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 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-309- 2.72% |
$27.4K - $29.2K
|
11.1K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-311- 0.68% |
$27.6K - $29.4K
|
45.1K
$4.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-316- 1.03% |
$28K - $29.9K
|
30.4K
$2.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-320- 0.3% |
$28.3K - $30.3K
|
107K
$9.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-329- 4.12% |
$29.1K - $31.1K
|
7.65K
$712K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-330- 2.21% |
$29.2K - $31.2K
|
14.6K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-330- 1.1% |
$29.2K - $31.2K
|
29.8K
$2.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-331- 12.37% |
$29.3K - $31.3K
|
2.34K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-332- 7.22% |
$29.4K - $31.4K
|
4.27K
$397K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-335- 3.04% |
$29.7K - $31.7K
|
10.7K
$995K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-342- 12.9% |
$30.3K - $32.3K
|
2.31K
$215K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-350- 2.52% |
$31K - $33.1K
|
13.5K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-353- 5.62% |
$31.3K - $33.4K
|
5.93K
$552K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-357- 3.83% |
$31.6K - $33.8K
|
8.98K
$835K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-359- 0.51% |
$31.8K - $34K
|
69.5K
$6.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-366- 5.65% |
$32.4K - $34.6K
|
6.12K
$569K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-368- 1.55% |
$32.6K - $34.8K
|
23.4K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-371- 13.3% |
$32.9K - $35.1K
|
2.42K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-373- 9.34% |
$33K - $35.3K
|
3.62K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-373- 13.18% |
$33K - $35.3K
|
2.46K
$229K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-380- 2.41% |
$33.7K - $35.9K
|
15.4K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-385- 0.59% |
$34.1K - $36.4K
|
64.5K
$6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-388- 2.51% |
$34.4K - $36.7K
|
15.1K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-389- 1.27% |
$34.5K - $36.8K
|
30.3K
$2.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-390- 2.91% |
$34.6K - $36.9K
|
13K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-400- 5.04% |
$35.4K - $37.8K
|
7.54K
$702K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-400- 14.74% |
$35.4K - $37.8K
|
2.31K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-400- 9.03% |
$35.4K - $37.8K
|
4.03K
$375K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-406- 11.08% |
$36K - $38.4K
|
3.26K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-406- 5.08% |
$36K - $38.4K
|
7.59K
$706K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-409- 0.79% |
$36.2K - $38.7K
|
51.5K
$4.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-411- 7.4% |
$36.4K - $38.9K
|
5.14K
$479K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-422- 10.88% |
$37.4K - $39.9K
|
3.46K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-423- 2.26% |
$37.5K - $40K
|
18.3K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-425- 7.75% |
$37.7K - $40.2K
|
5.06K
$471K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-430- 0.26% |
$38.1K - $40.7K
|
164K
$15.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-434- 10.32% |
$38.4K - $41K
|
3.77K
$351K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-438- 2.51% |
$38.8K - $41.4K
|
17K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-440- 4.37% |
$39K - $41.6K
|
9.63K
$896K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-443- 11.09% |
$39.2K - $41.9K
|
3.55K
$330K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-443- 3.41% |
$39.2K - $41.9K
|
12.5K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-450- 2.25% |
$39.9K - $42.6K
|
19.6K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-451- 4.04% |
$40K - $42.7K
|
10.7K
$997K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-452- 7.82% |
$40K - $42.7K
|
5.33K
$496K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-455- 0.77% |
$40.3K - $43K
|
58.6K
$5.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-485- 1.08% |
$43K - $45.9K
|
44.6K
$4.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-489- 2.17% |
$43.3K - $46.2K
|
22K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-493- 6.54% |
$43.7K - $46.6K
|
7.05K
$656K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-493- 1.0% |
$43.7K - $46.6K
|
48.7K
$4.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-497- 2.47% |
$44K - $47K
|
19.6K
$1.83M
|