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 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.6K- 10.79% |
$142K - $152K
|
13.3K
$1.23M
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.6K- 9.25% |
$142K - $151K
|
15.7K
$1.46M
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-1.58K- 2.84% |
$140K - $149K
|
54K
$5.03M
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.52K- 1.94% |
$135K - $144K
|
76.9K
$7.16M
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.51K- 2.91% |
$134K - $143K
|
50.3K
$4.68M
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.5K- 27.03% |
$133K - $142K
|
4.05K
$377K
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.5K- 15.13% |
$133K - $141K
|
8.39K
$781K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.45K- 53.3% |
$129K - $138K
|
1.27K
$119K
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.44K- 2.84% |
$127K - $136K
|
49.3K
$4.58M
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.43K- 22.37% |
$127K - $135K
|
4.96K
$462K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.43K- 6.29% |
$126K - $135K
|
21.2K
$1.98M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 1.8% |
$125K - $134K
|
77.1K
$7.17M
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 4.91% |
$123K - $131K
|
26.8K
$2.5M
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.38K- 1.24% |
$122K - $130K
|
109K
$10.2M
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.36K- 24.9% |
$120K - $129K
|
4.1K
$382K
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.35K- 2.31% |
$120K - $128K
|
57.2K
$5.32M
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.35K- 2.55% |
$119K - $127K
|
51.6K
$4.8M
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1.33K- 0.7% |
$118K - $126K
|
188K
$17.5M
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-1.33K- 7.13% |
$118K - $125K
|
17.3K
$1.61M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.32K- 19.63% |
$117K - $125K
|
5.39K
$502K
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-1.32K- 34.19% |
$116K - $124K
|
2.53K
$236K
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.31K- 15.04% |
$116K - $123K
|
7.37K
$686K
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.26K- 9.09% |
$111K - $119K
|
12.5K
$1.17M
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-1.25K- 0.55% |
$111K - $118K
|
225K
$20.9M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.23K- 1.67% |
$109K - $116K
|
72.1K
$6.71M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.23K- 14.32% |
$109K - $116K
|
7.34K
$683K
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.21K- 1.6% |
$107K - $115K
|
74.7K
$6.96M
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.2K- 25.18% |
$106K - $113K
|
3.55K
$331K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.19K- 0.57% |
$105K - $112K
|
208K
$19.4M
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.17K- 8.86% |
$104K - $111K
|
12.1K
$1.12M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.17K- 16.28% |
$104K - $111K
|
6.02K
$560K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.17K- 43.5% |
$103K - $110K
|
1.52K
$141K
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.12K- 2.75% |
$99.6K - $106K
|
39.7K
$3.69M
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.12K- 13.86% |
$99K - $106K
|
6.95K
$647K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.12K- 3.35% |
$98.8K - $105K
|
32.2K
$2.99M
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 3.31% |
$98.3K - $105K
|
32.5K
$3.02M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.1K- 0.96% |
$97.1K - $104K
|
113K
$10.5M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.07K- 30.41% |
$94.9K - $101K
|
2.45K
$228K
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.06K- 6.59% |
$93.8K - $100K
|
15K
$1.4M
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-1.05K- 6.13% |
$93.1K - $99.4K
|
16.1K
$1.5M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.05K- 28.91% |
$92.9K - $99.2K
|
2.58K
$240K
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.03K- 2.36% |
$90.8K - $96.9K
|
42.4K
$3.95M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 19.9% |
$90K - $96.1K
|
4.09K
$381K
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.01K- 5.2% |
$89.4K - $95.4K
|
18.4K
$1.71M
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-998- 2.99% |
$88.4K - $94.4K
|
32.4K
$3.01M
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-995- 4.48% |
$88.1K - $94.1K
|
21.2K
$1.97M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-988- 18.7% |
$87.5K - $93.4K
|
4.3K
$400K
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-987- 10.14% |
$87.4K - $93.3K
|
8.75K
$814K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-976- 5.2% |
$86.5K - $92.3K
|
17.8K
$1.65M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-974- 3.38% |
$86.3K - $92.1K
|
27.8K
$2.59M
|