Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
707KNew |
$62.7M - $66.9M
|
707K
$65M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
190KNew |
$16.9M - $18M
|
190K
$17.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
181K+ 5.21% |
$16M - $17.1M
|
3.65M
$336M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
114KNew |
$10.1M - $10.8M
|
114K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
96.7KNew |
$8.57M - $9.15M
|
96.7K
$8.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
61.7KNew |
$5.46M - $5.83M
|
61.7K
$5.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
57.5K+ 517.33% |
$5.09M - $5.44M
|
68.6K
$6.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
49.2K+ 26.0% |
$4.36M - $4.65M
|
238K
$21.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
48.4K+ 176.78% |
$4.29M - $4.58M
|
75.8K
$6.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
45.2KNew |
$4.01M - $4.28M
|
45.2K
$4.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
35.7K+ 8.42% |
$3.16M - $3.38M
|
460K
$42.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
34.1K+ 64.08% |
$3.02M - $3.22M
|
87.2K
$8.02M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
24.1KNew |
$2.13M - $2.28M
|
24.1K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
22.6KNew |
$2M - $2.13M
|
22.6K
$2.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
22.2KNew |
$1.96M - $2.1M
|
22.2K
$2.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.7K+ 0.68% |
$1.93M - $2.06M
|
3.23M
$297M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.5KNew |
$1.46M - $1.56M
|
16.5K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.2K+ 272.91% |
$1.43M - $1.53M
|
22.1K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
15.1K+ 20.97% |
$1.34M - $1.43M
|
87K
$8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.7KNew |
$1.12M - $1.2M
|
12.7K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.6K+ 1.26% |
$1.12M - $1.19M
|
1.01M
$93.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
12.3K+ 312.93% |
$1.09M - $1.17M
|
16.3K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
11.6KNew |
$1.03M - $1.1M
|
11.6K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.9K+ 8.29% |
$964K - $1.03M
|
142K
$13.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
10.6K+ 10.71% |
$938K - $1M
|
109K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
10.4KNew |
$921K - $983K
|
10.4K
$956K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
9.67KNew |
$857K - $915K
|
9.67K
$889K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
9.32KNew |
$826K - $881K
|
9.32K
$857K
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
9.05KNew |
$801K - $856K
|
9.05K
$832K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
8.82KNew |
$782K - $834K
|
8.82K
$811K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.76K+ 2.78% |
$776K - $828K
|
324K
$29.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.65K+ 283.19% |
$677K - $723K
|
10.3K
$951K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.56KNew |
$670K - $715K
|
7.56K
$695K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.19KNew |
$637K - $679K
|
7.19K
$661K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.05K+ 3.2% |
$624K - $666K
|
227K
$20.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
7KNew |
$620K - $662K
|
7K
$644K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
6.95K+ 48.95% |
$616K - $657K
|
21.2K
$1.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.86KNew |
$608K - $649K
|
6.86K
$631K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.69K+ 24.51% |
$592K - $632K
|
34K
$3.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.66K+ 9.49% |
$590K - $630K
|
76.8K
$7.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.43KNew |
$570K - $608K
|
6.43K
$592K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
6.18KNew |
$547K - $584K
|
6.18K
$568K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.55K+ 1.01% |
$491K - $525K
|
554K
$50.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
5.48K+ 5.76% |
$485K - $518K
|
100K
$9.24M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.44KNew |
$482K - $514K
|
5.44K
$500K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.37K+ 24.22% |
$476K - $508K
|
27.6K
$2.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.94KNew |
$438K - $468K
|
4.94K
$455K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.94K+ 3.86% |
$438K - $467K
|
133K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.92K+ 1.47% |
$436K - $465K
|
340K
$31.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.91K+ 3.07% |
$435K - $464K
|
165K
$15.1M
|