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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
89+ 6.18% |
$7.11K - $7.53K
|
1.53K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-145- 3.56% |
$11.6K - $12.3K
|
3.93K
$344K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.61KNew |
$208K - $221K
|
2.61K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-302K- 5.47% |
$24.2M - $25.6M
|
5.22M
$458M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-2.76K- 79.79% |
$221K - $234K
|
700
$61.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.19K- 34.77% |
$574K - $608K
|
13.5K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.17K- 5.38% |
$93.7K - $99.3K
|
20.6K
$1.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-80- 10.53% |
$6.39K - $6.77K
|
680
$59.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.29K- 24.88% |
$183K - $194K
|
6.92K
$607K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
125New |
$9.99K - $10.6K
|
125
$11K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
20+ 0.26% |
$1.6K - $1.69K
|
7.66K
$672K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
859+ 4.41% |
$68.7K - $72.7K
|
20.3K
$1.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.74K- 93.88% |
$299K - $317K
|
244
$21.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
947New |
$75.7K - $80.1K
|
947
$83K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.3KNew |
$1.3M - $1.38M
|
16.3K
$1.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
471New |
$37.6K - $39.9K
|
471
$41.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.23K- 23.89% |
$338K - $358K
|
13.5K
$1.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.25K- 97.19% |
$260K - $275K
|
94
$8.24K
|
|
|
Aug 08, 2024
Q2 2024
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-239K- 49.79% |
$19.1M - $20.2M
|
241K
$21.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
PUT |
-377K- 79.33% |
$30.1M - $31.9M
|
98.2K
$8.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
5.59KNew |
$447K - $473K
|
5.59K
$490K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-39- 7.0% |
$3.12K - $3.3K
|
518
$45.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-82- 1.38% |
$6.55K - $6.94K
|
5.87K
$514K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20- 0.84% |
$1.6K - $1.69K
|
2.36K
$206K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.4K- 49.64% |
$192K - $203K
|
2.44K
$214K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.98K- 31.05% |
$158K - $167K
|
4.39K
$384K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-576- 14.36% |
$46K - $48.7K
|
3.44K
$301K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
41.8KNew |
$3.34M - $3.54M
|
41.8K
$3.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-994- 24.1% |
$79.4K - $84.1K
|
3.13K
$275K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-11- 3.24% |
$879 - $931
|
328
$28.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-120- 3.08% |
$9.59K - $10.2K
|
3.78K
$331K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
13+ 0.21% |
$1.04K - $1.1K
|
6.2K
$543K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
97+ 7.42% |
$7.75K - $8.21K
|
1.41K
$123K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
624+ 62400.0% |
$49.9K - $52.8K
|
625
$54.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-3.49K- 52.94% |
$279K - $295K
|
3.1K
$272K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-19.5K- 89.05% |
$1.56M - $1.65M
|
2.4K
$210K
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
130+ 3.92% |
$10.4K - $11K
|
3.45K
$302K
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.53KNew |
$202K - $214K
|
2.53K
$221K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-61- 2.67% |
$4.88K - $5.16K
|
2.22K
$195K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
16.1KNew |
$1.29M - $1.36M
|
16.1K
$1.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-842- 10.23% |
$67.3K - $71.3K
|
7.39K
$648K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-165- 25.5% |
$13.2K - $14K
|
482
$42.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-26- 0.46% |
$2.08K - $2.2K
|
5.59K
$490K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.69K- 27.09% |
$135K - $143K
|
4.53K
$398K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.27K- 17.01% |
$501K - $530K
|
30.6K
$2.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
228New |
$18.2K - $19.3K
|
228
$20K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.07KNew |
$326K - $345K
|
4.07K
$357K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-13.9K- 50.25% |
$1.11M - $1.17M
|
13.7K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.59KNew |
$207K - $219K
|
2.59K
$227K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-383- 7.75% |
$30.6K - $32.4K
|
4.56K
$400K
|