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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-400- 9.76% |
$29K - $30.4K
|
3.7K
$344K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-377- 5.23% |
$27.3K - $28.7K
|
6.84K
$636K
|
|
|
Oct 24, 2023
Q3 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-361- 0.59% |
$26.1K - $27.5K
|
60.5K
$5.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-261- 6.02% |
$18.9K - $19.9K
|
4.08K
$379K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-235- 8.0% |
$17K - $17.9K
|
2.7K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-217- 4.98% |
$15.7K - $16.5K
|
4.14K
$385K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-205- 4.72% |
$14.8K - $15.6K
|
4.14K
$385K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-142- 0.27% |
$10.3K - $10.8K
|
51.7K
$4.81M
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-70- 1.38% |
$5.07K - $5.32K
|
5K
$465K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-65- 2.04% |
$4.7K - $4.94K
|
3.12K
$290K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-38- 0.23% |
$2.75K - $2.89K
|
16.3K
$1.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-11- 0.32% |
$796 - $837
|
3.46K
$322K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-278K- 27.04% |
$19.9M - $20.7M
|
750K
$69.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-238K- 98.61% |
$17M - $17.7M
|
3.35K
$312K
|
|
|
Aug 09, 2023
Q2 2023
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-124K- 24.16% |
$8.86M - $9.22M
|
389K
$36.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-16.1K- 28.29% |
$1.15M - $1.2M
|
40.8K
$3.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-12.7K- 81.39% |
$908K - $945K
|
2.91K
$270K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-12.4K- 82.17% |
$886K - $922K
|
2.69K
$251K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-7.2K- 33.68% |
$514K - $535K
|
14.2K
$1.32M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.52K- 58.31% |
$466K - $485K
|
4.66K
$434K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.15K- 2.74% |
$439K - $457K
|
218K
$20.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-5.39K- 48.18% |
$385K - $401K
|
5.8K
$540K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5.37K- 36.16% |
$383K - $399K
|
9.47K
$881K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.56K- 53.04% |
$325K - $339K
|
4.03K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.9K- 25.99% |
$136K - $141K
|
5.41K
$503K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-699- 10.32% |
$49.9K - $52K
|
6.07K
$565K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-510- 78.1% |
$36.4K - $37.9K
|
143
$13.3K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-86- 17.7% |
$6.14K - $6.39K
|
400
$37.2K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-69- 3.59% |
$4.93K - $5.13K
|
1.85K
$173K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-56- 0.71% |
$4K - $4.16K
|
7.87K
$732K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7- 0.06% |
$500 - $520
|
11K
$1.03M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-93.2K- 99.7% |
$6.44M - $6.87M
|
283
$26.3K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-28.1K- 48.95% |
$1.94M - $2.07M
|
29.3K
$2.72M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-23.4K- 85.04% |
$1.62M - $1.73M
|
4.12K
$383K
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-17.8K- 51.28% |
$1.23M - $1.31M
|
16.9K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-4.98K- 35.11% |
$344K - $367K
|
9.2K
$856K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-4.24K- 6.04% |
$293K - $313K
|
65.9K
$6.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.2K- 62.69% |
$290K - $310K
|
2.5K
$233K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-4.14K- 48.54% |
$286K - $305K
|
4.39K
$408K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4.12K- 45.14% |
$285K - $304K
|
5.01K
$466K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-3.33K- 46.08% |
$230K - $246K
|
3.9K
$363K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.65K- 89.97% |
$114K - $122K
|
184
$17.1K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-1.5K- 31.96% |
$104K - $111K
|
3.19K
$297K
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.21K- 2.25% |
$83.5K - $89.1K
|
52.5K
$4.89M
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-940- 22.91% |
$65K - $69.4K
|
3.16K
$294K
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-824- 7.48% |
$57K - $60.8K
|
10.2K
$948K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
SELL
|
- |
-735- 19.48% |
$50.8K - $54.2K
|
3.04K
$283K
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-668- 2.73% |
$46.2K - $49.3K
|
23.8K
$2.21M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-592- 4.55% |
$40.9K - $43.7K
|
12.4K
$1.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-561- 15.22% |
$38.8K - $41.4K
|
3.13K
$291K
|
|