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 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
52.6K+ 37.51% |
$4.61M - $4.97M
|
193K
$18M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
52.2KNew |
$4.58M - $4.94M
|
52.2K
$4.88M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51.7K+ 11.11% |
$4.53M - $4.88M
|
517K
$48.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
51.5K+ 24.16% |
$4.52M - $4.87M
|
265K
$24.8M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
50.4K+ 447.55% |
$4.42M - $4.77M
|
61.7K
$5.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
48.9K+ 528.68% |
$4.28M - $4.62M
|
58.1K
$5.43M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.8K+ 4.19% |
$4.28M - $4.62M
|
1.22M
$114M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
48.3K+ 55.34% |
$4.23M - $4.56M
|
136K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
47.8K+ 777.8% |
$4.19M - $4.52M
|
53.9K
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
47.4K+ 22.72% |
$4.15M - $4.48M
|
256K
$23.9M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
45.5KNew |
$3.99M - $4.3M
|
45.5K
$4.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
42.6K+ 3.61% |
$3.74M - $4.03M
|
1.22M
$114M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
42.6K+ 17.51% |
$3.74M - $4.03M
|
286K
$26.7M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
42.3K+ 111.43% |
$3.71M - $4M
|
80.3K
$7.5M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
41.1K+ 582.8% |
$3.6M - $3.88M
|
48.1K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
40.1KNew |
$3.52M - $3.79M
|
40.1K
$3.75M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
39.6K+ 12.38% |
$3.47M - $3.74M
|
359K
$33.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
39.1KNew |
$3.43M - $3.7M
|
39.1K
$3.66M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
37.6KNew |
$3.3M - $3.56M
|
37.6K
$3.52M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
36.7K+ 2.28% |
$3.22M - $3.47M
|
1.64M
$154M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
36.4K+ 198.79% |
$3.19M - $3.44M
|
54.7K
$5.12M
|
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
35.6K+ 12.45% |
$3.12M - $3.36M
|
321K
$30.1M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
34.4K+ 2822.0% |
$3.01M - $3.25M
|
35.6K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34.3K+ 4.46% |
$3M - $3.24M
|
803K
$75.1M
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
32.4KNew |
$2.84M - $3.06M
|
32.4K
$3.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
30.9KNew |
$2.71M - $2.92M
|
30.9K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
30K+ 83.4% |
$2.63M - $2.84M
|
66K
$6.18M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
29KNew |
$2.54M - $2.74M
|
29K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.9K+ 366.3% |
$2.44M - $2.63M
|
35.5K
$3.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25.2K+ 71.17% |
$2.21M - $2.38M
|
60.5K
$5.66M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.2K+ 5.72% |
$2.12M - $2.28M
|
447K
$41.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
23.7KNew |
$2.08M - $2.24M
|
23.7K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
23.7K+ 12.56% |
$2.07M - $2.24M
|
212K
$19.8M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
23.5K+ 562.13% |
$2.06M - $2.23M
|
27.7K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
23K+ 766.67% |
$2.02M - $2.17M
|
26K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
21.5K+ 288.61% |
$1.89M - $2.04M
|
29K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
21.3KNew |
$1.87M - $2.01M
|
21.3K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
20.9K+ 67.44% |
$1.83M - $1.97M
|
51.9K
$4.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
20.8K+ 27.02% |
$1.82M - $1.96M
|
97.6K
$9.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
20.7K+ 9.46% |
$1.81M - $1.95M
|
239K
$22.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
20.6K+ 119.66% |
$1.81M - $1.95M
|
37.8K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
20.3K+ 121.91% |
$1.78M - $1.92M
|
37K
$3.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
19.9K+ 111.57% |
$1.74M - $1.88M
|
37.6K
$3.52M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.7K+ 60.33% |
$1.73M - $1.86M
|
52.4K
$4.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
18.9K+ 50.48% |
$1.66M - $1.79M
|
56.4K
$5.27M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18.6K+ 51.64% |
$1.63M - $1.76M
|
54.6K
$5.11M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
17.8K+ 326.17% |
$1.56M - $1.68M
|
23.3K
$2.18M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
17.7KNew |
$1.55M - $1.67M
|
17.7K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
17.3K+ 462.75% |
$1.52M - $1.64M
|
21K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.3K+ 33.34% |
$1.51M - $1.63M
|
69K
$6.45M
|