Purchases and Sales Made in Q1 2025 in Ishares Msci Usa Min Vol Facto (USMV)

USMV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Usa Min Vol Facto (USMV) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA MIN VOL FACTO.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 30, 2025 Q1 2025
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
49
+ 60.49%
$4.3K - $4.63K
130 $12.2K
Apr 18, 2025 Q1 2025
Roman Butler Fullerton & CO

BUY
 -
48
+ 0.28%
$4.21K - $4.54K
17K $1.59M
May 13, 2025 Q1 2025
W Advisors, LLC

Germantown, TN
BUY
 -
45
+ 0.56%
$3.95K - $4.25K
8.08K $756K
Apr 15, 2025 Q1 2025
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
42
+ 0.32%
$3.68K - $3.97K
13.2K $1.23M
May 05, 2025 Q1 2025
Fountainhead Am, LLC

Warren, NJ
BUY
 -
42
+ 0.76%
$3.68K - $3.97K
5.54K $518K
May 13, 2025 Q1 2025
Fca Corp

Houston, TX
BUY
 -
41
+ 1.02%
$3.59K - $3.88K
4.05K $379K
Apr 15, 2025 Q1 2025
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
40
+ 1.64%
$3.51K - $3.78K
2.49K $232K
May 13, 2025 Q1 2025
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
40
+ 1.05%
$3.51K - $3.78K
3.84K $359K
Apr 08, 2025 Q1 2025
Private Client Services, LLC

Louisville, KY
BUY
 -
37
+ 1.43%
$3.24K - $3.5K
2.62K $245K
May 27, 2025 Q1 2025
Jacobi Capital Management LLC

BUY
 -
35
+ 0.24%
$3.07K - $3.31K
14.4K $1.34M
May 15, 2025 Q1 2025
Centric Wealth Management

BUY
 -
33
+ 0.2%
$2.89K - $3.12K
16.2K $1.51M
May 15, 2025 Q1 2025
Gw Henssler & Associates LTD

BUY
 -
33
+ 0.4%
$2.89K - $3.12K
8.38K $783K
May 02, 2025 Q1 2025
Sachetta, LLC

Lynnfield, MA
BUY
 -
31
+ 0.18%
$2.72K - $2.93K
17.5K $1.64M
Apr 24, 2025 Q1 2025
Goodman Advisory Group, LLC

BUY
 -
30
New
$2.63K - $2.84K
30 $2.81K
May 01, 2025 Q1 2025
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
30
+ 0.31%
$2.63K - $2.84K
9.71K $908K
May 14, 2025 Q1 2025
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
30
New
$2.63K - $2.84K
30 $2.81K
Apr 29, 2025 Q1 2025
Brass Tax Wealth Management, Inc

Cincinnati, OH
BUY
 -
28
+ 0.07%
$2.46K - $2.65K
37.4K $3.5M
Apr 23, 2025 Q1 2025
Nova R Wealth, Inc.

BUY
 -
27
+ 0.19%
$2.37K - $2.55K
14.3K $1.34M
Apr 30, 2025 Q1 2025
Greater Midwest Financial Group, LLC

St. Paul, MN
BUY
 -
27
+ 0.36%
$2.37K - $2.55K
7.62K $713K
May 08, 2025 Q1 2025
Valley Forge Investment Consultants Inc Adv

BUY
 -
26
+ 0.35%
$2.28K - $2.46K
7.51K $702K
Apr 16, 2025 Q1 2025
Patriot Investment Management Inc.

BUY
 -
25
+ 0.08%
$2.19K - $2.36K
29.5K $2.75M
Apr 29, 2025 Q1 2025
Dt Investment Partners, LLC

BUY
 -
25
New
$2.19K - $2.36K
25 $2.34K
Apr 23, 2025 Q1 2025
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
24
+ 0.35%
$2.1K - $2.27K
6.97K $652K
May 12, 2025 Q1 2025
Avant Capital LLC

Lafayette, LA
BUY
 -
24
+ 0.03%
$2.1K - $2.27K
80.4K $7.52M
May 07, 2025 Q1 2025
N.E.W. Advisory Services LLC

BUY
 -
22
New
$1.93K - $2.08K
22 $2.06K
May 01, 2025 Q1 2025
Hughes Financial Services, LLC

Herndon, VA
BUY
 -
21
New
$1.84K - $1.98K
21 $1.96K
May 15, 2025 Q1 2025
Palo Alto Wealth Advisors, LLC

Palo Alto, CA
BUY
 -
19
+ 0.35%
$1.67K - $1.8K
5.45K $510K
May 23, 2025 Q1 2025
Swan Capital LLC

Pensacola, FL
BUY
 -
19
New
$1.67K - $1.8K
19 $1.78K
May 15, 2025 Q1 2025
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
18
+ 0.09%
$1.58K - $1.7K
21K $1.96M
May 05, 2025 Q1 2025
Lindbrook Capital, LLC

BUY
 -
17
+ 2.27%
$1.49K - $1.61K
766 $71.6K
Apr 15, 2025 Q1 2025
Trueblood Wealth Management, LLC

Lima, OH
BUY
 -
16
+ 0.66%
$1.4K - $1.51K
2.43K $227K
Apr 23, 2025 Q1 2025
Pds Planning, Inc

BUY
 -
15
+ 0.2%
$1.32K - $1.42K
7.54K $705K
May 01, 2025 Q1 2025
Stephens Inc

BUY
 -
15
+ 0.07%
$1.32K - $1.42K
20.3K $1.9M
Apr 04, 2025 Q1 2025
Sage Capital Advisors,Llc

BUY
 -
14
+ 0.27%
$1.23K - $1.32K
5.23K $489K
May 09, 2025 Q1 2025
Vanguard Group Inc

Valley Forge, PA
BUY
 -
14
+ 0.06%
$1.23K - $1.32K
21.8K $2.04M
Apr 22, 2025 Q1 2025
Southern Capital Advisors, LLC

BUY
 -
13
+ 0.33%
$1.14K - $1.23K
3.97K $371K
Apr 30, 2025 Q1 2025
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
13
+ 0.35%
$1.14K - $1.23K
3.77K $353K
May 15, 2025 Q1 2025
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
12
+ 0.31%
$1.05K - $1.13K
3.89K $364K
Apr 15, 2025 Q1 2025
Parsons Capital Management Inc

BUY
 -
12
+ 0.36%
$1.05K - $1.13K
3.37K $315K
Apr 21, 2025 Q1 2025
Clear Point Advisors Inc.

Melville, NY
BUY
 -
12
+ 0.17%
$1.05K - $1.13K
6.92K $647K
Apr 23, 2025 Q1 2025
Pinnacle Bancorp, Inc.

BUY
 -
11
New
$964 - $1.04K
11 $1.03K
Apr 11, 2025 Q1 2025
Successful Portfolios LLC

BUY
 -
10
+ 0.3%
$877 - $945
3.35K $313K
Apr 29, 2025 Q1 2025
Planning Directions Inc

BUY
 -
10
+ 0.22%
$877 - $945
4.58K $428K
May 06, 2025 Q1 2025
J. W. Coons Advisors, LLC

BUY
 -
10
+ 0.15%
$877 - $945
6.69K $625K
May 16, 2025 Q1 2025
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
10
+ 58.82%
$877 - $945
27 $2.52K
Apr 14, 2025 Q1 2025
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
9
+ 0.35%
$789 - $851
2.56K $240K
Apr 17, 2025 Q1 2025
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
9
+ 0.11%
$789 - $851
8.11K $758K
Apr 21, 2025 Q1 2025
Green Square Capital Advisors LLC

BUY
 -
9
+ 0.37%
$789 - $851
2.45K $229K
Apr 24, 2025 Q1 2025
Cfm Wealth Partners LLC

BUY
 -
9
+ 0.02%
$789 - $851
54K $5.05M

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