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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
160+ 0.24% |
$14.7K - $15.2K
|
67.2K
$6.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-88- 1.29% |
$8.11K - $8.37K
|
6.73K
$634K
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
142New |
$13.1K - $13.5K
|
142
$13.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
12+ 0.14% |
$1.11K - $1.14K
|
8.65K
$815K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-154- 1.31% |
$14.2K - $14.7K
|
11.6K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
587+ 11.21% |
$54.1K - $55.8K
|
5.82K
$548K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-3.59K- 6.71% |
$331K - $342K
|
49.9K
$4.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
968+ 6.54% |
$89.2K - $92.1K
|
15.8K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
500New |
$46.1K - $47.6K
|
500
$47.1K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.24K- 0.25% |
$114K - $118K
|
496K
$46.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-55- 1.75% |
$5.07K - $5.23K
|
3.09K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
5New |
$461 - $476
|
5
$471
|
|
|
Nov 13, 2025
Q3 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-21.9K- 53.09% |
$2.01M - $2.08M
|
19.3K
$1.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-43.7K- 29.96% |
$4.03M - $4.15M
|
102K
$9.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-279- 7.85% |
$25.7K - $26.5K
|
3.28K
$309K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
344K+ 62.13% |
$31.8M - $32.8M
|
899K
$84.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-36.8K- 32.03% |
$3.39M - $3.5M
|
78.1K
$7.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.8K+ 48.68% |
$2.01M - $2.08M
|
66.6K
$6.28M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
12+ 0.14% |
$1.11K - $1.14K
|
8.43K
$794K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-45.8K- 47.35% |
$4.23M - $4.36M
|
51K
$4.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.11KNew |
$194K - $200K
|
2.11K
$198K
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-9.61K- 68.19% |
$886K - $915K
|
4.49K
$422K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.8K- 4.78% |
$351K - $362K
|
75.7K
$7.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.73K+ 4.08% |
$344K - $355K
|
95.3K
$8.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
62+ 1.05% |
$5.72K - $5.9K
|
5.99K
$564K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4.82K+ 4.32% |
$444K - $458K
|
116K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-50- 4.14% |
$4.61K - $4.76K
|
1.16K
$109K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-297- 0.5% |
$27.4K - $28.3K
|
58.7K
$5.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.97KNew |
$550K - $568K
|
5.97K
$562K
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-543- 11.43% |
$50.1K - $51.7K
|
4.21K
$396K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
805+ 2.54% |
$74.2K - $76.6K
|
32.5K
$3.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-20- 0.14% |
$1.84K - $1.9K
|
14.7K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.44KNew |
$502K - $518K
|
5.44K
$513K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
43New |
$3.96K - $4.09K
|
43
$4.05K
|
|
|
Nov 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-50- 0.91% |
$4.61K - $4.76K
|
5.42K
$510K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-625- 9.86% |
$57.6K - $59.5K
|
5.71K
$538K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.49K- 0.62% |
$137K - $141K
|
238K
$22.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-47.7K- 69.37% |
$4.39M - $4.54M
|
21K
$1.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
282+ 0.45% |
$26K - $26.8K
|
63.1K
$5.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-36- 1.3% |
$3.32K - $3.43K
|
2.73K
$257K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-24.2K- 5.49% |
$2.23M - $2.3M
|
416K
$39.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-185K- 5.05% |
$17M - $17.6M
|
3.47M
$327M
|
|
|
Nov 13, 2025
Q3 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.07K- 19.99% |
$191K - $197K
|
8.29K
$780K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
80.1K+ 2.31% |
$7.38M - $7.62M
|
3.55M
$334M
|
|
|
Nov 13, 2025
Q3 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
7+ 0.01% |
$645 - $666
|
67.7K
$6.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
539+ 2.14% |
$49.7K - $51.3K
|
25.7K
$2.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.44KNew |
$317K - $327K
|
3.44K
$324K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.1KNew |
$2.13M - $2.2M
|
23.1K
$2.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-637- 4.98% |
$58.7K - $60.6K
|
12.2K
$1.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-652- 3.66% |
$60.1K - $62K
|
17.1K
$1.61M
|
|