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
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.51K+ 1.71% |
$139K - $144K
|
89.7K
$8.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-83- 0.85% |
$7.65K - $7.9K
|
9.74K
$917K
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1KNew |
$92.2K - $95.1K
|
1K
$94.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-1.33K- 11.6% |
$122K - $126K
|
10.1K
$954K
|
|
|
Nov 12, 2025
Q3 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-247- 10.01% |
$22.8K - $23.5K
|
2.22K
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
854+ 9.27% |
$78.7K - $81.2K
|
10.1K
$948K
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-2- 11.11% |
$184 - $190
|
16
$1.51K
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
BUY
|
- |
5.98KNew |
$551K - $569K
|
5.98K
$563K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.9K- 9.43% |
$360K - $371K
|
37.5K
$3.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.71K- 8.76% |
$250K - $258K
|
28.2K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-41.9K- 66.65% |
$3.86M - $3.98M
|
20.9K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
233K+ 3.69% |
$21.5M - $22.2M
|
6.55M
$617M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.6K+ 43.69% |
$1.62M - $1.67M
|
57.8K
$5.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-653- 4.36% |
$60.2K - $62.1K
|
14.3K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
80+ 1.24% |
$7.37K - $7.61K
|
6.53K
$615K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
91.1K+ 17.56% |
$8.4M - $8.67M
|
610K
$57.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 9.65% |
$1.12M - $1.16M
|
114K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-246K- 66.61% |
$22.7M - $23.4M
|
123K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-70- 0.82% |
$6.45K - $6.66K
|
8.42K
$793K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
70+ 0.68% |
$6.45K - $6.66K
|
10.3K
$970K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2+ 0.32% |
$184 - $190
|
630
$59.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-597- 18.95% |
$55K - $56.8K
|
2.55K
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.64K+ 4.71% |
$151K - $156K
|
36.3K
$3.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-565- 66.55% |
$52.1K - $53.8K
|
284
$26.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
17.4KNew |
$1.61M - $1.66M
|
17.4K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.82K+ 9.2% |
$168K - $173K
|
21.6K
$2.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
65+ 0.44% |
$5.99K - $6.18K
|
14.7K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
6.6K+ 113.79% |
$608K - $628K
|
12.4K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
395+ 0.38% |
$36.4K - $37.6K
|
103K
$9.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-301- 4.6% |
$27.7K - $28.6K
|
6.25K
$589K
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.35KNew |
$309K - $319K
|
3.35K
$316K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
482+ 5.62% |
$44.4K - $45.9K
|
9.06K
$854K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 27.01% |
$963K - $994K
|
28.2K
$2.66M
|
|
|
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
|
|