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 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$92.2 - $95.1
|
7.92K
$739K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1+ 0.02% |
$92.2 - $95.1
|
5.6K
$523K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.01% |
$92.2 - $95.1
|
17.4K
$1.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-1- 0.01% |
$92.2 - $95.1
|
9.86K
$921K
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$92.2 - $95.1
|
7.53K
$703K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 0.5% |
$184 - $190
|
400
$37.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3- 0.05% |
$277 - $285
|
6.11K
$570K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3- 0.05% |
$277 - $285
|
6.37K
$595K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-8- 0.18% |
$737 - $761
|
4.41K
$412K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-10- 0.14% |
$922 - $951
|
6.9K
$644K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-13- 0.23% |
$1.2K - $1.24K
|
5.61K
$524K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-14- 0.36% |
$1.29K - $1.33K
|
3.9K
$364K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-14- 4.14% |
$1.29K - $1.33K
|
324
$30.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-15- 0.26% |
$1.38K - $1.43K
|
5.69K
$531K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-15- 0.2% |
$1.38K - $1.43K
|
7.56K
$705K
|
|
|
Oct 17, 2025
Q3 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-16- 0.13% |
$1.47K - $1.52K
|
12.1K
$1.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-19- 0.76% |
$1.75K - $1.81K
|
2.48K
$231K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-19- 0.12% |
$1.75K - $1.81K
|
15.2K
$1.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-19- 0.18% |
$1.75K - $1.81K
|
10.6K
$991K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-23- 1.03% |
$2.12K - $2.19K
|
2.21K
$206K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-25- 0.18% |
$2.3K - $2.38K
|
14.2K
$1.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-26- 2.01% |
$2.4K - $2.47K
|
1.27K
$118K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-26- 0.54% |
$2.4K - $2.47K
|
4.83K
$451K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-27- 1.75% |
$2.49K - $2.57K
|
1.52K
$141K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-28Closed |
$2.58K - $2.66K
|
0
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-29- 0.37% |
$2.67K - $2.76K
|
7.86K
$734K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-32- 0.57% |
$2.95K - $3.04K
|
5.6K
$523K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-32- 0.8% |
$2.95K - $3.04K
|
3.96K
$369K
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-38- 0.4% |
$3.5K - $3.62K
|
9.47K
$884K
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-41- 0.97% |
$3.78K - $3.9K
|
4.2K
$392K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-42- 1.24% |
$3.87K - $4K
|
3.35K
$312K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-42- 0.07% |
$3.87K - $4K
|
57.6K
$5.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-44- 0.6% |
$4.06K - $4.19K
|
7.26K
$677K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-46- 0.62% |
$4.24K - $4.38K
|
7.39K
$690K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-48- 0.3% |
$4.42K - $4.57K
|
15.9K
$1.49M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-50- 1.24% |
$4.61K - $4.76K
|
3.97K
$371K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-51- 1.13% |
$4.7K - $4.85K
|
4.45K
$415K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-53- 0.24% |
$4.89K - $5.04K
|
21.7K
$2.03M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-53- 1.31% |
$4.89K - $5.04K
|
4K
$373K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-55- 2.29% |
$5.07K - $5.23K
|
2.35K
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-55- 2.19% |
$5.07K - $5.23K
|
2.45K
$229K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-55- 2.52% |
$5.07K - $5.23K
|
2.13K
$199K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-63- 2.26% |
$5.81K - $5.99K
|
2.72K
$254K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-65- 1.2% |
$5.99K - $6.18K
|
5.35K
$500K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-67- 1.06% |
$6.18K - $6.37K
|
6.27K
$586K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-69- 0.69% |
$6.36K - $6.56K
|
9.98K
$931K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-70- 0.32% |
$6.45K - $6.66K
|
21.6K
$2.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-71- 1.29% |
$6.54K - $6.75K
|
5.43K
$506K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-72- 0.86% |
$6.64K - $6.85K
|
8.27K
$772K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
SELL
|
- |
-76- 11.14% |
$7.01K - $7.23K
|
606
$56.6K
|