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 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
1.71K+ 43.06% |
$157K - $162K
|
5.67K
$534K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.66K+ 11.96% |
$153K - $158K
|
15.6K
$1.47M
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.64K+ 4.71% |
$151K - $156K
|
36.3K
$3.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.63K+ 3.03% |
$151K - $155K
|
55.6K
$5.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.62K+ 0.92% |
$150K - $155K
|
179K
$16.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1.58K+ 1.13% |
$146K - $151K
|
142K
$13.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
1.56K+ 4.95% |
$143K - $148K
|
33K
$3.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.51K+ 2.46% |
$139K - $144K
|
62.9K
$5.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.51K+ 1.71% |
$139K - $144K
|
89.7K
$8.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.49KNew |
$137K - $142K
|
1.49K
$140K
|
|
|
Oct 29, 2025
Q3 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
1.48K+ 0.69% |
$137K - $141K
|
216K
$20.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
1.44K+ 4.21% |
$133K - $137K
|
35.6K
$3.35M
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.43K+ 13.15% |
$132K - $136K
|
12.3K
$1.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1.43K+ 5.8% |
$132K - $136K
|
26.1K
$2.45M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.42K+ 61.12% |
$131K - $135K
|
3.74K
$352K
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
BUY
|
- |
1.4K+ 1.38% |
$129K - $133K
|
102K
$9.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.37K+ 21.88% |
$126K - $130K
|
7.61K
$717K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.31K+ 1.73% |
$120K - $124K
|
76.5K
$7.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.3K+ 13.91% |
$120K - $123K
|
10.6K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.29K+ 2.01% |
$119K - $122K
|
65.2K
$6.14M
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
1.27K+ 4.58% |
$117K - $121K
|
28.9K
$2.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.22KNew |
$112K - $116K
|
1.22K
$115K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 10.58% |
$111K - $115K
|
12.6K
$1.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.2K+ 1.43% |
$111K - $114K
|
85.2K
$8.02M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.2KNew |
$111K - $114K
|
1.2K
$113K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
1.19K+ 1.03% |
$110K - $113K
|
117K
$11M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
1.18K+ 20.08% |
$108K - $112K
|
7.04K
$663K
|
|
|
Dec 02, 2025
Q3 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.17K+ 2.83% |
$108K - $112K
|
42.6K
$4.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.17K+ 54.01% |
$108K - $112K
|
3.35K
$315K
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
1.17K+ 3.49% |
$108K - $111K
|
34.6K
$3.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.16K+ 52.58% |
$107K - $110K
|
3.37K
$317K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
1.11K+ 4.68% |
$102K - $106K
|
24.8K
$2.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 0.49% |
$102K - $105K
|
228K
$21.5M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.06K+ 13.52% |
$97.8K - $101K
|
8.91K
$839K
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.05K+ 25.3% |
$96.8K - $99.9K
|
5.2K
$490K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.05K+ 4.15% |
$96.5K - $99.6K
|
26.3K
$2.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.03K+ 1.81% |
$95.3K - $98.4K
|
58.2K
$5.49M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 3.0% |
$95.2K - $98.3K
|
35.5K
$3.34M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.02K+ 10.05% |
$94K - $97K
|
11.2K
$1.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.02K+ 4.7% |
$93.7K - $96.8K
|
22.7K
$2.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.01K+ 3.44% |
$92.9K - $95.9K
|
30.4K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1KNew |
$92.2K - $95.1K
|
1K
$94.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
996+ 13.3% |
$91.8K - $94.8K
|
8.48K
$799K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
991+ 0.78% |
$91.4K - $94.3K
|
127K
$12M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
973New |
$89.7K - $92.6K
|
973
$91.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
968+ 6.54% |
$89.2K - $92.1K
|
15.8K
$1.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
954+ 26.37% |
$87.9K - $90.8K
|
4.57K
$431K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
893+ 4.15% |
$82.3K - $85K
|
22.4K
$2.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
892+ 28.2% |
$82.2K - $84.9K
|
4.06K
$382K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
885+ 11.17% |
$81.6K - $84.2K
|
8.81K
$830K
|
|