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 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
24.1KNew |
$2.13M - $2.28M
|
24.1K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
23.9K+ 0.62% |
$2.11M - $2.26M
|
3.87M
$360M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
22.6KNew |
$2M - $2.13M
|
22.6K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
22.2KNew |
$1.96M - $2.1M
|
22.2K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
21.9KNew |
$1.94M - $2.07M
|
21.9K
$2.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.7K+ 0.68% |
$1.93M - $2.06M
|
3.23M
$300M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.6K+ 7.26% |
$1.91M - $2.04M
|
319K
$29.7M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
18.3KNew |
$1.62M - $1.73M
|
18.3K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
17.8KNew |
$1.57M - $1.68M
|
17.8K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.3K+ 2.81% |
$1.53M - $1.63M
|
632K
$58.8M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.5KNew |
$1.46M - $1.56M
|
16.5K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
16.3KNew |
$1.44M - $1.54M
|
16.3K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
16.3KNew |
$1.44M - $1.54M
|
16.3K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.2K+ 272.91% |
$1.43M - $1.53M
|
22.1K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
16KNew |
$1.41M - $1.51M
|
16K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15.2K+ 101.37% |
$1.34M - $1.44M
|
30.2K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
15.1K+ 20.97% |
$1.34M - $1.43M
|
87K
$8.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
14.6KNew |
$1.3M - $1.38M
|
14.6K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
13.4KNew |
$1.19M - $1.27M
|
13.4K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
13.3KNew |
$1.18M - $1.26M
|
13.3K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
13.3K+ 6.54% |
$1.17M - $1.25M
|
216K
$20.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.7KNew |
$1.13M - $1.2M
|
12.7K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
12.7KNew |
$1.13M - $1.2M
|
12.7K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.7KNew |
$1.12M - $1.2M
|
12.7K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.6K+ 1.26% |
$1.12M - $1.19M
|
1.01M
$94.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
12.3K+ 312.93% |
$1.09M - $1.17M
|
16.3K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.7K+ 184.28% |
$1.04M - $1.11M
|
18.1K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
11.6KNew |
$1.03M - $1.1M
|
11.6K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
11.6KNew |
$1.03M - $1.1M
|
11.6K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
11.6KNew |
$1.02M - $1.09M
|
11.6K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11.3KNew |
$999K - $1.07M
|
11.3K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11K+ 151.59% |
$976K - $1.04M
|
18.3K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.9K+ 8.29% |
$964K - $1.03M
|
142K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
10.8KNew |
$960K - $1.03M
|
10.8K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
10.6K+ 10.71% |
$938K - $1M
|
109K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.5K+ 46.88% |
$930K - $993K
|
32.9K
$3.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
10.4KNew |
$921K - $983K
|
10.4K
$968K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10.3K+ 0.64% |
$910K - $971K
|
1.61M
$149M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
9.67KNew |
$857K - $915K
|
9.67K
$900K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
9.37KNew |
$830K - $886K
|
9.37K
$872K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
9.32KNew |
$826K - $881K
|
9.32K
$867K
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
9.05KNew |
$801K - $856K
|
9.05K
$842K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9.04K+ 9.05% |
$801K - $855K
|
109K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
8.89K+ 13.88% |
$787K - $840K
|
72.9K
$6.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
8.82KNew |
$782K - $834K
|
8.82K
$821K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.76K+ 2.78% |
$776K - $828K
|
324K
$30.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.11K+ 12.31% |
$718K - $767K
|
74K
$6.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
7.82KNew |
$693K - $740K
|
7.82K
$728K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.65K+ 283.19% |
$677K - $723K
|
10.3K
$963K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.61KNew |
$674K - $719K
|
7.61K
$708K
|