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 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-236- 2.06% |
$20.9K - $22.3K
|
11.2K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-242- 6.43% |
$21.4K - $22.9K
|
3.52K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-250- 62.5% |
$22.1K - $23.6K
|
150
$13.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-250- 1.17% |
$22.1K - $23.6K
|
21.2K
$1.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-252- 1.38% |
$22.3K - $23.8K
|
18.1K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-253- 1.46% |
$22.4K - $23.9K
|
17.1K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-253- 0.37% |
$22.4K - $23.9K
|
68.1K
$6.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-258- 2.1% |
$22.9K - $24.4K
|
12K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-264- 0.99% |
$23.4K - $25K
|
26.5K
$2.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-265- 0.63% |
$23.5K - $25.1K
|
42.1K
$3.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-269- 1.15% |
$23.8K - $25.4K
|
23K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-274- 2.66% |
$24.3K - $25.9K
|
10K
$931K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-274- 10.31% |
$24.3K - $25.9K
|
2.38K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-275- 2.8% |
$24.4K - $26K
|
9.56K
$887K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-293- 2.54% |
$26K - $27.7K
|
11.2K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-296- 3.42% |
$26.2K - $28K
|
8.36K
$776K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-301- 9.17% |
$26.7K - $28.5K
|
2.98K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-309- 2.72% |
$27.4K - $29.2K
|
11.1K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-311- 0.68% |
$27.6K - $29.4K
|
45.1K
$4.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-316- 1.03% |
$28K - $29.9K
|
30.4K
$2.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-320- 0.3% |
$28.3K - $30.3K
|
107K
$9.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-329- 4.12% |
$29.1K - $31.1K
|
7.65K
$710K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-330- 1.1% |
$29.2K - $31.2K
|
29.8K
$2.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-330- 2.21% |
$29.2K - $31.2K
|
14.6K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-331- 12.37% |
$29.3K - $31.3K
|
2.34K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-332- 7.22% |
$29.4K - $31.4K
|
4.27K
$396K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-335- 3.04% |
$29.7K - $31.7K
|
10.7K
$993K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-342- 12.9% |
$30.3K - $32.3K
|
2.31K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-350- 2.52% |
$31K - $33.1K
|
13.5K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-353- 5.62% |
$31.3K - $33.4K
|
5.93K
$551K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-357- 3.83% |
$31.6K - $33.8K
|
8.98K
$833K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-359- 0.51% |
$31.8K - $34K
|
69.5K
$6.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-366- 5.65% |
$32.4K - $34.6K
|
6.12K
$568K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-368- 1.55% |
$32.6K - $34.8K
|
23.4K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-371- 13.3% |
$32.9K - $35.1K
|
2.42K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-373- 13.18% |
$33K - $35.3K
|
2.46K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-373- 9.34% |
$33K - $35.3K
|
3.62K
$336K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-380- 2.41% |
$33.7K - $35.9K
|
15.4K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-385- 0.59% |
$34.1K - $36.4K
|
64.5K
$5.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-388- 2.51% |
$34.4K - $36.7K
|
15.1K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-390- 2.91% |
$34.6K - $36.9K
|
13K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-400- 5.04% |
$35.4K - $37.8K
|
7.54K
$700K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-400- 9.03% |
$35.4K - $37.8K
|
4.03K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-400- 14.74% |
$35.4K - $37.8K
|
2.31K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-406- 11.08% |
$36K - $38.4K
|
3.26K
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-409- 0.79% |
$36.2K - $38.7K
|
51.5K
$4.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-411- 7.4% |
$36.4K - $38.9K
|
5.14K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-422- 10.88% |
$37.4K - $39.9K
|
3.46K
$321K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-423- 2.26% |
$37.5K - $40K
|
18.3K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-425- 7.75% |
$37.7K - $40.2K
|
5.06K
$470K
|