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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.84KClosed |
$204K - $229K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.67KClosed |
$120K - $134K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-24.4KClosed |
$1.75M - $1.96M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-26.1KClosed |
$1.88M - $2.1M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Client First Capital LLC
|
SELL
|
- |
-4.01KClosed |
$288K - $322K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.73KClosed |
$196K - $219K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-19.1KClosed |
$1.37M - $1.53M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.5KClosed |
$180K - $201K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.58KClosed |
$185K - $207K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-20.4KClosed |
$1.46M - $1.64M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.85KClosed |
$205K - $229K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
29.8KNew |
$2.14M - $2.4M
|
29.8K
$2.71M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-168Closed |
$12.1K - $13.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-6.77KClosed |
$486K - $544K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-477Closed |
$34.3K - $38.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-510Closed |
$36.7K - $41K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-49Closed |
$3.52K - $3.94K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
SELL
|
- |
-3- 0.09% |
$216 - $241
|
3.48K
$317K
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-9.79KClosed |
$704K - $787K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4Closed |
$288 - $322
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-3.7KClosed |
$266K - $298K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.53KClosed |
$182K - $203K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-4.3KClosed |
$309K - $346K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-23Closed |
$1.65K - $1.85K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.65KClosed |
$191K - $213K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-4.62KClosed |
$332K - $371K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-148KClosed |
$10.6M - $11.9M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
14.4KNew |
$1.03M - $1.16M
|
14.4K
$1.31M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.66KClosed |
$263K - $294K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-175Closed |
$12.6K - $14.1K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-93- 9.86% |
$6.68K - $7.48K
|
850
$77.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-131Closed |
$9.42K - $10.5K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-177KClosed |
$12.7M - $14.2M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-5.42KClosed |
$390K - $436K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.47KClosed |
$106K - $119K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-735Closed |
$52.8K - $59.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.9KClosed |
$208K - $233K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.5KClosed |
$180K - $201K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-133Closed |
$9.56K - $10.7K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-170- 22.08% |
$12.2K - $13.7K
|
600
$54.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-150KClosed |
$10.8M - $12.1M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-350Closed |
$25.2K - $28.1K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-680Closed |
$48.9K - $54.7K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
14.9KNew |
$1.07M - $1.2M
|
14.9K
$1.35M
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-254Closed |
$18.3K - $20.4K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Swm Advisors
|
SELL
|
- |
-17.8KClosed |
$1.28M - $1.43M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-203KClosed |
$14.9M - $16.5M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.13KClosed |
$82.4K - $91.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.21KClosed |
$308K - $341K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-2.05KClosed |
$150K - $166K
|
0
$0
|
|