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 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-4- 0.02% |
$354 - $378
|
17.5K
$1.63M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-6- 0.07% |
$532 - $567
|
8.06K
$750K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-6- 0.1% |
$532 - $567
|
6.22K
$579K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.64% |
$532 - $567
|
935
$87K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-7- 0.11% |
$620 - $662
|
6.14K
$571K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-8- 0.13% |
$709 - $757
|
6.19K
$576K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-9- 0.2% |
$797 - $851
|
4.59K
$427K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-10- 0.12% |
$886 - $946
|
8.04K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-11- 0.21% |
$974 - $1.04K
|
5.18K
$482K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-12- 0.46% |
$1.06K - $1.13K
|
2.58K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12- 50.0% |
$1.06K - $1.13K
|
12
$1.12K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-14- 0.45% |
$1.24K - $1.32K
|
3.06K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-15- 0.54% |
$1.33K - $1.42K
|
2.79K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-15- 0.44% |
$1.33K - $1.42K
|
3.36K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-16- 0.69% |
$1.42K - $1.51K
|
2.29K
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-17- 0.48% |
$1.51K - $1.61K
|
3.55K
$330K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-17- 0.27% |
$1.51K - $1.61K
|
6.29K
$585K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-20- 0.25% |
$1.77K - $1.89K
|
8.04K
$748K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20- 0.53% |
$1.77K - $1.89K
|
3.73K
$347K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-22- 0.4% |
$1.95K - $2.08K
|
5.42K
$505K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-24- 0.28% |
$2.13K - $2.27K
|
8.64K
$804K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-24- 0.12% |
$2.13K - $2.27K
|
20.3K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-24- 0.22% |
$2.13K - $2.27K
|
11K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-25- 1.9% |
$2.21K - $2.36K
|
1.29K
$120K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-25- 0.46% |
$2.21K - $2.36K
|
5.47K
$509K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-25- 0.65% |
$2.21K - $2.36K
|
3.85K
$358K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-27- 0.08% |
$2.39K - $2.55K
|
35K
$3.25M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-27- 2.66% |
$2.39K - $2.55K
|
987
$91.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-27- 1.57% |
$2.39K - $2.55K
|
1.69K
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-31- 0.38% |
$2.75K - $2.93K
|
8.15K
$758K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-32- 6.24% |
$2.83K - $3.03K
|
481
$44.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-35- 0.09% |
$3.1K - $3.31K
|
37K
$3.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-36- 0.37% |
$3.19K - $3.4K
|
9.65K
$898K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-37- 5.01% |
$3.28K - $3.5K
|
701
$65.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-38- 10.41% |
$3.37K - $3.59K
|
327
$30.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-40- 0.48% |
$3.54K - $3.78K
|
8.37K
$778K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-41- 1.08% |
$3.63K - $3.88K
|
3.75K
$349K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-43- 1.37% |
$3.81K - $4.07K
|
3.1K
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-46- 17.36% |
$4.08K - $4.35K
|
219
$20.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-50- 1.16% |
$4.43K - $4.73K
|
4.27K
$397K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-50- 1.96% |
$4.43K - $4.73K
|
2.51K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-51- 0.15% |
$4.52K - $4.82K
|
33.5K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-52- 1.38% |
$4.61K - $4.92K
|
3.73K
$347K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-53- 0.64% |
$4.7K - $5.01K
|
8.18K
$761K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-53- 0.84% |
$4.7K - $5.01K
|
6.26K
$582K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-54- 0.37% |
$4.78K - $5.11K
|
14.5K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-55- 0.14% |
$4.87K - $5.2K
|
40.6K
$3.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-58- 0.39% |
$5.14K - $5.49K
|
14.8K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-59- 12.55% |
$5.23K - $5.58K
|
411
$38.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-59- 2.48% |
$5.23K - $5.58K
|
2.32K
$216K
|