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 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
|
|
|
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
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
880+ 15.58% |
$81.1K - $83.7K
|
6.53K
$615K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
878+ 1.23% |
$80.9K - $83.5K
|
72.4K
$6.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
854+ 9.27% |
$78.7K - $81.2K
|
10.1K
$948K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
845+ 4.56% |
$77.9K - $80.4K
|
19.4K
$1.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
811+ 32.95% |
$74.8K - $77.2K
|
3.27K
$308K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
808+ 8.44% |
$74.5K - $76.9K
|
10.4K
$978K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
806+ 1.08% |
$74.3K - $76.7K
|
75.6K
$7.12M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
805+ 2.54% |
$74.2K - $76.6K
|
32.5K
$3.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
800+ 2.03% |
$73.7K - $76.1K
|
40.2K
$3.79M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
797New |
$73.5K - $75.8K
|
797
$75.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
794+ 5.55% |
$73.2K - $75.5K
|
15.1K
$1.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
788New |
$72.6K - $75K
|
788
$74.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
776+ 4.33% |
$71.5K - $73.8K
|
18.7K
$1.76M
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
BUY
|
- |
773+ 21.71% |
$71.3K - $73.5K
|
4.33K
$408K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
737+ 11.66% |
$67.9K - $70.1K
|
7.06K
$665K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
737New |
$67.9K - $70.1K
|
737
$69.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
735+ 0.45% |
$67.8K - $69.9K
|
165K
$15.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
705+ 24.45% |
$65K - $67.1K
|
3.59K
$338K
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
699+ 0.51% |
$64.4K - $66.5K
|
137K
$12.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
697+ 7.79% |
$64.2K - $66.3K
|
9.64K
$908K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
690New |
$63.6K - $65.6K
|
690
$65K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
689+ 3.75% |
$63.5K - $65.6K
|
19K
$1.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
689+ 1.91% |
$63.5K - $65.6K
|
36.8K
$3.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
686+ 17.0% |
$63.2K - $65.3K
|
4.72K
$445K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
682+ 9.06% |
$62.9K - $64.9K
|
8.21K
$773K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
640+ 1.8% |
$59K - $60.9K
|
36.2K
$3.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
639+ 26.24% |
$58.9K - $60.8K
|
3.07K
$290K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
630+ 28.78% |
$58.1K - $59.9K
|
2.82K
$266K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
613+ 2.02% |
$56.5K - $58.3K
|
30.9K
$2.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
603+ 14.96% |
$55.6K - $57.4K
|
4.63K
$437K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
600+ 75.28% |
$55.3K - $57.1K
|
1.4K
$132K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
587+ 11.21% |
$54.1K - $55.8K
|
5.82K
$548K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
573+ 1.86% |
$52.8K - $54.5K
|
31.4K
$2.96M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
560+ 0.18% |
$51.6K - $53.3K
|
308K
$29M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
557+ 3.44% |
$51.3K - $53K
|
16.7K
$1.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
539+ 2.14% |
$49.7K - $51.3K
|
25.7K
$2.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
539New |
$49.7K - $51.3K
|
539
$50.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
538+ 10.08% |
$49.6K - $51.2K
|
5.87K
$553K
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
536+ 1.63% |
$49.4K - $51K
|
33.5K
$3.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
510New |
$47K - $48.5K
|
510
$48K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
500New |
$46.1K - $47.6K
|
500
$47.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
482+ 5.62% |
$44.4K - $45.9K
|
9.06K
$854K
|
|