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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-24- 0.28% |
$2.13K - $2.27K
|
8.64K
$786K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
777+ 23.93% |
$68.8K - $73.5K
|
4.02K
$366K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.18K- 15.05% |
$459K - $490K
|
29.2K
$2.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-46- 17.36% |
$4.08K - $4.35K
|
219
$19.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-676- 0.99% |
$59.9K - $63.9K
|
67.7K
$6.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-701- 1.59% |
$62.1K - $66.3K
|
43.5K
$3.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-25- 1.9% |
$2.21K - $2.36K
|
1.29K
$117K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.07K- 30.41% |
$94.9K - $101K
|
2.45K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
833+ 0.48% |
$73.8K - $78.8K
|
174K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-798- 1.73% |
$70.7K - $75.5K
|
45.3K
$4.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
352+ 0.34% |
$31.2K - $33.3K
|
105K
$9.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-1.58K- 2.84% |
$140K - $149K
|
54K
$4.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.44K- 2.84% |
$127K - $136K
|
49.3K
$4.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.63K+ 9.64% |
$145K - $154K
|
18.6K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-200- 2.94% |
$17.7K - $18.9K
|
6.6K
$600K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18+ 1.43% |
$1.59K - $1.7K
|
1.28K
$116K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-107- 1.08% |
$9.48K - $10.1K
|
9.83K
$894K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
571+ 1.07% |
$50.6K - $54K
|
54.1K
$4.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$88.6 - $94.6
|
20K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-910- 6.49% |
$80.6K - $86.1K
|
13.1K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-718- 3.42% |
$63.6K - $67.9K
|
20.2K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-987- 10.14% |
$87.4K - $93.3K
|
8.75K
$796K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21.3K- 88.44% |
$1.88M - $2.01M
|
2.78K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
165+ 0.94% |
$14.6K - $15.6K
|
17.8K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.66K+ 9.49% |
$590K - $630K
|
76.8K
$6.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.12K- 3.35% |
$98.8K - $105K
|
32.2K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-196- 0.56% |
$17.4K - $18.5K
|
35.1K
$3.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-236- 2.06% |
$20.9K - $22.3K
|
11.2K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
74New |
$6.56K - $7K
|
74
$6.73K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
28New |
$2.48K - $2.65K
|
28
$2.55K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-235- 2.04% |
$20.8K - $22.2K
|
11.3K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
35+ 0.09% |
$3.1K - $3.31K
|
39.4K
$3.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.95K+ 16.6% |
$261K - $279K
|
20.7K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-434- 10.32% |
$38.4K - $41K
|
3.77K
$343K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-28.7K- 31.27% |
$2.55M - $2.72M
|
63.1K
$5.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-928- 10.96% |
$82.2K - $87.8K
|
7.54K
$686K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-6.1K- 12.03% |
$540K - $576K
|
44.6K
$4.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
5+ 0.16% |
$443 - $473
|
3.22K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.94K- 0.18% |
$172K - $184K
|
1.11M
$101M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-63.5K- 94.44% |
$5.62M - $6M
|
3.74K
$340K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-753- 2.93% |
$66.7K - $71.2K
|
24.9K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.65KNew |
$235K - $251K
|
2.65K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
807+ 16.23% |
$71.5K - $76.3K
|
5.78K
$526K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.05K- 28.91% |
$92.9K - $99.2K
|
2.58K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
20+ 0.46% |
$1.77K - $1.89K
|
4.37K
$398K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-329- 4.12% |
$29.1K - $31.1K
|
7.65K
$696K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
49.2K+ 26.0% |
$4.36M - $4.65M
|
238K
$21.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.04K+ 9.15% |
$91.7K - $97.9K
|
12.3K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.13% |
$177 - $189
|
1.58K
$144K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.43KNew |
$570K - $608K
|
6.43K
$585K
|