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 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 1.8% |
$125K - $134K
|
77.1K
$7.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.43K- 6.29% |
$126K - $135K
|
21.2K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.43K- 22.37% |
$127K - $135K
|
4.96K
$462K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.44K- 2.84% |
$127K - $136K
|
49.3K
$4.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.45K- 53.3% |
$129K - $138K
|
1.27K
$119K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.5K- 15.13% |
$133K - $141K
|
8.39K
$781K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.5K- 27.03% |
$133K - $142K
|
4.05K
$377K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.51K- 2.91% |
$134K - $143K
|
50.3K
$4.68M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.52K- 1.94% |
$135K - $144K
|
76.9K
$7.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-1.58K- 2.84% |
$140K - $149K
|
54K
$5.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.6K- 9.25% |
$142K - $151K
|
15.7K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.6K- 10.79% |
$142K - $152K
|
13.3K
$1.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.65K- 3.62% |
$146K - $156K
|
43.9K
$4.09M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.68K- 2.29% |
$149K - $159K
|
71.4K
$6.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.71K- 6.35% |
$151K - $161K
|
25.2K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.72K- 72.87% |
$152K - $162K
|
639
$59.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-1.72K- 8.19% |
$152K - $162K
|
19.3K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.78K- 7.15% |
$158K - $168K
|
23.1K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.82K- 7.67% |
$161K - $172K
|
21.8K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.83K- 41.45% |
$162K - $173K
|
2.58K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.85K- 1.85% |
$164K - $175K
|
98.5K
$9.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.89K- 3.03% |
$168K - $179K
|
60.6K
$5.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.94K- 0.18% |
$172K - $184K
|
1.11M
$103M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2K- 3.89% |
$177K - $189K
|
49.3K
$4.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.02K- 1.63% |
$179K - $191K
|
122K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.04K- 1.62% |
$181K - $193K
|
124K
$11.5M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.05K- 28.94% |
$181K - $193K
|
5.02K
$467K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2.11K- 6.97% |
$187K - $199K
|
28.1K
$2.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.13K- 13.61% |
$189K - $202K
|
13.5K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.15K- 15.13% |
$190K - $203K
|
12K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.38K- 2.48% |
$211K - $225K
|
93.7K
$8.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-2.39K- 6.55% |
$212K - $226K
|
34.2K
$3.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.43K- 27.63% |
$216K - $230K
|
6.37K
$593K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.45K- 0.96% |
$217K - $232K
|
253K
$23.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2.47K- 9.82% |
$219K - $233K
|
22.7K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.62K- 18.18% |
$232K - $248K
|
11.8K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.66K- 4.78% |
$235K - $251K
|
53K
$4.93M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-2.69K- 22.42% |
$239K - $255K
|
9.32K
$867K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-2.84K- 6.85% |
$252K - $268K
|
38.6K
$3.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.91K- 9.73% |
$257K - $275K
|
27K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.95K- 10.32% |
$261K - $279K
|
25.6K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.04K- 13.77% |
$269K - $287K
|
19K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.05K- 26.98% |
$270K - $289K
|
8.26K
$769K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-3.07K- 16.92% |
$272K - $290K
|
15.1K
$1.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-3.11K- 2.73% |
$275K - $294K
|
111K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.18K- 31.87% |
$282K - $301K
|
6.8K
$633K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.43K- 1.2% |
$304K - $324K
|
282K
$26.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.44K- 14.55% |
$304K - $325K
|
20.2K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.49K- 2.55% |
$309K - $330K
|
134K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.57K- 53.91% |
$316K - $337K
|
3.05K
$284K
|