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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.62K- 16.85% |
$204K - $219K
|
12.9K
$1.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.06K- 45.81% |
$160K - $172K
|
2.44K
$229K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.8K- 54.55% |
$140K - $150K
|
1.5K
$141K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.62K- 6.46% |
$126K - $135K
|
23.4K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.15K- 92.24% |
$89.8K - $96.4K
|
97
$9.14K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-931- 76.25% |
$72.5K - $77.8K
|
290
$27.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-873- 24.39% |
$68K - $73K
|
2.71K
$255K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-710- 22.36% |
$55.3K - $59.3K
|
2.47K
$232K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-637- 1.73% |
$49.6K - $53.2K
|
36.1K
$3.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-574- 12.63% |
$44.7K - $48K
|
3.97K
$374K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-509Closed |
$39.6K - $42.5K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-334- 9.79% |
$26K - $27.9K
|
3.08K
$290K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-211- 0.59% |
$16.4K - $17.6K
|
35.7K
$3.36M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-201- 4.96% |
$15.6K - $16.8K
|
3.85K
$362K
|
|
|
Jan 05, 2026
Q1 2024
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-128Closed |
$9.97K - $10.7K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-120- 3.53% |
$9.34K - $10K
|
3.28K
$309K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-117- 18.11% |
$9.11K - $9.78K
|
529
$49.8K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-109- 3.49% |
$8.49K - $9.11K
|
3.01K
$284K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-106- 1.56% |
$8.25K - $8.86K
|
6.67K
$628K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-66- 1.78% |
$5.14K - $5.52K
|
3.65K
$344K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-63- 21.88% |
$4.91K - $5.27K
|
225
$21.2K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-15- 28.3% |
$1.17K - $1.25K
|
38
$3.58K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-6- 0.81% |
$467 - $501
|
739
$69.6K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1- 0.02% |
$77.9 - $83.6
|
5.2K
$489K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-83.3K- 19.27% |
$5.88M - $6.55M
|
349K
$32.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-67.6K- 6.89% |
$4.77M - $5.32M
|
913K
$86M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-64.2K- 90.28% |
$4.53M - $5.05M
|
6.91K
$651K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-56.5K- 93.59% |
$3.99M - $4.45M
|
3.87K
$365K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-55.7K- 77.16% |
$3.93M - $4.38M
|
16.5K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50.5K- 85.8% |
$3.57M - $3.97M
|
8.36K
$788K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-31.6K- 43.54% |
$2.23M - $2.48M
|
40.9K
$3.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-29.1K- 55.81% |
$2.05M - $2.29M
|
23K
$2.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-19.1K- 70.22% |
$1.35M - $1.5M
|
8.1K
$763K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-18.2K- 27.66% |
$1.28M - $1.43M
|
47.5K
$4.48M
|
|
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-17.9K- 51.21% |
$1.26M - $1.41M
|
17.1K
$1.61M
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-14.3K- 20.49% |
$1.01M - $1.12M
|
55.3K
$5.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-12.5K- 41.41% |
$884K - $985K
|
17.7K
$1.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-10K- 50.64% |
$709K - $790K
|
9.79K
$922K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-9.47K- 75.59% |
$668K - $745K
|
3.06K
$288K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-9.07K- 96.51% |
$640K - $713K
|
328
$30.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-8.42K- 38.54% |
$594K - $662K
|
13.4K
$1.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-5.76K- 21.11% |
$406K - $453K
|
21.5K
$2.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-5.28K- 33.33% |
$373K - $415K
|
10.6K
$995K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-5.18K- 25.44% |
$365K - $407K
|
15.2K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-5.12K- 37.97% |
$361K - $402K
|
8.36K
$787K
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-4.97K- 25.78% |
$351K - $391K
|
14.3K
$1.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-4.97K- 65.16% |
$351K - $391K
|
2.66K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.32K- 37.25% |
$305K - $340K
|
7.27K
$685K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-4.03K- 43.05% |
$284K - $317K
|
5.33K
$502K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-3.1K- 2.1% |
$219K - $244K
|
145K
$13.6M
|
|