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 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-14K- 31.42% |
$1.23M - $1.32M
|
30.6K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14.1K- 15.72% |
$1.24M - $1.33M
|
75.6K
$7.22M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.3K- 10.23% |
$1.26M - $1.36M
|
126K
$12M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-14.9K- 12.5% |
$1.3M - $1.41M
|
104K
$9.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-15.3K- 47.31% |
$1.34M - $1.45M
|
17K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-15.3K- 5.25% |
$1.34M - $1.45M
|
276K
$26.4M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-15.8K- 10.78% |
$1.38M - $1.49M
|
131K
$12.5M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-16.5K- 10.41% |
$1.44M - $1.56M
|
142K
$13.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.1K- 6.07% |
$1.5M - $1.62M
|
264K
$25.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-17.8K- 64.47% |
$1.56M - $1.68M
|
9.79K
$935K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-17.8K- 1.75% |
$1.56M - $1.68M
|
996K
$95M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18.2K- 17.86% |
$1.6M - $1.72M
|
83.8K
$8M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-18.9K- 49.95% |
$1.66M - $1.79M
|
18.9K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19K- 5.09% |
$1.67M - $1.8M
|
355K
$33.9M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-19.1K- 87.55% |
$1.68M - $1.81M
|
2.72K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.2K- 24.95% |
$1.68M - $1.81M
|
57.7K
$5.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19.3K- 28.08% |
$1.7M - $1.83M
|
49.6K
$4.73M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-19.5K- 17.87% |
$1.71M - $1.85M
|
89.9K
$8.58M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.9K- 2.8% |
$1.75M - $1.88M
|
691K
$65.9M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-20.6K- 74.36% |
$1.81M - $1.95M
|
7.11K
$679K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-20.8K- 9.83% |
$1.83M - $1.97M
|
191K
$18.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21.6K- 8.95% |
$1.9M - $2.04M
|
220K
$21M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-23K- 30.16% |
$2.02M - $2.17M
|
53.2K
$5.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-23.8K- 74.55% |
$2.08M - $2.25M
|
8.12K
$775K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.4K- 1.42% |
$2.14M - $2.31M
|
1.7M
$162M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-25.3K- 45.74% |
$2.22M - $2.39M
|
30K
$2.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-28K- 7.73% |
$2.45M - $2.64M
|
334K
$31.9M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29.9KClosed |
$2.62M - $2.83M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-30.9K- 47.54% |
$2.71M - $2.93M
|
34.2K
$3.26M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-33.4K- 3.15% |
$2.92M - $3.15M
|
1.03M
$97.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-34.9K- 99.92% |
$3.06M - $3.3M
|
28
$2.67K
|
|
|
Aug 14, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-35.3K- 99.17% |
$3.09M - $3.34M
|
297
$28.3K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-37.3K- 27.69% |
$3.27M - $3.53M
|
97.4K
$9.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-40.4K- 14.13% |
$3.54M - $3.82M
|
245K
$23.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-41.3K- 85.39% |
$3.62M - $3.91M
|
7.07K
$675K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-41.6K- 55.27% |
$3.64M - $3.93M
|
33.6K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-42.6K- 57.61% |
$3.74M - $4.03M
|
31.4K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43K- 82.49% |
$3.77M - $4.06M
|
9.12K
$870K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-50.4K- 32.34% |
$4.42M - $4.76M
|
105K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-50.9K- 21.7% |
$4.46M - $4.81M
|
184K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-53.7K- 89.7% |
$4.71M - $5.07M
|
6.16K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-61.2K- 60.05% |
$5.37M - $5.78M
|
40.7K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-62.1K- 93.05% |
$5.44M - $5.87M
|
4.64K
$442K
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-62.4K- 86.21% |
$5.47M - $5.9M
|
9.99K
$953K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-64.4K- 13.49% |
$5.65M - $6.09M
|
413K
$39.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-65.6K- 24.8% |
$5.75M - $6.2M
|
199K
$19M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-68.4K- 10.74% |
$6M - $6.47M
|
569K
$54.3M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-69.7K- 21.54% |
$6.11M - $6.59M
|
254K
$24.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-75.2K- 88.82% |
$6.6M - $7.11M
|
9.47K
$904K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-88K- 6.34% |
$7.71M - $8.31M
|
1.3M
$124M
|