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 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.63K+ 3.03% |
$151K - $155K
|
55.6K
$5.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
41+ 1.13% |
$3.78K - $3.9K
|
3.67K
$346K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-9- 0.04% |
$830 - $856
|
21.8K
$2.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.16K+ 52.58% |
$107K - $110K
|
3.37K
$317K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-598- 9.36% |
$55.1K - $56.9K
|
5.79K
$546K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
9+ 0.29% |
$830 - $856
|
3.09K
$291K
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
49+ 1.82% |
$4.52K - $4.66K
|
2.74K
$258K
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-388- 5.87% |
$35.8K - $36.9K
|
6.23K
$586K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
8+ 1.68% |
$737 - $761
|
484
$45.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$92.2 - $95.1
|
138K
$13M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-214- 1.27% |
$19.7K - $20.4K
|
16.6K
$1.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
12.6KNew |
$1.16M - $1.2M
|
12.6K
$1.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-550- 2.86% |
$50.7K - $52.3K
|
18.7K
$1.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.78K- 3.76% |
$164K - $169K
|
45.6K
$4.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-265- 1.84% |
$24.4K - $25.2K
|
14.2K
$1.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-29K- 59.55% |
$2.68M - $2.76M
|
19.7K
$1.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.24K- 3.29% |
$115K - $118K
|
36.6K
$3.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-7.06K- 22.53% |
$650K - $671K
|
24.3K
$2.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
133+ 5.4% |
$12.3K - $12.7K
|
2.6K
$244K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-42- 1.6% |
$3.87K - $4K
|
2.58K
$243K
|
|
|
Nov 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-497- 4.4% |
$45.8K - $47.3K
|
10.8K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.92K+ 3.97% |
$269K - $278K
|
76.5K
$7.21M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.88K+ 34.27% |
$542K - $559K
|
23K
$2.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.71K- 26.35% |
$157K - $162K
|
4.77K
$449K
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
12+ 0.1% |
$1.11K - $1.14K
|
12.2K
$1.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
538+ 10.08% |
$49.6K - $51.2K
|
5.87K
$553K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.03K- 53.71% |
$279K - $288K
|
2.61K
$246K
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-11- 0.12% |
$1.01K - $1.05K
|
9.39K
$885K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-196- 2.45% |
$18.1K - $18.6K
|
7.8K
$735K
|
|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-579- 0.85% |
$53.4K - $55.1K
|
67.9K
$6.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-938- 3.82% |
$86.5K - $89.2K
|
23.6K
$2.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
4+ 0.16% |
$369 - $381
|
2.44K
$230K
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
1.44K+ 4.21% |
$133K - $137K
|
35.6K
$3.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.08K- 2.58% |
$192K - $198K
|
78.6K
$7.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.08K- 10.94% |
$99.2K - $102K
|
8.76K
$825K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
13.2K+ 1.04% |
$1.21M - $1.25M
|
1.28M
$120M
|
|
|
Nov 06, 2025
Q3 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-637- 1.51% |
$58.7K - $60.6K
|
41.5K
$3.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
59+ 2.15% |
$5.44K - $5.61K
|
2.8K
$263K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
94+ 1.81% |
$8.66K - $8.94K
|
5.28K
$497K
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-194- 2.0% |
$17.9K - $18.5K
|
9.49K
$894K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 0.05% |
$184 - $190
|
3.95K
$372K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-1.55K- 1.66% |
$143K - $147K
|
91.5K
$8.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-967- 12.38% |
$89.1K - $92K
|
6.85K
$645K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-112- 5.13% |
$10.3K - $10.7K
|
2.07K
$195K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-5.93K- 26.35% |
$546K - $564K
|
16.6K
$1.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
808+ 8.44% |
$74.5K - $76.9K
|
10.4K
$978K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.59KNew |
$238K - $246K
|
2.59K
$244K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.49K- 1.87% |
$414K - $428K
|
236K
$22.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
9.08KNew |
$837K - $864K
|
9.08K
$855K
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-2K- 45.62% |
$184K - $190K
|
2.38K
$224K
|
|