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 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-16- 0.56% |
$1.4K - $1.51K
|
2.82K
$263K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-18- 0.61% |
$1.58K - $1.7K
|
2.93K
$274K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-18- 0.96% |
$1.58K - $1.7K
|
1.85K
$173K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-18- 0.38% |
$1.58K - $1.7K
|
4.67K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-19- 0.16% |
$1.67K - $1.8K
|
11.6K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-21- 0.08% |
$1.84K - $1.98K
|
24.9K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-21- 0.48% |
$1.84K - $1.98K
|
4.31K
$403K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-22- 2.71% |
$1.93K - $2.08K
|
791
$74K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-28- 1.03% |
$2.46K - $2.65K
|
2.69K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-29- 1.07% |
$2.54K - $2.74K
|
2.69K
$252K
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-33- 1.07% |
$2.89K - $3.12K
|
3.05K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-33- 0.3% |
$2.89K - $3.12K
|
11K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-38- 3.85% |
$3.33K - $3.59K
|
949
$88.7K
|
|
|
May 12, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-38- 0.4% |
$3.33K - $3.59K
|
9.43K
$882K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-39- 0.53% |
$3.42K - $3.69K
|
7.3K
$682K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-39- 0.75% |
$3.42K - $3.69K
|
5.13K
$480K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-40- 1.61% |
$3.51K - $3.78K
|
2.44K
$228K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-41- 0.65% |
$3.59K - $3.88K
|
6.31K
$590K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-42- 0.81% |
$3.68K - $3.97K
|
5.14K
$480K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-43- 0.84% |
$3.77K - $4.06K
|
5.09K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-43- 66.15% |
$3.77K - $4.06K
|
22
$2.06K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-46- 0.29% |
$4.03K - $4.35K
|
16K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-47- 1.24% |
$4.12K - $4.44K
|
3.74K
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-48- 0.76% |
$4.21K - $4.54K
|
6.24K
$584K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-48- 0.52% |
$4.21K - $4.54K
|
9.19K
$859K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-49- 1.18% |
$4.3K - $4.63K
|
4.12K
$385K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-50- 4.66% |
$4.38K - $4.73K
|
1.02K
$95.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-52- 1.19% |
$4.56K - $4.92K
|
4.32K
$404K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-52- 1.43% |
$4.56K - $4.92K
|
3.59K
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-55- 0.26% |
$4.82K - $5.2K
|
21.1K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-55- 0.14% |
$4.82K - $5.2K
|
38.4K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-57- 0.17% |
$5K - $5.39K
|
32.8K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-58- 0.55% |
$5.09K - $5.48K
|
10.5K
$980K
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-59- 0.13% |
$5.17K - $5.58K
|
45.2K
$4.23M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-60- 14.15% |
$5.26K - $5.67K
|
364
$34K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-62- 2.44% |
$5.44K - $5.86K
|
2.48K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-63- 1.69% |
$5.52K - $5.95K
|
3.66K
$342K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-63- 0.3% |
$5.52K - $5.95K
|
20.8K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-66- 2.02% |
$5.79K - $6.24K
|
3.21K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-66- 2.6% |
$5.79K - $6.24K
|
2.47K
$231K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-68- 9.07% |
$5.96K - $6.43K
|
682
$63.8K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-68- 0.45% |
$5.96K - $6.43K
|
15K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-72- 2.97% |
$6.31K - $6.81K
|
2.35K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-73- 1.52% |
$6.4K - $6.9K
|
4.74K
$443K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-75- 0.93% |
$6.58K - $7.09K
|
7.98K
$746K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-75- 0.12% |
$6.58K - $7.09K
|
63K
$5.89M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-76- 3.09% |
$6.66K - $7.18K
|
2.38K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-79- 0.45% |
$6.93K - $7.47K
|
17.6K
$1.65M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-80- 0.45% |
$7.01K - $7.56K
|
17.7K
$1.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-80- 3.38% |
$7.01K - $7.56K
|
2.29K
$214K
|