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 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-918- 2.65% |
$80.5K - $86.8K
|
33.7K
$3.15M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-930- 2.29% |
$81.5K - $87.9K
|
39.6K
$3.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-932- 2.66% |
$81.7K - $88.1K
|
34.2K
$3.2M
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-938- 29.0% |
$82.2K - $88.7K
|
2.3K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-950- 4.67% |
$83.3K - $89.8K
|
19.4K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-957- 16.11% |
$83.9K - $90.5K
|
4.98K
$466K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-964- 1.41% |
$84.5K - $91.1K
|
67.6K
$6.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-966- 13.39% |
$84.7K - $91.3K
|
6.25K
$584K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-969- 11.05% |
$85K - $91.6K
|
7.8K
$730K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-990- 0.89% |
$86.8K - $93.6K
|
110K
$10.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1K- 2.48% |
$87.7K - $94.5K
|
39.3K
$3.68M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-1K- 3.28% |
$88K - $94.9K
|
29.6K
$2.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.01K- 2.57% |
$88.6K - $95.6K
|
38.4K
$3.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 1.57% |
$89.1K - $96K
|
63.7K
$5.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.02K- 4.61% |
$89.3K - $96.2K
|
21.1K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.02K- 0.44% |
$89.6K - $96.6K
|
233K
$21.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.05K- 3.76% |
$91.6K - $98.8K
|
26.8K
$2.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.06K- 1.99% |
$92.5K - $99.7K
|
51.9K
$4.86M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.07K- 12.23% |
$93.8K - $101K
|
7.68K
$718K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.07K- 1.58% |
$94K - $101K
|
66.7K
$6.23M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.07K- 3.31% |
$94.1K - $101K
|
31.3K
$2.93M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.08K- 21.19% |
$94.3K - $102K
|
4K
$374K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.08K- 15.17% |
$94.5K - $102K
|
6.03K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.1K- 1.76% |
$96.1K - $104K
|
61.3K
$5.73M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 4.15% |
$98.1K - $106K
|
25.8K
$2.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.12K- 0.68% |
$98.3K - $106K
|
163K
$15.3M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 4.29% |
$101K - $109K
|
25.7K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.16K- 31.06% |
$102K - $110K
|
2.57K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 4.25% |
$102K - $110K
|
26.2K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.16K- 5.19% |
$102K - $110K
|
21.3K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.17K- 31.33% |
$103K - $111K
|
2.56K
$240K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.17K- 17.75% |
$103K - $111K
|
5.44K
$509K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.19K- 2.64% |
$104K - $113K
|
43.9K
$4.11M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 24.06% |
$106K - $114K
|
3.81K
$357K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.22K- 3.2% |
$107K - $115K
|
36.8K
$3.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-1.23K- 1.23% |
$108K - $116K
|
99K
$9.26M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.24K- 3.85% |
$109K - $117K
|
30.9K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-1.24K- 3.58% |
$109K - $117K
|
33.4K
$3.12M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-1.27K- 23.34% |
$111K - $120K
|
4.17K
$390K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.28K- 5.56% |
$112K - $121K
|
21.8K
$2.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.3K- 4.2% |
$114K - $123K
|
29.6K
$2.77M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.3K- 18.07% |
$114K - $123K
|
5.89K
$551K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.3K- 0.6% |
$114K - $123K
|
216K
$20.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.31K- 1.92% |
$115K - $123K
|
66.8K
$6.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.31K- 0.51% |
$115K - $124K
|
257K
$24M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.31K- 13.59% |
$115K - $124K
|
8.35K
$780K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.37K- 11.32% |
$120K - $129K
|
10.7K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.38K- 3.2% |
$121K - $131K
|
41.8K
$3.91M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.38K- 15.92% |
$121K - $131K
|
7.3K
$683K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.4K- 13.53% |
$123K - $132K
|
8.95K
$836K
|