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 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-696- 2.27% |
$61.7K - $65.8K
|
29.9K
$2.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-699- 22.58% |
$61.9K - $66.1K
|
2.4K
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-701- 1.59% |
$62.1K - $66.3K
|
43.5K
$4.07M
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-702- 1.84% |
$62.2K - $66.4K
|
37.4K
$3.49M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-703- 7.5% |
$62.3K - $66.5K
|
8.67K
$811K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-713- 2.7% |
$63.2K - $67.4K
|
25.7K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-718- 3.42% |
$63.6K - $67.9K
|
20.2K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-725- 15.31% |
$64.2K - $68.6K
|
4.01K
$375K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-726- 0.85% |
$64.3K - $68.7K
|
84.7K
$7.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-732- 4.12% |
$64.8K - $69.2K
|
17K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-748- 5.32% |
$66.3K - $70.7K
|
13.3K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-750- 1.85% |
$66.4K - $70.9K
|
39.9K
$3.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-753- 14.73% |
$66.7K - $71.2K
|
4.36K
$408K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-753- 2.93% |
$66.7K - $71.2K
|
24.9K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-754- 1.6% |
$66.8K - $71.3K
|
46.5K
$4.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-756- 2.38% |
$67K - $71.5K
|
31K
$2.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-760- 1.89% |
$67.3K - $71.9K
|
39.5K
$3.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-766- 4.78% |
$67.9K - $72.4K
|
15.2K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-784- 1.32% |
$69.5K - $74.1K
|
58.8K
$5.5M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-785- 2.45% |
$69.5K - $74.2K
|
31.2K
$2.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-785- 50.58% |
$69.5K - $74.2K
|
767
$71.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-798- 1.73% |
$70.7K - $75.5K
|
45.3K
$4.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-804- 2.53% |
$71.2K - $76K
|
30.9K
$2.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-812- 3.44% |
$71.9K - $76.8K
|
22.8K
$2.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-816- 5.34% |
$72.3K - $77.2K
|
14.5K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-816- 4.35% |
$72.3K - $77.2K
|
17.9K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-831- 0.69% |
$73.6K - $78.6K
|
119K
$11.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-832- 37.85% |
$73.7K - $78.7K
|
1.37K
$128K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-855- 3.54% |
$75.7K - $80.9K
|
23.3K
$2.18M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-862- 6.57% |
$76.4K - $81.5K
|
12.3K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-862- 4.79% |
$76.4K - $81.5K
|
17.1K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-872- 0.15% |
$77.3K - $82.5K
|
585K
$54.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-900- 19.78% |
$79.7K - $85.1K
|
3.65K
$341K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-909- 11.34% |
$80.5K - $86K
|
7.11K
$664K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-910- 6.49% |
$80.6K - $86.1K
|
13.1K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-912- 4.23% |
$80.8K - $86.2K
|
20.6K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-915- 14.27% |
$81.1K - $86.5K
|
5.5K
$514K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-924- 0.86% |
$81.9K - $87.4K
|
107K
$9.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-928- 10.96% |
$82.2K - $87.8K
|
7.54K
$705K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-931- 2.25% |
$82.5K - $88K
|
40.5K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-958- 0.97% |
$84.9K - $90.6K
|
98.3K
$9.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-964- 15.07% |
$85.4K - $91.2K
|
5.43K
$508K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-974- 3.38% |
$86.3K - $92.1K
|
27.8K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-976- 5.2% |
$86.5K - $92.3K
|
17.8K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-987- 10.14% |
$87.4K - $93.3K
|
8.75K
$818K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-988- 18.7% |
$87.5K - $93.4K
|
4.3K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-995- 4.48% |
$88.1K - $94.1K
|
21.2K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-998- 2.99% |
$88.4K - $94.4K
|
32.4K
$3.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.01K- 5.2% |
$89.4K - $95.4K
|
18.4K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 19.9% |
$90K - $96.1K
|
4.09K
$382K
|