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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.48KNew |
$219K - $234K
|
2.48K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.46KNew |
$218K - $232K
|
2.46K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.46K+ 3.95% |
$218K - $232K
|
64.7K
$6.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.45KNew |
$217K - $231K
|
2.45K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.42KNew |
$215K - $229K
|
2.42K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.38KNew |
$211K - $225K
|
2.38K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
2.37K+ 21.91% |
$210K - $224K
|
13.2K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.35KNew |
$208K - $222K
|
2.35K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.34K+ 2.67% |
$208K - $222K
|
90K
$8.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.33KNew |
$206K - $220K
|
2.33K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.32K+ 70.89% |
$205K - $219K
|
5.59K
$520K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
2.3KNew |
$203K - $217K
|
2.3K
$214K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
2.28KNew |
$202K - $216K
|
2.28K
$212K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.14K+ 55.82% |
$190K - $203K
|
5.98K
$557K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.09K+ 4.31% |
$185K - $198K
|
50.6K
$4.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2.06K+ 1.66% |
$182K - $195K
|
126K
$11.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.01K+ 17.04% |
$178K - $190K
|
13.8K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.99K+ 36.31% |
$176K - $188K
|
7.46K
$695K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.91K+ 39.05% |
$169K - $180K
|
6.79K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.87K+ 0.45% |
$166K - $177K
|
423K
$39.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.87KNew |
$165K - $176K
|
1.87K
$174K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.85K+ 54.23% |
$164K - $175K
|
5.27K
$490K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.83K+ 2.74% |
$162K - $173K
|
68.5K
$6.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.8K+ 2.98% |
$160K - $171K
|
62.3K
$5.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.8K+ 9.75% |
$159K - $170K
|
20.3K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.78K+ 33.5% |
$158K - $168K
|
7.1K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.76KNew |
$156K - $166K
|
1.76K
$164K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.76K+ 5.23% |
$156K - $166K
|
35.4K
$3.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.74K+ 3.32% |
$154K - $164K
|
54K
$5.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1.71K+ 1.88% |
$152K - $162K
|
92.6K
$8.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.71KNew |
$151K - $161K
|
1.71K
$159K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.69K+ 1.1% |
$150K - $160K
|
156K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.65K+ 1.24% |
$146K - $156K
|
135K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.63K+ 9.64% |
$145K - $154K
|
18.6K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.58K+ 7.14% |
$140K - $149K
|
23.7K
$2.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.55K+ 50.1% |
$137K - $147K
|
4.65K
$433K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.54K+ 0.74% |
$137K - $146K
|
210K
$19.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.54K+ 8.21% |
$136K - $145K
|
20.2K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.51K+ 17.63% |
$134K - $143K
|
10.1K
$940K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.47K+ 9.41% |
$130K - $139K
|
17.1K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.46K+ 70.24% |
$129K - $138K
|
3.53K
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.43K+ 2.22% |
$127K - $135K
|
65.7K
$6.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
1.36KNew |
$120K - $128K
|
1.36K
$126K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 0.48% |
$120K - $128K
|
286K
$26.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.35K+ 0.96% |
$120K - $128K
|
143K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.35K+ 39.98% |
$119K - $127K
|
4.71K
$438K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.34KNew |
$118K - $126K
|
1.34K
$124K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.32K+ 7.46% |
$117K - $125K
|
19.1K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.29K+ 7.72% |
$115K - $122K
|
18K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.29K+ 12.91% |
$114K - $122K
|
11.3K
$1.05M
|