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 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-145- 25.48% |
$12.1K - $13.3K
|
424
$37.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
91.9K+ 0.94% |
$7.7M - $8.44M
|
9.91M
$868M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-483- 14.53% |
$40.5K - $44.3K
|
2.84K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-38- 0.23% |
$3.18K - $3.49K
|
16.6K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 0.04% |
$586 - $643
|
17.5K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.36K- 10.19% |
$198K - $217K
|
20.8K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6+ 0.1% |
$503 - $551
|
6.12K
$537K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-911- 2.64% |
$76.3K - $83.6K
|
33.7K
$2.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-13- 0.8% |
$1.09K - $1.19K
|
1.6K
$140K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
354+ 14.3% |
$29.7K - $32.5K
|
2.83K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
711New |
$59.6K - $65.3K
|
711
$62.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.95K- 7.64% |
$164K - $179K
|
23.6K
$2.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.65K- 1.54% |
$222K - $244K
|
169K
$14.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.45K- 0.77% |
$205K - $225K
|
315K
$27.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.75K- 82.2% |
$146K - $160K
|
378
$33.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
502New |
$42K - $46.1K
|
502
$44K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-373- 17.99% |
$31.2K - $34.2K
|
1.7K
$149K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.53K+ 8.91% |
$128K - $141K
|
18.8K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
142KNew |
$11.9M - $13.1M
|
142K
$12.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
346K+ 6.91% |
$29M - $31.8M
|
5.36M
$470M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-150- 5.55% |
$12.6K - $13.8K
|
2.56K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-28- 0.14% |
$2.35K - $2.57K
|
20.1K
$1.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.18K- 1.12% |
$266K - $292K
|
280K
$24.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-5.04K- 13.16% |
$422K - $463K
|
33.2K
$2.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.73% |
$670 - $735
|
1.08K
$95K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-375- 6.08% |
$31.4K - $34.4K
|
5.79K
$508K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
45New |
$3.77K - $4.13K
|
45
$3.95K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
237+ 0.23% |
$19.9K - $21.8K
|
103K
$9.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-8- 0.08% |
$670 - $735
|
10.6K
$925K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-153- 5.54% |
$12.8K - $14K
|
2.61K
$229K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-219- 2.22% |
$18.3K - $20.1K
|
9.67K
$848K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
28+ 0.16% |
$2.35K - $2.57K
|
17.3K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1- -0.0% |
$83.8 - $91.8
|
43.4K
$3.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-541- 77.73% |
$45.3K - $49.7K
|
155
$13.6K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.04K+ 63.22% |
$87.1K - $95.5K
|
2.69K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.48KNew |
$292K - $320K
|
3.48K
$305K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
16+ 0.23% |
$1.34K - $1.47K
|
6.89K
$604K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
489+ 4.05% |
$41K - $44.9K
|
12.6K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-78.1K- 33.65% |
$6.54M - $7.17M
|
154K
$13.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
889+ 1.97% |
$74.5K - $81.6K
|
46.1K
$4.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4+ 0.1% |
$335 - $367
|
3.85K
$338K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-336- 0.82% |
$28.1K - $30.9K
|
40.8K
$3.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-2.45K- 4.62% |
$205K - $225K
|
50.7K
$4.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.18K- 3.01% |
$769K - $843K
|
296K
$25.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-167- 0.96% |
$14K - $15.3K
|
17.2K
$1.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.22K+ 14.9% |
$270K - $296K
|
24.9K
$2.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
235+ 8.06% |
$19.7K - $21.6K
|
3.15K
$276K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-5.72K- 3.46% |
$479K - $525K
|
160K
$14M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-87- 1.84% |
$7.29K - $7.99K
|
4.64K
$407K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-701- 5.02% |
$58.7K - $64.4K
|
13.3K
$1.16M
|