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
|
Umb Bank, N.A.
|
SELL
|
- |
-193- 0.75% |
$16.5K - $18.2K
|
25.4K
$2.39M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-200- 5.22% |
$17.1K - $18.9K
|
3.63K
$342K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-201- 2.95% |
$17.2K - $19K
|
6.6K
$622K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-203- 0.93% |
$17.3K - $19.2K
|
21.6K
$2.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-203- 3.17% |
$17.3K - $19.2K
|
6.2K
$584K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-217- 5.41% |
$18.5K - $20.5K
|
3.8K
$358K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-220- 7.18% |
$18.8K - $20.8K
|
2.84K
$268K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-243- 5.22% |
$20.8K - $22.9K
|
4.41K
$416K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-247- 9.43% |
$21.1K - $23.3K
|
2.37K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-249- 0.81% |
$21.3K - $23.5K
|
30.3K
$2.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-259- 2.98% |
$22.1K - $24.4K
|
8.42K
$794K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-264- 3.23% |
$22.6K - $24.9K
|
7.92K
$746K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-269- 1.88% |
$23K - $25.4K
|
14K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-270- 0.4% |
$23.1K - $25.5K
|
67.4K
$6.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-272- 4.33% |
$23.2K - $25.7K
|
6.02K
$567K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-273- 2.15% |
$23.3K - $25.8K
|
12.4K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-282- 5.49% |
$24.1K - $26.6K
|
4.85K
$458K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-288- 9.66% |
$24.6K - $27.2K
|
2.69K
$254K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-300- 2.87% |
$25.6K - $28.3K
|
10.2K
$958K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-300- 1.2% |
$25.6K - $28.3K
|
24.7K
$2.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-327- 0.85% |
$27.9K - $30.9K
|
38K
$3.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-342- 11.15% |
$29.2K - $32.3K
|
2.73K
$257K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-344- 0.9% |
$29.4K - $32.5K
|
37.8K
$3.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-377- 4.03% |
$32.2K - $35.6K
|
8.98K
$847K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-391- 3.3% |
$33.4K - $36.9K
|
11.5K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-400- 4.93% |
$34.2K - $37.8K
|
7.71K
$727K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-422- 0.3% |
$36K - $39.8K
|
140K
$13.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-423- 9.07% |
$36.1K - $39.9K
|
4.24K
$400K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-441- 14.53% |
$37.7K - $41.6K
|
2.6K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-497- 18.61% |
$42.5K - $46.9K
|
2.17K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-524- 17.9% |
$44.8K - $49.5K
|
2.4K
$227K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-572- 2.25% |
$48.9K - $54K
|
24.9K
$2.35M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-581- 0.96% |
$49.6K - $54.8K
|
59.8K
$5.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-591- 11.43% |
$50.5K - $55.8K
|
4.58K
$432K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-600- 3.69% |
$51.3K - $56.6K
|
15.7K
$1.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-604- 2.04% |
$51.6K - $57K
|
29K
$2.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-672- 1.94% |
$57.4K - $63.4K
|
34K
$3.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-730- 20.21% |
$62.4K - $68.9K
|
2.88K
$272K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-777- 0.55% |
$66.4K - $73.3K
|
140K
$13.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-779- 8.54% |
$66.5K - $73.5K
|
8.34K
$787K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-823- 13.87% |
$70.3K - $77.7K
|
5.11K
$482K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-900- 10.73% |
$76.9K - $85K
|
7.49K
$706K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.05K- 1.41% |
$89.6K - $99K
|
73.6K
$6.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-1.15K- 5.61% |
$98.3K - $109K
|
19.4K
$1.83M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.18K- 29.04% |
$101K - $112K
|
2.89K
$272K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.24K- 3.36% |
$105K - $117K
|
35.5K
$3.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.3K- 8.98% |
$111K - $123K
|
13.2K
$1.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.36K- 3.9% |
$116K - $129K
|
33.6K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.45K- 4.19% |
$124K - $137K
|
33.1K
$3.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.48K- 2.71% |
$126K - $140K
|
53.1K
$5M
|