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 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-5.37K- 42.28% |
$471K - $508K
|
7.33K
$700K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-5.4K- 22.95% |
$473K - $510K
|
18.1K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.43K- 4.07% |
$476K - $513K
|
128K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-5.65K- 3.97% |
$495K - $534K
|
137K
$13M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.73K- 1.9% |
$503K - $542K
|
295K
$28.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-6.07K- 95.18% |
$532K - $573K
|
307
$29.3K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.18K- 27.37% |
$542K - $584K
|
16.4K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-6.34K- 63.23% |
$556K - $599K
|
3.69K
$352K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.37K- 4.2% |
$558K - $602K
|
145K
$13.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6.38K- 22.81% |
$559K - $603K
|
21.6K
$2.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-6.42K- 25.28% |
$563K - $607K
|
19K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.49K- 4.51% |
$569K - $613K
|
137K
$13.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-6.68K- 15.55% |
$586K - $631K
|
36.3K
$3.46M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.71K- 2.45% |
$588K - $634K
|
267K
$25.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.88K- 1.18% |
$603K - $650K
|
578K
$55.2M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-6.88K- 3.06% |
$603K - $650K
|
218K
$20.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-6.97K- 3.09% |
$611K - $659K
|
219K
$20.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-7.03K- 39.15% |
$617K - $665K
|
10.9K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.04K- 3.69% |
$617K - $665K
|
184K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-7.23K- 3.58% |
$634K - $683K
|
195K
$18.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-7.24K- 37.61% |
$635K - $685K
|
12K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.27K- 12.42% |
$638K - $688K
|
51.3K
$4.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.47K- 3.29% |
$655K - $706K
|
220K
$20.9M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-7.52K- 43.92% |
$659K - $711K
|
9.6K
$916K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-7.58K- 22.67% |
$665K - $717K
|
25.9K
$2.47M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-7.78K- 3.43% |
$683K - $736K
|
219K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.86K- 8.97% |
$689K - $743K
|
79.8K
$7.62M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.93K- 8.46% |
$695K - $749K
|
85.8K
$8.19M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8.28K- 47.01% |
$726K - $783K
|
9.33K
$890K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.33K- 13.23% |
$730K - $787K
|
54.6K
$5.21M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-8.42K- 72.21% |
$739K - $796K
|
3.24K
$309K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-8.5K- 27.24% |
$745K - $804K
|
22.7K
$2.17M
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-8.61K- 14.24% |
$755K - $814K
|
51.8K
$4.95M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-8.8K- 5.52% |
$771K - $831K
|
151K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-9.06K- 1.77% |
$795K - $857K
|
503K
$48M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-9.13K- 4.04% |
$801K - $863K
|
217K
$20.7M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-9.5K- 0.79% |
$833K - $898K
|
1.19M
$114M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-9.81K- 3.23% |
$860K - $927K
|
294K
$28.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-9.86K- 6.91% |
$865K - $932K
|
133K
$12.7M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.4K- 15.15% |
$910K - $981K
|
58.1K
$5.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.4K- 3.7% |
$912K - $984K
|
271K
$25.8M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-10.7K- 57.55% |
$938K - $1.01M
|
7.89K
$753K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-11.1K- 15.49% |
$970K - $1.05M
|
60.4K
$5.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-11.8K- 11.29% |
$1.04M - $1.12M
|
92.9K
$8.86M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-12.4K- 32.24% |
$1.09M - $1.17M
|
26.1K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-12.9K- 19.75% |
$1.13M - $1.22M
|
52.5K
$5.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13.1K- 18.81% |
$1.15M - $1.24M
|
56.6K
$5.4M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-13.2K- 0.89% |
$1.16M - $1.25M
|
1.47M
$140M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-13.4K- 52.03% |
$1.17M - $1.27M
|
12.3K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-13.6K- 14.1% |
$1.2M - $1.29M
|
83.1K
$7.93M
|