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 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
10+ 0.2% |
$854 - $944
|
5.1K
$481K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
9+ 0.09% |
$769 - $850
|
9.72K
$916K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
7+ 0.05% |
$598 - $661
|
14.3K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$427 - $472
|
7.81K
$736K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.02% |
$427 - $472
|
29.5K
$2.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4+ 0.14% |
$342 - $378
|
2.8K
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.07% |
$256 - $283
|
4.5K
$424K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2+ 0.06% |
$171 - $189
|
3.3K
$311K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.33% |
$85.4 - $94.4
|
303
$28.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
1+ 0.05% |
$85.4 - $94.4
|
2.16K
$203K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-1- 0.01% |
$85.4 - $94.4
|
10.7K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-1- 0.03% |
$85.4 - $94.4
|
3.06K
$289K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-2- 0.03% |
$171 - $189
|
7.54K
$710K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5- 0.05% |
$427 - $472
|
10.8K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-10- 0.2% |
$854 - $944
|
4.91K
$463K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-11- 0.22% |
$940 - $1.04K
|
5.04K
$475K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-21- 1.78% |
$1.79K - $1.98K
|
1.16K
$109K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-21- 0.15% |
$1.79K - $1.98K
|
14.2K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22- 0.03% |
$1.88K - $2.08K
|
74.8K
$7.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-31- 0.85% |
$2.65K - $2.93K
|
3.63K
$342K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-31- 0.26% |
$2.65K - $2.93K
|
11.8K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-39- 1.2% |
$3.33K - $3.68K
|
3.21K
$303K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-42- 0.03% |
$3.59K - $3.96K
|
135K
$12.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-43- 0.17% |
$3.67K - $4.06K
|
25.8K
$2.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-47- 0.43% |
$4.01K - $4.44K
|
10.8K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-50- 2.04% |
$4.27K - $4.72K
|
2.41K
$227K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-58- 1.11% |
$4.95K - $5.47K
|
5.17K
$487K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-59- 0.38% |
$5.04K - $5.57K
|
15.3K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-67- 0.45% |
$5.72K - $6.32K
|
14.7K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-71- 5.85% |
$6.06K - $6.7K
|
1.14K
$108K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-82- 2.71% |
$7K - $7.74K
|
2.94K
$278K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-87- 0.99% |
$7.43K - $8.21K
|
8.74K
$824K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 4.07% |
$8.54K - $9.44K
|
2.36K
$222K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-100- 1.75% |
$8.54K - $9.44K
|
5.6K
$528K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-100- 1.56% |
$8.54K - $9.44K
|
6.3K
$594K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-107- 0.75% |
$9.14K - $10.1K
|
14.2K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-121- 2.23% |
$10.3K - $11.4K
|
5.3K
$500K
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-123- 0.86% |
$10.5K - $11.6K
|
14.2K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-129- 0.78% |
$11K - $12.2K
|
16.5K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-135- 0.57% |
$11.5K - $12.7K
|
23.4K
$2.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-136- 25.95% |
$11.6K - $12.8K
|
388
$36.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-136- 0.79% |
$11.6K - $12.8K
|
17K
$1.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-142- 0.32% |
$12.1K - $13.4K
|
43.8K
$4.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-144- 1.24% |
$12.3K - $13.6K
|
11.5K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-149- 0.82% |
$12.7K - $14.1K
|
17.9K
$1.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-151- 0.65% |
$12.9K - $14.3K
|
22.9K
$2.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-170- 0.15% |
$14.5K - $16K
|
110K
$10.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-177- 4.0% |
$15.1K - $16.7K
|
4.25K
$401K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-179- 4.77% |
$15.3K - $16.9K
|
3.57K
$337K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-179- 6.61% |
$15.3K - $16.9K
|
2.53K
$238K
|