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 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.28K+ 34.89% |
$114K - $121K
|
4.96K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
1.26K+ 0.82% |
$111K - $119K
|
155K
$14.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.24K+ 1517.07% |
$110K - $118K
|
1.33K
$123K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.22K+ 2.11% |
$108K - $115K
|
59.2K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.22K+ 30.75% |
$108K - $115K
|
5.19K
$483K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.21KNew |
$107K - $114K
|
1.21K
$112K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
1.19K+ 3.26% |
$105K - $112K
|
37.7K
$3.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.12K+ 5.28% |
$99.1K - $106K
|
22.3K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.05K+ 1.26% |
$92.7K - $98.9K
|
84K
$7.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.04K+ 17.22% |
$92.2K - $98.4K
|
7.09K
$660K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.04K+ 9.15% |
$91.7K - $97.9K
|
12.3K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
981+ 1.44% |
$86.9K - $92.8K
|
69.3K
$6.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
971+ 31.32% |
$86K - $91.8K
|
4.07K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
945+ 6.46% |
$83.7K - $89.4K
|
15.6K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
942+ 17.15% |
$83.5K - $89.1K
|
6.44K
$599K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
940+ 0.72% |
$83.3K - $88.9K
|
131K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
909+ 30.79% |
$80.5K - $86K
|
3.86K
$359K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
865New |
$76.6K - $81.8K
|
865
$80.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
839+ 2.45% |
$74.3K - $79.3K
|
35K
$3.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
833+ 0.48% |
$73.8K - $78.8K
|
174K
$16.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
830+ 1.19% |
$73.5K - $78.5K
|
70.3K
$6.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
825+ 2.39% |
$73.1K - $78K
|
35.4K
$3.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
815+ 0.46% |
$72.2K - $77.1K
|
179K
$16.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
813New |
$72K - $76.9K
|
813
$75.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
807+ 16.23% |
$71.5K - $76.3K
|
5.78K
$538K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
799+ 1.34% |
$70.8K - $75.6K
|
60.2K
$5.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
781+ 23.09% |
$69.2K - $73.9K
|
4.16K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
777+ 23.93% |
$68.8K - $73.5K
|
4.02K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
750New |
$66.4K - $70.9K
|
750
$69.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
749+ 0.94% |
$66.4K - $70.8K
|
80.4K
$7.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
737New |
$65.3K - $69.7K
|
737
$68.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
737+ 8.45% |
$65.3K - $69.7K
|
9.46K
$881K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
731New |
$64.8K - $69.1K
|
731
$68K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
728+ 11.36% |
$64.5K - $68.8K
|
7.14K
$664K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
728+ 6.11% |
$64.5K - $68.8K
|
12.6K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
720+ 7.76% |
$63.8K - $68.1K
|
10K
$930K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
700New |
$62K - $66.2K
|
700
$65.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
689+ 43.64% |
$61K - $65.2K
|
2.27K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
688New |
$60.9K - $65.1K
|
688
$64K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
658New |
$58.3K - $62.2K
|
658
$61.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
655+ 7.2% |
$58K - $61.9K
|
9.76K
$908K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
650+ 3.55% |
$57.6K - $61.5K
|
18.9K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
622+ 0.7% |
$55.1K - $58.8K
|
89K
$8.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
610+ 42.21% |
$54K - $57.7K
|
2.06K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
606+ 0.99% |
$53.7K - $57.3K
|
61.9K
$5.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
605+ 43.06% |
$53.6K - $57.2K
|
2.01K
$187K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
600+ 206.19% |
$53.2K - $56.7K
|
891
$82.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
595+ 2.59% |
$52.7K - $56.3K
|
23.5K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
580+ 3.45% |
$51.4K - $54.9K
|
17.4K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
571+ 1.07% |
$50.6K - $54K
|
54.1K
$5.04M
|