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 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
417New |
$30.6K - $32.6K
|
417
$37.9K
|
|
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
$210K
|
|
Aug 11, 2021
Q2 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.7K+ 37.87% |
$118K - $125K
|
6.18K
$562K
|
|
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
$77.1K
|
|
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
|
|
Jul 28, 2021
Q2 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-12.2KClosed |
$850K - $898K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.71KClosed |
$259K - $273K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-3.82KClosed |
$266K - $281K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-630Closed |
$43.9K - $46.4K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.76KNew |
$402K - $425K
|
5.76K
$524K
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-133Closed |
$9.27K - $9.8K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-513Closed |
$35.8K - $37.8K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-22.1KClosed |
$1.54M - $1.63M
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
First Financial Corp
|
SELL
|
- |
-96Closed |
$6.69K - $7.08K
|
0
$0
|
|
Jul 06, 2021
Q2 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-35KClosed |
$2.44M - $2.58M
|
0
$0
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
835New |
$58.2K - $61.5K
|
835
$75.9K
|
|
Q1 2021 | |||||||
Oct 20, 2021
Q1 2021
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-9.17KClosed |
$597K - $640K
|
0
$0
|
|
Aug 10, 2021
Q1 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-115KClosed |
$7.48M - $8.02M
|
0
$0
|
|
Jun 17, 2021
Q1 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-48.1K- 98.55% |
$3.13M - $3.36M
|
705
$64.1K
|
|
May 19, 2021
Q1 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-3KClosed |
$196K - $210K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-10.3KClosed |
$672K - $720K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-90Closed |
$5.87K - $6.29K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1.21KClosed |
$79.1K - $84.8K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-4.52KClosed |
$295K - $316K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Beaconlight Capital, LLC
New York, NY |
SELL
|
PUT |
-29.6KClosed |
$1.93M - $2.07M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.94KNew |
$192K - $205K
|
2.94K
$267K
|
|
May 17, 2021
Q1 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-3.4KClosed |
$222K - $238K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-34.6KClosed |
$2.25M - $2.42M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-321Closed |
$20.9K - $22.4K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-193Closed |
$12.6K - $13.5K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-4.71KClosed |
$307K - $329K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.52KClosed |
$98.9K - $106K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-11.3KClosed |
$733K - $786K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-394Closed |
$25.7K - $27.5K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-4.83KClosed |
$315K - $337K
|
0
$0
|