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 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-350- 2.52% |
$31K - $33.1K
|
13.5K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-342- 12.9% |
$30.3K - $32.3K
|
2.31K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-335- 3.04% |
$29.7K - $31.7K
|
10.7K
$995K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-332- 7.22% |
$29.4K - $31.4K
|
4.27K
$397K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-331- 12.37% |
$29.3K - $31.3K
|
2.34K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-330- 1.1% |
$29.2K - $31.2K
|
29.8K
$2.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-329- 4.12% |
$29.1K - $31.1K
|
7.65K
$712K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-320- 0.3% |
$28.3K - $30.3K
|
107K
$9.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-316- 1.03% |
$28K - $29.9K
|
30.4K
$2.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-311- 0.68% |
$27.6K - $29.4K
|
45.1K
$4.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-309- 2.72% |
$27.4K - $29.2K
|
11.1K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-301- 9.17% |
$26.7K - $28.5K
|
2.98K
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-296- 3.42% |
$26.2K - $28K
|
8.36K
$778K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-293- 2.54% |
$26K - $27.7K
|
11.2K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-275- 2.8% |
$24.4K - $26K
|
9.56K
$889K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-274- 2.66% |
$24.3K - $25.9K
|
10K
$933K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-274- 10.31% |
$24.3K - $25.9K
|
2.38K
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-269- 1.15% |
$23.8K - $25.4K
|
23K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-265- 0.63% |
$23.5K - $25.1K
|
42.1K
$3.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-264- 0.99% |
$23.4K - $25K
|
26.5K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-258- 0.38% |
$22.9K - $24.4K
|
67.9K
$6.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-258- 2.1% |
$22.9K - $24.4K
|
12K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-253- 1.46% |
$22.4K - $23.9K
|
17.1K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-253- 0.37% |
$22.4K - $23.9K
|
68.1K
$6.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-252- 1.38% |
$22.3K - $23.8K
|
18.1K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-250- 62.5% |
$22.1K - $23.6K
|
150
$14K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-250- 1.17% |
$22.1K - $23.6K
|
21.2K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-242- 6.43% |
$21.4K - $22.9K
|
3.52K
$328K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-236- 2.06% |
$20.9K - $22.3K
|
11.2K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-235- 2.04% |
$20.8K - $22.2K
|
11.3K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-234- 0.49% |
$20.7K - $22.1K
|
47.6K
$4.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-233- 3.13% |
$20.6K - $22K
|
7.21K
$671K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-231- 3.54% |
$20.5K - $21.8K
|
6.29K
$585K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-227- 5.57% |
$20.1K - $21.5K
|
3.85K
$358K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-218- 12.82% |
$19.3K - $20.6K
|
1.48K
$138K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-217- 2.3% |
$19.2K - $20.5K
|
9.24K
$859K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-215- 0.08% |
$19K - $20.3K
|
258K
$24M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-212- 1.68% |
$18.8K - $20K
|
12.4K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-211- 29.31% |
$18.7K - $20K
|
509
$47.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-210- 19.96% |
$18.6K - $19.9K
|
842
$78.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-200- 1.86% |
$17.7K - $18.9K
|
10.5K
$980K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-200- 2.94% |
$17.7K - $18.9K
|
6.6K
$614K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-200- 24.69% |
$17.7K - $18.9K
|
610
$56.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-199- 3.14% |
$17.6K - $18.8K
|
6.13K
$571K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-198- 0.6% |
$17.5K - $18.7K
|
32.6K
$3.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-196- 0.56% |
$17.4K - $18.5K
|
35.1K
$3.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-194- 0.8% |
$17.2K - $18.3K
|
24K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-192- 5.31% |
$17K - $18.2K
|
3.42K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-181- 1.02% |
$16K - $17.1K
|
17.6K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-180- 8.62% |
$15.9K - $17K
|
1.91K
$177K
|