
$7.01K - $7.23K
|
606
$57.1K
|
|