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 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-186- 1.13% |
$16.3K - $17.6K
|
16.3K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-190- 1.7% |
$16.7K - $18K
|
11K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-193- 4.2% |
$16.9K - $18.2K
|
4.41K
$412K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-193- 2.84% |
$16.9K - $18.2K
|
6.61K
$618K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-195- 2.08% |
$17.1K - $18.4K
|
9.18K
$858K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-198- 6.33% |
$17.4K - $18.7K
|
2.93K
$274K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-198- 12.3% |
$17.4K - $18.7K
|
1.41K
$132K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-200- 32.79% |
$17.5K - $18.9K
|
410
$38.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-200- 3.03% |
$17.5K - $18.9K
|
6.4K
$598K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-200- 1.87% |
$17.5K - $18.9K
|
10.5K
$983K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-200- 0.5% |
$17.5K - $18.9K
|
39.7K
$3.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-201- 3.31% |
$17.6K - $19K
|
5.88K
$550K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-210- 2.85% |
$18.4K - $19.8K
|
7.17K
$670K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-210- 1.45% |
$18.4K - $19.8K
|
14.3K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-212- 3.03% |
$18.6K - $20K
|
6.79K
$635K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-216- 38.23% |
$18.9K - $20.4K
|
349
$32.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-218- 2.52% |
$19.1K - $20.6K
|
8.44K
$790K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-221- 2.44% |
$19.4K - $20.9K
|
8.83K
$826K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-223- 3.67% |
$19.6K - $21.1K
|
5.86K
$548K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-225- 7.13% |
$19.7K - $21.3K
|
2.93K
$274K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-225- 5.09% |
$19.7K - $21.3K
|
4.19K
$392K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-225- 6.83% |
$19.7K - $21.3K
|
3.07K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-238- 4.26% |
$20.9K - $22.5K
|
5.35K
$500K
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-240- 0.61% |
$21K - $22.7K
|
38.9K
$3.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-241- 6.79% |
$21.1K - $22.8K
|
3.31K
$309K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-243- 2.52% |
$21.3K - $23K
|
9.38K
$877K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-256- 2.73% |
$22.4K - $24.2K
|
9.11K
$852K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-257- 1.74% |
$22.5K - $24.3K
|
14.5K
$1.36M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-263- 1.53% |
$23.1K - $24.9K
|
17K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-266- 1.4% |
$23.3K - $25.1K
|
18.8K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-268- 6.4% |
$23.5K - $25.3K
|
3.92K
$367K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-271- 3.88% |
$23.8K - $25.6K
|
6.71K
$627K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-279- 1.92% |
$24.5K - $26.4K
|
14.2K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-286- 1.69% |
$25.1K - $27K
|
16.7K
$1.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-286- 8.27% |
$25.1K - $27K
|
3.17K
$297K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-288- 2.27% |
$25.3K - $27.2K
|
12.4K
$1.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-291- 2.91% |
$25.5K - $27.5K
|
9.71K
$908K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-291- 4.08% |
$25.5K - $27.5K
|
6.85K
$640K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-292- 0.25% |
$25.6K - $27.6K
|
117K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-292- 0.79% |
$25.6K - $27.6K
|
36.7K
$3.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-294- 2.02% |
$25.8K - $27.8K
|
14.3K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-295- 0.33% |
$25.9K - $27.9K
|
89.7K
$8.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-310- 1.58% |
$27.2K - $29.3K
|
19.3K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-310- 2.93% |
$27.2K - $29.3K
|
10.3K
$959K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-311- 1.99% |
$27.3K - $29.4K
|
15.3K
$1.43M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-318- 88.83% |
$27.9K - $30.1K
|
40
$3.74K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-323- 0.28% |
$28.3K - $30.5K
|
114K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-330- 2.63% |
$28.9K - $31.2K
|
12.2K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-336- 7.78% |
$29.5K - $31.8K
|
3.99K
$373K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-339- 3.5% |
$29.7K - $32K
|
9.36K
$875K
|