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 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.08% |
$175 - $189
|
2.4K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9+ 0.35% |
$789 - $851
|
2.56K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-915- 1.32% |
$80.2K - $86.5K
|
68.6K
$6.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-669- 1.65% |
$58.7K - $63.2K
|
39.8K
$3.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.69K+ 115.6% |
$849K - $916K
|
18.1K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.33K+ 11.53% |
$205K - $221K
|
22.6K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-251K- 98.93% |
$22M - $23.7M
|
2.71K
$246K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-16- 0.56% |
$1.4K - $1.51K
|
2.82K
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-505- 1.31% |
$44.3K - $47.7K
|
38.1K
$3.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-166- 1.69% |
$14.6K - $15.7K
|
9.68K
$880K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-526- 4.96% |
$46.1K - $49.7K
|
10.1K
$915K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
420KNew |
$36.8M - $39.7M
|
420K
$38.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1+ 0.02% |
$87.7 - $94.5
|
4.5K
$409K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
146+ 5.78% |
$12.8K - $13.8K
|
2.67K
$243K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.2% |
$2.98K - $3.21K
|
17.4K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.46K+ 29.94% |
$128K - $138K
|
6.32K
$574K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-52- 1.19% |
$4.56K - $4.92K
|
4.32K
$392K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-413- 12.81% |
$36.2K - $39K
|
2.81K
$255K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-166- 2.17% |
$14.6K - $15.7K
|
7.48K
$680K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-291- 2.91% |
$25.5K - $27.5K
|
9.71K
$882K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-126- 0.5% |
$11K - $11.9K
|
25K
$2.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-153- 2.48% |
$13.4K - $14.5K
|
6.03K
$548K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-964- 1.41% |
$84.5K - $91.1K
|
67.6K
$6.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
55+ 1.43% |
$4.82K - $5.2K
|
3.9K
$354K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
10+ 0.3% |
$877 - $945
|
3.35K
$304K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-6- 0.07% |
$526 - $567
|
8.63K
$784K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-863- 2.27% |
$75.7K - $81.6K
|
37.2K
$3.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-125- 0.29% |
$11K - $11.8K
|
43.4K
$3.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-200- 32.79% |
$17.5K - $18.9K
|
410
$37.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.01K- 2.57% |
$88.6K - $95.6K
|
38.4K
$3.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-65.6K- 24.8% |
$5.75M - $6.2M
|
199K
$18.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
302+ 10.34% |
$26.5K - $28.5K
|
3.22K
$293K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
166+ 4.32% |
$14.6K - $15.7K
|
4.01K
$365K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-1.23K- 1.23% |
$108K - $116K
|
99K
$9M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-336- 7.78% |
$29.5K - $31.8K
|
3.99K
$362K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-969- 11.05% |
$85K - $91.6K
|
7.8K
$709K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.68K- 2.09% |
$147K - $159K
|
78.6K
$7.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
931+ 2.06% |
$81.6K - $88K
|
46.2K
$4.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.33K+ 83.88% |
$116K - $125K
|
2.91K
$264K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-366- 1.87% |
$32.1K - $34.6K
|
19.2K
$1.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
818+ 0.5% |
$71.7K - $77.3K
|
166K
$15M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.3K- 4.2% |
$114K - $123K
|
29.6K
$2.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-1.45K- 5.4% |
$127K - $137K
|
25.5K
$2.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-7.03K- 39.15% |
$617K - $665K
|
10.9K
$993K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.68K- 9.19% |
$148K - $159K
|
16.6K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-33- 1.07% |
$2.89K - $3.12K
|
3.05K
$277K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.01K+ 14.8% |
$88.2K - $95.1K
|
7.8K
$709K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.15KNew |
$188K - $203K
|
2.15K
$195K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-469- 1.37% |
$41.1K - $44.3K
|
33.7K
$3.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.88K+ 15.63% |
$165K - $178K
|
13.9K
$1.26M
|