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 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-196- 0.46% |
$18.1K - $18.6K
|
42K
$3.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-199- 7.37% |
$18.3K - $18.9K
|
2.5K
$232K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-202- 2.26% |
$18.6K - $19.2K
|
8.74K
$811K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
SELL
|
- |
-202- 1.38% |
$18.6K - $19.2K
|
14.5K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-203- 7.45% |
$18.7K - $19.3K
|
2.52K
$234K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-211- 36.57% |
$19.4K - $20.1K
|
366
$34K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-212- 4.49% |
$19.5K - $20.2K
|
4.51K
$419K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-220- 1.51% |
$20.3K - $20.9K
|
14.3K
$1.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-222- 0.77% |
$20.5K - $21.1K
|
28.6K
$2.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-224- 3.03% |
$20.6K - $21.3K
|
7.18K
$666K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-233- 1.41% |
$21.5K - $22.2K
|
16.3K
$1.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-239- 1.27% |
$22K - $22.7K
|
18.6K
$1.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-250- 4.75% |
$23K - $23.8K
|
5.01K
$465K
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-250- 7.97% |
$23K - $23.8K
|
2.89K
$268K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-250- 1.01% |
$23K - $23.8K
|
24.4K
$2.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-271- 0.76% |
$25K - $25.8K
|
35.2K
$3.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-278- 0.8% |
$25.6K - $26.4K
|
34.4K
$3.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-280- 0.49% |
$25.8K - $26.6K
|
56.5K
$5.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-282- 6.16% |
$26K - $26.8K
|
4.3K
$399K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-291- 0.43% |
$26.8K - $27.7K
|
68K
$6.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-297- 1.38% |
$27.4K - $28.3K
|
21.3K
$1.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-300- 11.49% |
$27.7K - $28.5K
|
2.31K
$215K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-305- 8.88% |
$28.1K - $29K
|
3.13K
$290K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-313- 2.2% |
$28.9K - $29.8K
|
13.9K
$1.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-317- 6.23% |
$29.2K - $30.2K
|
4.77K
$443K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-320- 8.34% |
$29.5K - $30.4K
|
3.52K
$327K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-332- 0.98% |
$30.6K - $31.6K
|
33.7K
$3.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-341- 4.33% |
$31.4K - $32.4K
|
7.53K
$699K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-344- 5.21% |
$31.7K - $32.7K
|
6.26K
$581K
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-358- 1.73% |
$33K - $34.1K
|
20.3K
$1.88M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-362- 10.81% |
$33.4K - $34.4K
|
2.99K
$277K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-366- 3.28% |
$33.7K - $34.8K
|
10.8K
$1M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-367- 2.85% |
$33.8K - $34.9K
|
12.5K
$1.16M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-382- 0.77% |
$35.2K - $36.3K
|
49.4K
$4.59M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-387- 9.12% |
$35.7K - $36.8K
|
3.86K
$358K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-394- 0.91% |
$36.3K - $37.5K
|
42.7K
$3.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-409- 1.35% |
$37.7K - $38.9K
|
29.9K
$2.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-411- 1.56% |
$37.9K - $39.1K
|
25.9K
$2.4M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-411- 14.63% |
$37.9K - $39.1K
|
2.4K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-418- 41.26% |
$38.5K - $39.8K
|
595
$55.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-418- 4.64% |
$38.5K - $39.8K
|
8.6K
$798K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-421- 4.4% |
$38.8K - $40.1K
|
9.14K
$848K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-426- 8.68% |
$39.3K - $40.5K
|
4.48K
$416K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-428- 2.09% |
$39.5K - $40.7K
|
20K
$1.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-431- 3.8% |
$39.7K - $41K
|
10.9K
$1.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-434- 2.37% |
$40K - $41.3K
|
17.9K
$1.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
SELL
|
- |
-435- 6.89% |
$40.1K - $41.4K
|
5.88K
$546K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-450- 6.67% |
$41.5K - $42.8K
|
6.3K
$585K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-452- 3.57% |
$41.7K - $43K
|
12.2K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-471- 9.27% |
$43.4K - $44.8K
|
4.61K
$428K
|