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 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-46- 1.18% |
$4.24K - $4.38K
|
3.85K
$363K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-208- 0.24% |
$19.2K - $19.8K
|
87.8K
$8.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
4.8K+ 23.0% |
$442K - $456K
|
25.7K
$2.42M
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
2.13KNew |
$196K - $203K
|
2.13K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
36+ 0.5% |
$3.32K - $3.43K
|
7.19K
$678K
|
|
|
Nov 12, 2025
Q3 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-3.8K- 2.2% |
$350K - $361K
|
168K
$15.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
38+ 0.22% |
$3.5K - $3.62K
|
17.5K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.59KNew |
$239K - $246K
|
2.59K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-194- 3.55% |
$17.9K - $18.5K
|
5.28K
$497K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
124+ 354.29% |
$11.4K - $11.8K
|
159
$15K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
150+ 4.11% |
$13.8K - $14.3K
|
3.8K
$358K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
2.59KNew |
$239K - $246K
|
2.59K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.31K+ 1.73% |
$120K - $124K
|
76.5K
$7.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-700- 3.69% |
$64.5K - $66.6K
|
18.3K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
BUY
|
- |
81.8KNew |
$7.54M - $7.79M
|
81.8K
$7.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.86K- 2.64% |
$172K - $177K
|
68.8K
$6.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
352K+ 238.24% |
$32.5M - $33.5M
|
500K
$47.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-143- 1.02% |
$13.2K - $13.6K
|
13.9K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.6K- 24.33% |
$424K - $438K
|
14.3K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
394+ 4.84% |
$36.3K - $37.5K
|
8.53K
$804K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-567- 3.17% |
$52.3K - $53.9K
|
17.3K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.6K- 4.23% |
$2.08M - $2.15M
|
511K
$48.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisor Resource Council
|
SELL
|
- |
-1.36K- 10.17% |
$125K - $129K
|
12K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-11.3K- 11.78% |
$1.04M - $1.07M
|
84.5K
$7.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
175+ 4.42% |
$16.1K - $16.6K
|
4.14K
$390K
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
47New |
$4.33K - $4.47K
|
47
$4.43K
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
BUY
|
- |
224+ 4.89% |
$20.6K - $21.3K
|
4.81K
$453K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-8- 0.09% |
$737 - $761
|
8.62K
$812K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-589- 0.48% |
$54.3K - $56K
|
121K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
28+ 0.29% |
$2.58K - $2.66K
|
9.77K
$920K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
461+ 0.44% |
$42.5K - $43.9K
|
105K
$9.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.2K+ 8.18% |
$1.03M - $1.07M
|
148K
$14M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.73K+ 6.27% |
$159K - $164K
|
29.3K
$2.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2.54K+ 1.94% |
$234K - $242K
|
133K
$12.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13+ 0.54% |
$1.2K - $1.24K
|
2.44K
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3+ 0.07% |
$277 - $285
|
4.41K
$416K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.78K+ 4.09% |
$349K - $360K
|
96.3K
$9.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-14- 0.17% |
$1.29K - $1.33K
|
8.07K
$760K
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.43K+ 13.15% |
$132K - $136K
|
12.3K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3.14K+ 1.64% |
$290K - $299K
|
195K
$18.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
121K+ 65.75% |
$11.1M - $11.5M
|
304K
$28.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.36K- 0.61% |
$125K - $129K
|
219K
$20.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.63K- 27.16% |
$151K - $155K
|
4.38K
$413K
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
95+ 0.16% |
$8.76K - $9.04K
|
61.1K
$5.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12K- 4.74% |
$1.11M - $1.14M
|
241K
$22.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.03K- 4.99% |
$740K - $764K
|
153K
$14.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.81K- 6.3% |
$720K - $743K
|
116K
$10.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
263+ 0.22% |
$24.2K - $25K
|
120K
$11.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
51+ 1.45% |
$4.7K - $4.85K
|
3.57K
$336K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
86.6K+ 1292.48% |
$7.98M - $8.24M
|
93.3K
$8.79M
|
|