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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2020
Q1 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
161New |
$7.5K - $11.2K
|
161
$15.1K
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-94.7KClosed |
$5.94M - $6.22M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.75KClosed |
$360K - $377K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Evensky & Katz LLC
|
SELL
|
- |
-258Closed |
$16.2K - $16.9K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5.92KNew |
$371K - $389K
|
5.92K
$555K
|
|
|
Feb 12, 2020
Q4 2019
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-12.8KClosed |
$803K - $842K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.15KClosed |
$260K - $273K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-4.29KClosed |
$269K - $282K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Victory Capital Management Inc
|
SELL
|
- |
-966KClosed |
$60.5M - $63.4M
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.46KClosed |
$217K - $227K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.32KClosed |
$145K - $152K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.63KClosed |
$228K - $239K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-116Closed |
$7.27K - $7.62K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Evanson Asset Management, LLC
|
SELL
|
- |
-7.18KClosed |
$450K - $472K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 20, 2019
Q3 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-12.7KClosed |
$774K - $819K
|
0
$0
|
|
|
Nov 19, 2019
Q3 2019
|
Algebris (Uk) LTD
London, X0 |
SELL
|
PUT |
-100KClosed |
$6.11M - $6.47M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Blackstone Inc
New York, NY |
SELL
|
PUT |
-400KClosed |
$24.4M - $25.9M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-6.87KClosed |
$420K - $445K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.22KClosed |
$258K - $273K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.16MClosed |
$71.1M - $75.3M
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-6.04KClosed |
$369K - $390K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-75Closed |
$4.58K - $4.85K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1KClosed |
$61.1K - $64.7K
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
Q3 Asset Management
|
SELL
|
- |
-83.2KClosed |
$5.09M - $5.38M
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
2.5KNew |
$153K - $162K
|
2.5K
$234K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
228+ 22800.0% |
$13.4K - $14.2K
|
229
$21.5K
|
|
|
Aug 14, 2019
Q2 2019
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.16MClosed |
$421M - $447M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-1.11KClosed |
$64.9K - $69K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-8.01KClosed |
$471K - $500K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
147+ 0.36% |
$8.64K - $9.18K
|
40.7K
$3.81M
|
|
|
Aug 06, 2019
Q2 2019
|
Altshuler Shaham LTD
|
SELL
|
- |
-291Closed |
$17.1K - $18.2K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
30.9KNew |
$1.82M - $1.93M
|
30.9K
$2.9M
|
|
|
Jul 30, 2019
Q2 2019
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-11.4KClosed |
$667K - $709K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-10.4KClosed |
$610K - $648K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-656Closed |
$38.6K - $41K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Feb 10, 2021
Q1 2019
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-588Closed |
$30.1K - $34.6K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-209KClosed |
$10.7M - $12.3M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-1.7KClosed |
$86.8K - $99.7K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-5KClosed |
$256K - $294K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-21.6KClosed |
$1.1M - $1.27M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.4KClosed |
$71.9K - $82.6K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-34.2KClosed |
$1.75M - $2.01M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-8.28KClosed |
$424K - $487K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-174KClosed |
$8.93M - $10.3M
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-11.2KClosed |
$572K - $657K
|
0
$0
|
|
|
Apr 17, 2019
Q1 2019
|
Chesapeake Wealth Management
|
SELL
|
- |
-5.05KClosed |
$259K - $297K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-432KClosed |
$21.5M - $24.7M
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-362Closed |
$18K - $20.7K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-176Closed |
$8.76K - $10K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-15.3KClosed |
$763K - $874K
|
0
$0
|
|