Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Gfg Capital, LLC
|
BUY
|
- |
19KNew |
$1.76M - $1.81M
|
19K
$1.82M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
5.17K+ 4.21% |
$476K - $492K
|
128K
$12.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.45K+ 20.01% |
$318K - $329K
|
20.7K
$1.98M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.03K+ 6.26% |
$279K - $288K
|
51.4K
$4.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.51KNew |
$231K - $238K
|
2.51K
$239K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.12KNew |
$196K - $202K
|
2.12K
$203K
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
BUY
|
- |
1.4K+ 1.38% |
$129K - $133K
|
102K
$9.77M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.2KNew |
$111K - $114K
|
1.2K
$115K
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
435+ 5.17% |
$40.1K - $41.4K
|
8.84K
$844K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
209+ 5.16% |
$19.3K - $19.9K
|
4.26K
$406K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
164New |
$15.1K - $15.6K
|
164
$15.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-10- 0.14% |
$922 - $951
|
6.9K
$659K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-27- 1.75% |
$2.49K - $2.57K
|
1.52K
$145K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-50- 1.24% |
$4.61K - $4.76K
|
3.97K
$379K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-53- 1.31% |
$4.89K - $5.04K
|
4K
$382K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-72- 0.86% |
$6.64K - $6.85K
|
8.27K
$789K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-83- 2.88% |
$7.65K - $7.9K
|
2.8K
$267K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-87- 0.25% |
$8.02K - $8.28K
|
34.3K
$3.28M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-110- 9.5% |
$10.1K - $10.5K
|
1.05K
$100K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-160- 0.3% |
$14.7K - $15.2K
|
52.9K
$5.05M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-173- 3.66% |
$15.9K - $16.5K
|
4.55K
$434K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-202- 2.26% |
$18.6K - $19.2K
|
8.74K
$834K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-382- 0.77% |
$35.2K - $36.3K
|
49.4K
$4.72M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-475- 8.96% |
$43.8K - $45.2K
|
4.83K
$461K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-666- 1.32% |
$61.4K - $63.4K
|
50K
$4.77M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-729- 0.44% |
$67.2K - $69.4K
|
166K
$15.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-951- 2.17% |
$87.7K - $90.5K
|
42.8K
$4.09M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.06K- 9.22% |
$97.3K - $100K
|
10.4K
$992K
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-1.2K- 6.22% |
$111K - $115K
|
18.2K
$1.73M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.23K- 9.95% |
$114K - $117K
|
11.2K
$1.07M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-1.46K- 44.31% |
$135K - $139K
|
1.84K
$175K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-3.04K- 97.37% |
$280K - $289K
|
82
$7.83K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-7.82K- 16.47% |
$721K - $744K
|
39.7K
$3.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-7.82K- 1.95% |
$721K - $744K
|
394K
$37.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-10.8K- 7.74% |
$996K - $1.03M
|
129K
$12.3M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-29K- 59.55% |
$2.68M - $2.76M
|
19.7K
$1.88M
|