Purchases and Sales Made in Q4 2024 in Ishares Msci Usa Min Vol Facto (USMV)

USMV Quotes by TradingView

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 22, 2025 Q4 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
340
New
$30.1K - $32.2K
340 $30.6K
Jan 17, 2025 Q4 2024
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
339
+ 4.78%
$30K - $32.1K
7.44K $669K
Feb 11, 2025 Q4 2024
Financial Counselors Inc

BUY
 -
330
+ 5.12%
$29.2K - $31.2K
6.78K $610K
Feb 14, 2025 Q4 2024
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
323
+ 1.57%
$28.6K - $30.5K
20.9K $1.88M
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
312
New
$27.6K - $29.5K
312 $28.1K
Jan 29, 2025 Q4 2024
Quent Capital, LLC

BUY
 -
310
+ 96.27%
$27.5K - $29.3K
632 $56.9K
Feb 14, 2025 Q4 2024
Chapman Financial Group, LLC

Kailua, HI
BUY
 -
310
New
$27.5K - $29.3K
310 $27.9K
Feb 10, 2025 Q4 2024
Vsm Wealth Advisory, LLC

Hunt Valley, MD
BUY
 -
303
New
$26.8K - $28.7K
303 $27.3K
Jan 13, 2025 Q4 2024
Claro Advisors LLC

Boston, MA
BUY
 -
302
+ 2.4%
$26.8K - $28.6K
12.9K $1.16M
Feb 04, 2025 Q4 2024
New World Advisors LLC

Hingham, MA
BUY
 -
300
+ 8.7%
$26.6K - $28.4K
3.75K $337K
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
281
+ 25.95%
$24.9K - $26.6K
1.36K $123K
Feb 10, 2025 Q4 2024
Choate Investment Advisors

Boston, MA
BUY
 -
276
+ 0.45%
$24.5K - $26.1K
61K $5.49M
Jan 22, 2025 Q4 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
275
+ 0.56%
$24.4K - $26K
49.1K $4.42M
Jan 13, 2025 Q4 2024
Marcum Wealth, LLC

BUY
 -
267
+ 1.57%
$23.7K - $25.3K
17.2K $1.55M
Feb 12, 2025 Q4 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
265
+ 0.43%
$23.5K - $25.1K
62.4K $5.62M
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
257
New
$22.8K - $24.3K
257 $23.1K
Feb 07, 2025 Q4 2024
New Insight Wealth Advisors

San Ramon, CA
BUY
 -
250
+ 1.75%
$22.1K - $23.6K
14.5K $1.31M
Jan 22, 2025 Q4 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
248
+ 6.42%
$22K - $23.5K
4.11K $370K
Jan 27, 2025 Q4 2024
Beacon Financial Advisory LLC

BUY
 -
247
+ 2.19%
$21.9K - $23.4K
11.5K $1.04M
Jan 22, 2025 Q4 2024
Cornell Pochily Investment Advisors, Inc.

BUY
 -
234
+ 3.28%
$20.7K - $22.1K
7.38K $664K
Feb 14, 2025 Q4 2024
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
231
New
$20.5K - $21.8K
231 $20.8K
Jan 21, 2025 Q4 2024
Fifth Third Bancorp

BUY
 -
223
+ 2.65%
$19.8K - $21.1K
8.63K $777K
Jan 24, 2025 Q4 2024
Capital Insight Partners, LLC

BUY
 -
221
+ 9.17%
$19.6K - $20.9K
2.63K $237K
Jan 21, 2025 Q4 2024
Flagship Harbor Advisors, LLC

BUY
 -
219
+ 0.47%
$19.4K - $20.7K
47K $4.24M
Feb 05, 2025 Q4 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
219
+ 2.12%
$19.4K - $20.7K
10.6K $950K
Feb 12, 2025 Q4 2024
Orion Portfolio Solutions, LLC

BUY
 -
212
+ 0.41%
$18.8K - $20K
51.8K $4.66M
Jan 17, 2025 Q4 2024
Independent Wealth Network Inc.

BUY
 -
208
+ 7.21%
$18.4K - $19.7K
3.09K $278K
Feb 13, 2025 Q4 2024
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
206
+ 5.17%
$18.2K - $19.5K
4.19K $377K
Feb 04, 2025 Q4 2024
Gen Trust, LLC

BUY
 -
200
+ 5.3%
$17.7K - $18.9K
3.97K $358K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
199
New
$17.6K - $18.8K
199 $17.9K
Feb 18, 2025 Q4 2024
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
195
+ 3.4%
$17.3K - $18.4K
5.93K $534K
Jan 31, 2025 Q4 2024
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
190
+ 0.95%
$16.8K - $18K
20.2K $1.82M
Feb 11, 2025 Q4 2024
Murphy & Mullick Capital Management Corp

Smithtown, NY
BUY
 -
184
New
$16.3K - $17.4K
184 $16.6K
Feb 04, 2025 Q4 2024
Nwam LLC

Mercer Island, WA
BUY
 -
180
+ 0.59%
$15.9K - $17K
30.7K $2.76M
Jan 13, 2025 Q4 2024
Eastern Bank

BUY
 -
179
+ 17.78%
$15.9K - $16.9K
1.19K $107K
Jan 06, 2025 Q4 2024
Canandaigua National Bank & Trust CO

Canandaigua, NY
BUY
 -
177
+ 4.17%
$15.7K - $16.7K
4.43K $399K
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
169
New
$15K - $16K
169 $15.2K
Feb 18, 2025 Q4 2024
Retirement Planning Group

BUY
 -
168
+ 0.87%
$14.9K - $15.9K
19.6K $1.76M
Jan 23, 2025 Q4 2024
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
166
+ 3.11%
$14.7K - $15.7K
5.5K $495K
Jan 15, 2025 Q4 2024
Saxon Interests, Inc.

BUY
 -
165
+ 0.94%
$14.6K - $15.6K
17.8K $1.6M
Mar 06, 2025 Q4 2024
Copia Wealth Management

Bend, OR
BUY
 -
163
New
$14.4K - $15.4K
163 $14.7K
Jan 24, 2025 Q4 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
161
+ 0.22%
$14.3K - $15.2K
74.6K $6.71M
Feb 04, 2025 Q4 2024
Bcgm Wealth Management, LLC

BUY
 -
154
+ 0.82%
$13.6K - $14.6K
19K $1.71M
Feb 13, 2025 Q4 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
147
+ 5.37%
$13K - $13.9K
2.89K $260K
Feb 12, 2025 Q4 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
146
+ 94.19%
$12.9K - $13.8K
301 $27.1K
Feb 07, 2025 Q4 2024
Hopwood Financial Services, Inc.

Reston, VA
BUY
 -
145
New
$12.8K - $13.7K
145 $13.1K
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
143
+ 65.0%
$12.7K - $13.5K
363 $32.7K
Feb 13, 2025 Q4 2024
Alexis Investment Partners, LLC

Montgomery, TX
BUY
 -
142
New
$12.6K - $13.4K
142 $12.8K
Feb 06, 2025 Q4 2024
Patten Group, Inc.

BUY
 -
140
+ 2.17%
$12.4K - $13.2K
6.58K $592K

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