Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
436K+ 147.72% |
$37.3M - $41.2M
|
732K
$69M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
123K+ 67.23% |
$10.5M - $11.6M
|
307K
$28.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
82.6K+ 20.99% |
$7.05M - $7.79M
|
476K
$44.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
80.4K+ 13.91% |
$6.87M - $7.59M
|
659K
$62.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
51.5K+ 0.78% |
$4.4M - $4.86M
|
6.68M
$629M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
46.5KNew |
$3.97M - $4.39M
|
46.5K
$4.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
24.2K+ 10.14% |
$2.07M - $2.29M
|
263K
$24.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
19.3K+ 266.8% |
$1.65M - $1.82M
|
26.5K
$2.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
13KNew |
$1.11M - $1.23M
|
13K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
11.2K+ 20.34% |
$953K - $1.05M
|
66K
$6.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
10K+ 4.63% |
$857K - $947K
|
227K
$21.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.99K+ 11.65% |
$854K - $943K
|
95.8K
$9.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
9.87K+ 436.7% |
$843K - $931K
|
12.1K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9.46K+ 121.3% |
$808K - $893K
|
17.3K
$1.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
8.8K+ 7.41% |
$752K - $831K
|
128K
$12M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
8.41KNew |
$718K - $794K
|
8.41K
$793K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
5.66KNew |
$484K - $535K
|
5.66K
$534K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.42K+ 8.51% |
$463K - $511K
|
69.1K
$6.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
5.2K+ 7.03% |
$444K - $490K
|
79.1K
$7.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.06K+ 71.74% |
$432K - $478K
|
12.1K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
5.01K+ 5.2% |
$428K - $473K
|
101K
$9.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.54KNew |
$388K - $428K
|
4.54K
$428K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.05KNew |
$346K - $382K
|
4.05K
$382K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.99KNew |
$341K - $376K
|
3.99K
$376K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.67K+ 2.98% |
$313K - $346K
|
127K
$11.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
3.27K+ 29.91% |
$279K - $309K
|
14.2K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$258K - $285K
|
3.02K
$284K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.79KNew |
$238K - $263K
|
2.79K
$263K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.66K+ 13.28% |
$227K - $251K
|
22.7K
$2.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.6K+ 56.2% |
$222K - $245K
|
7.23K
$681K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.39KNew |
$204K - $225K
|
2.39K
$225K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.35KNew |
$200K - $222K
|
2.35K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
2.33K+ 5.81% |
$199K - $220K
|
42.4K
$4M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.19KNew |
$187K - $207K
|
2.19K
$206K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.17KNew |
$186K - $205K
|
2.17K
$205K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.14K+ 1.33% |
$183K - $202K
|
164K
$15.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
1.93K+ 1.95% |
$165K - $182K
|
101K
$9.52M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.89K+ 22.85% |
$161K - $178K
|
10.1K
$957K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.67K+ 13.51% |
$143K - $158K
|
14.1K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
1.57K+ 1.29% |
$134K - $148K
|
123K
$11.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.55K+ 62.35% |
$132K - $146K
|
4.04K
$380K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 0.66% |
$124K - $137K
|
220K
$20.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.4K+ 33.83% |
$119K - $132K
|
5.52K
$521K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.33K+ 58.06% |
$114K - $125K
|
3.62K
$341K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.3K+ 0.37% |
$111K - $122K
|
350K
$33M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.29K+ 4.29% |
$110K - $122K
|
31.3K
$2.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.02K+ 0.92% |
$87.1K - $96.3K
|
112K
$10.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1K+ 24.17% |
$85.4K - $94.4K
|
5.14K
$484K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
942+ 29.24% |
$80.5K - $88.9K
|
4.16K
$393K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
895+ 14.16% |
$76.5K - $84.5K
|
7.21K
$680K
|