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 14, 2025
Q3 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
400+ 7.14% |
$36.9K - $38.1K
|
6K
$565K
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
395+ 0.38% |
$36.4K - $37.6K
|
103K
$9.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
394+ 4.84% |
$36.3K - $37.5K
|
8.53K
$804K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
391+ 0.41% |
$36K - $37.2K
|
94.9K
$8.94M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
372+ 10.06% |
$34.3K - $35.4K
|
4.07K
$383K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
365New |
$33.6K - $34.7K
|
365
$34.4K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
343+ 0.69% |
$31.6K - $32.6K
|
49.8K
$4.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
340+ 32.54% |
$31.3K - $32.3K
|
1.39K
$130K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
336+ 5.26% |
$31K - $32K
|
6.73K
$634K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
331+ 1.67% |
$30.5K - $31.5K
|
20.2K
$1.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
329+ 14.04% |
$30.3K - $31.3K
|
2.67K
$252K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
320+ 7.22% |
$29.5K - $30.4K
|
4.75K
$448K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
318+ 0.32% |
$29.3K - $30.3K
|
98.9K
$9.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
318New |
$29.3K - $30.3K
|
318
$30K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
315+ 3.46% |
$29K - $30K
|
9.43K
$888K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
314+ 1.83% |
$28.9K - $29.9K
|
17.4K
$1.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
307+ 8.59% |
$28.3K - $29.2K
|
3.88K
$366K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
300+ 0.67% |
$27.7K - $28.5K
|
45.4K
$4.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
300+ 7.43% |
$27.7K - $28.5K
|
4.34K
$408K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
296+ 0.4% |
$27.3K - $28.2K
|
74.3K
$7M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
287+ 0.16% |
$26.5K - $27.3K
|
176K
$16.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
282+ 0.45% |
$26K - $26.8K
|
63.1K
$5.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
280+ 11.08% |
$25.8K - $26.6K
|
2.81K
$265K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
278+ 3.68% |
$25.6K - $26.4K
|
7.84K
$738K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
273+ 0.79% |
$25.2K - $26K
|
34.6K
$3.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
269+ 4.84% |
$24.8K - $25.6K
|
5.83K
$549K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
263+ 0.22% |
$24.2K - $25K
|
120K
$11.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
257+ 0.13% |
$23.7K - $24.5K
|
204K
$19.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
249+ 3.19% |
$23K - $23.7K
|
8.07K
$760K
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
245+ 0.23% |
$22.6K - $23.3K
|
106K
$10M
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
228+ 2.24% |
$21K - $21.7K
|
10.4K
$979K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
225+ 2.16% |
$20.7K - $21.4K
|
10.6K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
BUY
|
- |
224+ 4.89% |
$20.6K - $21.3K
|
4.81K
$453K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
209+ 5.16% |
$19.3K - $19.9K
|
4.26K
$401K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
189New |
$17.4K - $18K
|
189
$17.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
186+ 4.43% |
$17.1K - $17.7K
|
4.38K
$413K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
186+ 1.41% |
$17.1K - $17.7K
|
13.4K
$1.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
180+ 3.06% |
$16.6K - $17.1K
|
6.07K
$572K
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
176+ 6.72% |
$16.2K - $16.7K
|
2.79K
$263K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
175+ 4.42% |
$16.1K - $16.6K
|
4.14K
$390K
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
171+ 0.31% |
$15.8K - $16.3K
|
55.8K
$5.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
168+ 0.27% |
$15.5K - $16K
|
61.6K
$5.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
168+ 12.0% |
$15.5K - $16K
|
1.57K
$148K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
165+ 6.95% |
$15.2K - $15.7K
|
2.54K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
164New |
$15.1K - $15.6K
|
164
$15.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
164+ 0.43% |
$15.1K - $15.6K
|
38.2K
$3.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
164New |
$15.1K - $15.6K
|
164
$15.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
160+ 0.24% |
$14.7K - $15.2K
|
67.2K
$6.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
159+ 1.09% |
$14.7K - $15.1K
|
14.8K
$1.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
157+ 4.45% |
$14.5K - $14.9K
|
3.69K
$347K
|
|