Latest Institutional Purchases of Ishares Msci Usa Min Vol Facto (USMV)

USMV Quotes by TradingView

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
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
121
New
$9.67K - $10.2K
121 $11.4K
Aug 19, 2024 Q2 2024
Hershey Financial Advisers, LLC

Lancaster, PA
BUY
 -
117
New
$9.35K - $9.9K
117 $11K
Aug 13, 2024 Q2 2024
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
89
+ 6.18%
$7.11K - $7.53K
1.53K $144K
Aug 15, 2025 Q2 2024
Provenance Wealth Advisors, LLC

Fort Lauderdale, FL
BUY
 -
51
New
$4.08K - $4.32K
51 $4.8K
Jul 25, 2024 Q2 2024
Janiczek Wealth Management, LLC

BUY
 -
38
+ 88.37%
$3.04K - $3.22K
81 $7.63K
Jul 25, 2024 Q2 2024
Zynergy Retirement Planning Llc

Red Bank, NJ
BUY
 -
33
New
$2.64K - $2.79K
33 $3.11K
Aug 13, 2024 Q2 2024
Hm Payson & CO

Portland, ME
BUY
 -
8
New
$639 - $677
8 $754
Jul 22, 2024 Q2 2024
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
2
+ 0.42%
$160 - $169
480 $45.2K
Q1 2024
May 15, 2024 Q1 2024
Steward Partners Investment Solutions, LLC

Portland, OR
BUY
 -
83.2K
New
$6.48M - $6.95M
83.2K $7.84M
May 14, 2024 Q1 2024
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
31.7K
+ 704.67%
$2.47M - $2.65M
36.2K $3.41M
Apr 30, 2024 Q1 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
14.3K
New
$1.11M - $1.2M
14.3K $1.35M
May 10, 2024 Q1 2024
Avestar Capital, LLC

BUY
 -
7.71K
+ 122.05%
$600K - $644K
14K $1.32M
Apr 18, 2024 Q1 2024
Requisite Capital Management, LLC

BUY
 -
7.09K
New
$552K - $593K
7.09K $668K
May 13, 2024 Q1 2024
Gratus Capital LLC

BUY
 -
6.48K
New
$505K - $542K
6.48K $611K
May 13, 2024 Q1 2024
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
6.33K
New
$493K - $529K
6.33K $597K
May 03, 2024 Q1 2024
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
5.91K
New
$460K - $494K
5.91K $557K
May 15, 2024 Q1 2024
Shelton Capital Management

Denver, CO
BUY
 -
5K
New
$390K - $418K
5K $471K
Apr 19, 2024 Q1 2024
Bourgeon Capital Management LLC

BUY
 -
3.9K
New
$304K - $326K
3.9K $367K
Apr 11, 2024 Q1 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
3.66K
New
$285K - $306K
3.66K $345K
May 09, 2024 Q1 2024
Waldron Private Wealth LLC

BUY
 -
3.2K
New
$249K - $267K
3.2K $301K
May 15, 2024 Q1 2024
Prairie Wealth Advisors, Inc.

Omaha, NE
BUY
 -
3.14K
New
$244K - $262K
3.14K $295K
Dec 17, 2025 Q1 2024
Emergent Wealth Advisors, LLC

Williamsville, NY
BUY
 -
3.1K
New
$241K - $259K
3.1K $292K
Apr 22, 2024 Q1 2024
Xcel Wealth Management, LLC

BUY
 -
2.98K
New
$232K - $249K
2.98K $281K
May 14, 2024 Q1 2024
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
2.57K
New
$200K - $215K
2.57K $242K
Apr 12, 2024 Q1 2024
Gilman Hill Asset Management, LLC

BUY
 -
2.51K
New
$195K - $210K
2.51K $236K
Apr 08, 2024 Q1 2024
Beese Fulmer Investment Management, Inc.

BUY
 -
2.44K
New
$190K - $204K
2.44K $230K
Apr 15, 2024 Q1 2024
Hengehold Capital Management LLC

BUY
 -
2.41K
New
$187K - $201K
2.41K $227K
May 06, 2024 Q1 2024
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
1.45K
New
$113K - $121K
1.45K $137K
Apr 18, 2024 Q1 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
966
New
$75.2K - $80.7K
966 $91K
May 13, 2024 Q1 2024
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
656
+ 0.56%
$51.1K - $54.8K
119K $11.2M
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
640
New
$49.8K - $53.5K
640 $60.3K
Apr 30, 2024 Q1 2024
Naples Money Management LLC

Naples, FL
BUY
 -
491
New
$38.2K - $41K
491 $46.3K
Apr 18, 2024 Q1 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
387
New
$30.1K - $32.3K
387 $36.5K
May 17, 2024 Q1 2024
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
223
New
$17.4K - $18.6K
223 $21K
May 10, 2024 Q1 2024
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
216
New
$16.8K - $18.1K
216 $20.3K
Apr 23, 2024 Q1 2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
114
New
$8.88K - $9.53K
114 $10.7K
Apr 11, 2024 Q1 2024
City State Bank

Norwalk, IA
BUY
 -
71
New
$5.53K - $5.93K
71 $6.69K
Apr 26, 2024 Q1 2024
Planning Capital Management Corp

Paoli, PA
BUY
 -
54
New
$4.2K - $4.51K
54 $5.09K
Apr 24, 2024 Q1 2024
Lee Financial Group Hawaii, Inc.

Honolulu, HI
BUY
 -
32
+ 0.41%
$2.49K - $2.67K
7.8K $735K
May 15, 2024 Q1 2024
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
8
+ 0.31%
$623 - $669
2.6K $245K
Apr 30, 2024 Q1 2024
Retirement Group, LLC

BUY
 -
4
+ 0.27%
$311 - $334
1.49K $140K
Q4 2023
Feb 14, 2024 Q4 2023
Rational Advisors LLC

Huntington, NY
BUY
 -
3.58M
New
$252M - $281M
3.58M $337M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
96.8K
New
$6.83M - $7.61M
96.8K $9.11M
Feb 13, 2024 Q4 2023
Fil LTD

Hamilton, D0
BUY
 -
90.6K
+ 24.26%
$6.39M - $7.12M
464K $43.7M
Jan 19, 2024 Q4 2023
True Link Financial Advisors, LLC

BUY
 -
37.6K
+ 15.26%
$2.65M - $2.96M
284K $26.7M
Jan 09, 2024 Q4 2023
Resource Planning Group

BUY
 -
32.4K
New
$2.29M - $2.55M
32.4K $3.05M
Feb 13, 2024 Q4 2023
Greenland Capital Management LP

New York, NY
BUY
 -
26.9K
New
$1.9M - $2.12M
26.9K $2.53M
Feb 01, 2024 Q4 2023
Telemus Capital, LLC

BUY
 -
26K
+ 8.01%
$1.84M - $2.05M
351K $33.1M
Feb 13, 2024 Q4 2023
Benchmark Investment Advisors LLC

Chicago, IL
BUY
 -
12.7K
New
$895K - $997K
12.7K $1.19M

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