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 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.2K+ 2.72% |
$1.51M - $1.63M
|
649K
$60.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.1K+ 90.77% |
$1.5M - $1.61M
|
35.9K
$3.36M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.7K+ 43.31% |
$1.47M - $1.58M
|
55.3K
$5.17M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
16.4KNew |
$1.44M - $1.55M
|
16.4K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
16KNew |
$1.4M - $1.51M
|
16K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
15.8KNew |
$1.38M - $1.49M
|
15.8K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.3K+ 102286.67% |
$1.35M - $1.45M
|
15.4K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
14.4KNew |
$1.27M - $1.36M
|
14.4K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.1KNew |
$1.24M - $1.33M
|
14.1K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13.8KNew |
$1.21M - $1.31M
|
13.8K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13KNew |
$1.14M - $1.23M
|
13K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
13K+ 171.1% |
$1.14M - $1.23M
|
20.6K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
11.9K+ 6.66% |
$1.04M - $1.12M
|
191K
$17.8M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
11.8KNew |
$1.03M - $1.11M
|
11.8K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.7KNew |
$1.02M - $1.1M
|
11.7K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.4K+ 63.19% |
$1M - $1.08M
|
29.5K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.1K+ 11.92% |
$976K - $1.05M
|
104K
$9.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
10.8KNew |
$943K - $1.02M
|
10.8K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
10.3KNew |
$902K - $972K
|
10.3K
$962K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10.2KNew |
$898K - $968K
|
10.2K
$958K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
10.2K+ 309.46% |
$892K - $962K
|
13.5K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
10.1KNew |
$888K - $957K
|
10.1K
$947K
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
10KNew |
$877K - $945K
|
10K
$935K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.97K+ 54.55% |
$874K - $942K
|
28.2K
$2.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.78K+ 19.5% |
$858K - $925K
|
60K
$5.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.69K+ 115.6% |
$849K - $916K
|
18.1K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
9.47KNew |
$831K - $895K
|
9.47K
$886K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
9.4K+ 8.58% |
$824K - $888K
|
119K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
9.35K+ 10.75% |
$820K - $884K
|
96.4K
$9.01M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9.27K+ 84.84% |
$813K - $876K
|
20.2K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
9.12KNew |
$799K - $862K
|
9.12K
$853K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
9.06K+ 13.97% |
$794K - $856K
|
73.9K
$6.91M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
8.95K+ 5.84% |
$784K - $846K
|
162K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.85K+ 53.69% |
$776K - $837K
|
25.3K
$2.37M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
8.64K+ 2.54% |
$757K - $817K
|
349K
$32.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
8.53KNew |
$748K - $807K
|
8.53K
$798K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.41KNew |
$737K - $794K
|
8.41K
$786K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.39K+ 25.92% |
$736K - $793K
|
40.8K
$3.81M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.26KNew |
$724K - $781K
|
8.26K
$772K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.13KNew |
$713K - $769K
|
8.13K
$760K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.92K+ 159.51% |
$694K - $748K
|
12.9K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
7.89K+ 2.21% |
$691K - $745K
|
365K
$34.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
7.54KNew |
$661K - $712K
|
7.54K
$705K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.5K+ 34.04% |
$658K - $709K
|
29.5K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
7.45K+ 158.48% |
$653K - $704K
|
12.2K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.22K+ 4.61% |
$633K - $683K
|
164K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
7.05K+ 8.65% |
$618K - $667K
|
88.6K
$8.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
6.82KNew |
$598K - $644K
|
6.82K
$637K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.74K+ 22.33% |
$591K - $637K
|
36.9K
$3.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.65KNew |
$583K - $628K
|
6.65K
$621K
|