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 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-6.04K- 12.92% |
$397K - $456K
|
40.7K
$3.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-4.17K- 37.28% |
$274K - $315K
|
7.02K
$638K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
18New |
$1.18K - $1.36K
|
18
$1.64K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
609+ 4.47% |
$40K - $46K
|
14.2K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
544+ 109.68% |
$35.8K - $41.1K
|
1.04K
$94.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
17New |
$1.12K - $1.28K
|
17
$1.55K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.83KNew |
$120K - $138K
|
1.83K
$166K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3.85KNew |
$253K - $290K
|
3.85K
$350K
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
150KNew |
$9.89M - $11.4M
|
150K
$13.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.29KNew |
$85K - $97.6K
|
1.29K
$118K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
3.45KNew |
$227K - $261K
|
3.45K
$314K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
40New |
$2.63K - $3.02K
|
40
$3.64K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
398+ 11.79% |
$26.2K - $30K
|
3.77K
$343K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
PUT |
700New |
$46K - $52.9K
|
700
$63.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-215- 2.08% |
$14.1K - $16.2K
|
10.1K
$921K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.04KNew |
$331K - $380K
|
5.04K
$458K
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.41KNew |
$224K - $257K
|
3.41K
$310K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.87KNew |
$188K - $216K
|
2.87K
$261K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
7.16K+ 1.54% |
$471K - $541K
|
472K
$42.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-778- 0.77% |
$51.2K - $58.7K
|
101K
$9.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-400- 5.63% |
$26.3K - $30.2K
|
6.71K
$610K
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-1.5K- 16.88% |
$98.3K - $113K
|
7.36K
$670K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
425New |
$27.9K - $32.1K
|
425
$38.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-273K- 15.96% |
$18M - $20.6M
|
1.44M
$131M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.84K- 29.93% |
$121K - $139K
|
4.32K
$393K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
306New |
$20.1K - $23.1K
|
306
$27.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-532- 15.73% |
$35K - $40.2K
|
2.85K
$259K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
32.5K+ 166.51% |
$2.14M - $2.46M
|
52K
$4.73M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.8KNew |
$184K - $211K
|
2.8K
$255K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.73K- 22.71% |
$114K - $131K
|
5.9K
$537K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.32KNew |
$416K - $477K
|
6.32K
$575K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.35KNew |
$220K - $253K
|
3.35K
$305K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-20- 0.43% |
$1.32K - $1.51K
|
4.63K
$421K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-295- 8.24% |
$19.4K - $22.3K
|
3.28K
$299K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-569- 16.84% |
$37.4K - $43K
|
2.81K
$255K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-37.3K- 11.96% |
$2.45M - $2.82M
|
275K
$25M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
24New |
$1.58K - $1.81K
|
24
$2.18K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
443+ 13.01% |
$29.1K - $33.4K
|
3.85K
$350K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-16- 0.14% |
$1.05K - $1.21K
|
11.2K
$1.01M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
19.4K+ 52.07% |
$1.28M - $1.47M
|
56.8K
$5.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.73KNew |
$113K - $130K
|
1.73K
$157K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
250New |
$16.4K - $18.9K
|
250
$22.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
281+ 2.83% |
$18.5K - $21.2K
|
10.2K
$929K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.48K+ 11.0% |
$360K - $413K
|
55.2K
$5.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
18New |
$1.18K - $1.36K
|
18
$1.64K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-831- 17.4% |
$54.6K - $62.7K
|
3.95K
$359K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
132New |
$8.68K - $9.97K
|
132
$12K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
242New |
$15.9K - $18.3K
|
242
$22K
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-866- 10.95% |
$56.9K - $65.4K
|
7.04K
$640K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
59New |
$3.88K - $4.45K
|
59
$5.37K
|