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 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.16KNew |
$189K - $204K
|
2.16K
$202K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2.16K+ 3.48% |
$189K - $204K
|
64.2K
$6M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.16KNew |
$189K - $204K
|
2.16K
$202K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.15KNew |
$189K - $204K
|
2.15K
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.15KNew |
$188K - $203K
|
2.15K
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.08K+ 18.46% |
$183K - $197K
|
13.4K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.08K+ 1.19% |
$182K - $196K
|
176K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.05K+ 31.51% |
$180K - $194K
|
8.55K
$799K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.01K+ 28.4% |
$176K - $190K
|
9.1K
$851K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
2K+ 1.54% |
$175K - $189K
|
131K
$12.3M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.98K+ 130.65% |
$174K - $187K
|
3.5K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.91KNew |
$168K - $181K
|
1.91K
$179K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.89K+ 2.87% |
$165K - $178K
|
67.6K
$6.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.88K+ 15.63% |
$165K - $178K
|
13.9K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.87K+ 54.26% |
$164K - $177K
|
5.33K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.83K+ 3.14% |
$161K - $173K
|
60.2K
$5.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.8K+ 5.07% |
$158K - $170K
|
37.3K
$3.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.79K+ 8.15% |
$157K - $169K
|
23.7K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.74K+ 102.72% |
$152K - $164K
|
3.43K
$321K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.7K+ 2.36% |
$149K - $161K
|
73.9K
$6.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
1.69K+ 1.41% |
$148K - $160K
|
121K
$11.3M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.65K+ 12.8% |
$145K - $156K
|
14.5K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.57KNew |
$137K - $148K
|
1.57K
$146K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
1.53K+ 0.61% |
$134K - $145K
|
252K
$23.6M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.51K+ 2.55% |
$132K - $143K
|
60.7K
$5.67M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.5K+ 353.9% |
$131K - $141K
|
1.92K
$180K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.46K+ 29.94% |
$128K - $138K
|
6.32K
$591K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.43K+ 12.72% |
$125K - $135K
|
12.7K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.41K+ 13.59% |
$124K - $134K
|
11.8K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.4K+ 5.06% |
$123K - $133K
|
29.1K
$2.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.39K+ 8.91% |
$122K - $131K
|
17K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.34K+ 6.32% |
$117K - $126K
|
22.5K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.33K+ 83.88% |
$116K - $125K
|
2.91K
$272K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.3K+ 15.22% |
$114K - $123K
|
9.86K
$922K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.29K+ 1.38% |
$113K - $122K
|
94.5K
$8.83M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
1.26K+ 9.58% |
$111K - $119K
|
14.4K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.25K+ 2.65% |
$109K - $118K
|
48.4K
$4.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 22.4% |
$109K - $118K
|
6.8K
$636K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.21KNew |
$106K - $115K
|
1.21K
$114K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.16K+ 43.77% |
$102K - $110K
|
3.81K
$356K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.15K+ 11.41% |
$101K - $109K
|
11.2K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 304.23% |
$101K - $109K
|
1.53K
$143K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.15K+ 6.07% |
$101K - $109K
|
20.1K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.14K+ 2.4% |
$100K - $108K
|
48.8K
$4.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.12K+ 3.76% |
$98K - $106K
|
30.9K
$2.89M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.12K+ 4.91% |
$97.9K - $106K
|
23.9K
$2.23M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
1.1K+ 13.96% |
$96.1K - $104K
|
8.95K
$837K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.09K+ 218.2% |
$95.7K - $103K
|
1.59K
$149K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.08K+ 35.1% |
$94.3K - $102K
|
4.14K
$387K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.07KNew |
$94K - $101K
|
1.07K
$100K
|