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 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-578- 79.07% |
$50.7K - $54.6K
|
153
$14.3K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
SELL
|
- |
-588- 16.11% |
$51.6K - $55.6K
|
3.06K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-590- 1.2% |
$51.7K - $55.8K
|
48.7K
$4.55M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-591- 6.34% |
$51.8K - $55.9K
|
8.73K
$816K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-595- 17.13% |
$52.2K - $56.2K
|
2.88K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-599- 3.37% |
$52.5K - $56.6K
|
17.2K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-604- 16.32% |
$53K - $57.1K
|
3.1K
$290K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-611- 30.4% |
$53.6K - $57.8K
|
1.4K
$131K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-617- 5.77% |
$54.1K - $58.3K
|
10.1K
$942K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-623- 3.02% |
$54.6K - $58.9K
|
20K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-623- 3.07% |
$54.6K - $58.9K
|
19.7K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-624- 2.06% |
$54.7K - $59K
|
29.7K
$2.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-626- 1.24% |
$54.9K - $59.2K
|
49.7K
$4.65M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-631- 7.64% |
$55.3K - $59.6K
|
7.63K
$714K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-634- 1.23% |
$55.6K - $59.9K
|
50.8K
$4.75M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-637- 46.7% |
$55.9K - $60.2K
|
727
$68K
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-641- 0.69% |
$56.2K - $60.6K
|
92K
$8.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-642- 4.44% |
$56.3K - $60.7K
|
13.8K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-645- 2.24% |
$56.6K - $61K
|
28.1K
$2.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-662- 5.76% |
$58K - $62.6K
|
10.8K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-669- 1.65% |
$58.7K - $63.2K
|
39.8K
$3.72M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-672- 5.06% |
$58.9K - $63.5K
|
12.6K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-685- 21.7% |
$60.1K - $64.7K
|
2.47K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-704- 7.55% |
$61.7K - $66.5K
|
8.62K
$806K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-710- 0.14% |
$62.3K - $67.1K
|
506K
$47.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-724- 21.14% |
$63.5K - $68.4K
|
2.7K
$252K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-734- 1.85% |
$64.4K - $69.4K
|
38.9K
$3.64M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-734- 1.65% |
$64.4K - $69.4K
|
43.9K
$4.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-736- 1.42% |
$64.5K - $69.6K
|
51.2K
$4.79M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-750- 1.83% |
$65.8K - $70.9K
|
40.3K
$3.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-770- 24.78% |
$67.5K - $72.8K
|
2.34K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-771- 3.72% |
$67.6K - $72.9K
|
19.9K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-773- 3.83% |
$67.8K - $73.1K
|
19.4K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-791- 3.09% |
$69.4K - $74.8K
|
24.8K
$2.32M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-791- 22.0% |
$69.4K - $74.8K
|
2.81K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-796- 4.11% |
$69.8K - $75.2K
|
18.6K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-806- 8.52% |
$70.7K - $76.2K
|
8.66K
$809K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-813- 0.39% |
$71.3K - $76.8K
|
209K
$19.5M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-828- 4.09% |
$72.6K - $78.3K
|
19.4K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-850- 11.68% |
$74.5K - $80.3K
|
6.43K
$601K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-856- 21.81% |
$75.1K - $80.9K
|
3.07K
$287K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-859- 2.35% |
$75.3K - $81.2K
|
35.7K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-862- 21.38% |
$75.6K - $81.5K
|
3.17K
$296K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-863- 2.27% |
$75.7K - $81.6K
|
37.2K
$3.48M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-863- 6.29% |
$75.7K - $81.6K
|
12.8K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-878- 6.5% |
$77K - $83K
|
12.6K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-890- 3.93% |
$78K - $84.1K
|
21.8K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-891- 1.52% |
$78.1K - $84.2K
|
57.9K
$5.41M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-910- 24.07% |
$79.8K - $86K
|
2.87K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-915- 1.32% |
$80.2K - $86.5K
|
68.6K
$6.42M
|