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 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
183+ 6.17% |
$15.6K - $17.3K
|
3.15K
$297K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
57.1K+ 9287.15% |
$4.88M - $5.39M
|
57.7K
$5.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.82KNew |
$241K - $266K
|
2.82K
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.27KNew |
$108K - $120K
|
1.27K
$120K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.96K+ 5.6% |
$167K - $185K
|
36.9K
$3.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.08KNew |
$263K - $291K
|
3.08K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
5.18KNew |
$442K - $489K
|
5.18K
$488K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-410- 4.83% |
$35K - $38.7K
|
8.09K
$762K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.11K- 23.37% |
$266K - $294K
|
10.2K
$961K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-117- 0.63% |
$9.99K - $11K
|
18.5K
$1.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-124K- 98.17% |
$10.6M - $11.7M
|
2.3K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
67.7K+ 833.81% |
$5.78M - $6.39M
|
75.8K
$7.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4.37K- 1.99% |
$374K - $413K
|
216K
$20.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.3K+ 56.79% |
$196K - $217K
|
6.35K
$598K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.62K+ 1.98% |
$394K - $436K
|
238K
$22.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-75- 3.38% |
$6.41K - $7.08K
|
2.15K
$202K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.05KNew |
$260K - $288K
|
3.05K
$287K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-582- 4.54% |
$49.7K - $54.9K
|
12.2K
$1.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-277- 7.59% |
$23.7K - $26.1K
|
3.37K
$318K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
149New |
$12.7K - $14.1K
|
149
$14K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
1.16K+ 18.93% |
$99.3K - $110K
|
7.3K
$688K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-225- 5.41% |
$19.2K - $21.2K
|
3.93K
$370K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
742New |
$63.4K - $70K
|
742
$69.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
58+ 5.66% |
$4.95K - $5.47K
|
1.08K
$102K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-29- 1.62% |
$2.48K - $2.74K
|
1.77K
$166K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.32K+ 42.57% |
$198K - $219K
|
7.78K
$733K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
10+ 0.15% |
$854 - $944
|
6.7K
$631K
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-4.76K- 98.94% |
$407K - $449K
|
51
$4.8K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
655+ 18.72% |
$56K - $61.8K
|
4.15K
$391K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
111New |
$9.48K - $10.5K
|
111
$10.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9+ 0.37% |
$769 - $850
|
2.44K
$230K
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
SELL
|
- |
-193- 0.81% |
$16.5K - $18.2K
|
23.5K
$2.22M
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
3.12KNew |
$267K - $295K
|
3.12K
$294K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-138- 32.02% |
$11.8K - $13K
|
293
$27.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-87- 3.57% |
$7.43K - $8.21K
|
2.35K
$221K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
61+ 1.1% |
$5.21K - $5.76K
|
5.62K
$530K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-767- 13.1% |
$65.5K - $72.4K
|
5.09K
$479K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
544+ 54400.0% |
$46.5K - $51.3K
|
545
$51.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-176- 4.48% |
$15K - $16.6K
|
3.75K
$354K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-167- 5.72% |
$14.3K - $15.8K
|
2.75K
$259K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
9+ 0.37% |
$769 - $850
|
2.46K
$232K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
491New |
$41.9K - $46.3K
|
491
$46.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
304New |
$26K - $28.7K
|
304
$28.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2New |
$171 - $189
|
2
$188
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
110+ 0.73% |
$9.4K - $10.4K
|
15.1K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-425- 5.51% |
$36.3K - $40.1K
|
7.29K
$686K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.48KNew |
$212K - $234K
|
2.48K
$234K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.82KNew |
$411K - $455K
|
4.82K
$454K
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
2.18K+ 34.92% |
$186K - $205K
|
8.41K
$792K
|
|