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 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
$1.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
5.04K+ 1.15% |
$465K - $480K
|
445K
$41.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
4.8K+ 3.61% |
$443K - $457K
|
138K
$12.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.61K+ 213.66% |
$425K - $439K
|
6.77K
$629K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.27KNew |
$393K - $406K
|
4.27K
$396K
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
3.64K+ 9.94% |
$336K - $346K
|
40.3K
$3.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
3.48K+ 2.09% |
$320K - $331K
|
170K
$15.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.45K+ 20.01% |
$318K - $329K
|
20.7K
$1.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
3.41K+ 1.4% |
$314K - $324K
|
247K
$23M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.37KNew |
$310K - $320K
|
3.37K
$312K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3.36K+ 2.8% |
$310K - $319K
|
123K
$11.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.19KNew |
$294K - $303K
|
3.19K
$296K
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3.18K+ 1.49% |
$294K - $303K
|
217K
$20.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.03K+ 6.26% |
$279K - $288K
|
51.4K
$4.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
2.99K+ 15.38% |
$276K - $285K
|
22.4K
$2.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.87K+ 2.14% |
$264K - $273K
|
137K
$12.7M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.75KNew |
$253K - $262K
|
2.75K
$255K
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
2.74K+ 6.45% |
$252K - $260K
|
45.2K
$4.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.7K+ 22.76% |
$249K - $257K
|
14.6K
$1.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.66K+ 63.78% |
$245K - $253K
|
6.82K
$633K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.65KNew |
$244K - $252K
|
2.65K
$246K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.51KNew |
$231K - $238K
|
2.51K
$233K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.45K+ 3.7% |
$226K - $233K
|
68.8K
$6.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.42KNew |
$223K - $230K
|
2.42K
$224K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
2.36KNew |
$217K - $224K
|
2.36K
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
2.35KNew |
$216K - $223K
|
2.35K
$218K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 92.65% |
$207K - $214K
|
4.67K
$433K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.23KNew |
$205K - $212K
|
2.23K
$207K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.23K+ 1.47% |
$205K - $212K
|
154K
$14.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
2.23KNew |
$205K - $212K
|
2.23K
$207K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.21KNew |
$204K - $210K
|
2.21K
$205K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.2KNew |
$203K - $210K
|
2.2K
$205K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.13KNew |
$196K - $202K
|
2.13K
$197K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.12KNew |
$196K - $202K
|
2.12K
$197K
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
2.02K+ 1.17% |
$186K - $192K
|
174K
$16.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.94K+ 32.82% |
$178K - $184K
|
7.83K
$727K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.87K+ 1.78% |
$172K - $178K
|
107K
$9.91M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
1.83K+ 14.24% |
$169K - $174K
|
14.7K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.81K+ 13.85% |
$167K - $172K
|
14.9K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.72K+ 1325.38% |
$159K - $164K
|
1.85K
$172K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.72K+ 2.18% |
$158K - $163K
|
80.7K
$7.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 4.24% |
$158K - $163K
|
42.1K
$3.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
1.71K+ 43.06% |
$157K - $162K
|
5.67K
$526K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.62K+ 0.92% |
$150K - $155K
|
179K
$16.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1.58K+ 1.13% |
$146K - $151K
|
142K
$13.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
1.56K+ 4.95% |
$143K - $148K
|
33K
$3.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
1.48K+ 0.69% |
$137K - $141K
|
216K
$20M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1.43K+ 5.8% |
$132K - $136K
|
26.1K
$2.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
BUY
|
- |
1.4K+ 1.38% |
$129K - $133K
|
102K
$9.5M
|