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 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.38K- 9.18% |
$404K - $417K
|
43.3K
$4.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-4.4K- 7.16% |
$405K - $418K
|
57K
$5.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4.43K- 24.03% |
$408K - $421K
|
14K
$1.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-4.5K- 4.19% |
$415K - $428K
|
103K
$9.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.8K- 1.89% |
$442K - $456K
|
249K
$23.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.3K- 17.34% |
$488K - $504K
|
25.3K
$2.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-5.4K- 66.63% |
$498K - $514K
|
2.71K
$252K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.68K- 71.74% |
$523K - $540K
|
2.24K
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-5.92K- 48.86% |
$546K - $564K
|
6.2K
$579K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.97K- 5.33% |
$550K - $568K
|
106K
$9.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-6.44K- 8.18% |
$594K - $613K
|
72.3K
$6.75M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-6.54K- 51.24% |
$603K - $623K
|
6.23K
$581K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.93K- 9.16% |
$639K - $659K
|
68.7K
$6.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-7.82K- 16.47% |
$721K - $744K
|
39.7K
$3.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-7.82K- 1.95% |
$721K - $744K
|
394K
$36.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-8.28K- 3.78% |
$763K - $788K
|
211K
$19.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-8.37K- 4.19% |
$772K - $797K
|
191K
$17.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-8.57K- 10.28% |
$790K - $815K
|
74.8K
$6.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.69K- 16.71% |
$801K - $827K
|
43.3K
$4.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-9.91K- 7.59% |
$913K - $943K
|
121K
$11.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.96K- 16.21% |
$918K - $947K
|
51.5K
$4.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-10.7K- 28.99% |
$991K - $1.02M
|
26.3K
$2.46M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-10.8K- 7.74% |
$996K - $1.03M
|
129K
$12M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-10.8K- 9.28% |
$997K - $1.03M
|
106K
$9.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.9K- 29.76% |
$1.01M - $1.04M
|
25.8K
$2.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11K- 1.96% |
$1.01M - $1.05M
|
550K
$51.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.5K- 4.13% |
$1.06M - $1.1M
|
267K
$24.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-12.4K- 49.31% |
$1.14M - $1.18M
|
12.7K
$1.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-12.6K- 52.15% |
$1.16M - $1.19M
|
11.5K
$1.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-15.7K- 6.15% |
$1.45M - $1.5M
|
240K
$22.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-17.1K- 25.94% |
$1.58M - $1.63M
|
48.9K
$4.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-20K- 53.08% |
$1.84M - $1.9M
|
17.7K
$1.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-21.5K- 31.94% |
$1.98M - $2.04M
|
45.7K
$4.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-22.4K- 75.1% |
$2.07M - $2.13M
|
7.44K
$694K
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-23K- 59.11% |
$2.12M - $2.19M
|
15.9K
$1.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-23.6K- 47.15% |
$2.18M - $2.25M
|
26.4K
$2.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-26.2K- 2.82% |
$2.42M - $2.49M
|
902K
$84.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-26.4K- 15.75% |
$2.43M - $2.51M
|
141K
$13.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-26.6K- 87.52% |
$2.45M - $2.53M
|
3.79K
$354K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-29K- 59.55% |
$2.68M - $2.76M
|
19.7K
$1.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-30.5K- 9.73% |
$2.82M - $2.91M
|
283K
$26.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-33.4K- 18.47% |
$3.08M - $3.18M
|
148K
$13.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-35K- 62.87% |
$3.22M - $3.33M
|
20.6K
$1.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
SELL
|
- |
-45.1K- 52.3% |
$4.16M - $4.29M
|
41.2K
$3.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-54.8K- 42.28% |
$5.05M - $5.21M
|
74.8K
$6.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-64.6K- 12.55% |
$5.96M - $6.15M
|
450K
$42M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-66.4K- 72.3% |
$6.12M - $6.31M
|
25.4K
$2.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-74.1K- 42.09% |
$6.83M - $7.05M
|
102K
$9.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-112K- 15.29% |
$10.3M - $10.6M
|
620K
$57.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-114K- 53.47% |
$10.5M - $10.9M
|
99.3K
$9.27M
|