Purchases and Sales Made in Q3 2025 in Ishares Msci Usa Min Vol Facto (USMV)

USMV Quotes by TradingView

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 21, 2025 Q3 2025
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
1.37K
+ 21.88%
$126K - $130K
7.61K $706K
Oct 28, 2025 Q3 2025
Leavell Investment Management, Inc.

BUY
 -
1.3K
+ 13.91%
$120K - $123K
10.6K $987K
Oct 29, 2025 Q3 2025
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
1.22K
New
$112K - $116K
1.22K $113K
Oct 20, 2025 Q3 2025
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
1.21K
+ 10.58%
$111K - $115K
12.6K $1.17M
Oct 27, 2025 Q3 2025
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
1.2K
+ 1.43%
$111K - $114K
85.2K $7.91M
Oct 06, 2025 Q3 2025
Heartwood Wealth Advisors LLC

BUY
 -
1.2K
New
$111K - $114K
1.2K $111K
Oct 22, 2025 Q3 2025
Capital Planning LLC

BUY
 -
1.19K
+ 1.03%
$110K - $113K
117K $10.9M
Oct 20, 2025 Q3 2025
Jb Capital LLC

BUY
 -
1.18K
+ 20.08%
$108K - $112K
7.04K $653K
Oct 20, 2025 Q3 2025
Accurate Wealth Management, LLC

BUY
 -
1.17K
+ 54.01%
$108K - $112K
3.35K $310K
Oct 21, 2025 Q3 2025
Delta Wealth Advisors LLC

Indianapolis, IN
BUY
 -
1.17K
+ 3.49%
$108K - $111K
34.6K $3.21M
Nov 03, 2025 Q3 2025
Cfm Wealth Partners LLC

BUY
 -
1.03K
+ 1.81%
$95.3K - $98.4K
58.2K $5.41M
Nov 03, 2025 Q3 2025
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
1.03K
+ 3.0%
$95.2K - $98.3K
35.5K $3.29M
Oct 29, 2025 Q3 2025
North Crest Asset Manangement, LLC

BUY
 -
1.02K
+ 10.05%
$94K - $97K
11.2K $1.04M
Oct 30, 2025 Q3 2025
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
1.02K
+ 4.7%
$93.7K - $96.8K
22.7K $2.1M
Oct 22, 2025 Q3 2025
Milestone Asset Management Group, LLC

Avon, CT
BUY
 -
1.01K
+ 3.44%
$92.9K - $95.9K
30.4K $2.82M
Oct 22, 2025 Q3 2025
Massmutual Trust CO Fsb

BUY
 -
973
New
$89.7K - $92.6K
973 $90.3K
Oct 29, 2025 Q3 2025
Stewardship Advisors, LLC

BUY
 -
954
+ 26.37%
$87.9K - $90.8K
4.57K $424K
Oct 27, 2025 Q3 2025
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
892
+ 28.2%
$82.2K - $84.9K
4.06K $376K
Oct 14, 2025 Q3 2025
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
878
+ 1.23%
$80.9K - $83.5K
72.4K $6.72M
Oct 23, 2025 Q3 2025
Benjamin Edwards Inc

Clayton, MO
BUY
 -
845
+ 4.56%
$77.9K - $80.4K
19.4K $1.8M
Oct 17, 2025 Q3 2025
Everpar Advisors LLC

Tulsa, OK
BUY
 -
814
+ 34.68%
$75K - $77.4K
3.16K $293K
Oct 20, 2025 Q3 2025
Mather Group, Llc.

Chicago, IL
BUY
 -
806
+ 1.08%
$74.3K - $76.7K
75.6K $7.02M
Oct 24, 2025 Q3 2025
First Horizon Corp

Memphis, TN
BUY
 -
797
New
$73.5K - $75.8K
797 $74K
Nov 04, 2025 Q3 2025
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
794
+ 5.55%
$73.2K - $75.5K
15.1K $1.4M
Oct 31, 2025 Q3 2025
Chilton Capital Management LLC

Houston, TX
BUY
 -
788
New
$72.6K - $75K
788 $73.1K
Oct 30, 2025 Q3 2025
Westfuller Advisors, LLC

New York, NY
BUY
 -
737
New
$67.9K - $70.1K
737 $68.4K
Oct 09, 2025 Q3 2025
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
735
+ 0.45%
$67.8K - $69.9K
165K $15.3M
Oct 16, 2025 Q3 2025
Wealth Management Resources, Inc.

BUY
 -
699
+ 0.51%
$64.4K - $66.5K
137K $12.7M
Nov 04, 2025 Q3 2025
Hantz Financial Services, Inc.

BUY
 -
690
New
$63.6K - $65.6K
690 $64K
Oct 29, 2025 Q3 2025
Sugar Maple Asset Management, LLC

Sister Bay, WI
BUY
 -
689
+ 1.91%
$63.5K - $65.6K
36.8K $3.42M
Oct 31, 2025 Q3 2025
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
682
+ 9.06%
$62.9K - $64.9K
8.21K $762K
Oct 23, 2025 Q3 2025
Cx Institutional

BUY
 -
640
+ 1.8%
$59K - $60.9K
36.2K $3.36M
Oct 15, 2025 Q3 2025
Yeomans Consulting Group, Inc.

Marietta, GA
BUY
 -
633
+ 1.66%
$58.3K - $60.2K
38.9K $3.61M
Oct 23, 2025 Q3 2025
Capital Investment Advisors, LLC

BUY
 -
630
+ 28.78%
$58.1K - $59.9K
2.82K $262K
Oct 10, 2025 Q3 2025
Bowman & CO S.C.

BUY
 -
613
+ 2.02%
$56.5K - $58.3K
30.9K $2.87M
Oct 22, 2025 Q3 2025
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
603
+ 14.96%
$55.6K - $57.4K
4.63K $430K
Oct 27, 2025 Q3 2025
Bangor Savings Bank

Bangor, ME
BUY
 -
600
+ 75.28%
$55.3K - $57.1K
1.4K $130K
Oct 16, 2025 Q3 2025
Decision Map Wealth Management, LLC

Great Falls, VA
BUY
 -
583
+ 2.38%
$53.7K - $55.5K
25.1K $2.33M
Oct 10, 2025 Q3 2025
Lineweaver Wealth Advisors, LLC

BUY
 -
560
+ 0.18%
$51.6K - $53.3K
308K $28.5M
Nov 04, 2025 Q3 2025
Centric Wealth Management

BUY
 -
557
+ 3.44%
$51.3K - $53K
16.7K $1.55M
Nov 03, 2025 Q3 2025
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
539
New
$49.7K - $51.3K
539 $50K
Oct 23, 2025 Q3 2025
Steigerwald, Gordon & Koch Inc.

BUY
 -
510
New
$47K - $48.5K
510 $47.3K
Oct 20, 2025 Q3 2025
Merit Financial Group, LLC

BUY
 -
480
+ 0.35%
$44.2K - $45.7K
138K $12.8M
Nov 04, 2025 Q3 2025
Post Resch Tallon Group Inc.

Pittsford, NY
BUY
 -
470
+ 6.92%
$43.3K - $44.7K
7.26K $674K
Oct 27, 2025 Q3 2025
Lvz, Inc.

BUY
 -
454
+ 18.2%
$41.8K - $43.2K
2.95K $274K
Nov 04, 2025 Q3 2025
Everhart Financial Group, Inc.

BUY
 -
441
+ 5.61%
$40.7K - $42K
8.3K $770K
Oct 07, 2025 Q3 2025
Strong Box Wealth, LLC

BUY
 -
435
+ 5.17%
$40.1K - $41.4K
8.84K $821K
Oct 27, 2025 Q3 2025
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
430
+ 5.06%
$39.6K - $40.9K
8.93K $829K
Oct 20, 2025 Q3 2025
Calamos Wealth Management LLC

BUY
 -
391
+ 0.41%
$36K - $37.2K
94.9K $8.81M

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