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 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.34KNew |
$223K - $264K
|
3.34K
$303K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-428- 4.37% |
$28.6K - $33.9K
|
9.36K
$851K
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-12.7K- 73.79% |
$849K - $1.01M
|
4.52K
$411K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
190New |
$12.7K - $15K
|
190
$17.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.01KClosed |
$67.1K - $79.6K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.33% |
$267 - $316
|
1.2K
$109K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-473Closed |
$31.6K - $37.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-286KClosed |
$19.1M - $22.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.94KNew |
$196K - $233K
|
2.94K
$268K
|
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.78KClosed |
$185K - $220K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-52.4KClosed |
$3.49M - $4.14M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-708Closed |
$47.2K - $56K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.42K+ 10.88% |
$94.6K - $112K
|
14.5K
$1.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.76KClosed |
$184K - $219K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-600- 54.55% |
$40K - $47.5K
|
500
$45.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-25.7KClosed |
$1.72M - $2.04M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-87- 0.68% |
$5.81K - $6.88K
|
12.7K
$1.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-4.99KClosed |
$333K - $395K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-2.67KClosed |
$178K - $211K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-5.15KClosed |
$344K - $407K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.47KClosed |
$164K - $195K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
13New |
$867 - $1.03K
|
13
$1.18K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-25.3KClosed |
$1.69M - $2M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
5.72KNew |
$381K - $452K
|
5.72K
$520K
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.71KNew |
$248K - $294K
|
3.71K
$337K
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-79KClosed |
$5.27M - $6.25M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
19.4KNew |
$1.29M - $1.53M
|
19.4K
$1.76M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.79KClosed |
$186K - $221K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-546KClosed |
$36.4M - $43.2M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10+ 11.11% |
$667 - $791
|
100
$9.09K
|
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-9.4KClosed |
$627K - $743K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-7.75KClosed |
$517K - $613K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
1.38MNew |
$92M - $109M
|
1.38M
$125M
|
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-275Closed |
$18.4K - $21.8K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.44KNew |
$163K - $193K
|
2.44K
$222K
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.68KClosed |
$179K - $212K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-5.25K- 96.84% |
$350K - $415K
|
171
$15.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.5KNew |
$99.9K - $118K
|
1.5K
$136K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.35K- 4.68% |
$90.3K - $107K
|
27.6K
$2.51M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-101Closed |
$6.74K - $7.99K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
511New |
$34.1K - $40.4K
|
511
$46.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-27.6KClosed |
$1.84M - $2.18M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.77KClosed |
$185K - $219K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-12.5KClosed |
$831K - $986K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.07KClosed |
$205K - $243K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
3.06KNew |
$204K - $242K
|
3.06K
$278K
|
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-273KClosed |
$18.2M - $21.6M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
886New |
$59.1K - $70.1K
|
886
$80.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.96K- 97.44% |
$264K - $313K
|
104
$9.46K
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.34KNew |
$223K - $264K
|
3.34K
$303K
|