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 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-28.2K- 30.9% |
$2.5M - $2.66M
|
63K
$5.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-28.6K- 2.83% |
$2.53M - $2.7M
|
982K
$91.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-28.7K- 31.27% |
$2.55M - $2.72M
|
63.1K
$5.88M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29K- 3.92% |
$2.57M - $2.74M
|
711K
$66.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-29.3K- 62.31% |
$2.6M - $2.77M
|
17.7K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-31.6K- 16.66% |
$2.8M - $2.99M
|
158K
$14.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32.8K- 1.52% |
$2.91M - $3.1M
|
2.13M
$198M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-34.4K- 67.34% |
$3.05M - $3.25M
|
16.7K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-34.5K- 56.48% |
$3.05M - $3.26M
|
26.5K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-34.8K- 1.63% |
$3.09M - $3.29M
|
2.1M
$195M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-36.6K- 90.34% |
$3.24M - $3.46M
|
3.92K
$364K
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-37.1K- 49.82% |
$3.29M - $3.51M
|
37.4K
$3.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-39.7K- 2.61% |
$3.52M - $3.75M
|
1.48M
$138M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-39.9K- 27.9% |
$3.53M - $3.77M
|
103K
$9.59M
|
|
|
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
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-40.7K- 99.34% |
$3.61M - $3.85M
|
269
$25K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-41.7K- 53.65% |
$3.69M - $3.94M
|
36K
$3.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-42.1K- 81.99% |
$3.73M - $3.98M
|
9.24K
$860K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-42.7K- 8.21% |
$3.78M - $4.04M
|
478K
$44.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-44.7K- 12.27% |
$3.96M - $4.22M
|
319K
$29.7M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45.4K- 8.9% |
$4.03M - $4.3M
|
465K
$43.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-46.7K- 17.95% |
$4.13M - $4.41M
|
213K
$19.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-48.7K- 92.78% |
$4.31M - $4.6M
|
3.79K
$353K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-49.1K- 26.34% |
$4.35M - $4.64M
|
137K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-51.1K- 46.08% |
$4.53M - $4.84M
|
59.8K
$5.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-53.7K- 75.72% |
$4.76M - $5.08M
|
17.2K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-54.8K- 17.15% |
$4.85M - $5.18M
|
265K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-55.9K- 3.3% |
$4.95M - $5.29M
|
1.64M
$152M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-57.4K- 45.16% |
$5.08M - $5.43M
|
69.7K
$6.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-63.5K- 94.44% |
$5.62M - $6M
|
3.74K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-64.6K- 20.57% |
$5.73M - $6.11M
|
250K
$23.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-65.1K- 35.37% |
$5.76M - $6.15M
|
119K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-74.4K- 5.09% |
$6.59M - $7.04M
|
1.39M
$129M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-75.9K- 26.34% |
$6.72M - $7.17M
|
212K
$19.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-78.5K- 2.08% |
$6.95M - $7.42M
|
3.7M
$344M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-83.4K- 46.52% |
$7.39M - $7.89M
|
95.9K
$8.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-84.2K- 70.3% |
$7.46M - $7.96M
|
35.6K
$3.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-85.7K- 96.81% |
$7.59M - $8.1M
|
2.82K
$263K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-93.7K- 4.55% |
$8.3M - $8.86M
|
1.96M
$183M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-103K- 98.83% |
$9.15M - $9.76M
|
1.22K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-103K- 5.66% |
$9.15M - $9.77M
|
1.72M
$160M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-104K- 4.51% |
$9.22M - $9.84M
|
2.21M
$205M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-109K- 8.11% |
$9.64M - $10.3M
|
1.23M
$115M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-116K- 60.68% |
$10.3M - $11M
|
75.5K
$7.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-120K- 89.86% |
$10.6M - $11.4M
|
13.5K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-126K- 75.38% |
$11.1M - $11.9M
|
41.1K
$3.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-129K- 30.03% |
$11.4M - $12.2M
|
301K
$28M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-130K- 43.32% |
$11.5M - $12.3M
|
170K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-143K- 15.66% |
$12.6M - $13.5M
|
769K
$71.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-166K- 95.78% |
$14.7M - $15.7M
|
7.33K
$682K
|