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 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.55K+ 10.37% |
$574K - $619K
|
69.7K
$6.52M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.52K+ 23.19% |
$572K - $617K
|
34.7K
$3.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
6.34KNew |
$555K - $599K
|
6.34K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
6.24KNew |
$547K - $589K
|
6.24K
$583K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
6KNew |
$526K - $567K
|
6K
$561K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
5.79KNew |
$508K - $548K
|
5.79K
$542K
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
5.69KNew |
$499K - $538K
|
5.69K
$532K
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
5.39K+ 442.41% |
$473K - $510K
|
6.61K
$618K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5.39KNew |
$472K - $509K
|
5.39K
$504K
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
5.28K+ 3.41% |
$463K - $499K
|
160K
$15M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.12KNew |
$449K - $484K
|
5.12K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.01K+ 5.32% |
$439K - $473K
|
99.2K
$9.27M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5KNew |
$438K - $473K
|
5K
$468K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.92KNew |
$431K - $465K
|
4.92K
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.71K+ 13.87% |
$413K - $445K
|
38.7K
$3.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.68K+ 1290.36% |
$411K - $443K
|
5.05K
$472K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.63KNew |
$406K - $437K
|
4.63K
$433K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.61K+ 77.42% |
$404K - $435K
|
10.6K
$987K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
4.6K+ 174.71% |
$403K - $434K
|
7.23K
$676K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.53K+ 13.95% |
$397K - $428K
|
37K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
4.45K+ 2.32% |
$390K - $420K
|
196K
$18.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.42KNew |
$387K - $418K
|
4.42K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.39K+ 74.03% |
$385K - $415K
|
10.3K
$965K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.33K+ 121.9% |
$380K - $409K
|
7.88K
$737K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
4.32K+ 6.3% |
$379K - $408K
|
72.8K
$6.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.07K+ 3.81% |
$357K - $385K
|
111K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.05KNew |
$355K - $383K
|
4.05K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4K+ 142.1% |
$351K - $378K
|
6.82K
$637K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.8K+ 97.51% |
$333K - $359K
|
7.69K
$719K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.79K+ 34.77% |
$332K - $358K
|
14.7K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.79KNew |
$332K - $358K
|
3.79K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.75KNew |
$329K - $355K
|
3.75K
$351K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3.7K+ 3.29% |
$324K - $350K
|
116K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.68KNew |
$323K - $348K
|
3.68K
$344K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.67K+ 7.3% |
$321K - $347K
|
53.9K
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.66KNew |
$321K - $346K
|
3.66K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.59K+ 60.59% |
$315K - $340K
|
9.52K
$890K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.48K+ 722.66% |
$305K - $329K
|
3.96K
$370K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.46K+ 2.08% |
$303K - $327K
|
170K
$15.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
3.44KNew |
$302K - $325K
|
3.44K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.44K+ 91.71% |
$302K - $325K
|
7.2K
$673K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.4KNew |
$298K - $321K
|
3.4K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.36K+ 4.05% |
$295K - $318K
|
86.4K
$8.08M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.3K+ 0.74% |
$290K - $312K
|
447K
$41.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3.27K+ 11685.71% |
$287K - $309K
|
3.3K
$309K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.22K+ 25.95% |
$282K - $304K
|
15.6K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.2K+ 3.25% |
$280K - $302K
|
102K
$9.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
3.18K+ 14.89% |
$279K - $301K
|
24.5K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
3.16K+ 106.01% |
$277K - $299K
|
6.14K
$574K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.15K+ 66.83% |
$276K - $297K
|
7.86K
$735K
|