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 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
885New |
$75.6K - $83.5K
|
885
$83.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.79KNew |
$238K - $263K
|
2.79K
$262K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
124+ 0.61% |
$10.6K - $11.7K
|
20.3K
$1.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-90- 1.07% |
$7.69K - $8.5K
|
8.29K
$781K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-457- 14.76% |
$39K - $43.1K
|
2.64K
$249K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-303- 18.35% |
$25.9K - $28.6K
|
1.35K
$127K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
783+ 3.72% |
$66.9K - $73.9K
|
21.8K
$2.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
281+ 5.02% |
$24K - $26.5K
|
5.87K
$553K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-169K- 66.62% |
$14.4M - $16M
|
84.8K
$7.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
243New |
$20.8K - $22.9K
|
243
$22.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-349- 13.75% |
$29.8K - $32.9K
|
2.19K
$206K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-132- 2.21% |
$11.3K - $12.5K
|
5.83K
$549K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
131New |
$11.2K - $12.4K
|
131
$12.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
132New |
$11.3K - $12.5K
|
132
$12.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-49- 1.79% |
$4.19K - $4.63K
|
2.68K
$253K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-554- 17.13% |
$47.3K - $52.3K
|
2.68K
$253K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-231- 1.39% |
$19.7K - $21.8K
|
16.4K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.65KNew |
$312K - $345K
|
3.65K
$344K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.27K- 43.7% |
$194K - $214K
|
2.92K
$275K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.7KNew |
$230K - $254K
|
2.7K
$254K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.23% |
$85.4 - $94.4
|
438
$41.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.51KNew |
$214K - $237K
|
2.51K
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.13KNew |
$182K - $201K
|
2.13K
$201K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
285+ 6.47% |
$24.3K - $26.9K
|
4.69K
$442K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-322- 48.64% |
$27.5K - $30.4K
|
340
$32K
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
223+ 7.68% |
$19K - $21K
|
3.13K
$295K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-100- 19.23% |
$8.54K - $9.44K
|
420
$39.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-169- 12.37% |
$14.4K - $16K
|
1.2K
$113K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-431- 16.0% |
$36.8K - $40.7K
|
2.26K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
13.9KNew |
$1.19M - $1.31M
|
13.9K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
30New |
$2.56K - $2.83K
|
30
$2.83K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-220- 7.18% |
$18.8K - $20.8K
|
2.84K
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
46.5KNew |
$3.97M - $4.39M
|
46.5K
$4.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-20.4K- 21.47% |
$1.74M - $1.92M
|
74.6K
$7.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-144- 1.24% |
$12.3K - $13.6K
|
11.5K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-50- 2.04% |
$4.27K - $4.72K
|
2.41K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 4.07% |
$8.54K - $9.44K
|
2.36K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-12.5K- 97.99% |
$1.07M - $1.18M
|
258
$24.3K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-300- 2.87% |
$25.6K - $28.3K
|
10.2K
$958K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
SELL
|
- |
-203K- 87.91% |
$17.3M - $19.1M
|
27.9K
$2.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$258K - $285K
|
3.02K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.17K- 8.39% |
$185K - $205K
|
23.7K
$2.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
39+ 2.93% |
$3.33K - $3.68K
|
1.37K
$129K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.6K+ 56.2% |
$222K - $245K
|
7.23K
$681K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-3.09K- 51.25% |
$264K - $292K
|
2.94K
$277K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
10+ 0.2% |
$854 - $944
|
5.1K
$480K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-47- 0.43% |
$4.01K - $4.44K
|
10.8K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.67K+ 13.51% |
$143K - $158K
|
14.1K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-900- 10.73% |
$76.9K - $85K
|
7.49K
$705K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
62New |
$5.3K - $5.85K
|
62
$5.84K
|
|