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 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
865+ 0.52% |
$73.9K - $81.6K
|
166K
$15.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
835+ 36.56% |
$71.3K - $78.8K
|
3.12K
$294K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
710+ 3.37% |
$60.6K - $67K
|
21.8K
$2.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
686+ 6.81% |
$58.6K - $64.8K
|
10.8K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
674+ 2.0% |
$57.6K - $63.6K
|
34.4K
$3.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
665+ 4.78% |
$56.8K - $62.8K
|
14.6K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
611+ 24.06% |
$52.2K - $57.7K
|
3.15K
$297K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
605+ 6.63% |
$51.7K - $57.1K
|
9.73K
$917K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
598+ 0.34% |
$51.1K - $56.4K
|
177K
$16.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
570+ 10.72% |
$48.7K - $53.8K
|
5.89K
$555K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
568+ 23.09% |
$48.5K - $53.6K
|
3.03K
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
553+ 11.94% |
$47.2K - $52.2K
|
5.18K
$489K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
532+ 6.76% |
$45.4K - $50.2K
|
8.41K
$793K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
498+ 0.75% |
$42.5K - $47K
|
67.2K
$6.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
424+ 3.35% |
$36.2K - $40K
|
13.1K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
415+ 5.37% |
$35.4K - $39.2K
|
8.14K
$767K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
308+ 6.97% |
$26.3K - $29.1K
|
4.73K
$445K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
252+ 0.55% |
$21.5K - $23.8K
|
46.2K
$4.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
250+ 1.98% |
$21.4K - $23.6K
|
12.9K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
241+ 0.71% |
$20.6K - $22.7K
|
34.4K
$3.24M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
213+ 2.44% |
$18.2K - $20.1K
|
8.94K
$843K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
209+ 7.18% |
$17.9K - $19.7K
|
3.12K
$294K
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
183+ 0.14% |
$15.6K - $17.3K
|
133K
$12.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
172+ 1.65% |
$14.7K - $16.2K
|
10.6K
$997K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
160+ 3.0% |
$13.7K - $15.1K
|
5.49K
$517K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
123+ 323.68% |
$10.5K - $11.6K
|
161
$15.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
90+ 2.13% |
$7.69K - $8.5K
|
4.32K
$407K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
88+ 2.39% |
$7.52K - $8.31K
|
3.78K
$356K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
86+ 1.99% |
$7.35K - $8.12K
|
4.41K
$415K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
85+ 0.77% |
$7.26K - $8.02K
|
11.1K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
64+ 0.26% |
$5.47K - $6.04K
|
25K
$2.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
62New |
$5.3K - $5.85K
|
62
$5.84K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
58+ 0.18% |
$4.95K - $5.47K
|
31.4K
$2.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
56+ 2.26% |
$4.78K - $5.29K
|
2.53K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
55+ 0.8% |
$4.7K - $5.19K
|
6.95K
$655K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
41+ 1.46% |
$3.5K - $3.87K
|
2.85K
$269K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
39+ 2.93% |
$3.33K - $3.68K
|
1.37K
$129K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
39+ 0.98% |
$3.33K - $3.68K
|
4.02K
$379K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
34+ 1.58% |
$2.9K - $3.21K
|
2.18K
$206K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
34+ 0.36% |
$2.9K - $3.21K
|
9.51K
$896K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
34+ 1.02% |
$2.9K - $3.21K
|
3.38K
$319K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
30New |
$2.56K - $2.83K
|
30
$2.83K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
23+ 0.93% |
$1.96K - $2.17K
|
2.5K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
20+ 0.35% |
$1.71K - $1.89K
|
5.71K
$538K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
17+ 0.37% |
$1.45K - $1.6K
|
4.55K
$429K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
16+ 0.24% |
$1.37K - $1.51K
|
6.82K
$643K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
15+ 0.24% |
$1.28K - $1.42K
|
6.15K
$579K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
14+ 0.35% |
$1.2K - $1.32K
|
3.98K
$376K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
12+ 0.17% |
$1.03K - $1.13K
|
6.93K
$654K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.27% |
$940 - $1.04K
|
4.11K
$388K
|