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
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.53K- 10.8% |
$131K - $145K
|
12.7K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.69K- 8.45% |
$145K - $160K
|
18.3K
$1.73M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-1.75K- 23.93% |
$150K - $165K
|
5.57K
$525K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.76K- 4.01% |
$151K - $166K
|
42.2K
$3.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.79K- 2.64% |
$153K - $169K
|
66.1K
$6.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.88K- 19.18% |
$160K - $177K
|
7.92K
$746K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-2.14K- 21.43% |
$183K - $202K
|
7.85K
$740K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.17K- 8.39% |
$185K - $205K
|
23.7K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.55K- 33.46% |
$218K - $241K
|
5.08K
$479K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.57K- 6.96% |
$220K - $243K
|
34.4K
$3.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-2.89K- 47.93% |
$247K - $273K
|
3.14K
$296K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-3.09K- 51.25% |
$264K - $292K
|
2.94K
$277K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.28K- 8.84% |
$280K - $309K
|
33.8K
$3.19M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-3.34K- 39.12% |
$285K - $315K
|
5.2K
$490K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.43K- 19.71% |
$293K - $324K
|
14K
$1.32M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-3.66K- 20.69% |
$312K - $345K
|
14K
$1.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.76K- 7.16% |
$321K - $355K
|
48.7K
$4.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-3.77K- 40.53% |
$322K - $356K
|
5.53K
$521K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.06K- 52.05% |
$347K - $383K
|
3.74K
$353K
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-4.47K- 2.05% |
$382K - $422K
|
214K
$20.2M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-4.51K- 3.3% |
$385K - $426K
|
132K
$12.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-4.52K- 23.43% |
$386K - $426K
|
14.8K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.77K- 23.92% |
$407K - $450K
|
15.2K
$1.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.55K- 15.45% |
$474K - $523K
|
30.4K
$2.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-6.53K- 71.65% |
$558K - $617K
|
2.59K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-8.09K- 3.21% |
$691K - $764K
|
244K
$23M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-8.93K- 15.83% |
$763K - $843K
|
47.5K
$4.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-9.68K- 18.67% |
$827K - $914K
|
42.2K
$3.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.3K- 18.62% |
$876K - $968K
|
44.8K
$4.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-11.9K- 2.88% |
$1.02M - $1.13M
|
401K
$37.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-12.5K- 97.99% |
$1.07M - $1.18M
|
258
$24.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-20.4K- 21.47% |
$1.74M - $1.92M
|
74.6K
$7.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-31.5K- 15.85% |
$2.69M - $2.98M
|
167K
$15.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-31.5K- 80.67% |
$2.69M - $2.98M
|
7.56K
$712K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-47K- 80.87% |
$4.01M - $4.43M
|
11.1K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-53.2K- 51.26% |
$4.55M - $5.03M
|
50.6K
$4.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
SELL
|
- |
-203K- 87.91% |
$17.3M - $19.1M
|
27.9K
$2.63M
|