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 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-2.54K- 6.98% |
$223K - $240K
|
33.8K
$3.17M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.54K- 5.98% |
$223K - $240K
|
39.9K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.56K- 13.81% |
$225K - $242K
|
16K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-2.61K- 9.95% |
$229K - $247K
|
23.6K
$2.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.68K- 11.31% |
$235K - $253K
|
21K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.69K- 2.57% |
$236K - $255K
|
102K
$9.53M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.79K- 6.45% |
$245K - $264K
|
40.5K
$3.79M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.94K- 11.56% |
$257K - $277K
|
22.5K
$2.1M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-3.02K- 22.55% |
$265K - $285K
|
10.4K
$970K
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-3.11KClosed |
$273K - $294K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-3.14K- 5.82% |
$276K - $297K
|
50.9K
$4.76M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-3.15K- 23.91% |
$276K - $298K
|
10K
$937K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.27K- 6.63% |
$287K - $309K
|
46.1K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.28K- 4.38% |
$287K - $310K
|
71.5K
$6.68M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.3K- 6.39% |
$289K - $312K
|
48.3K
$4.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-3.31K- 21.95% |
$290K - $313K
|
11.8K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.32K- 5.1% |
$291K - $314K
|
61.8K
$5.78M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-3.39K- 4.13% |
$297K - $320K
|
78.7K
$7.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-3.42K- 11.49% |
$300K - $324K
|
26.4K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.46K- 3.18% |
$304K - $327K
|
105K
$9.86M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.48K- 9.06% |
$305K - $329K
|
34.9K
$3.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.55K- 8.43% |
$311K - $335K
|
38.5K
$3.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.58K- 16.29% |
$314K - $339K
|
18.4K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.64K- 12.44% |
$319K - $344K
|
25.6K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.79K- 2.31% |
$332K - $358K
|
160K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.04K- 48.1% |
$354K - $381K
|
4.36K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.1K- 19.31% |
$359K - $387K
|
17.1K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-4.26K- 18.03% |
$373K - $402K
|
19.3K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-4.45K- 18.47% |
$390K - $420K
|
19.6K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-4.49K- 25.96% |
$393K - $424K
|
12.8K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-4.59K- 5.71% |
$402K - $434K
|
75.7K
$7.08M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.59K- 4.79% |
$403K - $434K
|
91.3K
$8.54M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.67K- 50.0% |
$409K - $441K
|
4.67K
$437K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.67K- 1.85% |
$410K - $442K
|
248K
$23.2M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-4.7K- 29.18% |
$412K - $444K
|
11.4K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.75K- 2.37% |
$416K - $448K
|
195K
$18.2M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-4.89K- 5.6% |
$429K - $462K
|
82.5K
$7.71M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.97K- 8.0% |
$436K - $470K
|
57.2K
$5.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.98K- 27.99% |
$436K - $471K
|
12.8K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-5.17K- 11.94% |
$454K - $489K
|
38.2K
$3.57M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-5.37K- 42.28% |
$471K - $508K
|
7.33K
$685K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-5.4K- 22.95% |
$473K - $510K
|
18.1K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.43K- 4.07% |
$476K - $513K
|
128K
$12M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-5.65K- 3.97% |
$495K - $534K
|
137K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.73K- 1.9% |
$503K - $542K
|
295K
$27.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-6.07K- 95.18% |
$532K - $573K
|
307
$28.7K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.18K- 27.37% |
$542K - $584K
|
16.4K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-6.34K- 63.23% |
$556K - $599K
|
3.69K
$345K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.37K- 4.2% |
$558K - $602K
|
145K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6.38K- 22.81% |
$559K - $603K
|
21.6K
$2.02M
|