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
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
193+ 8.23% |
$16.9K - $18.2K
|
2.54K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
192+ 8.24% |
$16.8K - $18.1K
|
2.52K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
186+ 0.45% |
$16.3K - $17.6K
|
41.3K
$3.86M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
177+ 1.57% |
$15.5K - $16.7K
|
11.5K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
175+ 3.93% |
$15.3K - $16.5K
|
4.63K
$433K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
173New |
$15.2K - $16.4K
|
173
$16.2K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
173+ 1.05% |
$15.2K - $16.4K
|
16.7K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
169+ 77.88% |
$14.8K - $16K
|
386
$36.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
166+ 4.32% |
$14.6K - $15.7K
|
4.01K
$375K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
161+ 5.21% |
$14.1K - $15.2K
|
3.25K
$304K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
154+ 4.46% |
$13.5K - $14.6K
|
3.61K
$337K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
154+ 3.1% |
$13.5K - $14.6K
|
5.11K
$478K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
153+ 4.15% |
$13.4K - $14.5K
|
3.84K
$359K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
146+ 5.78% |
$12.8K - $13.8K
|
2.67K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
145+ 0.44% |
$12.7K - $13.7K
|
32.8K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
145+ 3.75% |
$12.7K - $13.7K
|
4.01K
$375K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
139+ 0.11% |
$12.2K - $13.1K
|
122K
$11.4M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
132+ 2.2% |
$11.6K - $12.5K
|
6.13K
$573K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
131+ 2.13% |
$11.5K - $12.4K
|
6.29K
$588K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
129+ 1.75% |
$11.3K - $12.2K
|
7.5K
$701K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
127+ 0.35% |
$11.1K - $12K
|
36.2K
$3.38M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
125+ 2.87% |
$11K - $11.8K
|
4.48K
$419K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
123+ 82.0% |
$10.8K - $11.6K
|
273
$25.5K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
116New |
$10.2K - $11K
|
116
$10.8K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
112+ 1.34% |
$9.82K - $10.6K
|
8.49K
$794K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
112+ 1.28% |
$9.82K - $10.6K
|
8.84K
$827K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
111+ 6.6% |
$9.73K - $10.5K
|
1.79K
$168K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
107+ 4.14% |
$9.38K - $10.1K
|
2.69K
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
104New |
$9.12K - $9.83K
|
104
$9.73K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
104+ 1.16% |
$9.12K - $9.83K
|
9.08K
$849K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
103+ 0.17% |
$9.03K - $9.74K
|
62.4K
$5.83M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
101+ 2.62% |
$8.86K - $9.55K
|
3.96K
$370K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
100+ 3.38% |
$8.77K - $9.45K
|
3.06K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
99+ 0.16% |
$8.68K - $9.36K
|
61.8K
$5.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
97+ 23.6% |
$8.5K - $9.17K
|
508
$47.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
93+ 2.22% |
$8.15K - $8.79K
|
4.28K
$401K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
87+ 35.22% |
$7.63K - $8.22K
|
334
$31.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
85+ 1.57% |
$7.45K - $8.03K
|
5.51K
$515K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
85+ 1.48% |
$7.45K - $8.03K
|
5.82K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
85+ 0.78% |
$7.45K - $8.03K
|
11K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
81New |
$7.1K - $7.66K
|
81
$7.57K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
60+ 1.01% |
$5.26K - $5.67K
|
5.99K
$560K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
59+ 0.19% |
$5.17K - $5.58K
|
31.3K
$2.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
55+ 1.43% |
$4.82K - $5.2K
|
3.9K
$365K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
55+ 4.31% |
$4.82K - $5.2K
|
1.33K
$125K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
55+ 2.37% |
$4.82K - $5.2K
|
2.37K
$222K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
53+ 0.72% |
$4.65K - $5.01K
|
7.39K
$691K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
52+ 2.27% |
$4.56K - $4.92K
|
2.35K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
51+ 33.55% |
$4.47K - $4.82K
|
203
$19K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
49+ 0.13% |
$4.3K - $4.63K
|
37.5K
$3.5M
|