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 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 11.41% |
$93.9K - $101K
|
10.5K
$978K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.04K+ 70.18% |
$91.2K - $98.3K
|
2.52K
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.02K+ 1.47% |
$89.3K - $96.2K
|
70.3K
$6.57M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 1.31% |
$88.8K - $95.7K
|
78.1K
$7.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.01K+ 14.8% |
$88.2K - $95.1K
|
7.8K
$730K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
989+ 5.79% |
$86.7K - $93.5K
|
18.1K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
976+ 4.28% |
$85.6K - $92.3K
|
23.8K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
972+ 15.87% |
$85.2K - $91.9K
|
7.1K
$664K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
969+ 36.66% |
$85K - $91.6K
|
3.61K
$338K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
931+ 2.06% |
$81.6K - $88K
|
46.2K
$4.32M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
903+ 8.73% |
$79.2K - $85.4K
|
11.2K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
842+ 2.74% |
$73.8K - $79.6K
|
31.5K
$2.95M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
821New |
$72K - $77.6K
|
821
$76.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
818+ 0.5% |
$71.7K - $77.3K
|
166K
$15.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
817+ 4.73% |
$71.6K - $77.2K
|
18.1K
$1.69M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
811+ 24.88% |
$71.1K - $76.7K
|
4.07K
$381K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
752+ 0.08% |
$65.9K - $71.1K
|
983K
$91.9M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
751+ 17.27% |
$65.8K - $71K
|
5.1K
$477K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
746+ 4.16% |
$65.4K - $70.5K
|
18.7K
$1.75M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
738+ 7.56% |
$64.7K - $69.8K
|
10.5K
$981K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
722+ 9.86% |
$63.3K - $68.2K
|
8.04K
$752K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
720+ 5.68% |
$63.1K - $68.1K
|
13.4K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
704+ 13.06% |
$61.7K - $66.5K
|
6.1K
$570K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
674+ 0.63% |
$59.1K - $63.7K
|
107K
$10M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
652+ 26.16% |
$57.2K - $61.6K
|
3.14K
$294K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
635+ 10.46% |
$55.7K - $60K
|
6.7K
$627K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
634+ 2.64% |
$55.6K - $59.9K
|
24.6K
$2.3M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
634+ 11.89% |
$55.6K - $59.9K
|
5.97K
$558K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
621+ 0.44% |
$54.4K - $58.7K
|
143K
$13.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
617+ 0.84% |
$54.1K - $58.3K
|
73.8K
$6.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
609+ 1.2% |
$53.4K - $57.6K
|
51.2K
$4.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
598+ 8.3% |
$52.4K - $56.5K
|
7.8K
$729K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
591+ 4.37% |
$51.8K - $55.9K
|
14.1K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
562+ 0.93% |
$49.3K - $53.1K
|
61.1K
$5.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
551+ 1.22% |
$48.3K - $52.1K
|
45.8K
$4.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
543+ 0.44% |
$47.6K - $51.3K
|
123K
$11.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
537+ 7.47% |
$47.1K - $50.8K
|
7.72K
$722K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
535+ 14.28% |
$46.9K - $50.6K
|
4.28K
$400K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
514+ 8.17% |
$45.1K - $48.6K
|
6.8K
$636K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
513+ 21.89% |
$45K - $48.5K
|
2.86K
$267K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
507+ 12.97% |
$44.5K - $47.9K
|
4.42K
$413K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
505+ 1.11% |
$44.3K - $47.7K
|
46K
$4.3M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
496+ 184.39% |
$43.5K - $46.9K
|
765
$71.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
466New |
$40.9K - $44K
|
466
$43.6K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
465+ 2.37% |
$40.8K - $44K
|
20.1K
$1.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
459+ 6.77% |
$40.2K - $43.4K
|
7.24K
$677K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
451+ 3.64% |
$39.5K - $42.6K
|
12.8K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
450+ 9.33% |
$39.5K - $42.5K
|
5.27K
$493K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
444+ 0.43% |
$38.9K - $42K
|
103K
$9.65M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
439+ 0.81% |
$38.5K - $41.5K
|
54.6K
$5.1M
|