Latest Institutional Purchases of Ishares Msci Usa Min Vol Facto (USMV)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Min Vol Facto (USMV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
146K+ 2.13% |
$13.5M - $13.9M
|
6.98M
$657M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
7.25K+ 4.16% |
$670K - $692K
|
182K
$17.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
6.83KNew |
$630K - $651K
|
6.83K
$643K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.24KNew |
$207K - $214K
|
2.24K
$211K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2K+ 79.08% |
$185K - $191K
|
4.53K
$427K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.01K+ 31.89% |
$93.1K - $96.2K
|
4.17K
$393K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
947+ 8.48% |
$87.4K - $90.4K
|
12.1K
$1.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
800+ 2.06% |
$73.9K - $76.3K
|
39.7K
$3.74M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
788+ 0.61% |
$72.8K - $75.2K
|
130K
$12.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
744+ 0.73% |
$68.7K - $71K
|
103K
$9.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
664New |
$61.3K - $63.4K
|
664
$62.5K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
597+ 1.56% |
$55.1K - $57K
|
38.8K
$3.65M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
286+ 15.55% |
$26.4K - $27.3K
|
2.13K
$200K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
271New |
$25K - $25.9K
|
271
$25.5K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
221+ 0.93% |
$20.4K - $21.1K
|
24K
$2.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
173+ 7.94% |
$16K - $16.5K
|
2.35K
$222K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
128+ 3.02% |
$11.8K - $12.2K
|
4.37K
$412K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
100+ 1.38% |
$9.23K - $9.54K
|
7.36K
$693K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
30+ 1.41% |
$2.77K - $2.86K
|
2.15K
$203K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
28+ 0.55% |
$2.59K - $2.67K
|
5.14K
$484K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
28+ 0.34% |
$2.59K - $2.67K
|
8.33K
$784K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
13+ 0.29% |
$1.2K - $1.24K
|
4.57K
$430K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
10+ 0.22% |
$923 - $954
|
4.46K
$420K
|
|
|
Jan 09, 2026
Q4 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
1+ 0.05% |
$92.3 - $95.4
|
2.16K
$203K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.24M+ 17.86% |
$206M - $213M
|
14.8M
$1.39B
|
|
|
Nov 14, 2025
Q3 2025
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
895KNew |
$82.5M - $85.1M
|
895K
$84.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
565K+ 26.07% |
$52.1M - $53.8M
|
2.73M
$257M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
352K+ 238.24% |
$32.5M - $33.5M
|
500K
$47.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
344K+ 62.13% |
$31.8M - $32.8M
|
899K
$84.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
307KNew |
$28.3M - $29.2M
|
307K
$28.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
233K+ 3.69% |
$21.5M - $22.2M
|
6.55M
$617M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
206K+ 1.55% |
$19M - $19.6M
|
13.5M
$1.27B
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
191K+ 5.35% |
$17.6M - $18.1M
|
3.75M
$354M
|
|
|
Oct 30, 2025
Q3 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
191K+ 5.35% |
$17.6M - $18.1M
|
3.75M
$354M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
165KNew |
$15.2M - $15.7M
|
165K
$15.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
160K+ 148.52% |
$14.8M - $15.2M
|
268K
$25.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
153K+ 254.83% |
$14.1M - $14.5M
|
212K
$20M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
142K+ 19.67% |
$13.1M - $13.6M
|
867K
$81.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
121K+ 65.75% |
$11.1M - $11.5M
|
304K
$28.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
105K+ 42.71% |
$9.64M - $9.95M
|
349K
$32.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98.2K+ 0.72% |
$9.05M - $9.34M
|
13.8M
$1.3B
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
97.9K+ 79.88% |
$9.02M - $9.31M
|
220K
$20.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
91.1K+ 17.56% |
$8.4M - $8.67M
|
610K
$57.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
86.6K+ 1292.48% |
$7.98M - $8.24M
|
93.3K
$8.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
85K+ 7.22% |
$7.83M - $8.08M
|
1.26M
$119M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
83.7KNew |
$7.72M - $7.97M
|
83.7K
$7.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
BUY
|
- |
81.8KNew |
$7.54M - $7.79M
|
81.8K
$7.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
80.1K+ 2.31% |
$7.38M - $7.62M
|
3.55M
$334M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
79.6KNew |
$7.34M - $7.58M
|
79.6K
$7.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
78.7K+ 1942.34% |
$7.25M - $7.49M
|
82.7K
$7.79M
|
|