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
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
5+ 0.16% |
$443 - $473
|
3.22K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5+ 0.21% |
$443 - $473
|
2.43K
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5+ 0.13% |
$443 - $473
|
3.86K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4New |
$354 - $378
|
4
$374
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4+ 0.03% |
$354 - $378
|
12.1K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4+ 0.07% |
$354 - $378
|
5.7K
$533K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4+ 0.02% |
$354 - $378
|
20.9K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
3+ 0.09% |
$266 - $284
|
3.21K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.48% |
$266 - $284
|
624
$58.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.02% |
$266 - $284
|
14.9K
$1.39M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.48% |
$177 - $189
|
416
$38.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.13% |
$177 - $189
|
1.58K
$148K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.46% |
$177 - $189
|
437
$40.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2+ 0.4% |
$177 - $189
|
504
$47.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.38% |
$177 - $189
|
534
$49.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$88.6 - $94.6
|
20K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.33% |
$88.6 - $94.6
|
302
$28.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1New |
$88.6 - $94.6
|
1
$93.5
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.21% |
$88.6 - $94.6
|
483
$45.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.01% |
$88.6 - $94.6
|
9.85K
$921K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.06% |
$88.6 - $94.6
|
1.65K
$154K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.03% |
$88.6 - $94.6
|
3.13K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.62% |
$88.6 - $94.6
|
163
$15.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.05% |
$88.6 - $94.6
|
2.19K
$205K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1- 0.04% |
$88.6 - $94.6
|
2.47K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.29% |
$88.6 - $94.6
|
349
$32.6K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2- 0.05% |
$177 - $189
|
3.64K
$340K
|
|
|
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
$753K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-6- 0.1% |
$532 - $567
|
6.22K
$581K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.64% |
$532 - $567
|
935
$87.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-7- 0.11% |
$620 - $662
|
6.14K
$574K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-8- 0.13% |
$709 - $757
|
6.19K
$579K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-9- 0.2% |
$797 - $851
|
4.59K
$429K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-10- 0.12% |
$886 - $946
|
8.04K
$752K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-11- 0.21% |
$974 - $1.04K
|
5.18K
$484K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-12- 0.46% |
$1.06K - $1.13K
|
2.58K
$241K
|
|
|
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
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-15- 0.54% |
$1.33K - $1.42K
|
2.79K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-15- 0.44% |
$1.33K - $1.42K
|
3.36K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-16- 0.69% |
$1.42K - $1.51K
|
2.29K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-17- 0.48% |
$1.51K - $1.61K
|
3.55K
$332K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-17- 0.27% |
$1.51K - $1.61K
|
6.29K
$588K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-20- 0.25% |
$1.77K - $1.89K
|
8.04K
$751K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20- 0.53% |
$1.77K - $1.89K
|
3.73K
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-22- 0.4% |
$1.95K - $2.08K
|
5.42K
$507K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-24- 0.28% |
$2.13K - $2.27K
|
8.64K
$808K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-24- 0.12% |
$2.13K - $2.27K
|
20.3K
$1.9M
|