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 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
32.4KNew |
$2.29M - $2.55M
|
32.4K
$2.84M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
614+ 15.03% |
$43.3K - $48.3K
|
4.7K
$412K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.7KNew |
$191K - $212K
|
2.7K
$237K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-58.7K- 98.72% |
$4.14M - $4.62M
|
759
$66.5K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
430New |
$30.3K - $33.8K
|
430
$37.7K
|
|
| Q3 2023 | |||||||
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
108+ 67.5% |
$7.82K - $8.21K
|
268
$23.5K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
166KNew |
$12M - $12.6M
|
166K
$14.6M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-208- 71.48% |
$15.1K - $15.8K
|
83
$7.28K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.59K+ 249.4% |
$622K - $654K
|
12K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-649- 0.42% |
$47K - $49.4K
|
155K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-23.7K- 16.13% |
$1.72M - $1.8M
|
123K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
65.9KNew |
$4.77M - $5.01M
|
65.9K
$5.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-775- 14.09% |
$56.1K - $58.9K
|
4.73K
$414K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.73KNew |
$270K - $283K
|
3.73K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-217- 4.98% |
$15.7K - $16.5K
|
4.14K
$363K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.69K- 39.98% |
$195K - $204K
|
4.04K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.91KNew |
$211K - $221K
|
2.91K
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
24.5KNew |
$1.77M - $1.86M
|
24.5K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.5KNew |
$688K - $723K
|
9.5K
$833K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
65+ 6.81% |
$4.7K - $4.94K
|
1.02K
$89.3K
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
10.5KNew |
$757K - $796K
|
10.5K
$917K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.87K- 8.99% |
$353K - $370K
|
49.3K
$4.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
69.8KNew |
$5.05M - $5.31M
|
69.8K
$6.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-400- 9.76% |
$29K - $30.4K
|
3.7K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.17K- 63.36% |
$447K - $469K
|
3.57K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.15K+ 191.06% |
$83.5K - $87.8K
|
1.76K
$154K
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-5.5K- 62.29% |
$398K - $418K
|
3.33K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$507 - $532
|
7
$614
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.68K- 18.23% |
$194K - $204K
|
12K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
202New |
$14.6K - $15.4K
|
202
$17.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.58K+ 925.0% |
$621K - $653K
|
9.51K
$834K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-429- 93.87% |
$31.1K - $32.6K
|
28
$2.46K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4New |
$290 - $304
|
4
$351
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-38- 0.23% |
$2.75K - $2.89K
|
16.3K
$1.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.14K+ 3.22% |
$82.3K - $86.5K
|
36.5K
$3.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.93K- 54.08% |
$285K - $299K
|
3.34K
$293K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
197+ 39.88% |
$14.3K - $15K
|
691
$60.6K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-498- 15.13% |
$36K - $37.9K
|
2.79K
$245K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-808- 1.0% |
$58.5K - $61.5K
|
79.6K
$6.98M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-56.4K- 5.92% |
$4.08M - $4.29M
|
896K
$78.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-4.87K- 17.12% |
$353K - $371K
|
23.6K
$2.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-235- 8.0% |
$17K - $17.9K
|
2.7K
$237K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-11- 0.32% |
$796 - $837
|
3.46K
$303K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
771+ 25.32% |
$55.8K - $58.6K
|
3.82K
$335K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
111KNew |
$8.03M - $8.44M
|
111K
$9.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
9.85KNew |
$713K - $749K
|
9.85K
$864K
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.9KNew |
$210K - $220K
|
2.9K
$254K
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.5KNew |
$254K - $266K
|
3.5K
$307K
|
|
|
Oct 31, 2023
Q3 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-11.1K- 3.75% |
$801K - $841K
|
284K
$24.9M
|
|