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 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
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
5.66KNew |
$484K - $535K
|
5.66K
$534K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-400- 4.93% |
$34.2K - $37.8K
|
7.71K
$727K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.18K- 29.04% |
$101K - $112K
|
2.89K
$272K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-441- 14.53% |
$37.7K - $41.6K
|
2.6K
$244K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-1- 0.01% |
$85.4 - $94.4
|
10.7K
$1M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
172+ 1.65% |
$14.7K - $16.2K
|
10.6K
$996K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
13KNew |
$1.11M - $1.23M
|
13K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-100- 1.56% |
$8.54K - $9.44K
|
6.3K
$593K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
8.41KNew |
$718K - $794K
|
8.41K
$792K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-177- 4.0% |
$15.1K - $16.7K
|
4.25K
$400K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-6.53K- 71.65% |
$558K - $617K
|
2.59K
$244K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-136- 25.95% |
$11.6K - $12.8K
|
388
$36.5K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-3.34K- 39.12% |
$285K - $315K
|
5.2K
$489K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-58- 1.11% |
$4.95K - $5.47K
|
5.17K
$487K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-1.75K- 23.93% |
$150K - $165K
|
5.57K
$525K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-3.66K- 20.69% |
$312K - $345K
|
14K
$1.32M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-200- 5.22% |
$17.1K - $18.9K
|
3.63K
$342K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-247- 9.43% |
$21.1K - $23.3K
|
2.37K
$223K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.55KNew |
$136K - $147K
|
1.55K
$146K
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
2.54K+ 316.69% |
$223K - $240K
|
3.35K
$315K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
19New |
$1.67K - $1.8K
|
19
$1.79K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
325New |
$28.5K - $30.7K
|
325
$30.6K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
304New |
$26.7K - $28.7K
|
304
$28.6K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-43- 66.15% |
$3.77K - $4.06K
|
22
$2.07K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
23K+ 766.67% |
$2.02M - $2.17M
|
26K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-91- 3.08% |
$7.98K - $8.6K
|
2.86K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.3K+ 33.34% |
$1.51M - $1.63M
|
69K
$6.5M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-138K- 94.04% |
$12.1M - $13M
|
8.75K
$824K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.3K+ 0.74% |
$290K - $312K
|
447K
$42.1M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
281KNew |
$24.6M - $26.6M
|
281K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-62.1K- 93.05% |
$5.44M - $5.87M
|
4.64K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-3.11KClosed |
$273K - $294K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-240- 0.61% |
$21K - $22.7K
|
38.9K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10.2KNew |
$898K - $968K
|
10.2K
$965K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
21.3KNew |
$1.87M - $2.01M
|
21.3K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5KNew |
$438K - $473K
|
5K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.67K- 50.0% |
$409K - $441K
|
4.67K
$440K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
30New |
$2.63K - $2.84K
|
30
$2.83K
|
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.78M- 37.94% |
$156M - $169M
|
2.92M
$275M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-590- 1.2% |
$51.7K - $55.8K
|
48.7K
$4.59M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-3- 7.69% |
$263 - $284
|
36
$3.39K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
6KNew |
$526K - $567K
|
6K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.75KNew |
$329K - $355K
|
3.75K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.57KNew |
$137K - $148K
|
1.57K
$148K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
87+ 35.22% |
$7.63K - $8.22K
|
334
$31.5K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
112+ 1.28% |
$9.82K - $10.6K
|
8.84K
$833K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.2KNew |
$193K - $208K
|
2.2K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18.6K+ 51.64% |
$1.63M - $1.76M
|
54.6K
$5.15M
|
|