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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.6K- 8.48% |
$938K - $1M
|
114K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-10.5K- 3.96% |
$930K - $993K
|
255K
$23.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-9.91K- 11.64% |
$878K - $937K
|
75.2K
$7M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9.65K- 50.69% |
$855K - $913K
|
9.39K
$874K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.54K- 29.5% |
$845K - $902K
|
22.8K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9.25K- 3.69% |
$819K - $874K
|
242K
$22.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.1K- 3.13% |
$806K - $861K
|
281K
$26.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.08K- 8.77% |
$804K - $858K
|
94.5K
$8.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-8.89K- 40.28% |
$787K - $840K
|
13.2K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-8.76K- 43.49% |
$776K - $828K
|
11.4K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.71K- 50.96% |
$771K - $823K
|
8.38K
$780K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8.47K- 18.05% |
$750K - $801K
|
38.4K
$3.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-8.42K- 31.82% |
$746K - $796K
|
18K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-7.93K- 17.9% |
$703K - $750K
|
36.4K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-7.84K- 8.62% |
$694K - $741K
|
83K
$7.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-7.72K- 5.39% |
$684K - $730K
|
136K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7.65K- 50.38% |
$678K - $724K
|
7.54K
$701K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-7.04K- 13.98% |
$623K - $665K
|
43.3K
$4.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7K- 66.97% |
$620K - $662K
|
3.45K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-7K- 48.95% |
$620K - $662K
|
7.3K
$679K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.75K- 4.41% |
$598K - $638K
|
146K
$13.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.71K- 7.11% |
$594K - $634K
|
87.7K
$8.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.7K- 26.76% |
$594K - $634K
|
18.3K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6.59K- 3.16% |
$584K - $623K
|
202K
$18.8M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-6.55K- 4.4% |
$580K - $619K
|
142K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-6.48K- 22.26% |
$574K - $613K
|
22.6K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-6.18K- 1.61% |
$548K - $585K
|
378K
$35.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-6.15K- 3.72% |
$545K - $581K
|
159K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-6.12K- 5.16% |
$542K - $579K
|
112K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-6.1K- 12.03% |
$540K - $576K
|
44.6K
$4.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.86K- 43.77% |
$519K - $554K
|
7.52K
$700K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.82K- 7.1% |
$516K - $551K
|
76.2K
$7.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.78K- 10.32% |
$512K - $547K
|
50.2K
$4.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-5.62K- 48.58% |
$498K - $532K
|
5.95K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.56K- 1.24% |
$492K - $525K
|
444K
$41.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.48K- 13.37% |
$486K - $518K
|
35.5K
$3.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.42K- 1.94% |
$480K - $512K
|
274K
$25.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-5.37K- 16.12% |
$476K - $508K
|
28K
$2.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-5.2K- 3.07% |
$461K - $492K
|
164K
$15.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.18K- 15.05% |
$459K - $490K
|
29.2K
$2.72M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-5.16K- 2.22% |
$457K - $488K
|
227K
$21.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.09K- 3.15% |
$451K - $481K
|
157K
$14.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.09K- 3.5% |
$451K - $481K
|
140K
$13.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-5.09K- 2.21% |
$451K - $481K
|
226K
$21M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.9K- 5.56% |
$434K - $463K
|
83.2K
$7.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.84K- 66.63% |
$429K - $458K
|
2.42K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.76K- 11.51% |
$422K - $450K
|
36.6K
$3.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.74K- 4.94% |
$420K - $448K
|
91.1K
$8.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.65K- 55.82% |
$412K - $440K
|
3.68K
$342K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.53K- 6.71% |
$401K - $428K
|
63K
$5.86M
|