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 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-70- 0.32% |
$6.45K - $6.66K
|
21.6K
$2.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-71- 1.29% |
$6.54K - $6.75K
|
5.43K
$504K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-72- 0.86% |
$6.64K - $6.85K
|
8.27K
$768K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-76- 1.76% |
$7.01K - $7.23K
|
4.25K
$394K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
SELL
|
- |
-76- 11.14% |
$7.01K - $7.23K
|
606
$56.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-79- 2.18% |
$7.28K - $7.52K
|
3.55K
$330K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-83- 2.88% |
$7.65K - $7.9K
|
2.8K
$260K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-83- 0.14% |
$7.65K - $7.9K
|
59.7K
$5.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-85- 3.38% |
$7.84K - $8.09K
|
2.43K
$226K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-87- 0.25% |
$8.02K - $8.28K
|
34.3K
$3.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-89- 3.15% |
$8.2K - $8.47K
|
2.73K
$254K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-91- 1.33% |
$8.39K - $8.66K
|
6.74K
$625K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-92- 2.54% |
$8.48K - $8.75K
|
3.53K
$328K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-97- 1.89% |
$8.94K - $9.23K
|
5.04K
$468K
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-99- 0.95% |
$9.13K - $9.42K
|
10.3K
$954K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-100- 0.68% |
$9.22K - $9.51K
|
14.7K
$1.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-100- 55.56% |
$9.22K - $9.51K
|
80
$7.43K
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-101- 3.41% |
$9.31K - $9.61K
|
2.87K
$266K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-101- 0.88% |
$9.31K - $9.61K
|
11.4K
$1.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-101- 0.77% |
$9.31K - $9.61K
|
13.1K
$1.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-104- 0.71% |
$9.59K - $9.89K
|
14.6K
$1.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-106- 14.4% |
$9.77K - $10.1K
|
630
$58.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-107- 0.32% |
$9.86K - $10.2K
|
33.5K
$3.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-108- 3.1% |
$9.96K - $10.3K
|
3.38K
$314K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-110- 9.5% |
$10.1K - $10.5K
|
1.05K
$97.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-115- 0.39% |
$10.6K - $10.9K
|
29.5K
$2.74M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-115- 2.25% |
$10.6K - $10.9K
|
5K
$464K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-115- 4.98% |
$10.6K - $10.9K
|
2.2K
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-125- 1.92% |
$11.5K - $11.9K
|
6.39K
$593K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-126- 0.85% |
$11.6K - $12K
|
14.7K
$1.36M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-128- 0.66% |
$11.8K - $12.2K
|
19.4K
$1.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-129- 5.18% |
$11.9K - $12.3K
|
2.36K
$219K
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-131- 2.85% |
$12.1K - $12.5K
|
4.46K
$414K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-149- 6.15% |
$13.7K - $14.2K
|
2.27K
$211K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
SELL
|
- |
-150- 5.99% |
$13.8K - $14.3K
|
2.36K
$219K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-152- 0.61% |
$14K - $14.5K
|
24.8K
$2.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-153- 0.81% |
$14.1K - $14.6K
|
18.6K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-154- 1.1% |
$14.2K - $14.7K
|
13.8K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-155- 4.6% |
$14.3K - $14.7K
|
3.22K
$299K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-156- 45.22% |
$14.4K - $14.8K
|
189
$17.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-160- 2.92% |
$14.7K - $15.2K
|
5.33K
$495K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-160- 0.3% |
$14.7K - $15.2K
|
52.9K
$4.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-164- 0.24% |
$15.1K - $15.6K
|
67.2K
$6.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-165- 1.02% |
$15.2K - $15.7K
|
16K
$1.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-165- 5.65% |
$15.2K - $15.7K
|
2.76K
$256K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-169- 43.78% |
$15.6K - $16.1K
|
217
$20.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-170- 1.0% |
$15.7K - $16.2K
|
16.9K
$1.57M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-173- 3.66% |
$15.9K - $16.5K
|
4.55K
$423K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-190- 2.61% |
$17.5K - $18.1K
|
7.1K
$659K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-190- 1.09% |
$17.5K - $18.1K
|
17.2K
$1.6M
|