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 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
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.67K+ 7.3% |
$321K - $347K
|
53.9K
$5.08M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-1.55K- 33.38% |
$136K - $147K
|
3.1K
$292K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.15KNew |
$189K - $204K
|
2.15K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
220+ 32.59% |
$19.3K - $20.8K
|
895
$84.3K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13KNew |
$1.14M - $1.23M
|
13K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
67.4KNew |
$5.91M - $6.37M
|
67.4K
$6.35M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.19KNew |
$192K - $207K
|
2.19K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.91KNew |
$168K - $181K
|
1.91K
$180K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-4.7K- 29.18% |
$412K - $444K
|
11.4K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-86- 2.88% |
$7.54K - $8.13K
|
2.9K
$273K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-72- 2.97% |
$6.31K - $6.81K
|
2.35K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-611- 30.4% |
$53.6K - $57.8K
|
1.4K
$132K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-364- 66.91% |
$31.9K - $34.4K
|
180
$17K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.04K+ 70.18% |
$91.2K - $98.3K
|
2.52K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.16KNew |
$189K - $204K
|
2.16K
$203K
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-938- 29.0% |
$82.2K - $88.7K
|
2.3K
$216K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
14.4KNew |
$1.27M - $1.36M
|
14.4K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-166- 3.02% |
$14.6K - $15.7K
|
5.33K
$502K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-685- 21.7% |
$60.1K - $64.7K
|
2.47K
$233K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-5- 5.68% |
$438 - $473
|
83
$7.82K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-18- 0.96% |
$1.58K - $1.7K
|
1.85K
$174K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.25KNew |
$197K - $212K
|
2.25K
$212K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.3KNew |
$202K - $217K
|
2.3K
$217K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
652+ 26.16% |
$57.2K - $61.6K
|
3.14K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-863- 6.29% |
$75.7K - $81.6K
|
12.8K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 2.27% |
$1.49K - $1.61K
|
766
$72.2K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
39.6K+ 12.38% |
$3.47M - $3.74M
|
359K
$33.8M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
300+ 5.11% |
$26.3K - $28.4K
|
6.17K
$582K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.53KNew |
$222K - $239K
|
2.53K
$238K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.33K- 13.23% |
$730K - $787K
|
54.6K
$5.15M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
21New |
$1.84K - $1.98K
|
21
$1.98K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
51+ 33.55% |
$4.47K - $4.82K
|
203
$19.1K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.52KNew |
$221K - $238K
|
2.52K
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
13+ 0.35% |
$1.14K - $1.23K
|
3.77K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-8.5K- 27.24% |
$745K - $804K
|
22.7K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
25New |
$2.19K - $2.36K
|
25
$2.36K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
327New |
$28.7K - $30.9K
|
327
$30.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.07KNew |
$94K - $101K
|
1.07K
$101K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
466New |
$40.9K - $44K
|
466
$43.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
123+ 82.0% |
$10.8K - $11.6K
|
273
$25.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.16% |
$87.7 - $94.5
|
630
$59.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.17KNew |
$190K - $205K
|
2.17K
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
459+ 6.77% |
$40.2K - $43.4K
|
7.24K
$682K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.41KNew |
$737K - $794K
|
8.41K
$792K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-578- 79.07% |
$50.7K - $54.6K
|
153
$14.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.4KNew |
$298K - $321K
|
3.4K
$320K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
104New |
$9.12K - $9.83K
|
104
$9.8K
|
|