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, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
705+ 24.45% |
$65K - $67.1K
|
3.59K
$338K
|
|
|
Nov 13, 2025
Q3 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-200K- 62.89% |
$18.4M - $19M
|
118K
$11.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.9KNew |
$267K - $276K
|
2.9K
$273K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-63- 0.22% |
$5.81K - $5.99K
|
29.2K
$2.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-117- 4.8% |
$10.8K - $11.1K
|
2.32K
$219K
|
|
|
Nov 13, 2025
Q3 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-6.98K- 9.21% |
$643K - $664K
|
68.8K
$6.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-120- 3.12% |
$11.1K - $11.4K
|
3.72K
$351K
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
536+ 1.63% |
$49.4K - $51K
|
33.5K
$3.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.45K+ 11.34% |
$318K - $328K
|
33.9K
$3.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
10.2K+ 0.68% |
$937K - $967K
|
1.51M
$142M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.67K- 59.2% |
$523K - $539K
|
3.91K
$368K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.42K+ 61.12% |
$131K - $135K
|
3.74K
$352K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
776+ 4.33% |
$71.5K - $73.8K
|
18.7K
$1.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
16K+ 352.14% |
$1.47M - $1.52M
|
20.5K
$1.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.28K- 16.72% |
$118K - $122K
|
6.39K
$602K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-698- 15.84% |
$64.3K - $66.4K
|
3.71K
$349K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
24+ 6.88% |
$2.21K - $2.28K
|
373
$35.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-15.2K- 31.46% |
$1.4M - $1.45M
|
33.2K
$3.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.13K+ 5.53% |
$197K - $203K
|
40.7K
$3.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
112New |
$10.3K - $10.7K
|
112
$10.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.33K- 1.96% |
$491K - $507K
|
266K
$25.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
425+ 0.21% |
$39.2K - $40.4K
|
203K
$19.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-512- 7.06% |
$47.2K - $48.7K
|
6.74K
$635K
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-8- 18.18% |
$737 - $761
|
36
$3.39K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.4K+ 7.09% |
$1.42M - $1.47M
|
233K
$22M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.5KNew |
$2.54M - $2.62M
|
27.5K
$2.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
5KNew |
$461K - $476K
|
5K
$471K
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-26.1K- 16.15% |
$2.41M - $2.48M
|
136K
$12.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-13- 0.43% |
$1.2K - $1.24K
|
3.02K
$284K
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-430- 0.51% |
$39.6K - $40.9K
|
84.4K
$7.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.72K- 38.76% |
$435K - $449K
|
7.45K
$702K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
8+ 0.03% |
$737 - $761
|
25K
$2.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
340+ 32.54% |
$31.3K - $32.3K
|
1.39K
$130K
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
13+ 0.18% |
$1.2K - $1.24K
|
7.34K
$692K
|
|
|
Nov 12, 2025
Q3 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-225- 2.13% |
$20.7K - $21.4K
|
10.4K
$975K
|
|
|
Nov 12, 2025
Q3 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-120- 0.17% |
$11.1K - $11.4K
|
68.7K
$6.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-113- 1.77% |
$10.4K - $10.8K
|
6.26K
$590K
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
132+ 4.48% |
$12.2K - $12.6K
|
3.08K
$290K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
189New |
$17.4K - $18K
|
189
$17.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-430- 62.5% |
$39.6K - $40.9K
|
258
$24.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.98K+ 2.91% |
$366K - $378K
|
141K
$13.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.53K- 6.23% |
$510K - $526K
|
83.2K
$7.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.92K+ 39.44% |
$269K - $278K
|
10.3K
$974K
|
|
|
Nov 12, 2025
Q3 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-38K- 49.89% |
$3.5M - $3.61M
|
38.2K
$3.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
800+ 2.03% |
$73.7K - $76.1K
|
40.2K
$3.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
153K+ 254.83% |
$14.1M - $14.5M
|
212K
$20M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.4K- 1.96% |
$2.16M - $2.23M
|
1.17M
$111M
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
9.95K+ 117.44% |
$917K - $947K
|
18.4K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-134- 5.63% |
$12.4K - $12.7K
|
2.25K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
42+ 0.22% |
$3.87K - $4K
|
18.9K
$1.78M
|
|