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 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-422- 10.88% |
$37.4K - $39.9K
|
3.46K
$311K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-423- 2.26% |
$37.5K - $40K
|
18.3K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-425- 7.75% |
$37.7K - $40.2K
|
5.06K
$455K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-430- 0.26% |
$38.1K - $40.7K
|
164K
$14.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-434- 10.32% |
$38.4K - $41K
|
3.77K
$340K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-438- 2.51% |
$38.8K - $41.4K
|
17K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-440- 4.37% |
$39K - $41.6K
|
9.63K
$867K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-443- 11.09% |
$39.2K - $41.9K
|
3.55K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-443- 3.41% |
$39.2K - $41.9K
|
12.5K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-450- 2.25% |
$39.9K - $42.6K
|
19.6K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-451- 4.04% |
$40K - $42.7K
|
10.7K
$964K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-452- 7.82% |
$40K - $42.7K
|
5.33K
$480K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-455- 0.77% |
$40.3K - $43K
|
58.6K
$5.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-485- 1.08% |
$43K - $45.9K
|
44.6K
$4.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-489- 2.17% |
$43.3K - $46.2K
|
22K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-493- 6.54% |
$43.7K - $46.6K
|
7.05K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-493- 1.0% |
$43.7K - $46.6K
|
48.7K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-497- 2.47% |
$44K - $47K
|
19.6K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-503- 0.49% |
$44.6K - $47.6K
|
103K
$9.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-529- 2.47% |
$46.9K - $50K
|
20.9K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-549- 1.4% |
$48.6K - $51.9K
|
38.6K
$3.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
SELL
|
- |
-556- 0.55% |
$49.3K - $52.6K
|
100K
$9.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-566- 1.77% |
$50.1K - $53.5K
|
31.4K
$2.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-573- 2.49% |
$50.8K - $54.2K
|
22.4K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-578- 1.5% |
$51.2K - $54.7K
|
38.1K
$3.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-585- 0.26% |
$51.8K - $55.3K
|
226K
$20.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-586- 1.47% |
$51.9K - $55.4K
|
39.3K
$3.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-592- 2.62% |
$52.4K - $56K
|
22K
$1.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-624- 3.63% |
$55.3K - $59K
|
16.6K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-626- 12.83% |
$55.5K - $59.2K
|
4.25K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-641- 79.04% |
$56.8K - $60.6K
|
170
$15.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-650- 10.88% |
$57.6K - $61.5K
|
5.33K
$480K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-655- 11.24% |
$58K - $61.9K
|
5.17K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-655- 2.11% |
$58K - $61.9K
|
30.4K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-660- 16.7% |
$58.5K - $62.4K
|
3.29K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-676- 0.99% |
$59.9K - $63.9K
|
67.7K
$6.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-677- 4.3% |
$60K - $64K
|
15.1K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-694- 23.09% |
$61.5K - $65.6K
|
2.31K
$208K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-695- 1.45% |
$61.6K - $65.7K
|
47.1K
$4.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-696- 2.27% |
$61.7K - $65.8K
|
29.9K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-699- 22.58% |
$61.9K - $66.1K
|
2.4K
$216K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-701- 1.59% |
$62.1K - $66.3K
|
43.5K
$3.92M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-703- 7.5% |
$62.3K - $66.5K
|
8.67K
$780K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-713- 2.7% |
$63.2K - $67.4K
|
25.7K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-718- 3.42% |
$63.6K - $67.9K
|
20.2K
$1.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-725- 15.31% |
$64.2K - $68.6K
|
4.01K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-726- 0.85% |
$64.3K - $68.7K
|
84.7K
$7.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-732- 4.12% |
$64.8K - $69.2K
|
17K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-748- 5.32% |
$66.3K - $70.7K
|
13.3K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-750- 1.85% |
$66.4K - $70.9K
|
39.9K
$3.59M
|