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 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
365New |
$33.6K - $34.7K
|
365
$33.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
331+ 1.67% |
$30.5K - $31.5K
|
20.2K
$1.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
329+ 14.04% |
$30.3K - $31.3K
|
2.67K
$248K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
320+ 7.22% |
$29.5K - $30.4K
|
4.75K
$441K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
318New |
$29.3K - $30.3K
|
318
$29.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
307+ 8.59% |
$28.3K - $29.2K
|
3.88K
$360K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
300+ 7.43% |
$27.7K - $28.5K
|
4.34K
$402K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
296+ 0.4% |
$27.3K - $28.2K
|
74.3K
$6.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
280+ 11.08% |
$25.8K - $26.6K
|
2.81K
$261K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
278+ 3.68% |
$25.6K - $26.4K
|
7.84K
$727K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
273+ 0.79% |
$25.2K - $26K
|
34.6K
$3.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
269+ 4.84% |
$24.8K - $25.6K
|
5.83K
$541K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
257+ 0.13% |
$23.7K - $24.5K
|
204K
$18.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
245+ 0.23% |
$22.6K - $23.3K
|
106K
$9.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
225+ 2.16% |
$20.7K - $21.4K
|
10.6K
$987K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
209+ 5.16% |
$19.3K - $19.9K
|
4.26K
$395K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
186+ 4.43% |
$17.1K - $17.7K
|
4.38K
$407K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
186+ 1.41% |
$17.1K - $17.7K
|
13.4K
$1.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
180+ 3.06% |
$16.6K - $17.1K
|
6.07K
$563K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
168+ 12.0% |
$15.5K - $16K
|
1.57K
$146K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
165+ 6.95% |
$15.2K - $15.7K
|
2.54K
$236K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
164+ 0.43% |
$15.1K - $15.6K
|
38.2K
$3.55M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
164New |
$15.1K - $15.6K
|
164
$15.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
159+ 1.09% |
$14.7K - $15.1K
|
14.8K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
147+ 3.58% |
$13.6K - $14K
|
4.26K
$395K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
145+ 1.12% |
$13.4K - $13.8K
|
13.1K
$1.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
139+ 4.33% |
$12.8K - $13.2K
|
3.35K
$311K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
135+ 63.38% |
$12.4K - $12.8K
|
348
$32.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
134+ 0.91% |
$12.4K - $12.7K
|
14.8K
$1.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
132+ 3.17% |
$12.2K - $12.6K
|
4.3K
$399K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
113+ 2.42% |
$10.4K - $10.8K
|
4.78K
$444K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
113+ 4.15% |
$10.4K - $10.8K
|
2.84K
$263K
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
112+ 0.38% |
$10.3K - $10.7K
|
29.2K
$2.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
111+ 1.85% |
$10.2K - $10.6K
|
6.12K
$568K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
111+ 0.38% |
$10.2K - $10.6K
|
29.6K
$2.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
108+ 0.25% |
$9.96K - $10.3K
|
44K
$4.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
108+ 2.85% |
$9.96K - $10.3K
|
3.9K
$362K
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
99+ 0.51% |
$9.13K - $9.42K
|
19.4K
$1.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
98+ 3.87% |
$9.03K - $9.32K
|
2.63K
$244K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
97+ 0.82% |
$8.94K - $9.23K
|
11.9K
$1.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
97+ 0.42% |
$8.94K - $9.23K
|
23K
$2.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
91+ 0.43% |
$8.39K - $8.66K
|
21.2K
$1.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
90New |
$8.3K - $8.56K
|
90
$8.35K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
85New |
$7.84K - $8.09K
|
85
$7.89K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
84+ 0.63% |
$7.74K - $7.99K
|
13.5K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
83+ 2.5% |
$7.65K - $7.9K
|
3.4K
$316K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
71+ 44.1% |
$6.54K - $6.75K
|
232
$21.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
64+ 0.37% |
$5.9K - $6.09K
|
17.3K
$1.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
58+ 0.09% |
$5.35K - $5.52K
|
64K
$5.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
55+ 1.0% |
$5.07K - $5.23K
|
5.58K
$518K
|