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 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-29- 1.62% |
$2.48K - $2.74K
|
1.77K
$166K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-11- 50.0% |
$940 - $1.04K
|
11
$1.04K
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-5- 1.37% |
$427 - $472
|
359
$33.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-1- 0.01% |
$85.4 - $94.4
|
10.7K
$1M
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.78M- 37.94% |
$156M - $169M
|
2.92M
$275M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-138K- 94.04% |
$12.1M - $13M
|
8.75K
$824K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-62.1K- 93.05% |
$5.44M - $5.87M
|
4.64K
$437K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-15.3K- 47.31% |
$1.34M - $1.45M
|
17K
$1.61M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-8.5K- 27.24% |
$745K - $804K
|
22.7K
$2.14M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.33K- 13.23% |
$730K - $787K
|
54.6K
$5.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-6.07K- 95.18% |
$532K - $573K
|
307
$28.9K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-4.7K- 29.18% |
$412K - $444K
|
11.4K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.67K- 50.0% |
$409K - $441K
|
4.67K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-3.11KClosed |
$273K - $294K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-1.55K- 33.38% |
$136K - $147K
|
3.1K
$292K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.53K- 17.62% |
$134K - $144K
|
7.14K
$673K
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-938- 29.0% |
$82.2K - $88.7K
|
2.3K
$216K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-863- 6.29% |
$75.7K - $81.6K
|
12.8K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-770- 24.78% |
$67.5K - $72.8K
|
2.34K
$220K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-685- 21.7% |
$60.1K - $64.7K
|
2.47K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-611- 30.4% |
$53.6K - $57.8K
|
1.4K
$132K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-590- 1.2% |
$51.7K - $55.8K
|
48.7K
$4.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-578- 79.07% |
$50.7K - $54.6K
|
153
$14.4K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-455- 8.52% |
$39.9K - $43K
|
4.88K
$460K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-364- 66.91% |
$31.9K - $34.4K
|
180
$17K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-318- 88.83% |
$27.9K - $30.1K
|
40
$3.77K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-263- 1.53% |
$23.1K - $24.9K
|
17K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-240- 0.61% |
$21K - $22.7K
|
38.9K
$3.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-201- 3.31% |
$17.6K - $19K
|
5.88K
$554K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-166- 3.02% |
$14.6K - $15.7K
|
5.33K
$502K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-94- 0.58% |
$8.24K - $8.88K
|
16K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-91- 3.08% |
$7.98K - $8.6K
|
2.86K
$270K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-86- 2.88% |
$7.54K - $8.13K
|
2.9K
$273K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-72- 2.97% |
$6.31K - $6.81K
|
2.35K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-43- 66.15% |
$3.77K - $4.06K
|
22
$2.07K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-38- 3.85% |
$3.33K - $3.59K
|
949
$89.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-33- 1.07% |
$2.89K - $3.12K
|
3.05K
$287K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-18- 0.96% |
$1.58K - $1.7K
|
1.85K
$174K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-6- 0.07% |
$526 - $567
|
8.63K
$813K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-5- 5.68% |
$438 - $473
|
83
$7.82K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-4- 0.07% |
$351 - $378
|
6.04K
$568K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-3- 7.69% |
$263 - $284
|
36
$3.39K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-85.7K- 96.81% |
$7.59M - $8.1M
|
2.82K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-64.6K- 20.57% |
$5.73M - $6.11M
|
250K
$23.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-39.9K- 63.65% |
$3.54M - $3.78M
|
22.8K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21.3K- 88.44% |
$1.88M - $2.01M
|
2.78K
$262K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-8.42K- 31.82% |
$746K - $796K
|
18K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.72K- 72.87% |
$152K - $162K
|
639
$60.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.45K- 53.3% |
$129K - $138K
|
1.27K
$120K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.36K- 24.9% |
$120K - $129K
|
4.1K
$386K
|
|