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
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
370+ 6.65% |
$32.8K - $35K
|
5.93K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
368+ 1.15% |
$32.6K - $34.8K
|
32.4K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
366+ 0.97% |
$32.4K - $34.6K
|
38K
$3.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
364+ 0.39% |
$32.2K - $34.4K
|
93.2K
$8.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
361+ 7.17% |
$32K - $34.1K
|
5.39K
$504K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
352+ 0.34% |
$31.2K - $33.3K
|
105K
$9.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
350+ 9.96% |
$31K - $33.1K
|
3.87K
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
347+ 1.19% |
$30.7K - $32.8K
|
29.4K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
340New |
$30.1K - $32.2K
|
340
$31.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
340New |
$30.1K - $32.2K
|
340
$31.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
339+ 4.78% |
$30K - $32.1K
|
7.44K
$695K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
330+ 5.12% |
$29.2K - $31.2K
|
6.78K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
323+ 1.57% |
$28.6K - $30.5K
|
20.9K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
312New |
$27.6K - $29.5K
|
312
$29.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
310+ 96.27% |
$27.5K - $29.3K
|
632
$59.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
310New |
$27.5K - $29.3K
|
310
$29K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
303New |
$26.8K - $28.7K
|
303
$28.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
302+ 2.4% |
$26.8K - $28.6K
|
12.9K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
300+ 8.7% |
$26.6K - $28.4K
|
3.75K
$350K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
300+ 12.5% |
$26.6K - $28.4K
|
2.7K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
281+ 25.95% |
$24.9K - $26.6K
|
1.36K
$128K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
276+ 0.45% |
$24.5K - $26.1K
|
61K
$5.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
275+ 0.56% |
$24.4K - $26K
|
49.1K
$4.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
267+ 1.57% |
$23.7K - $25.3K
|
17.2K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
265+ 0.43% |
$23.5K - $25.1K
|
62.4K
$5.84M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
257New |
$22.8K - $24.3K
|
257
$24K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
250+ 1.75% |
$22.1K - $23.6K
|
14.5K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
248+ 6.42% |
$22K - $23.5K
|
4.11K
$384K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
247+ 2.19% |
$21.9K - $23.4K
|
11.5K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
234+ 3.28% |
$20.7K - $22.1K
|
7.38K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
231New |
$20.5K - $21.8K
|
231
$21.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
223+ 2.65% |
$19.8K - $21.1K
|
8.63K
$807K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
221+ 9.17% |
$19.6K - $20.9K
|
2.63K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
219+ 0.47% |
$19.4K - $20.7K
|
47K
$4.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
219+ 2.12% |
$19.4K - $20.7K
|
10.6K
$987K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
212+ 0.41% |
$18.8K - $20K
|
51.8K
$4.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
208+ 7.21% |
$18.4K - $19.7K
|
3.09K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
206+ 5.17% |
$18.2K - $19.5K
|
4.19K
$392K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
200+ 5.3% |
$17.7K - $18.9K
|
3.97K
$372K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
199New |
$17.6K - $18.8K
|
199
$18.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
195+ 3.4% |
$17.3K - $18.4K
|
5.93K
$555K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
193+ 2.92% |
$17.1K - $18.3K
|
6.81K
$636K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
190+ 0.95% |
$16.8K - $18K
|
20.2K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
184New |
$16.3K - $17.4K
|
184
$17.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
180+ 0.59% |
$15.9K - $17K
|
30.7K
$2.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
179+ 17.78% |
$15.9K - $16.9K
|
1.19K
$111K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
177+ 4.17% |
$15.7K - $16.7K
|
4.43K
$414K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
169New |
$15K - $16K
|
169
$15.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
168+ 0.87% |
$14.9K - $15.9K
|
19.6K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
166+ 3.11% |
$14.7K - $15.7K
|
5.5K
$514K
|