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
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-4.18KClosed |
$370K - $395K
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.44K- 10.34% |
$394K - $420K
|
38.5K
$3.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-4.49K- 5.29% |
$398K - $424K
|
80.3K
$7.51M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.53K- 6.71% |
$401K - $428K
|
63K
$5.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.65K- 55.82% |
$412K - $440K
|
3.68K
$344K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.74K- 4.94% |
$420K - $448K
|
91.1K
$8.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.76K- 11.51% |
$422K - $450K
|
36.6K
$3.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.84K- 66.63% |
$429K - $458K
|
2.42K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.9K- 5.56% |
$434K - $463K
|
83.2K
$7.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-5.09K- 2.21% |
$451K - $481K
|
226K
$21.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.09K- 3.5% |
$451K - $481K
|
140K
$13.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.09K- 3.15% |
$451K - $481K
|
157K
$14.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-5.16K- 2.22% |
$457K - $488K
|
227K
$21.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.18K- 15.05% |
$459K - $490K
|
29.2K
$2.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-5.2K- 3.07% |
$461K - $492K
|
164K
$15.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-5.37K- 16.12% |
$476K - $508K
|
28K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.42K- 1.94% |
$480K - $512K
|
274K
$25.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.48K- 13.37% |
$486K - $518K
|
35.5K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.56K- 1.24% |
$492K - $525K
|
444K
$41.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-5.62K- 48.58% |
$498K - $532K
|
5.95K
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.78K- 10.32% |
$512K - $547K
|
50.2K
$4.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.82K- 7.1% |
$516K - $551K
|
76.2K
$7.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.86K- 43.77% |
$519K - $554K
|
7.52K
$704K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-6.1K- 12.03% |
$540K - $576K
|
44.6K
$4.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-6.12K- 5.16% |
$542K - $579K
|
112K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-6.15K- 3.72% |
$545K - $581K
|
159K
$14.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-6.18K- 1.61% |
$548K - $585K
|
378K
$35.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-6.48K- 22.26% |
$574K - $613K
|
22.6K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-6.55K- 4.4% |
$580K - $619K
|
142K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6.59K- 3.16% |
$584K - $623K
|
202K
$18.9M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-6.6K- 49.93% |
$584K - $624K
|
6.62K
$619K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.7K- 26.76% |
$594K - $634K
|
18.3K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.71K- 7.11% |
$594K - $634K
|
87.7K
$8.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.75K- 4.41% |
$598K - $638K
|
146K
$13.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7K- 66.97% |
$620K - $662K
|
3.45K
$323K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-7.04K- 13.98% |
$623K - $665K
|
43.3K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7.65K- 50.38% |
$678K - $724K
|
7.54K
$705K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-7.72K- 5.39% |
$684K - $730K
|
136K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-7.84K- 8.62% |
$694K - $741K
|
83K
$7.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-7.93K- 17.9% |
$703K - $750K
|
36.4K
$3.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-8.42K- 31.82% |
$746K - $796K
|
18K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8.47K- 18.05% |
$750K - $801K
|
38.4K
$3.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.71K- 50.96% |
$771K - $823K
|
8.38K
$784K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-8.76K- 43.49% |
$776K - $828K
|
11.4K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-8.89K- 40.28% |
$787K - $840K
|
13.2K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.08K- 8.77% |
$804K - $858K
|
94.5K
$8.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.1K- 3.13% |
$806K - $861K
|
281K
$26.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9.25K- 3.69% |
$819K - $874K
|
242K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.54K- 29.5% |
$845K - $902K
|
22.8K
$2.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9.65K- 50.69% |
$855K - $913K
|
9.39K
$878K
|