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 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
275+ 0.56% |
$24.4K - $26K
|
49.1K
$4.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
267+ 1.57% |
$23.7K - $25.3K
|
17.2K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
265+ 0.43% |
$23.5K - $25.1K
|
62.4K
$5.81M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
250+ 1.75% |
$22.1K - $23.6K
|
14.5K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
248+ 6.42% |
$22K - $23.5K
|
4.11K
$382K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
247+ 2.19% |
$21.9K - $23.4K
|
11.5K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
234+ 3.28% |
$20.7K - $22.1K
|
7.38K
$687K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
231New |
$20.5K - $21.8K
|
231
$21.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
223+ 2.65% |
$19.8K - $21.1K
|
8.63K
$803K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
221+ 9.17% |
$19.6K - $20.9K
|
2.63K
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
219+ 0.47% |
$19.4K - $20.7K
|
47K
$4.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
219+ 2.12% |
$19.4K - $20.7K
|
10.6K
$982K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
212+ 0.41% |
$18.8K - $20K
|
51.8K
$4.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
208+ 7.21% |
$18.4K - $19.7K
|
3.09K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
206+ 5.17% |
$18.2K - $19.5K
|
4.19K
$390K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
200+ 5.3% |
$17.7K - $18.9K
|
3.97K
$370K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
199New |
$17.6K - $18.8K
|
199
$18.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
195+ 3.4% |
$17.3K - $18.4K
|
5.93K
$552K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
190+ 0.95% |
$16.8K - $18K
|
20.2K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
184New |
$16.3K - $17.4K
|
184
$17.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
180+ 0.59% |
$15.9K - $17K
|
30.7K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
179+ 17.78% |
$15.9K - $16.9K
|
1.19K
$110K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
177+ 4.17% |
$15.7K - $16.7K
|
4.43K
$412K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
169New |
$15K - $16K
|
169
$15.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
168+ 0.87% |
$14.9K - $15.9K
|
19.6K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
166+ 3.11% |
$14.7K - $15.7K
|
5.5K
$512K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
165+ 0.94% |
$14.6K - $15.6K
|
17.8K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
161+ 0.22% |
$14.3K - $15.2K
|
74.6K
$6.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
154+ 0.82% |
$13.6K - $14.6K
|
19K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
147+ 5.37% |
$13K - $13.9K
|
2.89K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
146+ 94.19% |
$12.9K - $13.8K
|
301
$28K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
145New |
$12.8K - $13.7K
|
145
$13.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
143+ 65.0% |
$12.7K - $13.5K
|
363
$33.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
142New |
$12.6K - $13.4K
|
142
$13.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
140+ 2.17% |
$12.4K - $13.2K
|
6.58K
$612K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
139+ 0.31% |
$12.3K - $13.1K
|
45.5K
$4.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
137+ 1.49% |
$12.1K - $13K
|
9.31K
$866K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
136New |
$12K - $12.9K
|
136
$12.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
136+ 1.68% |
$12K - $12.9K
|
8.25K
$768K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
133+ 2.56% |
$11.8K - $12.6K
|
5.34K
$497K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
129+ 3.72% |
$11.4K - $12.2K
|
3.6K
$335K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
125+ 0.86% |
$11.1K - $11.8K
|
14.6K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
123+ 4.33% |
$10.9K - $11.6K
|
2.97K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
120+ 0.19% |
$10.6K - $11.3K
|
62.1K
$5.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
117+ 27.4% |
$10.4K - $11.1K
|
544
$50.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
112+ 2.19% |
$9.92K - $10.6K
|
5.24K
$487K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
107+ 3.29% |
$9.48K - $10.1K
|
3.36K
$313K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
105+ 0.09% |
$9.3K - $9.93K
|
120K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
102+ 11.97% |
$9.04K - $9.65K
|
954
$88.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100+ 0.34% |
$8.86K - $9.46K
|
29.7K
$2.77M
|