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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.5KNew |
$106K - $118K
|
1.5K
$132K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-210- 31.82% |
$14.8K - $16.5K
|
450
$39.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
11+ 0.2% |
$776 - $865
|
5.5K
$482K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-9.47K- 75.59% |
$668K - $745K
|
3.06K
$268K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-199- 6.29% |
$14K - $15.6K
|
2.97K
$260K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-5.76K- 21.11% |
$406K - $453K
|
21.5K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.54K- 32.77% |
$108K - $121K
|
3.15K
$276K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-125- 0.9% |
$8.82K - $9.83K
|
13.7K
$1.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-30- 5.66% |
$2.12K - $2.36K
|
500
$43.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-179- 6.04% |
$12.6K - $14.1K
|
2.79K
$244K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-10K- 50.64% |
$709K - $790K
|
9.79K
$859K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-29.1K- 55.81% |
$2.05M - $2.29M
|
23K
$2.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
7+ 8.14% |
$494 - $550
|
93
$8.15K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
4New |
$282 - $315
|
4
$351
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-8.42K- 38.54% |
$594K - $662K
|
13.4K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.26K+ 17.3% |
$301K - $335K
|
28.9K
$2.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.75KNew |
$194K - $216K
|
2.75K
$241K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-9.07K- 96.51% |
$640K - $713K
|
328
$28.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-2.25K- 30.45% |
$158K - $177K
|
5.13K
$450K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-3.1K- 2.1% |
$219K - $244K
|
145K
$12.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-5.18K- 25.44% |
$365K - $407K
|
15.2K
$1.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.35K- 8.24% |
$95.3K - $106K
|
15.1K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
781+ 20.83% |
$55.1K - $61.4K
|
4.53K
$397K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-18.2K- 27.66% |
$1.28M - $1.43M
|
47.5K
$4.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-19.1K- 70.22% |
$1.35M - $1.5M
|
8.1K
$710K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-921- 11.49% |
$65K - $72.4K
|
7.09K
$622K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-55.7K- 77.16% |
$3.93M - $4.38M
|
16.5K
$1.44M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
37.6K+ 15.26% |
$2.65M - $2.96M
|
284K
$24.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-503- 1.8% |
$35.5K - $39.6K
|
27.5K
$2.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-31.6K- 43.54% |
$2.23M - $2.48M
|
40.9K
$3.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-4.97K- 25.78% |
$351K - $391K
|
14.3K
$1.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.81K- 28.32% |
$128K - $143K
|
4.59K
$403K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.91KNew |
$205K - $229K
|
2.91K
$255K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-4.97K- 65.16% |
$351K - $391K
|
2.66K
$233K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-525- 26.85% |
$37K - $41.3K
|
1.43K
$125K
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-5.28K- 33.33% |
$373K - $415K
|
10.6K
$926K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.88KNew |
$203K - $227K
|
2.88K
$253K
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.59KNew |
$183K - $204K
|
2.59K
$227K
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-310- 10.5% |
$21.9K - $24.4K
|
2.64K
$232K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-83.3K- 19.27% |
$5.88M - $6.55M
|
349K
$30.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-529- 88.91% |
$37.3K - $41.6K
|
66
$5.79K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
340New |
$24K - $26.7K
|
340
$29.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
163+ 2328.57% |
$11.5K - $12.8K
|
170
$14.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 0.89% |
$917 - $1.02K
|
1.47K
$129K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.76KNew |
$266K - $296K
|
3.76K
$330K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.59KNew |
$183K - $203K
|
2.59K
$227K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-58- 1.42% |
$4.09K - $4.56K
|
4.04K
$354K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.44K- 32.73% |
$172K - $192K
|
5.02K
$441K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-644- 9.74% |
$45.4K - $50.6K
|
5.97K
$523K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
672+ 1.18% |
$47.4K - $52.8K
|
57.5K
$5.04M
|