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 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-344- 2.28% |
$30.2K - $32.5K
|
14.7K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-349- 31.16% |
$30.6K - $33K
|
771
$72.1K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-361- 0.35% |
$31.7K - $34.1K
|
103K
$9.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-364- 4.02% |
$31.9K - $34.4K
|
8.68K
$812K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-364- 66.91% |
$31.9K - $34.4K
|
180
$16.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-366- 1.87% |
$32.1K - $34.6K
|
19.2K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-370- 5.52% |
$32.4K - $35K
|
6.34K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-372- 6.08% |
$32.6K - $35.2K
|
5.75K
$537K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-373- 9.8% |
$32.7K - $35.3K
|
3.43K
$321K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-390- 5.74% |
$34.2K - $36.9K
|
6.4K
$599K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-394- 7.6% |
$34.5K - $37.2K
|
4.79K
$448K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-400- 1.13% |
$35.1K - $37.8K
|
35K
$3.27M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-407- 14.7% |
$35.7K - $38.5K
|
2.36K
$221K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-413- 12.81% |
$36.2K - $39K
|
2.81K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-413- 0.11% |
$36.2K - $39K
|
378K
$35.3M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-417- 3.4% |
$36.6K - $39.4K
|
11.8K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-420- 14.62% |
$36.8K - $39.7K
|
2.45K
$229K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-423- 1.99% |
$37.1K - $40K
|
20.8K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-440- 13.1% |
$38.6K - $41.6K
|
2.92K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-441- 0.45% |
$38.7K - $41.7K
|
97.8K
$9.15M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-442- 2.59% |
$38.8K - $41.8K
|
16.6K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-445- 4.9% |
$39K - $42.1K
|
8.63K
$807K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-447- 2.54% |
$39.2K - $42.3K
|
17.1K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-455- 8.52% |
$39.9K - $43K
|
4.88K
$457K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-462- 38.95% |
$40.5K - $43.7K
|
724
$67.7K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-467- 0.83% |
$40.9K - $44.1K
|
55.6K
$5.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-469- 1.37% |
$41.1K - $44.3K
|
33.7K
$3.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-475- 2.57% |
$41.6K - $44.9K
|
18K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-486- 7.39% |
$42.6K - $45.9K
|
6.09K
$570K
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-496- 0.35% |
$43.5K - $46.9K
|
141K
$13.2M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-500- 4.56% |
$43.8K - $47.3K
|
10.5K
$979K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-500- 11.76% |
$43.8K - $47.3K
|
3.75K
$351K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-505- 1.31% |
$44.3K - $47.7K
|
38.1K
$3.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-506- 6.69% |
$44.4K - $47.8K
|
7.06K
$660K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-513- 0.68% |
$45K - $48.5K
|
75.2K
$7.04M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-518- 8.33% |
$45.4K - $49K
|
5.7K
$533K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-524- 2.55% |
$45.9K - $49.5K
|
20K
$1.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-526- 4.96% |
$46.1K - $49.7K
|
10.1K
$942K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-528- 5.37% |
$46.3K - $49.9K
|
9.3K
$870K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-534- 2.91% |
$46.8K - $50.5K
|
17.8K
$1.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-538- 10.28% |
$47.2K - $50.9K
|
4.7K
$439K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-543- 85.92% |
$47.6K - $51.3K
|
89
$8.32K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-544- 7.32% |
$47.7K - $51.4K
|
6.89K
$644K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-544- 99.82% |
$47.7K - $51.4K
|
1
$93.5
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-555- 9.23% |
$48.7K - $52.5K
|
5.46K
$511K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-562- 2.55% |
$49.3K - $53.1K
|
21.4K
$2M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-566- 4.27% |
$49.6K - $53.5K
|
12.7K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-566- 0.22% |
$49.6K - $53.5K
|
254K
$23.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-570- 9.3% |
$50K - $53.9K
|
5.56K
$520K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-572- 17.81% |
$50.2K - $54.1K
|
2.64K
$247K
|