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 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-222- 6.07% |
$20.5K - $21.1K
|
3.44K
$324K
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.67K- 5.18% |
$154K - $159K
|
30.6K
$2.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-735- 5.09% |
$67.8K - $69.9K
|
13.7K
$1.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3+ 0.03% |
$277 - $285
|
10.4K
$977K
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-90- 0.2% |
$8.3K - $8.56K
|
45.2K
$4.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.5K+ 60.43% |
$1.89M - $1.95M
|
54.5K
$5.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11.1K- 9.89% |
$1.02M - $1.06M
|
101K
$9.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-399- 63.54% |
$36.8K - $38K
|
229
$21.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.81K+ 388.8% |
$259K - $267K
|
3.53K
$333K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3.18K- 11.4% |
$293K - $302K
|
24.7K
$2.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.49KNew |
$137K - $142K
|
1.49K
$140K
|
|
|
Nov 10, 2025
Q3 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-32- 14.55% |
$2.95K - $3.04K
|
188
$17.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-806- 12.97% |
$74.3K - $76.7K
|
5.41K
$509K
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-533- 15.06% |
$49.1K - $50.7K
|
3.01K
$283K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.17K+ 0.63% |
$292K - $302K
|
506K
$47.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
15+ 0.07% |
$1.38K - $1.43K
|
20K
$1.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-153- 0.44% |
$14.1K - $14.6K
|
34.9K
$3.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.39K- 8.26% |
$220K - $227K
|
26.5K
$2.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-225- 3.68% |
$20.7K - $21.4K
|
5.89K
$554K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
336+ 5.26% |
$31K - $32K
|
6.73K
$634K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-5.73K- 8.67% |
$528K - $545K
|
60.4K
$5.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-33- 1.21% |
$3.04K - $3.14K
|
2.7K
$254K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-846- 5.53% |
$78K - $80.5K
|
14.5K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
141+ 1.78% |
$13K - $13.4K
|
8.06K
$759K
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-62- 1.19% |
$5.72K - $5.9K
|
5.15K
$485K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
573+ 1.86% |
$52.8K - $54.5K
|
31.4K
$2.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-374- 2.53% |
$34.5K - $35.6K
|
14.4K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-1- 0.05% |
$92.2 - $95.1
|
2.18K
$206K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.74K- 3.81% |
$160K - $166K
|
44K
$4.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-670- 0.87% |
$61.8K - $63.7K
|
76.3K
$7.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
3.84K+ 10.65% |
$354K - $365K
|
39.8K
$3.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-43.5K- 5.28% |
$4.01M - $4.14M
|
780K
$73.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-170K- 94.16% |
$15.6M - $16.1M
|
10.5K
$991K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.94K- 2.12% |
$455K - $470K
|
228K
$21.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
168+ 0.27% |
$15.5K - $16K
|
61.6K
$5.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
689+ 3.75% |
$63.5K - $65.6K
|
19K
$1.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-2K- 35.78% |
$184K - $190K
|
3.59K
$338K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2+ 0.08% |
$184 - $190
|
2.55K
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
249+ 3.19% |
$23K - $23.7K
|
8.07K
$760K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-340K- 6.23% |
$31.4M - $32.4M
|
5.12M
$482M
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.3K+ 7.54% |
$212K - $219K
|
32.8K
$3.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-497- 1.5% |
$45.8K - $47.3K
|
32.6K
$3.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-13.1K- 1.19% |
$1.21M - $1.25M
|
1.09M
$102M
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
228+ 2.24% |
$21K - $21.7K
|
10.4K
$979K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
2.89KNew |
$266K - $274K
|
2.89K
$272K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-291- 1.17% |
$26.8K - $27.7K
|
24.7K
$2.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-502K- 13.05% |
$46.3M - $47.7M
|
3.34M
$315M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-567- 1.4% |
$52.3K - $53.9K
|
40K
$3.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
72+ 1.04% |
$6.64K - $6.85K
|
7.02K
$661K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
157+ 4.45% |
$14.5K - $14.9K
|
3.69K
$347K
|
|