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
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-15.2K- 6.98% |
$1.35M - $1.44M
|
203K
$18.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-15.3K- 45.97% |
$1.35M - $1.45M
|
18K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.3K- 99.9% |
$1.36M - $1.45M
|
15
$1.35K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-15.7K- 19.32% |
$1.39M - $1.48M
|
65.4K
$5.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-15.7K- 55.83% |
$1.39M - $1.48M
|
12.4K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-15.9K- 33.32% |
$1.41M - $1.51M
|
31.9K
$2.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-16.4K- 24.94% |
$1.45M - $1.55M
|
49.3K
$4.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-17.5K- 17.54% |
$1.55M - $1.65M
|
82.1K
$7.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18K- 6.02% |
$1.59M - $1.7M
|
281K
$25.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-18.1K- 49.27% |
$1.6M - $1.71M
|
18.6K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.4K- 21.09% |
$1.63M - $1.74M
|
68.9K
$6.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-18.8K- 7.42% |
$1.66M - $1.78M
|
234K
$21.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-20K- 9.09% |
$1.77M - $1.89M
|
200K
$18M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-20K- 11.76% |
$1.77M - $1.89M
|
150K
$13.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21.3K- 88.44% |
$1.88M - $2.01M
|
2.78K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.3K- 17.18% |
$1.89M - $2.01M
|
103K
$9.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.1K- 9.21% |
$1.96M - $2.09M
|
218K
$19.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-23.1K- 7.07% |
$2.05M - $2.19M
|
304K
$27.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.2K- 4.37% |
$2.05M - $2.19M
|
507K
$45.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-23.9K- 35.66% |
$2.12M - $2.26M
|
43.2K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-24.3K- 14.79% |
$2.15M - $2.3M
|
140K
$12.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-24.8K- 78.75% |
$2.2M - $2.35M
|
6.7K
$603K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-26.8K- 12.28% |
$2.37M - $2.53M
|
191K
$17.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-27.4K- 2.53% |
$2.43M - $2.59M
|
1.06M
$95.3M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-28.2K- 98.74% |
$2.49M - $2.66M
|
358
$32.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-28.2K- 30.9% |
$2.5M - $2.66M
|
63K
$5.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-28.6K- 2.83% |
$2.53M - $2.7M
|
982K
$88.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-28.7K- 31.27% |
$2.55M - $2.72M
|
63.1K
$5.69M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29K- 3.92% |
$2.57M - $2.74M
|
711K
$64M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-29.3K- 62.31% |
$2.6M - $2.77M
|
17.7K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-31.6K- 16.66% |
$2.8M - $2.99M
|
158K
$14.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32.8K- 1.52% |
$2.91M - $3.1M
|
2.13M
$191M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-34.4K- 67.34% |
$3.05M - $3.25M
|
16.7K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-34.5K- 56.48% |
$3.05M - $3.26M
|
26.5K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-34.8K- 1.63% |
$3.09M - $3.29M
|
2.1M
$189M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-36.6K- 90.34% |
$3.24M - $3.46M
|
3.92K
$353K
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-37.1K- 49.82% |
$3.29M - $3.51M
|
37.4K
$3.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-39.7K- 2.61% |
$3.52M - $3.75M
|
1.48M
$133M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-39.9K- 27.9% |
$3.53M - $3.77M
|
103K
$9.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-39.9K- 63.65% |
$3.54M - $3.78M
|
22.8K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-40.7K- 99.34% |
$3.61M - $3.85M
|
269
$24.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-41.7K- 53.65% |
$3.69M - $3.94M
|
36K
$3.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-42.1K- 81.99% |
$3.73M - $3.98M
|
9.24K
$832K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-42.7K- 8.21% |
$3.78M - $4.04M
|
478K
$43M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-44.7K- 12.27% |
$3.96M - $4.22M
|
319K
$28.8M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45.4K- 8.9% |
$4.03M - $4.3M
|
465K
$41.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-46.7K- 17.95% |
$4.13M - $4.41M
|
213K
$19.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-48.7K- 92.78% |
$4.31M - $4.6M
|
3.79K
$341K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-49.1K- 26.34% |
$4.35M - $4.64M
|
137K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-51.1K- 46.08% |
$4.53M - $4.84M
|
59.8K
$5.39M
|