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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
23K+ 766.67% |
$2.02M - $2.17M
|
26K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
21.3KNew |
$1.87M - $2.01M
|
21.3K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18.6K+ 51.64% |
$1.63M - $1.76M
|
54.6K
$5.15M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.3K+ 33.34% |
$1.51M - $1.63M
|
69K
$6.5M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
14.4KNew |
$1.27M - $1.36M
|
14.4K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13KNew |
$1.14M - $1.23M
|
13K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
10.8KNew |
$943K - $1.02M
|
10.8K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10.2KNew |
$898K - $968K
|
10.2K
$965K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.41KNew |
$737K - $794K
|
8.41K
$792K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
6KNew |
$526K - $567K
|
6K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5KNew |
$438K - $473K
|
5K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.75KNew |
$329K - $355K
|
3.75K
$354K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.67K+ 7.3% |
$321K - $347K
|
53.9K
$5.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.4KNew |
$298K - $321K
|
3.4K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.3K+ 0.74% |
$290K - $312K
|
447K
$42.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.89KNew |
$253K - $273K
|
2.89K
$272K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.53KNew |
$222K - $239K
|
2.53K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.52KNew |
$221K - $238K
|
2.52K
$237K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.5KNew |
$219K - $236K
|
2.5K
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.48KNew |
$218K - $235K
|
2.48K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.3KNew |
$202K - $217K
|
2.3K
$217K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.25KNew |
$197K - $212K
|
2.25K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.2KNew |
$193K - $208K
|
2.2K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.19KNew |
$192K - $207K
|
2.19K
$207K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.19KNew |
$192K - $207K
|
2.19K
$206K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.17KNew |
$190K - $205K
|
2.17K
$204K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.16KNew |
$189K - $204K
|
2.16K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.15KNew |
$189K - $204K
|
2.15K
$203K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.91KNew |
$168K - $181K
|
1.91K
$180K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.57KNew |
$137K - $148K
|
1.57K
$148K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.55KNew |
$136K - $147K
|
1.55K
$146K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 304.23% |
$101K - $109K
|
1.53K
$144K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.09K+ 218.2% |
$95.7K - $103K
|
1.59K
$150K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.07KNew |
$94K - $101K
|
1.07K
$101K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.04K+ 70.18% |
$91.2K - $98.3K
|
2.52K
$238K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
821New |
$72K - $77.6K
|
821
$77.3K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
652+ 26.16% |
$57.2K - $61.6K
|
3.14K
$296K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
466New |
$40.9K - $44K
|
466
$43.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
459+ 6.77% |
$40.2K - $43.4K
|
7.24K
$682K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
327New |
$28.7K - $30.9K
|
327
$30.8K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
325New |
$28.5K - $30.7K
|
325
$30.6K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
304New |
$26.7K - $28.7K
|
304
$28.6K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
300+ 5.11% |
$26.3K - $28.4K
|
6.17K
$582K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
294+ 12.73% |
$25.8K - $27.8K
|
2.6K
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
232+ 27.29% |
$20.3K - $21.9K
|
1.08K
$102K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
220+ 32.59% |
$19.3K - $20.8K
|
895
$84.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
173New |
$15.2K - $16.4K
|
173
$16.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
154+ 4.46% |
$13.5K - $14.6K
|
3.61K
$340K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
123+ 82.0% |
$10.8K - $11.6K
|
273
$25.7K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
112+ 1.28% |
$9.82K - $10.6K
|
8.84K
$833K
|
|