Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
191K+ 5.35% |
$17.6M - $18.1M
|
3.75M
$350M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
165KNew |
$15.2M - $15.7M
|
165K
$15.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
156K+ 2.34% |
$14.4M - $14.9M
|
6.83M
$638M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
85K+ 7.22% |
$7.83M - $8.08M
|
1.26M
$118M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
79.6KNew |
$7.34M - $7.58M
|
79.6K
$7.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
78.7K+ 1942.34% |
$7.25M - $7.49M
|
82.7K
$7.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
62.9KNew |
$5.8M - $5.99M
|
62.9K
$5.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
53.9KNew |
$4.97M - $5.13M
|
53.9K
$5.03M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
52.6K+ 5.16% |
$4.85M - $5.01M
|
1.07M
$100M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
51.4K+ 4.58% |
$4.74M - $4.89M
|
1.17M
$109M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
49.8K+ 62.97% |
$4.59M - $4.74M
|
129K
$12M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
45.6KNew |
$4.21M - $4.34M
|
45.6K
$4.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
39K+ 28.8% |
$3.59M - $3.71M
|
174K
$16.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
33.4K+ 12.7% |
$3.08M - $3.18M
|
297K
$27.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
27.1K+ 31.15% |
$2.5M - $2.58M
|
114K
$10.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
26K+ 2.95% |
$2.4M - $2.47M
|
907K
$84.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
25KNew |
$2.3M - $2.38M
|
25K
$2.33M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
24.2K+ 17.83% |
$2.23M - $2.3M
|
160K
$14.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
23.3K+ 3.06% |
$2.15M - $2.22M
|
785K
$73.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Gfg Capital, LLC
|
BUY
|
- |
19KNew |
$1.76M - $1.81M
|
19K
$1.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.4K+ 245.57% |
$1.51M - $1.56M
|
23K
$2.15M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
16.2K+ 4.63% |
$1.5M - $1.54M
|
367K
$34.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
13.4KNew |
$1.24M - $1.28M
|
13.4K
$1.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
12.2KNew |
$1.12M - $1.16M
|
12.2K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11.6KNew |
$1.07M - $1.1M
|
11.6K
$1.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$1.05M - $1.08M
|
11.4K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
11KNew |
$1.02M - $1.05M
|
11K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10.1K+ 6.35% |
$929K - $959K
|
169K
$15.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
9.33K+ 3.17% |
$860K - $887K
|
303K
$28.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
8.89K+ 8.77% |
$819K - $846K
|
110K
$10.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.38KNew |
$772K - $797K
|
8.38K
$782K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
BUY
|
- |
8.27K+ 6.47% |
$762K - $787K
|
136K
$12.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.13K+ 12.11% |
$750K - $774K
|
75.3K
$7.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
BUY
|
- |
8.1K+ 4.93% |
$746K - $770K
|
172K
$16.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.01K+ 7.15% |
$739K - $762K
|
120K
$11.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
7.85KNew |
$723K - $746K
|
7.85K
$732K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.64K+ 12.02% |
$704K - $727K
|
71.2K
$6.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
6.6K+ 3.96% |
$609K - $628K
|
173K
$16.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
6.51K+ 9.1% |
$600K - $619K
|
78K
$7.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
6.38K+ 8.07% |
$588K - $607K
|
85.5K
$7.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.38K+ 13.8% |
$588K - $607K
|
52.6K
$4.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
6.1K+ 16.81% |
$563K - $581K
|
42.4K
$3.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.8K+ 3.07% |
$535K - $552K
|
195K
$18.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
5.17K+ 4.21% |
$476K - $492K
|
128K
$11.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.12K+ 33.72% |
$472K - $487K
|
20.3K
$1.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
5.04K+ 1.15% |
$465K - $480K
|
445K
$41.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
4.8K+ 3.61% |
$443K - $457K
|
138K
$12.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.61K+ 213.66% |
$425K - $439K
|
6.77K
$632K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.27KNew |
$393K - $406K
|
4.27K
$398K
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
3.64K+ 9.94% |
$336K - $346K
|
40.3K
$3.76M
|