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 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
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
150+ 4.11% |
$13.8K - $14.3K
|
3.8K
$358K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
147+ 3.58% |
$13.6K - $14K
|
4.26K
$401K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
145+ 1.12% |
$13.4K - $13.8K
|
13.1K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
142New |
$13.1K - $13.5K
|
142
$13.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
141+ 1.78% |
$13K - $13.4K
|
8.06K
$759K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
139+ 4.33% |
$12.8K - $13.2K
|
3.35K
$316K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
135+ 63.38% |
$12.4K - $12.8K
|
348
$32.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
134+ 0.91% |
$12.4K - $12.7K
|
14.8K
$1.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
133+ 5.4% |
$12.3K - $12.7K
|
2.6K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
132+ 4.48% |
$12.2K - $12.6K
|
3.08K
$290K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
132+ 3.17% |
$12.2K - $12.6K
|
4.3K
$405K
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
128+ 0.55% |
$11.8K - $12.2K
|
23.5K
$2.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
124+ 354.29% |
$11.4K - $11.8K
|
159
$15K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
118+ 2.36% |
$10.9K - $11.2K
|
5.12K
$482K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
113+ 4.15% |
$10.4K - $10.8K
|
2.84K
$267K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
113+ 2.42% |
$10.4K - $10.8K
|
4.78K
$450K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
112New |
$10.3K - $10.7K
|
112
$10.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
112+ 0.38% |
$10.3K - $10.7K
|
29.2K
$2.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
111+ 1.85% |
$10.2K - $10.6K
|
6.12K
$577K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
111+ 0.38% |
$10.2K - $10.6K
|
29.6K
$2.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
108+ 4.72% |
$9.96K - $10.3K
|
2.4K
$226K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
108+ 0.25% |
$9.96K - $10.3K
|
44K
$4.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
108+ 2.85% |
$9.96K - $10.3K
|
3.9K
$368K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
105+ 0.68% |
$9.68K - $9.99K
|
15.5K
$1.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
103+ 3.05% |
$9.49K - $9.8K
|
3.49K
$328K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
CALL |
100New |
$9.22K - $9.51K
|
100
$9.42K
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
99+ 0.51% |
$9.13K - $9.42K
|
19.4K
$1.82M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
98+ 3.87% |
$9.03K - $9.32K
|
2.63K
$248K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
97+ 0.82% |
$8.94K - $9.23K
|
11.9K
$1.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
97+ 0.42% |
$8.94K - $9.23K
|
23K
$2.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
95+ 0.16% |
$8.76K - $9.04K
|
61.1K
$5.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
94+ 1.81% |
$8.66K - $8.94K
|
5.28K
$497K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
91+ 0.43% |
$8.39K - $8.66K
|
21.2K
$1.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
90New |
$8.3K - $8.56K
|
90
$8.48K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
85New |
$7.84K - $8.09K
|
85
$8.01K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
84+ 0.63% |
$7.74K - $7.99K
|
13.5K
$1.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
83+ 2.5% |
$7.65K - $7.9K
|
3.4K
$321K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
80+ 1.24% |
$7.37K - $7.61K
|
6.53K
$615K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
72+ 1.44% |
$6.64K - $6.85K
|
5.08K
$478K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
72+ 1.04% |
$6.64K - $6.85K
|
7.02K
$661K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
71+ 44.1% |
$6.54K - $6.75K
|
232
$21.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
70+ 0.68% |
$6.45K - $6.66K
|
10.3K
$970K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
65+ 0.44% |
$5.99K - $6.18K
|
14.7K
$1.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
64+ 0.37% |
$5.9K - $6.09K
|
17.3K
$1.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
62+ 1.05% |
$5.72K - $5.9K
|
5.99K
$564K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
59+ 2.15% |
$5.44K - $5.61K
|
2.8K
$263K
|
|