Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.69K- 10.37% |
$229K - $254K
|
23.2K
$2.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.27K- 43.7% |
$194K - $214K
|
2.92K
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.17K- 8.39% |
$185K - $205K
|
23.7K
$2.23M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-1.75K- 23.93% |
$150K - $165K
|
5.57K
$525K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.18K- 29.04% |
$101K - $112K
|
2.89K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-921- 25.0% |
$78.7K - $86.9K
|
2.76K
$260K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-900- 10.73% |
$76.9K - $85K
|
7.49K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-891- 1.44% |
$76.1K - $84.1K
|
60.9K
$5.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-767- 13.1% |
$65.5K - $72.4K
|
5.09K
$479K
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-700- 10.07% |
$59.8K - $66.1K
|
6.25K
$589K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-582- 4.54% |
$49.7K - $54.9K
|
12.2K
$1.15M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-566- 69.02% |
$48.3K - $53.4K
|
254
$23.9K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-554- 17.13% |
$47.3K - $52.3K
|
2.68K
$253K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-441- 14.53% |
$37.7K - $41.6K
|
2.6K
$244K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-431- 16.0% |
$36.8K - $40.7K
|
2.26K
$213K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-410- 4.83% |
$35K - $38.7K
|
8.09K
$762K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-386- 6.63% |
$33K - $36.4K
|
5.43K
$512K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-349- 13.75% |
$29.8K - $32.9K
|
2.19K
$206K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-322- 48.64% |
$27.5K - $30.4K
|
340
$32K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-303- 18.35% |
$25.9K - $28.6K
|
1.35K
$127K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-300- 2.87% |
$25.6K - $28.3K
|
10.2K
$958K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-296- 8.6% |
$25.3K - $27.9K
|
3.15K
$296K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-282- 5.49% |
$24.1K - $26.6K
|
4.85K
$457K
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-277- 7.59% |
$23.7K - $26.1K
|
3.37K
$318K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-247- 9.43% |
$21.1K - $23.3K
|
2.37K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-244- 12.71% |
$20.8K - $23K
|
1.68K
$158K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-231- 1.39% |
$19.7K - $21.8K
|
16.4K
$1.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-225- 5.41% |
$19.2K - $21.2K
|
3.93K
$370K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-220- 7.18% |
$18.8K - $20.8K
|
2.84K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-219- 55.58% |
$18.7K - $20.7K
|
175
$16.5K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-200- 5.22% |
$17.1K - $18.9K
|
3.63K
$342K
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
SELL
|
- |
-193- 0.81% |
$16.5K - $18.2K
|
23.5K
$2.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-177- 4.0% |
$15.1K - $16.7K
|
4.25K
$400K
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-176- 4.48% |
$15K - $16.6K
|
3.75K
$354K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-169- 12.37% |
$14.4K - $16K
|
1.2K
$113K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-167- 5.72% |
$14.3K - $15.8K
|
2.75K
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-142- 2.15% |
$12.1K - $13.4K
|
6.47K
$609K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-138- 32.02% |
$11.8K - $13K
|
293
$27.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-136- 25.95% |
$11.6K - $12.8K
|
388
$36.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-132- 2.21% |
$11.3K - $12.5K
|
5.83K
$549K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-117- 0.63% |
$9.99K - $11K
|
18.5K
$1.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-100- 19.23% |
$8.54K - $9.44K
|
420
$39.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 4.07% |
$8.54K - $9.44K
|
2.36K
$222K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-100- 1.56% |
$8.54K - $9.44K
|
6.3K
$593K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-94- 3.0% |
$8.03K - $8.87K
|
3.04K
$286K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-87- 3.57% |
$7.43K - $8.21K
|
2.35K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-75- 3.38% |
$6.41K - $7.08K
|
2.15K
$202K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-58- 1.11% |
$4.95K - $5.47K
|
5.17K
$487K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-50- 2.04% |
$4.27K - $4.72K
|
2.41K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-49- 1.79% |
$4.19K - $4.63K
|
2.68K
$253K
|
|