Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
35+ 0.09% |
$3.1K - $3.31K
|
39.4K
$3.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
35+ 0.46% |
$3.1K - $3.31K
|
7.6K
$710K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
35+ 0.47% |
$3.1K - $3.31K
|
7.53K
$704K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
35+ 0.47% |
$3.1K - $3.31K
|
7.48K
$700K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
28New |
$2.48K - $2.65K
|
28
$2.62K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
26+ 0.49% |
$2.3K - $2.46K
|
5.32K
$497K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
26+ 0.89% |
$2.3K - $2.46K
|
2.95K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
26New |
$2.3K - $2.46K
|
26
$2.43K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
25+ 0.22% |
$2.21K - $2.36K
|
11.5K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
25+ 0.72% |
$2.21K - $2.36K
|
3.51K
$328K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
23+ 0.67% |
$2.04K - $2.18K
|
3.47K
$325K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
22+ 0.24% |
$1.95K - $2.08K
|
9.05K
$846K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22New |
$1.95K - $2.08K
|
22
$2.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
22+ 0.91% |
$1.95K - $2.08K
|
2.45K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
21+ 0.43% |
$1.86K - $1.99K
|
4.86K
$455K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
21+ 0.1% |
$1.86K - $1.99K
|
20.5K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
20+ 0.46% |
$1.77K - $1.89K
|
4.37K
$409K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
19+ 0.48% |
$1.68K - $1.8K
|
3.96K
$370K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18+ 1.43% |
$1.59K - $1.7K
|
1.28K
$119K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
18+ 0.39% |
$1.59K - $1.7K
|
4.69K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
18+ 0.47% |
$1.59K - $1.7K
|
3.88K
$363K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
18New |
$1.59K - $1.7K
|
18
$1.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
17New |
$1.51K - $1.61K
|
17
$1.59K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
16+ 0.23% |
$1.42K - $1.51K
|
6.91K
$646K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
15+ 0.38% |
$1.33K - $1.42K
|
3.93K
$367K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
14+ 0.27% |
$1.24K - $1.32K
|
5.13K
$480K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
14New |
$1.24K - $1.32K
|
14
$1.31K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
13+ 0.48% |
$1.15K - $1.23K
|
2.72K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
13+ 0.16% |
$1.15K - $1.23K
|
8.1K
$757K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
13+ 0.2% |
$1.15K - $1.23K
|
6.68K
$624K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
12+ 0.47% |
$1.06K - $1.13K
|
2.56K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
11New |
$974 - $1.04K
|
11
$1.03K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11+ 0.08% |
$974 - $1.04K
|
13.6K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
11+ 84.62% |
$974 - $1.04K
|
24
$2.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
11+ 84.62% |
$974 - $1.04K
|
24
$2.24K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
11+ 0.09% |
$974 - $1.04K
|
12.5K
$1.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
9+ 0.06% |
$797 - $851
|
14.3K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
9New |
$797 - $851
|
9
$842
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
9+ 0.16% |
$797 - $851
|
5.76K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
9+ 0.14% |
$797 - $851
|
6.35K
$594K
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
9+ 0.14% |
$797 - $851
|
6.62K
$619K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
8+ 0.18% |
$709 - $757
|
4.5K
$421K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
8+ 0.5% |
$709 - $757
|
1.61K
$151K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7+ 0.28% |
$620 - $662
|
2.52K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$620 - $662
|
8.77K
$820K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
6New |
$532 - $567
|
6
$561
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
6+ 0.15% |
$532 - $567
|
4.01K
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6+ 7.41% |
$532 - $567
|
87
$8.14K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 0.08% |
$443 - $473
|
6.13K
$573K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5+ 0.12% |
$443 - $473
|
4.35K
$407K
|