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 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-89.9K- 28.18% |
$7.89M - $8.5M
|
229K
$21.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-125K- 0.94% |
$11M - $11.8M
|
13.1M
$1.25B
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-131K- 6.67% |
$11.5M - $12.4M
|
1.83M
$175M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-138K- 94.04% |
$12.1M - $13M
|
8.75K
$835K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-149K- 44.94% |
$13.1M - $14.1M
|
183K
$17.5M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-151K- 41.57% |
$13.3M - $14.3M
|
213K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-168K- 9.91% |
$14.7M - $15.9M
|
1.53M
$146M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-177K- 80.34% |
$15.5M - $16.7M
|
43.3K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-199K- 51.05% |
$17.4M - $18.8M
|
191K
$18.2M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-203K- 59.12% |
$17.8M - $19.2M
|
140K
$13.4M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-227K- 80.46% |
$19.9M - $21.4M
|
55.1K
$5.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-251K- 98.93% |
$22M - $23.7M
|
2.71K
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-273K- 83.3% |
$24M - $25.8M
|
54.8K
$5.23M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-307K- 71.24% |
$26.9M - $29M
|
124K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-310K- 8.01% |
$27.1M - $29.3M
|
3.56M
$339M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-355K- 98.63% |
$31.2M - $33.6M
|
4.92K
$470K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-356K- 77.41% |
$31.2M - $33.6M
|
104K
$9.91M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-417K- 6.74% |
$36.5M - $39.4M
|
5.76M
$550M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.73M- 10.95% |
$152M - $164M
|
14.1M
$1.34B
|
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.78M- 37.94% |
$156M - $169M
|
2.92M
$279M
|