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 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
165+ 0.94% |
$14.6K - $15.6K
|
17.8K
$1.66M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
163New |
$14.4K - $15.4K
|
163
$15.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
161+ 0.22% |
$14.3K - $15.2K
|
74.6K
$6.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
154+ 0.82% |
$13.6K - $14.6K
|
19K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
147+ 5.37% |
$13K - $13.9K
|
2.89K
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
146+ 94.19% |
$12.9K - $13.8K
|
301
$28.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
145New |
$12.8K - $13.7K
|
145
$13.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
143+ 65.0% |
$12.7K - $13.5K
|
363
$33.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
142New |
$12.6K - $13.4K
|
142
$13.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
140+ 2.17% |
$12.4K - $13.2K
|
6.58K
$615K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
139+ 0.31% |
$12.3K - $13.1K
|
45.5K
$4.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
137+ 1.49% |
$12.1K - $13K
|
9.31K
$870K
|
|
|
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
$772K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
133+ 2.56% |
$11.8K - $12.6K
|
5.34K
$499K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
129+ 3.72% |
$11.4K - $12.2K
|
3.6K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
125+ 0.86% |
$11.1K - $11.8K
|
14.6K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
123+ 4.33% |
$10.9K - $11.6K
|
2.97K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
120+ 0.19% |
$10.6K - $11.3K
|
62.1K
$5.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
117+ 27.4% |
$10.4K - $11.1K
|
544
$50.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
112+ 2.19% |
$9.92K - $10.6K
|
5.24K
$490K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
107+ 3.29% |
$9.48K - $10.1K
|
3.36K
$314K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
105+ 0.09% |
$9.3K - $9.93K
|
120K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
102+ 11.97% |
$9.04K - $9.65K
|
954
$89.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100+ 0.34% |
$8.86K - $9.46K
|
29.7K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
100+ 1.81% |
$8.86K - $9.46K
|
5.62K
$526K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
89+ 2.06% |
$7.88K - $8.42K
|
4.42K
$413K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
81+ 2.48% |
$7.18K - $7.66K
|
3.34K
$312K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
79+ 0.36% |
$7K - $7.47K
|
21.8K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
79+ 0.73% |
$7K - $7.47K
|
10.9K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
74New |
$6.56K - $7K
|
74
$6.92K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
73+ 2.16% |
$6.47K - $6.9K
|
3.46K
$323K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
68+ 1.8% |
$6.02K - $6.43K
|
3.85K
$360K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
66New |
$5.85K - $6.24K
|
66
$6.17K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
65+ 0.16% |
$5.76K - $6.15K
|
40.5K
$3.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
57+ 0.11% |
$5.05K - $5.39K
|
52K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
57+ 1.03% |
$5.05K - $5.39K
|
5.61K
$525K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
56+ 1.48% |
$4.96K - $5.3K
|
3.85K
$360K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
52+ 0.32% |
$4.61K - $4.92K
|
16.1K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
51+ 0.33% |
$4.52K - $4.82K
|
15.6K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
50+ 15.24% |
$4.43K - $4.73K
|
378
$35.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50New |
$4.43K - $4.73K
|
50
$4.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
50+ 4.88% |
$4.43K - $4.73K
|
1.07K
$100K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
44New |
$3.9K - $4.16K
|
44
$4.11K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
43New |
$3.81K - $4.07K
|
43
$4.02K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
42+ 1.8% |
$3.72K - $3.97K
|
2.37K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
39+ 0.45% |
$3.46K - $3.69K
|
8.68K
$812K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
37+ 0.26% |
$3.28K - $3.5K
|
14.3K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
36+ 1200.0% |
$3.19K - $3.4K
|
39
$3.65K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
36+ 0.25% |
$3.19K - $3.4K
|
14.3K
$1.33M
|