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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-81- 0.65% |
$7.1K - $7.66K
|
12.4K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-82- 9.74% |
$7.19K - $7.75K
|
760
$71.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-82- 2.26% |
$7.19K - $7.75K
|
3.54K
$331K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-83- 2.95% |
$7.28K - $7.85K
|
2.73K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-84- 35.15% |
$7.37K - $7.94K
|
155
$14.5K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-86- 2.88% |
$7.54K - $8.13K
|
2.9K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-91- 3.08% |
$7.98K - $8.6K
|
2.86K
$268K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-92- 0.84% |
$8.07K - $8.7K
|
10.8K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-94- 0.58% |
$8.24K - $8.88K
|
16K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-98- 3.18% |
$8.59K - $9.26K
|
2.98K
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-102- 4.03% |
$8.94K - $9.64K
|
2.43K
$227K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-110- 0.08% |
$9.64K - $10.4K
|
135K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-112- 3.93% |
$9.82K - $10.6K
|
2.74K
$256K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-116- 0.57% |
$10.2K - $11K
|
20.1K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-118- 0.24% |
$10.3K - $11.2K
|
49K
$4.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-122- 3.49% |
$10.7K - $11.5K
|
3.37K
$315K
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-125- 0.29% |
$11K - $11.8K
|
43.4K
$4.06M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-125- 1.52% |
$11K - $11.8K
|
8.13K
$760K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-126- 0.5% |
$11K - $11.9K
|
25K
$2.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-127- 2.91% |
$11.1K - $12K
|
4.23K
$396K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-132- 0.28% |
$11.6K - $12.5K
|
46.4K
$4.34M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-134- 2.71% |
$11.7K - $12.7K
|
4.81K
$450K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-134- 2.33% |
$11.7K - $12.7K
|
5.63K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-135- 0.58% |
$11.8K - $12.8K
|
23.3K
$2.18M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-136- 0.51% |
$11.9K - $12.9K
|
26.4K
$2.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-139- 4.49% |
$12.2K - $13.1K
|
2.96K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-140- 2.24% |
$12.3K - $13.2K
|
6.12K
$572K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-142- 1.03% |
$12.5K - $13.4K
|
13.7K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-142- 0.45% |
$12.5K - $13.4K
|
31.3K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-143- 3.73% |
$12.5K - $13.5K
|
3.69K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-144- 0.85% |
$12.6K - $13.6K
|
16.9K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-149- 2.83% |
$13.1K - $14.1K
|
5.12K
$479K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-150- 4.43% |
$13.2K - $14.2K
|
3.24K
$303K
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-150- 3.12% |
$13.2K - $14.2K
|
4.67K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-150- 11.05% |
$13.2K - $14.2K
|
1.21K
$113K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-153- 2.48% |
$13.4K - $14.5K
|
6.03K
$564K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-153- 0.31% |
$13.4K - $14.5K
|
48.8K
$4.57M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-154- 3.36% |
$13.5K - $14.6K
|
4.43K
$415K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-155- 5.69% |
$13.6K - $14.7K
|
2.57K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-160- 1.99% |
$14K - $15.1K
|
7.88K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-160- 0.24% |
$14K - $15.1K
|
67.7K
$6.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-166- 1.69% |
$14.6K - $15.7K
|
9.68K
$905K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-166- 2.17% |
$14.6K - $15.7K
|
7.48K
$700K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-166- 3.02% |
$14.6K - $15.7K
|
5.33K
$499K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-167- 0.81% |
$14.6K - $15.8K
|
20.5K
$1.91M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-168- 2.45% |
$14.7K - $15.9K
|
6.7K
$626K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-172- 26.14% |
$15.1K - $16.3K
|
486
$45.4K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-173- 2.97% |
$15.2K - $16.4K
|
5.64K
$528K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-174- 5.65% |
$15.3K - $16.4K
|
2.9K
$272K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-184- 1.98% |
$16.1K - $17.4K
|
9.13K
$853K
|