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 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
3.04KNew |
$269K - $287K
|
3.04K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3KNew |
$266K - $284K
|
3K
$281K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.95K+ 16.6% |
$261K - $279K
|
20.7K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.93K+ 21.18% |
$259K - $277K
|
16.7K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.92KNew |
$259K - $276K
|
2.92K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2.87KNew |
$254K - $272K
|
2.87K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
2.85KNew |
$252K - $269K
|
2.85K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
2.81KNew |
$249K - $266K
|
2.81K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.8K+ 1.23% |
$248K - $265K
|
230K
$21.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.77KNew |
$245K - $262K
|
2.77K
$259K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.7K+ 7.77% |
$239K - $256K
|
37.5K
$3.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.67K+ 7.33% |
$237K - $253K
|
39.2K
$3.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.65KNew |
$235K - $251K
|
2.65K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.65KNew |
$235K - $251K
|
2.65K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.64KNew |
$234K - $250K
|
2.64K
$247K
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
2.56KNew |
$227K - $242K
|
2.56K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.54KNew |
$225K - $240K
|
2.54K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
2.53KNew |
$224K - $240K
|
2.53K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.49KNew |
$221K - $236K
|
2.49K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.48KNew |
$219K - $234K
|
2.48K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.46KNew |
$218K - $232K
|
2.46K
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.46K+ 3.95% |
$218K - $232K
|
64.7K
$6.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.45KNew |
$217K - $231K
|
2.45K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.42KNew |
$215K - $229K
|
2.42K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.38KNew |
$211K - $225K
|
2.38K
$223K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2.37KNew |
$210K - $224K
|
2.37K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
2.37K+ 21.91% |
$210K - $224K
|
13.2K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.35KNew |
$208K - $222K
|
2.35K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.34K+ 2.67% |
$208K - $222K
|
90K
$8.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.33KNew |
$206K - $220K
|
2.33K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.32K+ 70.89% |
$205K - $219K
|
5.59K
$523K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
2.3KNew |
$203K - $217K
|
2.3K
$215K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
2.28KNew |
$202K - $216K
|
2.28K
$213K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.14K+ 55.82% |
$190K - $203K
|
5.98K
$559K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.09K+ 4.31% |
$185K - $198K
|
50.6K
$4.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2.06K+ 1.66% |
$182K - $195K
|
126K
$11.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.01K+ 17.04% |
$178K - $190K
|
13.8K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.99K+ 36.31% |
$176K - $188K
|
7.46K
$698K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.91K+ 39.05% |
$169K - $180K
|
6.79K
$635K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.87K+ 0.45% |
$166K - $177K
|
423K
$39.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.87KNew |
$165K - $176K
|
1.87K
$174K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.85K+ 54.23% |
$164K - $175K
|
5.27K
$493K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.83K+ 2.74% |
$162K - $173K
|
68.5K
$6.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.8K+ 2.98% |
$160K - $171K
|
62.3K
$5.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.8K+ 9.75% |
$159K - $170K
|
20.3K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.78K+ 33.5% |
$158K - $168K
|
7.1K
$664K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.76KNew |
$156K - $166K
|
1.76K
$165K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.76K+ 5.23% |
$156K - $166K
|
35.4K
$3.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.74K+ 3.32% |
$154K - $164K
|
54K
$5.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1.71K+ 1.88% |
$152K - $162K
|
92.6K
$8.66M
|