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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-261- 6.02% |
$18.9K - $19.9K
|
4.08K
$357K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.03K- 31.18% |
$74.6K - $78.3K
|
2.27K
$199K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.72KNew |
$269K - $283K
|
3.72K
$326K
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
7.3KNew |
$528K - $555K
|
7.3K
$640K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
10New |
$724 - $761
|
10
$877
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
97New |
$7.02K - $7.38K
|
97
$8.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-65- 2.04% |
$4.7K - $4.94K
|
3.12K
$273K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-93.7K- 49.93% |
$6.78M - $7.12M
|
93.9K
$8.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.28KNew |
$237K - $249K
|
3.28K
$287K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
801New |
$58K - $60.9K
|
801
$70.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-177- 0.19% |
$12.8K - $13.5K
|
92.8K
$8.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-361- 0.59% |
$26.1K - $27.5K
|
60.5K
$5.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-494- 1.5% |
$35.8K - $37.6K
|
32.3K
$2.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-6.63K- 16.36% |
$480K - $504K
|
33.9K
$2.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-410- 67.66% |
$29.7K - $31.2K
|
196
$17.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.51K- 17.45% |
$110K - $115K
|
7.16K
$628K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-13K- 95.9% |
$943K - $991K
|
557
$48.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1.2K- 93.89% |
$86.8K - $91.2K
|
78
$6.84K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23.7KNew |
$1.71M - $1.8M
|
23.7K
$2.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.61KNew |
$334K - $351K
|
4.61K
$404K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-142- 0.27% |
$10.3K - $10.8K
|
51.7K
$4.53M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.78K- 28.4% |
$129K - $135K
|
4.49K
$393K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-130- 27.14% |
$9.41K - $9.89K
|
349
$30.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.06KNew |
$439K - $461K
|
6.06K
$531K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
3.24KNew |
$234K - $246K
|
3.24K
$284K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
141KNew |
$10.2M - $10.7M
|
141K
$12.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.7K- 22.67% |
$123K - $130K
|
5.81K
$509K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-575- 17.11% |
$41.6K - $43.7K
|
2.79K
$244K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-205- 4.72% |
$14.8K - $15.6K
|
4.14K
$363K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
161+ 5.37% |
$11.7K - $12.2K
|
3.16K
$277K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.08K- 68.64% |
$440K - $463K
|
2.78K
$244K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-377- 5.23% |
$27.3K - $28.7K
|
6.84K
$599K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
27.9KNew |
$2.02M - $2.12M
|
27.9K
$2.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
61New |
$4.42K - $4.64K
|
61
$5.35K
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-70- 1.38% |
$5.07K - $5.32K
|
5K
$438K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
537+ 10.06% |
$38.9K - $40.8K
|
5.87K
$515K
|
|
| Q2 2023 | |||||||
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.16KNew |
$226K - $235K
|
3.16K
$277K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
150New |
$10.7K - $11.1K
|
150
$13.2K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-69- 3.59% |
$4.93K - $5.13K
|
1.85K
$163K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.52K- 58.31% |
$466K - $485K
|
4.66K
$409K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-510- 78.1% |
$36.4K - $37.9K
|
143
$12.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.58KNew |
$684K - $712K
|
9.58K
$840K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
16+ 0.1% |
$1.14K - $1.19K
|
15.3K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
740New |
$52.9K - $55K
|
740
$64.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.9K- 25.99% |
$136K - $141K
|
5.41K
$474K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
415+ 12.06% |
$29.6K - $30.8K
|
3.86K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.08% |
$214 - $223
|
3.71K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.34KNew |
$239K - $248K
|
3.34K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-16.1K- 28.29% |
$1.15M - $1.2M
|
40.8K
$3.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
130KNew |
$9.3M - $9.67M
|
130K
$11.4M
|
|