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 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-146- 1.38% |
$12.9K - $13.8K
|
10.4K
$968K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-154- 0.36% |
$13.6K - $14.6K
|
42.9K
$4M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-155- 1.3% |
$13.7K - $14.7K
|
11.8K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-160- 2.8% |
$14.2K - $15.1K
|
5.55K
$517K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-161- 5.38% |
$14.3K - $15.2K
|
2.83K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-162- 0.59% |
$14.4K - $15.3K
|
27.4K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-164- 2.19% |
$14.5K - $15.5K
|
7.34K
$683K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-166- 0.8% |
$14.7K - $15.7K
|
20.6K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-172- 0.71% |
$15.2K - $16.3K
|
24.2K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-173- 5.53% |
$15.3K - $16.4K
|
2.96K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-176- 3.52% |
$15.6K - $16.6K
|
4.82K
$449K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-180- 8.62% |
$15.9K - $17K
|
1.91K
$177K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-181- 1.02% |
$16K - $17.1K
|
17.6K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-192- 5.31% |
$17K - $18.2K
|
3.42K
$319K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-194- 0.8% |
$17.2K - $18.3K
|
24K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-196- 0.56% |
$17.4K - $18.5K
|
35.1K
$3.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-198- 0.6% |
$17.5K - $18.7K
|
32.6K
$3.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-199- 3.14% |
$17.6K - $18.8K
|
6.13K
$571K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-200- 24.69% |
$17.7K - $18.9K
|
610
$56.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-200- 2.94% |
$17.7K - $18.9K
|
6.6K
$614K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-200- 1.86% |
$17.7K - $18.9K
|
10.5K
$980K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-210- 19.96% |
$18.6K - $19.9K
|
842
$78.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-211- 29.31% |
$18.7K - $20K
|
509
$47.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-212- 1.68% |
$18.8K - $20K
|
12.4K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-215- 0.08% |
$19K - $20.3K
|
258K
$24M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-217- 2.3% |
$19.2K - $20.5K
|
9.24K
$859K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-218- 12.82% |
$19.3K - $20.6K
|
1.48K
$138K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-227- 5.57% |
$20.1K - $21.5K
|
3.85K
$358K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-231- 3.54% |
$20.5K - $21.8K
|
6.29K
$585K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-233- 3.13% |
$20.6K - $22K
|
7.21K
$671K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-234- 0.49% |
$20.7K - $22.1K
|
47.6K
$4.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-235- 2.04% |
$20.8K - $22.2K
|
11.3K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-236- 2.06% |
$20.9K - $22.3K
|
11.2K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-242- 6.43% |
$21.4K - $22.9K
|
3.52K
$328K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-250- 1.17% |
$22.1K - $23.6K
|
21.2K
$1.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-250- 62.5% |
$22.1K - $23.6K
|
150
$14K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-252- 1.38% |
$22.3K - $23.8K
|
18.1K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-253- 0.37% |
$22.4K - $23.9K
|
68.1K
$6.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-253- 1.46% |
$22.4K - $23.9K
|
17.1K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-258- 2.1% |
$22.9K - $24.4K
|
12K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-258- 0.38% |
$22.9K - $24.4K
|
67.9K
$6.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-264- 0.99% |
$23.4K - $25K
|
26.5K
$2.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-265- 0.63% |
$23.5K - $25.1K
|
42.1K
$3.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-269- 1.15% |
$23.8K - $25.4K
|
23K
$2.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-274- 10.31% |
$24.3K - $25.9K
|
2.38K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-274- 2.66% |
$24.3K - $25.9K
|
10K
$933K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-275- 2.8% |
$24.4K - $26K
|
9.56K
$889K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-293- 2.54% |
$26K - $27.7K
|
11.2K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-296- 3.42% |
$26.2K - $28K
|
8.36K
$778K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-301- 9.17% |
$26.7K - $28.5K
|
2.98K
$277K
|