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 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
|
Newton One Investments LLC
|
SELL
|
- |
-76- 11.14% |
$7.01K - $7.23K
|
606
$57.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.91K- 37.97% |
$176K - $182K
|
3.12K
$294K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
98+ 3.87% |
$9.03K - $9.32K
|
2.63K
$248K
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-8.28K- 3.78% |
$763K - $788K
|
211K
$19.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
560+ 0.18% |
$51.6K - $53.3K
|
308K
$29M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.47K- 23.73% |
$136K - $140K
|
4.73K
$445K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-332- 0.98% |
$30.6K - $31.6K
|
33.7K
$3.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
29+ 0.64% |
$2.67K - $2.76K
|
4.58K
$431K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-475- 8.96% |
$43.8K - $45.2K
|
4.83K
$455K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-55- 2.29% |
$5.07K - $5.23K
|
2.35K
$221K
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-1.2K- 4.84% |
$111K - $115K
|
23.7K
$2.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
735+ 0.45% |
$67.8K - $69.9K
|
165K
$15.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
108+ 2.85% |
$9.96K - $10.3K
|
3.9K
$368K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-3.26K- 4.14% |
$300K - $310K
|
75.3K
$7.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
97+ 0.42% |
$8.94K - $9.23K
|
23K
$2.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-115- 2.25% |
$10.6K - $10.9K
|
5K
$471K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-164- 0.24% |
$15.1K - $15.6K
|
67.2K
$6.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-744- 17.75% |
$68.6K - $70.8K
|
3.45K
$325K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.86K- 26.51% |
$356K - $368K
|
10.7K
$1.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.38K+ 13.8% |
$588K - $607K
|
52.6K
$4.95M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-250- 1.01% |
$23K - $23.8K
|
24.4K
$2.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-41- 0.97% |
$3.78K - $3.9K
|
4.2K
$396K
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
5.17K+ 4.21% |
$476K - $492K
|
128K
$12.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-83- 2.88% |
$7.65K - $7.9K
|
2.8K
$264K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.45K+ 20.01% |
$318K - $329K
|
20.7K
$1.95M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-10- 0.14% |
$922 - $951
|
6.9K
$650K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-110- 9.5% |
$10.1K - $10.5K
|
1.05K
$98.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-3.04K- 97.37% |
$280K - $289K
|
82
$7.72K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
164New |
$15.1K - $15.6K
|
164
$15.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
435+ 5.17% |
$40.1K - $41.4K
|
8.84K
$833K
|
|
|
Oct 07, 2025
Q3 2025
|
Gfg Capital, LLC
|
BUY
|
- |
19KNew |
$1.76M - $1.81M
|
19K
$1.79M
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-87- 0.25% |
$8.02K - $8.28K
|
34.3K
$3.23M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-382- 0.77% |
$35.2K - $36.3K
|
49.4K
$4.66M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-729- 0.44% |
$67.2K - $69.4K
|
166K
$15.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-50- 1.24% |
$4.61K - $4.76K
|
3.97K
$374K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
209+ 5.16% |
$19.3K - $19.9K
|
4.26K
$401K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-53- 1.31% |
$4.89K - $5.04K
|
4K
$377K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.2KNew |
$111K - $114K
|
1.2K
$113K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.23K- 9.95% |
$114K - $117K
|
11.2K
$1.05M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-7.82K- 1.95% |
$721K - $744K
|
394K
$37.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.51KNew |
$231K - $238K
|
2.51K
$236K
|
|