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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
124+ 4.47% |
$9.65K - $10.4K
|
2.9K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
83.2KNew |
$6.48M - $6.95M
|
83.2K
$7.57M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
5.04KNew |
$392K - $421K
|
5.04K
$458K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
4.55KNew |
$354K - $380K
|
4.55K
$414K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.14KNew |
$244K - $262K
|
3.14K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.4KNew |
$187K - $201K
|
2.4K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
5KNew |
$390K - $418K
|
5K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
8+ 0.31% |
$623 - $669
|
2.6K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-399- 12.76% |
$31.1K - $33.3K
|
2.73K
$248K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-8.51K- 49.41% |
$662K - $711K
|
8.71K
$792K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.6KNew |
$202K - $217K
|
2.6K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-4.23K- 45.85% |
$330K - $354K
|
5K
$455K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.57KNew |
$200K - $215K
|
2.57K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
31.7K+ 704.67% |
$2.47M - $2.65M
|
36.2K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-67K- 66.47% |
$5.22M - $5.6M
|
33.8K
$3.08M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-50.5K- 11.53% |
$3.94M - $4.22M
|
388K
$35.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.51K- 0.3% |
$273K - $293K
|
1.15M
$105M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.33KNew |
$493K - $529K
|
6.33K
$576K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
6.48KNew |
$505K - $542K
|
6.48K
$589K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
76.4KNew |
$5.95M - $6.39M
|
76.4K
$6.95M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
358New |
$27.9K - $29.9K
|
358
$32.6K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
521+ 31.33% |
$40.6K - $43.5K
|
2.18K
$199K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-10.6K- 96.25% |
$826K - $886K
|
413
$37.6K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
112+ 2.32% |
$8.72K - $9.36K
|
4.95K
$450K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-587- 14.06% |
$45.7K - $49.1K
|
3.59K
$326K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
656+ 0.56% |
$51.1K - $54.8K
|
119K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1- 0.02% |
$77.9 - $83.6
|
5.2K
$473K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.89K- 39.62% |
$147K - $158K
|
2.88K
$262K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.24K- 30.49% |
$174K - $187K
|
5.11K
$465K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-23.9K- 87.52% |
$1.86M - $2M
|
3.41K
$310K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
7.71K+ 122.05% |
$600K - $644K
|
14K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-3.78K- 83.27% |
$295K - $316K
|
760
$69.1K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-225- 24.75% |
$17.5K - $18.8K
|
684
$62.2K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
216New |
$16.8K - $18.1K
|
216
$19.6K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
614New |
$47.8K - $51.3K
|
614
$55.8K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-500- 8.47% |
$38.9K - $41.8K
|
5.4K
$491K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.2KNew |
$249K - $267K
|
3.2K
$291K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-109- 3.49% |
$8.49K - $9.11K
|
3.01K
$274K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-15- 28.3% |
$1.17K - $1.25K
|
38
$3.46K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-57- 1.48% |
$4.44K - $4.76K
|
3.8K
$346K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-59- 8.04% |
$4.59K - $4.93K
|
675
$61.4K
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-120- 2.97% |
$9.34K - $10K
|
3.92K
$356K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-25- 0.32% |
$1.95K - $2.09K
|
7.71K
$701K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-53- 1.16% |
$4.13K - $4.43K
|
4.53K
$412K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
4.41K+ 12.39% |
$343K - $369K
|
40K
$3.64M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-31.7K- 70.28% |
$2.47M - $2.65M
|
13.4K
$1.22M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-201- 4.96% |
$15.6K - $16.8K
|
3.85K
$350K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.45KNew |
$113K - $121K
|
1.45K
$132K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.91KNew |
$460K - $494K
|
5.91K
$537K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-200- 2.02% |
$15.6K - $16.7K
|
9.69K
$881K
|