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 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3KNew |
$220K - $243K
|
3K
$263K
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-47Closed |
$3.44K - $3.81K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-271- 3.04% |
$19.9K - $22K
|
8.64K
$758K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
373New |
$27.3K - $30.2K
|
373
$32.7K
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.81KNew |
$352K - $389K
|
4.81K
$421K
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
3.42KNew |
$251K - $277K
|
3.42K
$300K
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-131Closed |
$9.6K - $10.6K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-275Closed |
$20.2K - $22.3K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-37.2KClosed |
$2.73M - $3.01M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-5KClosed |
$366K - $405K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.01KClosed |
$220K - $244K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.76KClosed |
$202K - $223K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-113KClosed |
$8.29M - $9.17M
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-64Closed |
$4.69K - $5.19K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.2KNew |
$235K - $259K
|
3.2K
$281K
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-137KClosed |
$10M - $11.1M
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-254Closed |
$18.7K - $19.9K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-4.96KClosed |
$365K - $389K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-19.6KClosed |
$1.44M - $1.53M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.4KClosed |
$250K - $266K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-6.83K- 85.71% |
$502K - $534K
|
1.14K
$99.8K
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-69Closed |
$5.07K - $5.4K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-7.01KClosed |
$516K - $549K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-7.77KClosed |
$571K - $608K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-379- 55.82% |
$27.9K - $29.7K
|
300
$26.3K
|
|
Oct 22, 2021
Q3 2021
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-9.55KClosed |
$702K - $748K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-193Closed |
$14.2K - $15.1K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
309KNew |
$22.7M - $24.2M
|
309K
$27.1M
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-141- 4.4% |
$10.4K - $11K
|
3.07K
$269K
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-192Closed |
$14.1K - $15K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
417New |
$30.6K - $32.6K
|
417
$36.6K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-339Closed |
$24.9K - $26.5K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Verde Capital Management
|
SELL
|
- |
-23.8KClosed |
$1.75M - $1.87M
|
0
$0
|
|
Q2 2021 | |||||||
Nov 12, 2021
Q2 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-856Closed |
$59.7K - $63.1K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-75.1KClosed |
$5.24M - $5.54M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-7.13KClosed |
$497K - $526K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-282Closed |
$19.7K - $20.8K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.31KNew |
$161K - $170K
|
2.31K
$202K
|
|
Aug 11, 2021
Q2 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.7K+ 37.87% |
$118K - $125K
|
6.18K
$541K
|
|
Aug 10, 2021
Q2 2021
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-285KClosed |
$19.9M - $21M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-702Closed |
$48.9K - $51.7K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-21Closed |
$1.46K - $1.55K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-900Closed |
$62.7K - $66.3K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-17Closed |
$1.19K - $1.25K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Arch Capital Group Ltd.
|
SELL
|
- |
-144KClosed |
$10M - $10.6M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
848New |
$59.1K - $62.5K
|
848
$74.4K
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-6Closed |
$418 - $442
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Shelter Ins Retirement Plan
|
SELL
|
- |
-1.6MClosed |
$111M - $118M
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5KClosed |
$349K - $369K
|
0
$0
|