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 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.17K- 8.86% |
$104K - $111K
|
12.1K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.19K- 0.57% |
$105K - $112K
|
208K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.2K- 25.18% |
$106K - $113K
|
3.55K
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.21K- 1.6% |
$107K - $115K
|
74.7K
$6.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.23K- 14.32% |
$109K - $116K
|
7.34K
$661K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.23K- 1.67% |
$109K - $116K
|
72.1K
$6.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-1.25K- 0.55% |
$111K - $118K
|
225K
$20.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.26K- 9.09% |
$111K - $119K
|
12.5K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.31K- 15.04% |
$116K - $123K
|
7.37K
$664K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-1.32K- 34.19% |
$116K - $124K
|
2.53K
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.32K- 19.63% |
$117K - $125K
|
5.39K
$485K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-1.33K- 7.13% |
$118K - $125K
|
17.3K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1.33K- 0.7% |
$118K - $126K
|
188K
$17M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.35K- 2.55% |
$119K - $127K
|
51.6K
$4.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.35K- 2.31% |
$120K - $128K
|
57.2K
$5.15M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.36K- 24.9% |
$120K - $129K
|
4.1K
$369K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.38K- 1.24% |
$122K - $130K
|
109K
$9.85M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 4.91% |
$123K - $131K
|
26.8K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 1.8% |
$125K - $134K
|
77.1K
$6.94M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-1.42K- 16.25% |
$126K - $134K
|
7.32K
$659K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.43K- 6.29% |
$126K - $135K
|
21.2K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.43K- 22.37% |
$127K - $135K
|
4.96K
$447K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.44K- 2.84% |
$127K - $136K
|
49.3K
$4.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.45K- 53.3% |
$129K - $138K
|
1.27K
$115K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.5K- 15.13% |
$133K - $141K
|
8.39K
$756K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.5K- 27.03% |
$133K - $142K
|
4.05K
$365K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.51K- 2.91% |
$134K - $143K
|
50.3K
$4.53M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.52K- 1.94% |
$135K - $144K
|
76.9K
$6.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-1.58K- 2.84% |
$140K - $149K
|
54K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.6K- 9.25% |
$142K - $151K
|
15.7K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.6K- 10.79% |
$142K - $152K
|
13.3K
$1.19M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.62K- 14.72% |
$144K - $153K
|
9.41K
$847K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.65K- 3.62% |
$146K - $156K
|
43.9K
$3.95M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.68K- 2.29% |
$149K - $159K
|
71.4K
$6.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.71K- 6.35% |
$151K - $161K
|
25.2K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.72K- 72.87% |
$152K - $162K
|
639
$57.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-1.72K- 8.19% |
$152K - $162K
|
19.3K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.78K- 7.15% |
$158K - $168K
|
23.1K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.82K- 7.67% |
$161K - $172K
|
21.8K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.83K- 41.45% |
$162K - $173K
|
2.58K
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.85K- 1.85% |
$164K - $175K
|
98.5K
$8.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.89K- 3.03% |
$168K - $179K
|
60.6K
$5.45M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.93K- 9.06% |
$171K - $183K
|
19.4K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.94K- 0.18% |
$172K - $184K
|
1.11M
$99.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2K- 3.89% |
$177K - $189K
|
49.3K
$4.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.02K- 1.63% |
$179K - $191K
|
122K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.04K- 1.62% |
$181K - $193K
|
124K
$11.2M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.05K- 28.94% |
$181K - $193K
|
5.02K
$452K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2.11K- 6.97% |
$187K - $199K
|
28.1K
$2.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.13K- 13.61% |
$189K - $202K
|
13.5K
$1.22M
|