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 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
55+ 1.0% |
$5.07K - $5.23K
|
5.58K
$525K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
54+ 0.27% |
$4.98K - $5.14K
|
20.1K
$1.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
51+ 1.45% |
$4.7K - $4.85K
|
3.57K
$336K
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
49+ 1.82% |
$4.52K - $4.66K
|
2.74K
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
47New |
$4.33K - $4.47K
|
47
$4.43K
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
47+ 0.36% |
$4.33K - $4.47K
|
13.2K
$1.25M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
47New |
$4.33K - $4.47K
|
47
$4.43K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
43New |
$3.96K - $4.09K
|
43
$4.05K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
43+ 0.2% |
$3.96K - $4.09K
|
21.1K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
42+ 0.22% |
$3.87K - $4K
|
18.9K
$1.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
42+ 3.67% |
$3.87K - $4K
|
1.19K
$112K
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
41+ 1.13% |
$3.78K - $3.9K
|
3.67K
$346K
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
41+ 1.5% |
$3.78K - $3.9K
|
2.78K
$262K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.97% |
$3.6K - $3.71K
|
4.08K
$384K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
38+ 0.22% |
$3.5K - $3.62K
|
17.5K
$1.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
38+ 0.33% |
$3.5K - $3.62K
|
11.7K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
36+ 0.5% |
$3.32K - $3.43K
|
7.19K
$678K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
34+ 2.84% |
$3.13K - $3.23K
|
1.23K
$116K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
34+ 0.35% |
$3.13K - $3.23K
|
9.75K
$918K
|
|
|
Nov 05, 2025
Q3 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
30+ 0.39% |
$2.77K - $2.85K
|
7.68K
$723K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
30+ 0.4% |
$2.77K - $2.85K
|
7.6K
$716K
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
29+ 0.2% |
$2.67K - $2.76K
|
14.2K
$1.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
29+ 0.64% |
$2.67K - $2.76K
|
4.58K
$431K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
28+ 0.29% |
$2.58K - $2.66K
|
9.77K
$920K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
26+ 0.66% |
$2.4K - $2.47K
|
3.97K
$374K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
26+ 0.5% |
$2.4K - $2.47K
|
5.18K
$488K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
26+ 0.37% |
$2.4K - $2.47K
|
7.02K
$661K
|
|
|
Nov 05, 2025
Q3 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
25+ 0.35% |
$2.3K - $2.38K
|
7.24K
$682K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
25+ 2.79% |
$2.3K - $2.38K
|
920
$86.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
25+ 0.24% |
$2.3K - $2.38K
|
10.3K
$974K
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
24+ 0.89% |
$2.21K - $2.28K
|
2.72K
$256K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
24+ 6.88% |
$2.21K - $2.28K
|
373
$35.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
23+ 0.38% |
$2.12K - $2.19K
|
6.05K
$570K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
23+ 0.41% |
$2.12K - $2.19K
|
5.58K
$525K
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
22+ 0.39% |
$2.03K - $2.09K
|
5.73K
$540K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
21New |
$1.94K - $2K
|
21
$1.98K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
18+ 0.02% |
$1.66K - $1.71K
|
74.6K
$7.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
18+ 0.26% |
$1.66K - $1.71K
|
6.84K
$644K
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17+ 0.56% |
$1.57K - $1.62K
|
3.08K
$290K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
17+ 0.28% |
$1.57K - $1.62K
|
6.16K
$581K
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
16+ 0.4% |
$1.47K - $1.52K
|
4K
$377K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
15+ 0.44% |
$1.38K - $1.43K
|
3.46K
$326K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
15+ 0.07% |
$1.38K - $1.43K
|
20K
$1.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
14+ 0.2% |
$1.29K - $1.33K
|
6.95K
$655K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
14+ 0.36% |
$1.29K - $1.33K
|
3.95K
$372K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
13+ 11.93% |
$1.2K - $1.24K
|
122
$11.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
13+ 0.18% |
$1.2K - $1.24K
|
7.34K
$692K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13+ 0.54% |
$1.2K - $1.24K
|
2.44K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
12+ 0.14% |
$1.11K - $1.14K
|
8.65K
$815K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
12+ 0.14% |
$1.11K - $1.14K
|
8.43K
$794K
|
|