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 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.42K- 43.38% |
$124K - $134K
|
1.85K
$173K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.44K- 3.13% |
$126K - $136K
|
44.5K
$4.16M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.44K- 1.61% |
$126K - $136K
|
87.6K
$8.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.44K- 22.34% |
$126K - $136K
|
5K
$467K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.45K- 1.22% |
$127K - $137K
|
118K
$11M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-1.45K- 5.4% |
$127K - $137K
|
25.5K
$2.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.46K- 9.56% |
$128K - $138K
|
13.8K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.48K- 3.65% |
$130K - $140K
|
39.1K
$3.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.5K- 9.55% |
$131K - $142K
|
14.2K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.51K- 9.12% |
$132K - $143K
|
15K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.52K- 15.69% |
$133K - $143K
|
8.15K
$762K
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.53K- 7.02% |
$134K - $144K
|
20.2K
$1.89M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.53K- 17.62% |
$134K - $144K
|
7.14K
$668K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.54K- 0.21% |
$135K - $146K
|
732K
$68.4M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1.55K- 65.43% |
$136K - $147K
|
820
$76.7K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-1.55K- 33.38% |
$136K - $147K
|
3.1K
$290K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.58K- 13.77% |
$139K - $150K
|
9.92K
$927K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.64K- 1.32% |
$144K - $155K
|
122K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.65K- 13.57% |
$144K - $156K
|
10.5K
$982K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.68K- 2.09% |
$147K - $159K
|
78.6K
$7.35M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.68K- 2.94% |
$147K - $159K
|
55.5K
$5.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.68K- 9.19% |
$148K - $159K
|
16.6K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.73K- 20.06% |
$152K - $164K
|
6.9K
$645K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.74K- 71.26% |
$152K - $164K
|
701
$65.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-1.84K- 4.77% |
$161K - $174K
|
36.8K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.9K- 12.32% |
$166K - $179K
|
13.5K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
SELL
|
- |
-1.9K- 1.97% |
$167K - $180K
|
94.8K
$8.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.91K- 0.88% |
$167K - $180K
|
214K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.92K- 10.41% |
$168K - $181K
|
16.5K
$1.54M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.95K- 2.35% |
$171K - $185K
|
81.2K
$7.59M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.98K- 0.16% |
$173K - $187K
|
1.23M
$115M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2K- 1.68% |
$175K - $189K
|
117K
$10.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.03K- 1.36% |
$178K - $192K
|
148K
$13.8M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-2.05K- 9.07% |
$179K - $193K
|
20.5K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.06K- 4.38% |
$180K - $195K
|
45K
$4.21M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.06K- 1.93% |
$180K - $195K
|
105K
$9.78M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.09K- 9.22% |
$183K - $197K
|
20.6K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.11K- 18.52% |
$185K - $199K
|
9.27K
$867K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.19K- 17.46% |
$192K - $207K
|
10.4K
$968K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-2.22K- 9.18% |
$195K - $210K
|
22K
$2.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.27K- 7.15% |
$199K - $214K
|
29.4K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-2.32K- 4.7% |
$203K - $219K
|
47K
$4.39M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2.32K- 1.95% |
$203K - $219K
|
116K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.35K- 31.11% |
$206K - $222K
|
5.19K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.43K- 6.15% |
$213K - $230K
|
37.1K
$3.47M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.45K- 3.48% |
$214K - $231K
|
67.9K
$6.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.46K- 6.23% |
$216K - $233K
|
37.1K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.49K- 2.43% |
$218K - $235K
|
100K
$9.37M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.51K- 12.39% |
$220K - $238K
|
17.8K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.53K- 5.19% |
$222K - $239K
|
46.1K
$4.31M
|