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 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-24- 0.22% |
$2.13K - $2.27K
|
11K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-25- 1.9% |
$2.21K - $2.36K
|
1.29K
$121K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-25- 0.46% |
$2.21K - $2.36K
|
5.47K
$511K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-25- 0.65% |
$2.21K - $2.36K
|
3.85K
$360K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-27- 0.08% |
$2.39K - $2.55K
|
35K
$3.27M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-27- 2.66% |
$2.39K - $2.55K
|
987
$92.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-27- 1.57% |
$2.39K - $2.55K
|
1.69K
$158K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-31- 0.38% |
$2.75K - $2.93K
|
8.15K
$762K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-32- 6.24% |
$2.83K - $3.03K
|
481
$45K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-35- 0.09% |
$3.1K - $3.31K
|
37K
$3.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-36- 0.37% |
$3.19K - $3.4K
|
9.65K
$903K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-37- 5.01% |
$3.28K - $3.5K
|
701
$65.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-38- 10.41% |
$3.37K - $3.59K
|
327
$30.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-40- 0.48% |
$3.54K - $3.78K
|
8.37K
$782K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-41- 1.08% |
$3.63K - $3.88K
|
3.75K
$351K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-43- 1.37% |
$3.81K - $4.07K
|
3.1K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-46- 17.36% |
$4.08K - $4.35K
|
219
$20.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-50- 1.16% |
$4.43K - $4.73K
|
4.27K
$399K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-50- 1.96% |
$4.43K - $4.73K
|
2.51K
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-51- 0.15% |
$4.52K - $4.82K
|
33.5K
$3.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-52- 1.38% |
$4.61K - $4.92K
|
3.73K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-53- 0.64% |
$4.7K - $5.01K
|
8.18K
$765K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-53- 0.84% |
$4.7K - $5.01K
|
6.26K
$585K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-54- 0.37% |
$4.78K - $5.11K
|
14.5K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-55- 0.14% |
$4.87K - $5.2K
|
40.6K
$3.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-58- 0.39% |
$5.14K - $5.49K
|
14.8K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-59- 12.55% |
$5.23K - $5.58K
|
411
$38.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-59- 2.48% |
$5.23K - $5.58K
|
2.32K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-61- 2.63% |
$5.4K - $5.77K
|
2.26K
$211K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-64- 0.2% |
$5.67K - $6.05K
|
32.7K
$3.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-64- 0.17% |
$5.67K - $6.05K
|
38.4K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-65- 2.21% |
$5.76K - $6.15K
|
2.88K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-69- 0.32% |
$6.11K - $6.53K
|
21.4K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-70- 2.22% |
$6.2K - $6.62K
|
3.08K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-72- 1.28% |
$6.38K - $6.81K
|
5.56K
$520K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-72- 1.18% |
$6.38K - $6.81K
|
6.04K
$565K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-73- 1.57% |
$6.47K - $6.9K
|
4.57K
$427K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-78- 1.4% |
$6.91K - $7.38K
|
5.48K
$512K
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-78- 6.01% |
$6.91K - $7.38K
|
1.22K
$114K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-78- 2.01% |
$6.91K - $7.38K
|
3.81K
$356K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-79- 14.39% |
$7K - $7.47K
|
470
$43.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-80- 2.04% |
$7.09K - $7.57K
|
3.84K
$359K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-82- 0.76% |
$7.26K - $7.75K
|
10.7K
$996K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-83- 3.18% |
$7.35K - $7.85K
|
2.52K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-83- 0.88% |
$7.35K - $7.85K
|
9.38K
$877K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-90- 1.23% |
$7.97K - $8.51K
|
7.2K
$673K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-90- 2.39% |
$7.97K - $8.51K
|
3.68K
$344K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-94- 2.78% |
$8.33K - $8.89K
|
3.29K
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-95- 2.42% |
$8.42K - $8.98K
|
3.84K
$359K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-96- 0.56% |
$8.5K - $9.08K
|
17K
$1.59M
|