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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
700New |
$62K - $66.2K
|
700
$65.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-64.6K- 20.57% |
$5.73M - $6.11M
|
250K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
16.3KNew |
$1.44M - $1.54M
|
16.3K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
11+ 84.62% |
$974 - $1.04K
|
24
$2.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.76KNew |
$156K - $166K
|
1.76K
$166K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.72K- 72.87% |
$152K - $162K
|
639
$60.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
11+ 84.62% |
$974 - $1.04K
|
24
$2.26K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
5.04KNew |
$446K - $476K
|
5.04K
$474K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-117Closed |
$10.4K - $11.1K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12- 50.0% |
$1.06K - $1.13K
|
12
$1.13K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6+ 7.41% |
$532 - $567
|
87
$8.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
4.78KNew |
$423K - $452K
|
4.78K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
25+ 0.72% |
$2.21K - $2.36K
|
3.51K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2+ 0.4% |
$177 - $189
|
504
$47.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-650- 10.88% |
$57.6K - $61.5K
|
5.33K
$502K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
737New |
$65.3K - $69.7K
|
737
$69.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
14New |
$1.24K - $1.32K
|
14
$1.32K
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
498+ 5.52% |
$44.1K - $47.1K
|
9.52K
$897K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
728+ 6.11% |
$64.5K - $68.8K
|
12.6K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.17KNew |
$281K - $300K
|
3.17K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
26.1KNew |
$2.32M - $2.47M
|
26.1K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
865New |
$76.6K - $81.8K
|
865
$81.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
184New |
$16.3K - $17.4K
|
184
$17.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-38- 10.41% |
$3.37K - $3.59K
|
327
$30.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
26New |
$2.3K - $2.46K
|
26
$2.45K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.47KNew |
$308K - $329K
|
3.47K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.64% |
$532 - $567
|
935
$88.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
300+ 12.5% |
$26.6K - $28.4K
|
2.7K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
31.3KNew |
$2.77M - $2.96M
|
31.3K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
303New |
$26.8K - $28.7K
|
303
$28.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.29K+ 7.72% |
$115K - $122K
|
18K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
4.83KNew |
$428K - $457K
|
4.83K
$455K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
145New |
$12.8K - $13.7K
|
145
$13.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.45KNew |
$217K - $231K
|
2.45K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-7- 0.11% |
$620 - $662
|
6.14K
$578K
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-85.7K- 96.81% |
$7.59M - $8.1M
|
2.82K
$266K
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
7.82KNew |
$693K - $740K
|
7.82K
$737K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.45K- 53.3% |
$129K - $138K
|
1.27K
$120K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-785- 50.58% |
$69.5K - $74.2K
|
767
$72.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.79KNew |
$335K - $358K
|
3.79K
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-296- 3.42% |
$26.2K - $28K
|
8.36K
$788K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
200+ 5.3% |
$17.7K - $18.9K
|
3.97K
$374K
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-80- 2.04% |
$7.09K - $7.57K
|
3.84K
$362K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-36- 0.37% |
$3.19K - $3.4K
|
9.65K
$909K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
6New |
$532 - $567
|
6
$565
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
199New |
$17.6K - $18.8K
|
199
$18.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-988- 18.7% |
$87.5K - $93.4K
|
4.3K
$405K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-227- 5.57% |
$20.1K - $21.5K
|
3.85K
$363K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
129+ 3.72% |
$11.4K - $12.2K
|
3.6K
$339K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
312New |
$27.6K - $29.5K
|
312
$29.4K
|
|