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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.44K- 32.73% |
$172K - $192K
|
5.02K
$473K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-2.42K- 13.28% |
$171K - $190K
|
15.8K
$1.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-2.25K- 30.45% |
$158K - $177K
|
5.13K
$483K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.54K- 32.77% |
$108K - $121K
|
3.15K
$297K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.35K- 8.24% |
$95.3K - $106K
|
15.1K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.17K- 81.08% |
$82.8K - $92.3K
|
274
$25.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.1K- 27.65% |
$77.7K - $86.6K
|
2.88K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 24.91% |
$75.6K - $84.3K
|
3.23K
$304K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-921- 11.49% |
$65K - $72.4K
|
7.09K
$668K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-529- 88.91% |
$37.3K - $41.6K
|
66
$6.22K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-525- 26.85% |
$37K - $41.3K
|
1.43K
$135K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-503- 1.8% |
$35.5K - $39.6K
|
27.5K
$2.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-210- 31.82% |
$14.8K - $16.5K
|
450
$42.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-207- 91.19% |
$14.6K - $16.3K
|
20
$1.88K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-179- 6.04% |
$12.6K - $14.1K
|
2.79K
$263K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-125- 0.9% |
$8.82K - $9.83K
|
13.7K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-100- 36.9% |
$7.06K - $7.86K
|
171
$16.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-58- 1.42% |
$4.09K - $4.56K
|
4.04K
$380K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-93.7K- 49.93% |
$6.78M - $7.12M
|
93.9K
$8.85M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-56.4K- 5.92% |
$4.08M - $4.29M
|
896K
$84.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-23.7K- 16.13% |
$1.72M - $1.8M
|
123K
$11.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-13K- 95.9% |
$943K - $991K
|
557
$52.5K
|
|
|
Oct 31, 2023
Q3 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-11.1K- 3.75% |
$801K - $841K
|
284K
$26.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-6.63K- 16.36% |
$480K - $504K
|
33.9K
$3.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.17K- 63.36% |
$447K - $469K
|
3.57K
$336K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.08K- 68.64% |
$440K - $463K
|
2.78K
$262K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-4.87K- 17.12% |
$353K - $371K
|
23.6K
$2.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.87K- 8.99% |
$353K - $370K
|
49.3K
$4.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.93K- 54.08% |
$285K - $299K
|
3.34K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.69K- 39.98% |
$195K - $204K
|
4.04K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.68K- 18.23% |
$194K - $204K
|
12K
$1.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.78K- 28.4% |
$129K - $135K
|
4.49K
$423K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1.2K- 93.89% |
$86.8K - $91.2K
|
78
$7.35K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.03K- 31.18% |
$74.6K - $78.3K
|
2.27K
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-649- 0.42% |
$47K - $49.4K
|
155K
$14.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-575- 17.11% |
$41.6K - $43.7K
|
2.79K
$262K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-498- 15.13% |
$36K - $37.9K
|
2.79K
$263K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-494- 1.5% |
$35.8K - $37.6K
|
32.3K
$3.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-429- 93.87% |
$31.1K - $32.6K
|
28
$2.64K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-410- 67.66% |
$29.7K - $31.2K
|
196
$18.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-400- 9.76% |
$29K - $30.4K
|
3.7K
$349K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-377- 5.23% |
$27.3K - $28.7K
|
6.84K
$644K
|
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-261- 6.02% |
$18.9K - $19.9K
|
4.08K
$384K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-235- 8.0% |
$17K - $17.9K
|
2.7K
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-217- 4.98% |
$15.7K - $16.5K
|
4.14K
$390K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-205- 4.72% |
$14.8K - $15.6K
|
4.14K
$390K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-142- 0.27% |
$10.3K - $10.8K
|
51.7K
$4.87M
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-70- 1.38% |
$5.07K - $5.32K
|
5K
$471K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-65- 2.04% |
$4.7K - $4.94K
|
3.12K
$294K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-38- 0.23% |
$2.75K - $2.89K
|
16.3K
$1.54M
|
|