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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
33New |
$2.64K - $2.79K
|
33
$3K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
155New |
$12.4K - $13.1K
|
155
$14.1K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
137New |
$10.9K - $11.6K
|
137
$12.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2.81K- 10.39% |
$225K - $238K
|
24.3K
$2.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
524New |
$41.9K - $44.3K
|
524
$47.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-178- 12.07% |
$14.2K - $15.1K
|
1.3K
$118K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
333+ 101.22% |
$26.6K - $28.2K
|
662
$60.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.45KNew |
$195K - $207K
|
2.45K
$222K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.42% |
$160 - $169
|
480
$43.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-609- 62.85% |
$48.7K - $51.5K
|
360
$32.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-76- 48.1% |
$6.07K - $6.43K
|
82
$7.46K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.28KNew |
$262K - $278K
|
3.28K
$299K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.17KNew |
$413K - $437K
|
5.17K
$470K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
970New |
$77.5K - $82.1K
|
970
$88.2K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-20- 0.25% |
$1.6K - $1.69K
|
8.11K
$738K
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-175- 5.28% |
$14K - $14.8K
|
3.14K
$286K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
497+ 49700.0% |
$39.7K - $42.1K
|
498
$45.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
818New |
$65.4K - $69.2K
|
818
$74.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.46K+ 10.57% |
$116K - $123K
|
15.2K
$1.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.12KNew |
$649K - $687K
|
8.12K
$739K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
4.61K+ 46.25% |
$368K - $390K
|
14.6K
$1.32M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.61K- 34.57% |
$129K - $136K
|
3.05K
$277K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-67- 49.63% |
$5.35K - $5.67K
|
68
$6.18K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-250- 3.33% |
$20K - $21.2K
|
7.27K
$661K
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-5.66K- 30.61% |
$453K - $479K
|
12.8K
$1.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-423- 69.92% |
$33.8K - $35.8K
|
182
$16.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-94- 70.68% |
$7.51K - $7.96K
|
39
$3.55K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-778- 12.11% |
$62.2K - $65.8K
|
5.65K
$513K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
33New |
$2.64K - $2.79K
|
33
$3K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.39KNew |
$191K - $202K
|
2.39K
$217K
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-96- 0.69% |
$7.67K - $8.12K
|
13.9K
$1.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-723- 15.43% |
$57.8K - $61.2K
|
3.96K
$360K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
387New |
$30.9K - $32.8K
|
387
$35.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-17.1K- 29.85% |
$1.37M - $1.45M
|
40.2K
$3.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
121New |
$9.67K - $10.2K
|
121
$11K
|
|
|
Jul 11, 2024
Q2 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
11.3KNew |
$907K - $960K
|
11.3K
$1.03M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-5- 0.16% |
$400 - $423
|
3.08K
$280K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-75- 2.12% |
$5.99K - $6.35K
|
3.46K
$314K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
246New |
$19.7K - $20.8K
|
246
$22.4K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.52K- 74.33% |
$121K - $128K
|
524
$47.7K
|
|
| Q1 2024 | |||||||
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3.49KClosed |
$272K - $292K
|
0
$0
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-230- 1.05% |
$17.9K - $19.2K
|
21.7K
$1.98M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-42Closed |
$3.27K - $3.51K
|
0
$0
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-6- 0.81% |
$467 - $501
|
739
$67.2K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
223New |
$17.4K - $18.6K
|
223
$20.3K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-7.22K- 66.13% |
$562K - $604K
|
3.7K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
500KNew |
$38.9M - $41.8M
|
500K
$45.5M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22.6K- 38.95% |
$1.76M - $1.89M
|
35.5K
$3.23M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.15K- 92.24% |
$89.8K - $96.4K
|
97
$8.82K
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
32+ 0.03% |
$2.49K - $2.67K
|
92.8K
$8.44M
|
|