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 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
435+ 2.9% |
$38.1K - $41.1K
|
15.5K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
432+ 2400.0% |
$37.9K - $40.8K
|
450
$42.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
400+ 19.46% |
$35.1K - $37.8K
|
2.46K
$230K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
397+ 5.28% |
$34.8K - $37.5K
|
7.91K
$740K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
394New |
$34.5K - $37.2K
|
394
$36.8K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
386+ 2.84% |
$33.8K - $36.5K
|
14K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
383+ 0.03% |
$33.6K - $36.2K
|
1.11M
$104M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
381+ 762.0% |
$33.4K - $36K
|
431
$40.3K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
374+ 4.99% |
$32.8K - $35.4K
|
7.87K
$736K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
365+ 2.24% |
$32K - $34.5K
|
16.6K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
360+ 14.46% |
$31.6K - $34K
|
2.85K
$267K
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
360+ 0.92% |
$31.6K - $34K
|
39.6K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
359+ 3.4% |
$31.5K - $33.9K
|
10.9K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
357New |
$31.3K - $33.7K
|
357
$33.4K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
357+ 1.18% |
$31.3K - $33.7K
|
30.7K
$2.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
354+ 9.38% |
$31K - $33.5K
|
4.13K
$386K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
351+ 0.31% |
$30.8K - $33.2K
|
113K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
351+ 4.31% |
$30.8K - $33.2K
|
8.5K
$795K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
340+ 193.18% |
$29.8K - $32.1K
|
516
$48.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
331+ 4.4% |
$29K - $31.3K
|
7.86K
$735K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
327New |
$28.7K - $30.9K
|
327
$30.6K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
325New |
$28.5K - $30.7K
|
325
$30.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
324+ 7.96% |
$28.4K - $30.6K
|
4.4K
$411K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
320+ 26.49% |
$28.1K - $30.2K
|
1.53K
$143K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
304New |
$26.7K - $28.7K
|
304
$28.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
302+ 10.34% |
$26.5K - $28.5K
|
3.22K
$301K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
300+ 3.4% |
$26.3K - $28.4K
|
9.12K
$853K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
300+ 5.11% |
$26.3K - $28.4K
|
6.17K
$577K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
295+ 2.39% |
$25.9K - $27.9K
|
12.6K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
294+ 12.73% |
$25.8K - $27.8K
|
2.6K
$244K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
291+ 7.56% |
$25.5K - $27.5K
|
4.14K
$387K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
279+ 3.38% |
$24.5K - $26.4K
|
8.53K
$798K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
277+ 2.4% |
$24.3K - $26.2K
|
11.8K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
265+ 3.22% |
$23.2K - $25K
|
8.5K
$795K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
258+ 0.85% |
$22.6K - $24.4K
|
30.6K
$2.87M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
253+ 7.32% |
$22.2K - $23.9K
|
3.71K
$347K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
251+ 0.3% |
$22K - $23.7K
|
84.2K
$7.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
245+ 0.33% |
$21.5K - $23.2K
|
74.8K
$7M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
240+ 0.29% |
$21K - $22.7K
|
82.1K
$7.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
237+ 24.84% |
$20.8K - $22.4K
|
1.19K
$111K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
232+ 27.29% |
$20.3K - $21.9K
|
1.08K
$101K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
226+ 9.96% |
$19.8K - $21.4K
|
2.49K
$233K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
221+ 3.82% |
$19.4K - $20.9K
|
6K
$561K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
220+ 32.59% |
$19.3K - $20.8K
|
895
$83.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
210+ 0.35% |
$18.4K - $19.8K
|
60.4K
$5.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
208+ 1.26% |
$18.2K - $19.7K
|
16.8K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
208+ 0.17% |
$18.2K - $19.7K
|
123K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
204+ 1.07% |
$17.9K - $19.3K
|
19.2K
$1.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
199+ 0.85% |
$17.4K - $18.8K
|
23.5K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
199+ 4.21% |
$17.4K - $18.8K
|
4.93K
$461K
|