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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5New |
$357 - $372
|
5
$465
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
4New |
$286 - $297
|
4
$372
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.08% |
$214 - $223
|
3.71K
$345K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.29% |
$143 - $149
|
695
$64.7K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
720KNew |
$49.8M - $53.1M
|
720K
$67M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
17.8K+ 19.71% |
$1.23M - $1.31M
|
108K
$10M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
13.7KNew |
$950K - $1.01M
|
13.7K
$1.28M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11KNew |
$761K - $813K
|
11K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
9.6KNew |
$664K - $708K
|
9.6K
$893K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7.13KNew |
$493K - $526K
|
7.13K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.84K+ 37.12% |
$404K - $431K
|
21.6K
$2.01M
|
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
3.3KNew |
$228K - $243K
|
3.3K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.05KNew |
$211K - $225K
|
3.05K
$284K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.93KNew |
$202K - $216K
|
2.93K
$272K
|
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
BUY
|
- |
2.85K+ 20.03% |
$197K - $210K
|
17.1K
$1.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
2.76KNew |
$191K - $204K
|
2.76K
$257K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.57KNew |
$178K - $190K
|
2.57K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
909+ 1.15% |
$62.8K - $67.1K
|
79.7K
$7.42M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
815New |
$56.3K - $60.1K
|
815
$75.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
458New |
$31.7K - $33.8K
|
458
$42.6K
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
341+ 10.4% |
$23.6K - $25.2K
|
3.62K
$337K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
327New |
$22.6K - $24.1K
|
327
$30.4K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
269New |
$18.6K - $19.8K
|
269
$25K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
254+ 5.22% |
$17.6K - $18.7K
|
5.12K
$476K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
239+ 90.53% |
$16.5K - $17.6K
|
503
$46.8K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
149New |
$10.3K - $11K
|
149
$13.9K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
133New |
$9.19K - $9.81K
|
133
$12.4K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
123New |
$8.5K - $9.07K
|
123
$11.4K
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
42+ 0.3% |
$2.9K - $3.1K
|
14.3K
$1.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
30New |
$2.07K - $2.21K
|
30
$2.79K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
27New |
$1.87K - $1.99K
|
27
$2.51K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
16+ 0.43% |
$1.11K - $1.18K
|
3.74K
$348K
|
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
11+ 0.3% |
$760 - $812
|
3.72K
$346K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8New |
$553 - $590
|
8
$744
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5+ 6.02% |
$346 - $369
|
88
$8.19K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2+ 1.05% |
$138 - $148
|
192
$17.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
4.28MNew |
$281M - $323M
|
4.28M
$398M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.85M+ 199.3% |
$187M - $215M
|
4.28M
$398M
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
150KNew |
$9.89M - $11.4M
|
150K
$14M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
63.7KNew |
$4.19M - $4.81M
|
63.7K
$5.92M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
32.5K+ 166.51% |
$2.14M - $2.46M
|
52K
$4.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
20.8K+ 111.42% |
$1.37M - $1.57M
|
39.5K
$3.68M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
19.4K+ 52.07% |
$1.28M - $1.47M
|
56.8K
$5.28M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
15.3KNew |
$1M - $1.15M
|
15.3K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
9.77K+ 95.56% |
$642K - $737K
|
20K
$1.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
7.16K+ 1.54% |
$471K - $541K
|
472K
$43.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.32KNew |
$416K - $477K
|
6.32K
$589K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.48K+ 11.0% |
$360K - $413K
|
55.2K
$5.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.04KNew |
$331K - $380K
|
5.04K
$469K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
3.45KNew |
$227K - $261K
|
3.45K
$321K
|
|