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
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
79+ 0.36% |
$7K - $7.47K
|
21.8K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
74New |
$6.56K - $7K
|
74
$6.89K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
73+ 2.16% |
$6.47K - $6.9K
|
3.46K
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
68+ 1.8% |
$6.02K - $6.43K
|
3.85K
$358K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
66New |
$5.85K - $6.24K
|
66
$6.14K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
65+ 0.16% |
$5.76K - $6.15K
|
40.5K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
57+ 1.03% |
$5.05K - $5.39K
|
5.61K
$522K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
57+ 0.11% |
$5.05K - $5.39K
|
52K
$4.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
56+ 1.48% |
$4.96K - $5.3K
|
3.85K
$358K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
52+ 0.32% |
$4.61K - $4.92K
|
16.1K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
51+ 0.33% |
$4.52K - $4.82K
|
15.6K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
50+ 4.88% |
$4.43K - $4.73K
|
1.07K
$99.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50New |
$4.43K - $4.73K
|
50
$4.65K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
50+ 15.24% |
$4.43K - $4.73K
|
378
$35.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
44New |
$3.9K - $4.16K
|
44
$4.09K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
43New |
$3.81K - $4.07K
|
43
$4K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
42+ 1.8% |
$3.72K - $3.97K
|
2.37K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
39+ 0.45% |
$3.46K - $3.69K
|
8.68K
$808K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
37+ 0.26% |
$3.28K - $3.5K
|
14.3K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
36+ 0.25% |
$3.19K - $3.4K
|
14.3K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
36+ 1200.0% |
$3.19K - $3.4K
|
39
$3.63K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
35+ 0.47% |
$3.1K - $3.31K
|
7.48K
$696K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
35+ 0.47% |
$3.1K - $3.31K
|
7.53K
$700K
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
35+ 0.46% |
$3.1K - $3.31K
|
7.6K
$707K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
35+ 0.09% |
$3.1K - $3.31K
|
39.4K
$3.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
28New |
$2.48K - $2.65K
|
28
$2.61K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
26New |
$2.3K - $2.46K
|
26
$2.42K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
26+ 0.89% |
$2.3K - $2.46K
|
2.95K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
26+ 0.49% |
$2.3K - $2.46K
|
5.32K
$495K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
25+ 0.72% |
$2.21K - $2.36K
|
3.51K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
25+ 0.22% |
$2.21K - $2.36K
|
11.5K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
23+ 0.67% |
$2.04K - $2.18K
|
3.47K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
22+ 0.91% |
$1.95K - $2.08K
|
2.45K
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22New |
$1.95K - $2.08K
|
22
$2.05K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
22+ 0.24% |
$1.95K - $2.08K
|
9.05K
$842K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
21+ 0.1% |
$1.86K - $1.99K
|
20.5K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
21+ 0.43% |
$1.86K - $1.99K
|
4.86K
$453K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
20+ 0.46% |
$1.77K - $1.89K
|
4.37K
$407K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
19+ 0.48% |
$1.68K - $1.8K
|
3.96K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
18+ 0.47% |
$1.59K - $1.7K
|
3.88K
$361K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
18+ 0.39% |
$1.59K - $1.7K
|
4.69K
$436K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18+ 1.43% |
$1.59K - $1.7K
|
1.28K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
17New |
$1.51K - $1.61K
|
17
$1.58K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
16+ 0.23% |
$1.42K - $1.51K
|
6.91K
$643K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
15+ 0.38% |
$1.33K - $1.42K
|
3.93K
$365K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
14New |
$1.24K - $1.32K
|
14
$1.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
14+ 0.27% |
$1.24K - $1.32K
|
5.13K
$478K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
13+ 0.2% |
$1.15K - $1.23K
|
6.68K
$621K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
13+ 0.16% |
$1.15K - $1.23K
|
8.1K
$753K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
13+ 0.48% |
$1.15K - $1.23K
|
2.72K
$253K
|