Purchases and Sales Made in Q1 2025 in Ishares Msci Usa Min Vol Facto (USMV)
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 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.33% |
$701 - $756
|
2.43K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
8+ 0.14% |
$701 - $756
|
5.56K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8+ 0.23% |
$701 - $756
|
3.56K
$332K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7+ 0.03% |
$614 - $662
|
20.9K
$1.95M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.31% |
$526 - $567
|
1.91K
$179K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
6+ 0.04% |
$526 - $567
|
14.3K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
5+ 0.2% |
$438 - $473
|
2.48K
$231K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5+ 0.12% |
$438 - $473
|
4.2K
$393K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.18% |
$438 - $473
|
2.79K
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5New |
$438 - $473
|
5
$468
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
4+ 0.08% |
$351 - $378
|
5K
$467K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3+ 0.07% |
$263 - $284
|
4.01K
$375K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3+ 0.06% |
$263 - $284
|
4.65K
$435K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
3+ 0.12% |
$263 - $284
|
2.43K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3+ 0.08% |
$263 - $284
|
3.86K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.02% |
$263 - $284
|
14.9K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.08% |
$175 - $189
|
2.4K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.48% |
$175 - $189
|
418
$39.1K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2+ 0.03% |
$175 - $189
|
6.25K
$585K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.46% |
$175 - $189
|
439
$41.1K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.32% |
$175 - $189
|
626
$58.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1+ 0.02% |
$87.7 - $94.5
|
4.5K
$421K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.06% |
$87.7 - $94.5
|
1.65K
$154K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$87.7 - $94.5
|
8.18K
$765K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
1+ 0.0% |
$87.7 - $94.5
|
107K
$9.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.16% |
$87.7 - $94.5
|
630
$58.9K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$87.7 - $94.5
|
11.7K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.19% |
$87.7 - $94.5
|
535
$50K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.05% |
$87.7 - $94.5
|
2.19K
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1- -0.0% |
$87.7 - $94.5
|
34.6K
$3.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1- 0.03% |
$87.7 - $94.5
|
3.45K
$322K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1- 0.03% |
$87.7 - $94.5
|
3.52K
$329K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-2- 0.03% |
$175 - $189
|
7.54K
$705K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2- 0.01% |
$175 - $189
|
25.3K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3- 0.01% |
$263 - $284
|
38.4K
$3.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3- 0.06% |
$263 - $284
|
5.14K
$481K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-3- 7.69% |
$263 - $284
|
36
$3.37K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-4- 0.07% |
$351 - $378
|
6.04K
$564K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-5- 5.68% |
$438 - $473
|
83
$7.76K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-6- 0.07% |
$526 - $567
|
8.63K
$807K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-8- 2.16% |
$701 - $756
|
362
$33.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-10- 0.18% |
$877 - $945
|
5.46K
$510K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-10- 0.24% |
$877 - $945
|
4.1K
$383K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11- 0.48% |
$964 - $1.04K
|
2.28K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-11- 0.03% |
$964 - $1.04K
|
36K
$3.37M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12- 0.2% |
$1.05K - $1.13K
|
5.94K
$555K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-14- 0.1% |
$1.23K - $1.32K
|
14.6K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-15- 0.45% |
$1.32K - $1.42K
|
3.35K
$313K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-15- 0.28% |
$1.32K - $1.42K
|
5.43K
$507K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-16- 0.52% |
$1.4K - $1.51K
|
3.07K
$287K
|