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 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
|
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 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
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-209K- 12.07% |
$17.8M - $19.7M
|
1.52M
$143M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.77K- 20.6% |
$322K - $356K
|
14.5K
$1.37M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
330+ 13.76% |
$28.2K - $31.1K
|
2.73K
$257K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-282- 5.49% |
$24.1K - $26.6K
|
4.85K
$457K
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
6.92KNew |
$591K - $653K
|
6.92K
$652K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
102+ 0.99% |
$8.71K - $9.63K
|
10.4K
$978K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-566- 69.02% |
$48.3K - $53.4K
|
254
$23.9K
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-700- 10.07% |
$59.8K - $66.1K
|
6.25K
$589K
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
12.2KNew |
$1.04M - $1.15M
|
12.2K
$1.15M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.65% |
$85.4 - $94.4
|
156
$14.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 33.33% |
$769 - $850
|
36
$3.39K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-11- 50.0% |
$940 - $1.04K
|
11
$1.04K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.6K- 3.44% |
$307K - $340K
|
101K
$9.52M
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-3.11K- 49.09% |
$266K - $294K
|
3.23K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
75.2K+ 1931.24% |
$6.42M - $7.1M
|
79.1K
$7.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
37.7KNew |
$3.22M - $3.56M
|
37.7K
$3.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
40.6KNew |
$3.47M - $3.83M
|
40.6K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-219- 55.58% |
$18.7K - $20.7K
|
175
$16.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
102+ 1.48% |
$8.71K - $9.63K
|
7.01K
$660K
|
|
|
Aug 14, 2025
Q2 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-90.4K- 6.48% |
$7.73M - $8.54M
|
1.3M
$123M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.69K- 10.37% |
$229K - $254K
|
23.2K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-891- 1.44% |
$76.1K - $84.1K
|
60.9K
$5.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-282K- 79.92% |
$24.1M - $26.6M
|
70.9K
$6.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
19.2KNew |
$1.64M - $1.81M
|
19.2K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-30.8K- 56.27% |
$2.63M - $2.91M
|
23.9K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
40.3KNew |
$3.45M - $3.81M
|
40.3K
$3.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
110+ 148.65% |
$9.4K - $10.4K
|
184
$17.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-4.39K- 21.71% |
$375K - $414K
|
15.8K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-3.12K- 43.98% |
$267K - $295K
|
3.98K
$375K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-3.95K- 26.99% |
$337K - $373K
|
10.7K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
4.57KNew |
$391K - $432K
|
4.57K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.01K+ 42.91% |
$171K - $189K
|
6.68K
$630K
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-5- 1.37% |
$427 - $472
|
359
$33.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.25KNew |
$363K - $401K
|
4.25K
$400K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.78K+ 203.83% |
$322K - $356K
|
5.63K
$530K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
3.35KNew |
$286K - $316K
|
3.35K
$315K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-921- 25.0% |
$78.7K - $86.9K
|
2.76K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.9K+ 114.3% |
$930K - $1.03M
|
20.4K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
56+ 7.32% |
$4.78K - $5.29K
|
821
$77.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.9K- 47.54% |
$1.27M - $1.41M
|
16.4K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
19KNew |
$1.62M - $1.8M
|
19K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
69New |
$5.89K - $6.51K
|
69
$6.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-7.88K- 74.61% |
$673K - $743K
|
2.68K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-244- 12.71% |
$20.8K - $23K
|
1.68K
$158K
|
|