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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-61- 2.63% |
$5.4K - $5.77K
|
2.26K
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-64- 0.2% |
$5.67K - $6.05K
|
32.7K
$3.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-64- 0.17% |
$5.67K - $6.05K
|
38.4K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-65- 2.21% |
$5.76K - $6.15K
|
2.88K
$268K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-69- 0.32% |
$6.11K - $6.53K
|
21.4K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-70- 2.22% |
$6.2K - $6.62K
|
3.08K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-72- 1.28% |
$6.38K - $6.81K
|
5.56K
$517K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-72- 1.18% |
$6.38K - $6.81K
|
6.04K
$562K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-73- 1.57% |
$6.47K - $6.9K
|
4.57K
$425K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-78- 1.4% |
$6.91K - $7.38K
|
5.48K
$510K
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-78- 6.01% |
$6.91K - $7.38K
|
1.22K
$113K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-78- 2.01% |
$6.91K - $7.38K
|
3.81K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-79- 14.39% |
$7K - $7.47K
|
470
$43.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-80- 2.04% |
$7.09K - $7.57K
|
3.84K
$357K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-82- 0.76% |
$7.26K - $7.75K
|
10.7K
$991K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-83- 3.18% |
$7.35K - $7.85K
|
2.52K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-83- 0.88% |
$7.35K - $7.85K
|
9.38K
$872K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-90- 1.23% |
$7.97K - $8.51K
|
7.2K
$670K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-90- 2.39% |
$7.97K - $8.51K
|
3.68K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-94- 2.78% |
$8.33K - $8.89K
|
3.29K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-95- 2.42% |
$8.42K - $8.98K
|
3.84K
$357K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-96- 0.56% |
$8.5K - $9.08K
|
17K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-97- 35.53% |
$8.59K - $9.17K
|
176
$16.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-99- 0.93% |
$8.77K - $9.36K
|
10.6K
$987K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 29.5% |
$8.86K - $9.46K
|
239
$22.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-102- 1.37% |
$9.04K - $9.65K
|
7.32K
$681K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-105- 0.51% |
$9.3K - $9.93K
|
20.3K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-105- 1.74% |
$9.3K - $9.93K
|
5.94K
$553K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-107- 1.08% |
$9.48K - $10.1K
|
9.83K
$915K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-108- 2.84% |
$9.57K - $10.2K
|
3.7K
$344K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-112- 3.37% |
$9.92K - $10.6K
|
3.22K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-115- 2.82% |
$10.2K - $10.9K
|
3.96K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-117- 1.86% |
$10.4K - $11.1K
|
6.16K
$573K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-117Closed |
$10.4K - $11.1K
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-118- 0.24% |
$10.5K - $11.2K
|
49K
$4.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-119- 4.56% |
$10.5K - $11.3K
|
2.49K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-119- 0.72% |
$10.5K - $11.3K
|
16.5K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-120- 3.45% |
$10.6K - $11.3K
|
3.36K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-123- 4.62% |
$10.9K - $11.6K
|
2.54K
$236K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-125- 1.9% |
$11.1K - $11.8K
|
6.45K
$600K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-129- 0.48% |
$11.4K - $12.2K
|
26.9K
$2.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-130- 0.55% |
$11.5K - $12.3K
|
23.6K
$2.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-130- 3.59% |
$11.5K - $12.3K
|
3.49K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-130- 4.56% |
$11.5K - $12.3K
|
2.72K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-136- 1.55% |
$12K - $12.9K
|
8.66K
$806K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-143- 4.34% |
$12.7K - $13.5K
|
3.16K
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-143- 4.99% |
$12.7K - $13.5K
|
2.72K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-146- 1.83% |
$12.9K - $13.8K
|
7.85K
$731K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-146- 2.38% |
$12.9K - $13.8K
|
6K
$558K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-146- 1.74% |
$12.9K - $13.8K
|
8.25K
$768K
|