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
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-964- 15.07% |
$85.4K - $91.2K
|
5.43K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-958- 0.97% |
$84.9K - $90.6K
|
98.3K
$9.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-931- 2.25% |
$82.5K - $88K
|
40.5K
$3.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-928- 10.96% |
$82.2K - $87.8K
|
7.54K
$702K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-924- 0.86% |
$81.9K - $87.4K
|
107K
$9.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-915- 14.27% |
$81.1K - $86.5K
|
5.5K
$512K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-912- 4.23% |
$80.8K - $86.2K
|
20.6K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-910- 6.49% |
$80.6K - $86.1K
|
13.1K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-909- 11.34% |
$80.5K - $86K
|
7.11K
$661K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-900- 19.78% |
$79.7K - $85.1K
|
3.65K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-872- 0.15% |
$77.3K - $82.5K
|
585K
$54.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-862- 4.79% |
$76.4K - $81.5K
|
17.1K
$1.59M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-862- 6.57% |
$76.4K - $81.5K
|
12.3K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-855- 3.54% |
$75.7K - $80.9K
|
23.3K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-832- 37.85% |
$73.7K - $78.7K
|
1.37K
$127K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-831- 0.69% |
$73.6K - $78.6K
|
119K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-816- 4.35% |
$72.3K - $77.2K
|
17.9K
$1.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-816- 5.34% |
$72.3K - $77.2K
|
14.5K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-812- 3.44% |
$71.9K - $76.8K
|
22.8K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-804- 2.53% |
$71.2K - $76K
|
30.9K
$2.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-798- 1.73% |
$70.7K - $75.5K
|
45.3K
$4.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-785- 50.58% |
$69.5K - $74.2K
|
767
$71.4K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-785- 2.45% |
$69.5K - $74.2K
|
31.2K
$2.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-784- 1.32% |
$69.5K - $74.1K
|
58.8K
$5.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-766- 4.78% |
$67.9K - $72.4K
|
15.2K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-760- 1.89% |
$67.3K - $71.9K
|
39.5K
$3.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-756- 2.38% |
$67K - $71.5K
|
31K
$2.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-754- 1.6% |
$66.8K - $71.3K
|
46.5K
$4.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-753- 2.93% |
$66.7K - $71.2K
|
24.9K
$2.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-753- 14.73% |
$66.7K - $71.2K
|
4.36K
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-750- 1.85% |
$66.4K - $70.9K
|
39.9K
$3.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-748- 5.32% |
$66.3K - $70.7K
|
13.3K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-732- 4.12% |
$64.8K - $69.2K
|
17K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-726- 0.85% |
$64.3K - $68.7K
|
84.7K
$7.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-725- 15.31% |
$64.2K - $68.6K
|
4.01K
$373K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-718- 3.42% |
$63.6K - $67.9K
|
20.2K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-713- 2.7% |
$63.2K - $67.4K
|
25.7K
$2.39M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-703- 7.5% |
$62.3K - $66.5K
|
8.67K
$807K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-701- 1.59% |
$62.1K - $66.3K
|
43.5K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-699- 22.58% |
$61.9K - $66.1K
|
2.4K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-696- 2.27% |
$61.7K - $65.8K
|
29.9K
$2.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-695- 1.45% |
$61.6K - $65.7K
|
47.1K
$4.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-694- 23.09% |
$61.5K - $65.6K
|
2.31K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-677- 4.3% |
$60K - $64K
|
15.1K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-676- 0.99% |
$59.9K - $63.9K
|
67.7K
$6.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-660- 16.7% |
$58.5K - $62.4K
|
3.29K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-655- 2.11% |
$58K - $61.9K
|
30.4K
$2.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-655- 11.24% |
$58K - $61.9K
|
5.17K
$481K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-650- 10.88% |
$57.6K - $61.5K
|
5.33K
$496K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-641- 79.04% |
$56.8K - $60.6K
|
170
$15.8K
|