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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
562+ 0.48% |
$49.8K - $53.1K
|
118K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
560+ 0.47% |
$49.6K - $53K
|
119K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
556+ 6.95% |
$49.3K - $52.6K
|
8.56K
$797K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
545New |
$48.3K - $51.5K
|
545
$50.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
525+ 22.93% |
$46.5K - $49.6K
|
2.82K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
520New |
$46.1K - $49.2K
|
520
$48.4K
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
498+ 5.52% |
$44.1K - $47.1K
|
9.52K
$886K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
497+ 0.49% |
$44K - $47K
|
102K
$9.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
493+ 4.4% |
$43.7K - $46.6K
|
11.7K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
490+ 1.9% |
$43.4K - $46.3K
|
26.2K
$2.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
461+ 0.44% |
$40.8K - $43.6K
|
105K
$9.74M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
460+ 7.94% |
$40.8K - $43.5K
|
6.25K
$582K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
456+ 11.7% |
$40.4K - $43.1K
|
4.35K
$405K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
450+ 8.19% |
$39.9K - $42.6K
|
5.95K
$553K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
443+ 0.61% |
$39.2K - $41.9K
|
73.2K
$6.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
436+ 0.36% |
$38.6K - $41.2K
|
123K
$11.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
427+ 0.4% |
$37.8K - $40.4K
|
106K
$9.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
423New |
$37.5K - $40K
|
423
$39.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
406+ 5.19% |
$36K - $38.4K
|
8.24K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
401+ 0.56% |
$35.5K - $37.9K
|
72.2K
$6.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
400+ 0.69% |
$35.4K - $37.8K
|
58.4K
$5.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
400+ 4.02% |
$35.4K - $37.8K
|
10.3K
$963K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
399+ 64.98% |
$35.3K - $37.7K
|
1.01K
$94.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
370+ 6.65% |
$32.8K - $35K
|
5.93K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
370New |
$32.8K - $35K
|
370
$34.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
368+ 1.15% |
$32.6K - $34.8K
|
32.4K
$3.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
366+ 0.97% |
$32.4K - $34.6K
|
38K
$3.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
364+ 0.39% |
$32.2K - $34.4K
|
93.2K
$8.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
361+ 7.17% |
$32K - $34.1K
|
5.39K
$502K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
352+ 0.34% |
$31.2K - $33.3K
|
105K
$9.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
350+ 9.96% |
$31K - $33.1K
|
3.87K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
347+ 1.19% |
$30.7K - $32.8K
|
29.4K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
340New |
$30.1K - $32.2K
|
340
$31.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
340New |
$30.1K - $32.2K
|
340
$31.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
339+ 4.78% |
$30K - $32.1K
|
7.44K
$692K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
330+ 5.12% |
$29.2K - $31.2K
|
6.78K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
323+ 1.57% |
$28.6K - $30.5K
|
20.9K
$1.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
312New |
$27.6K - $29.5K
|
312
$29K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
310New |
$27.5K - $29.3K
|
310
$28.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
310+ 96.27% |
$27.5K - $29.3K
|
632
$58.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
303New |
$26.8K - $28.7K
|
303
$28.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
302+ 2.4% |
$26.8K - $28.6K
|
12.9K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
300+ 12.5% |
$26.6K - $28.4K
|
2.7K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
300+ 8.7% |
$26.6K - $28.4K
|
3.75K
$349K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
281+ 25.95% |
$24.9K - $26.6K
|
1.36K
$127K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
276+ 0.45% |
$24.5K - $26.1K
|
61K
$5.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
275+ 0.56% |
$24.4K - $26K
|
49.1K
$4.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
267+ 1.57% |
$23.7K - $25.3K
|
17.2K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
265+ 0.43% |
$23.5K - $25.1K
|
62.4K
$5.81M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
250+ 1.75% |
$22.1K - $23.6K
|
14.5K
$1.35M
|