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 13, 2020
Q3 2020
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.03KNew |
$123K - $135K
|
2.03K
$178K
|
|
|
Nov 13, 2020
Q3 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-16.6KClosed |
$1.01M - $1.1M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Sepio Capital, LP
|
SELL
|
- |
-8.87KClosed |
$539K - $589K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-28- 26.92% |
$1.7K - $1.86K
|
76
$6.66K
|
|
|
Nov 12, 2020
Q3 2020
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
55KNew |
$3.34M - $3.65M
|
55K
$4.82M
|
|
|
Nov 12, 2020
Q3 2020
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-9.02KClosed |
$548K - $599K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
46.9KNew |
$2.85M - $3.11M
|
46.9K
$4.12M
|
|
|
Nov 09, 2020
Q3 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-25Closed |
$1.52K - $1.66K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4.22K- 78.71% |
$256K - $280K
|
1.14K
$100K
|
|
|
Nov 02, 2020
Q3 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.5KClosed |
$212K - $232K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
West Bancorporation Inc
|
SELL
|
- |
-337Closed |
$20.5K - $22.4K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Single Point Partners, LLC
|
SELL
|
- |
-31.9KClosed |
$1.94M - $2.12M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.52KClosed |
$214K - $233K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
75KNew |
$4.55M - $4.98M
|
75K
$6.57M
|
|
|
Oct 22, 2020
Q3 2020
|
Field & Main Bank
|
SELL
|
- |
-50Closed |
$3.04K - $3.32K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-4.49KClosed |
$273K - $298K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-18.3KClosed |
$1.11M - $1.21M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-650Closed |
$39.5K - $43.1K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Clarus Wealth Advisors
|
SELL
|
- |
-5.51KClosed |
$335K - $366K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-6.98KClosed |
$424K - $463K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.29K+ 34.69% |
$482K - $594K
|
36.1K
$3.16M
|
|
|
Aug 14, 2020
Q2 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-22Closed |
$1.14K - $1.41K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-950Closed |
$49.3K - $60.8K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Atom Investors LP
Austin, TX |
SELL
|
PUT |
-880KClosed |
$45.7M - $56.3M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
8.58KNew |
$446K - $549K
|
8.58K
$752K
|
|
|
Aug 13, 2020
Q2 2020
|
Xr Securities LLC
|
SELL
|
- |
-30.2KClosed |
$1.57M - $1.93M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Td Asset Management Inc
|
SELL
|
- |
-31KClosed |
$1.61M - $1.98M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-60KClosed |
$3.12M - $3.84M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-19.1KClosed |
$992K - $1.22M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
221New |
$11.5K - $14.1K
|
221
$19.4K
|
|
|
Aug 10, 2020
Q2 2020
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-461- 0.22% |
$23.9K - $29.5K
|
207K
$18.2M
|
|
|
Aug 07, 2020
Q2 2020
|
Financial Advantage, Inc.
|
BUY
|
- |
1KNew |
$51.9K - $64K
|
1K
$87.7K
|
|
|
Aug 07, 2020
Q2 2020
|
Nippon Life Insurance CO
|
SELL
|
- |
-7.28MClosed |
$378M - $466M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-20.1KClosed |
$1.04M - $1.29M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Claret Asset Management Corp
|
SELL
|
- |
-5.02KClosed |
$261K - $322K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-432KClosed |
$22.4M - $27.6M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-22KClosed |
$1.14M - $1.41M
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-200KClosed |
$10.4M - $12.8M
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.73KClosed |
$194K - $239K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-605Closed |
$31.4K - $38.7K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
4.97KNew |
$258K - $318K
|
4.97K
$436K
|
|
|
Jul 20, 2020
Q2 2020
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-87.3KClosed |
$4.53M - $5.59M
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.25KClosed |
$221K - $272K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
BUY
|
- |
32New |
$1.66K - $2.05K
|
32
$2.81K
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-64.5KClosed |
$3.35M - $4.13M
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Cottage Street Advisors LLC
|
SELL
|
- |
-5.39KClosed |
$280K - $345K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-15.2KClosed |
$791K - $975K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-9.17KClosed |
$476K - $587K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Oct 18, 2024
Q1 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-3.13KClosed |
$146K - $218K
|
0
$0
|
|