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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
6.6K+ 113.79% |
$608K - $628K
|
12.4K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
6.51K+ 9.1% |
$600K - $619K
|
78K
$7.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
6.38K+ 8.07% |
$588K - $607K
|
85.5K
$8.05M
|
|
|
Dec 02, 2025
Q3 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
6.29KNew |
$579K - $598K
|
6.29K
$592K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
6.1K+ 16.81% |
$563K - $581K
|
42.4K
$4M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
BUY
|
- |
5.98KNew |
$551K - $569K
|
5.98K
$563K
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.97KNew |
$550K - $568K
|
5.97K
$562K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
5.91KNew |
$545K - $563K
|
5.91K
$557K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.88K+ 34.27% |
$542K - $559K
|
23K
$2.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.8K+ 3.07% |
$535K - $552K
|
195K
$18.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
5.74KNew |
$529K - $546K
|
5.74K
$540K
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.44KNew |
$502K - $518K
|
5.44K
$513K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.12K+ 33.72% |
$472K - $487K
|
20.3K
$1.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
5.04K+ 1.15% |
$465K - $480K
|
445K
$41.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
5KNew |
$461K - $476K
|
5K
$471K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4.82K+ 4.32% |
$444K - $458K
|
116K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
4.8K+ 23.0% |
$442K - $456K
|
25.7K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.68K+ 19.47% |
$431K - $445K
|
28.7K
$2.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtue Asset Management LLC
Barrington, IL |
BUY
|
- |
4.62KNew |
$426K - $440K
|
4.62K
$436K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.61K+ 213.66% |
$425K - $439K
|
6.77K
$638K
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.39KNew |
$404K - $417K
|
4.39K
$413K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.27KNew |
$393K - $406K
|
4.27K
$402K
|
|