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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
104New |
$9.12K - $9.83K
|
104
$9.8K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-455- 8.52% |
$39.9K - $43K
|
4.88K
$460K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-38- 3.85% |
$3.33K - $3.59K
|
949
$89.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 304.23% |
$101K - $109K
|
1.53K
$144K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.48KNew |
$218K - $235K
|
2.48K
$234K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.19KNew |
$192K - $207K
|
2.19K
$206K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.09K+ 218.2% |
$95.7K - $103K
|
1.59K
$150K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5New |
$438 - $473
|
5
$471
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
232+ 27.29% |
$20.3K - $21.9K
|
1.08K
$102K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.5KNew |
$219K - $236K
|
2.5K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
173New |
$15.2K - $16.4K
|
173
$16.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11New |
$964 - $1.04K
|
11
$1.04K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-4- 0.07% |
$351 - $378
|
6.04K
$568K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
42.6K+ 17.51% |
$3.74M - $4.03M
|
286K
$26.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-94- 0.58% |
$8.24K - $8.88K
|
16K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
10.8KNew |
$943K - $1.02M
|
10.8K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
294+ 12.73% |
$25.8K - $27.8K
|
2.6K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-770- 24.78% |
$67.5K - $72.8K
|
2.34K
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-6.07K- 95.18% |
$532K - $573K
|
307
$28.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-15.3K- 47.31% |
$1.34M - $1.45M
|
17K
$1.61M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.89KNew |
$253K - $273K
|
2.89K
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
30.9KNew |
$2.71M - $2.92M
|
30.9K
$2.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
52+ 2.27% |
$4.56K - $4.92K
|
2.35K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-201- 3.31% |
$17.6K - $19K
|
5.88K
$554K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.48% |
$175 - $189
|
418
$39.4K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
81New |
$7.1K - $7.66K
|
81
$7.63K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-6- 0.07% |
$526 - $567
|
8.63K
$813K
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-33- 1.07% |
$2.89K - $3.12K
|
3.05K
$287K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
821New |
$72K - $77.6K
|
821
$77.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
154+ 4.46% |
$13.5K - $14.6K
|
3.61K
$340K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
52.6K+ 37.51% |
$4.61M - $4.97M
|
193K
$18.2M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-318- 88.83% |
$27.9K - $30.1K
|
40
$3.77K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-263- 1.53% |
$23.1K - $24.9K
|
17K
$1.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.53K- 17.62% |
$134K - $144K
|
7.14K
$673K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
2.94KNew |
$260K - $278K
|
2.94K
$276K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
257New |
$22.8K - $24.3K
|
257
$24.2K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
3.93KNew |
$348K - $371K
|
3.93K
$370K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
163New |
$14.4K - $15.4K
|
163
$15.4K
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
2.56KNew |
$227K - $242K
|
2.56K
$242K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
66New |
$5.85K - $6.24K
|
66
$6.22K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
169New |
$15K - $16K
|
169
$15.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
3.71KNew |
$328K - $350K
|
3.71K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-211- 29.31% |
$18.7K - $20K
|
509
$47.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
17New |
$1.51K - $1.61K
|
17
$1.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
26K+ 866.91% |
$2.3M - $2.46M
|
29K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
231New |
$20.5K - $21.8K
|
231
$21.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-65- 2.21% |
$5.76K - $6.15K
|
2.88K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-37- 5.01% |
$3.28K - $3.5K
|
701
$66K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
310New |
$27.5K - $29.3K
|
310
$29.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
57+ 1.03% |
$5.05K - $5.39K
|
5.61K
$528K
|
|