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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
24.2K+ 17.83% |
$2.23M - $2.3M
|
160K
$15.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
23.3K+ 3.06% |
$2.15M - $2.22M
|
785K
$73.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.1KNew |
$2.13M - $2.2M
|
23.1K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
21.9KNew |
$2.02M - $2.09M
|
21.9K
$2.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.8K+ 48.68% |
$2.01M - $2.08M
|
66.6K
$6.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
21.5KNew |
$1.98M - $2.05M
|
21.5K
$2.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.5K+ 60.43% |
$1.89M - $1.95M
|
54.5K
$5.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
20.1K+ 19.01% |
$1.85M - $1.91M
|
126K
$11.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Gfg Capital, LLC
|
BUY
|
- |
19KNew |
$1.76M - $1.81M
|
19K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
18.3K+ 40.92% |
$1.69M - $1.74M
|
63.1K
$5.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
18.3K+ 121.12% |
$1.68M - $1.74M
|
33.4K
$3.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.6K+ 43.69% |
$1.62M - $1.67M
|
57.8K
$5.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
17.4KNew |
$1.61M - $1.66M
|
17.4K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.1K+ 63.97% |
$1.58M - $1.63M
|
43.9K
$4.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.4K+ 245.57% |
$1.51M - $1.56M
|
23K
$2.17M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
16.2K+ 4.63% |
$1.5M - $1.54M
|
367K
$34.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
16K+ 352.14% |
$1.47M - $1.52M
|
20.5K
$1.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.4K+ 7.09% |
$1.42M - $1.47M
|
233K
$22M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.4K+ 195.76% |
$1.42M - $1.47M
|
23.3K
$2.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
14.5K+ 56.97% |
$1.33M - $1.38M
|
39.9K
$3.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
13.4KNew |
$1.24M - $1.28M
|
13.4K
$1.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
13.2K+ 1.04% |
$1.21M - $1.25M
|
1.28M
$120M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
12.6KNew |
$1.16M - $1.2M
|
12.6K
$1.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
12.2KNew |
$1.12M - $1.16M
|
12.2K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 0.98% |
$1.08M - $1.12M
|
1.22M
$115M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11.6KNew |
$1.07M - $1.1M
|
11.6K
$1.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$1.05M - $1.08M
|
11.4K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.2K+ 8.18% |
$1.03M - $1.07M
|
148K
$14M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
11KNew |
$1.02M - $1.05M
|
11K
$1.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11K+ 21.6% |
$1.01M - $1.05M
|
61.9K
$5.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
10.2K+ 0.68% |
$937K - $967K
|
1.51M
$142M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10.1K+ 6.35% |
$929K - $959K
|
169K
$15.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
9.95K+ 117.44% |
$917K - $947K
|
18.4K
$1.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
9.45KNew |
$871K - $899K
|
9.45K
$890K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
9.33K+ 3.17% |
$860K - $887K
|
303K
$28.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.22KNew |
$850K - $877K
|
9.22K
$869K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
9.08KNew |
$837K - $864K
|
9.08K
$855K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
8.89K+ 8.77% |
$819K - $846K
|
110K
$10.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.38KNew |
$772K - $797K
|
8.38K
$789K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
BUY
|
- |
8.27K+ 6.47% |
$762K - $787K
|
136K
$12.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.13K+ 12.11% |
$750K - $774K
|
75.3K
$7.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
BUY
|
- |
8.1K+ 4.93% |
$746K - $770K
|
172K
$16.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.01K+ 7.15% |
$739K - $762K
|
120K
$11.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
7.85KNew |
$723K - $746K
|
7.85K
$739K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
7.64K+ 2.12% |
$705K - $727K
|
367K
$34.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.64K+ 12.02% |
$704K - $727K
|
71.2K
$6.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.58K+ 19.71% |
$699K - $721K
|
46K
$4.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
7.49KNew |
$690K - $712K
|
7.49K
$705K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.13K+ 7.99% |
$657K - $678K
|
96.4K
$9.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
6.6K+ 3.96% |
$609K - $628K
|
173K
$16.3M
|
|