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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-18.1K- 49.27% |
$1.6M - $1.71M
|
18.6K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.4K- 21.09% |
$1.63M - $1.74M
|
68.9K
$6.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-18.8K- 7.42% |
$1.66M - $1.78M
|
234K
$21.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-20K- 9.09% |
$1.77M - $1.89M
|
200K
$18.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-20K- 11.76% |
$1.77M - $1.89M
|
150K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21.3K- 88.44% |
$1.88M - $2.01M
|
2.78K
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-23.1K- 7.07% |
$2.05M - $2.19M
|
304K
$28.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.2K- 4.37% |
$2.05M - $2.19M
|
507K
$47M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-24.8K- 78.75% |
$2.2M - $2.35M
|
6.7K
$622K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-26.8K- 12.28% |
$2.37M - $2.53M
|
191K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-27.4K- 2.53% |
$2.43M - $2.59M
|
1.06M
$98.3M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-28.2K- 98.74% |
$2.49M - $2.66M
|
358
$33.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-28.2K- 30.9% |
$2.5M - $2.66M
|
63K
$5.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-28.6K- 2.83% |
$2.53M - $2.7M
|
982K
$91.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-28.7K- 31.27% |
$2.55M - $2.72M
|
63.1K
$5.86M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29K- 3.92% |
$2.57M - $2.74M
|
711K
$66M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-31.6K- 16.66% |
$2.8M - $2.99M
|
158K
$14.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32.8K- 1.52% |
$2.91M - $3.1M
|
2.13M
$197M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-34.5K- 56.48% |
$3.05M - $3.26M
|
26.5K
$2.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-36.6K- 90.34% |
$3.24M - $3.46M
|
3.92K
$364K
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-37.1K- 49.82% |
$3.29M - $3.51M
|
37.4K
$3.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-39.7K- 2.61% |
$3.52M - $3.75M
|
1.48M
$137M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-39.9K- 27.9% |
$3.53M - $3.77M
|
103K
$9.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-39.9K- 63.65% |
$3.54M - $3.78M
|
22.8K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-41.7K- 53.65% |
$3.69M - $3.94M
|
36K
$3.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-42.1K- 81.99% |
$3.73M - $3.98M
|
9.24K
$858K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-42.7K- 8.21% |
$3.78M - $4.04M
|
478K
$44.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-44.7K- 12.27% |
$3.96M - $4.22M
|
319K
$29.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-46.7K- 17.95% |
$4.13M - $4.41M
|
213K
$19.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-49.1K- 26.34% |
$4.35M - $4.64M
|
137K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-53.7K- 75.72% |
$4.76M - $5.08M
|
17.2K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-54.8K- 17.15% |
$4.85M - $5.18M
|
265K
$24.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-57.4K- 45.16% |
$5.08M - $5.43M
|
69.7K
$6.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-63.5K- 94.44% |
$5.62M - $6M
|
3.74K
$347K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-65.1K- 35.37% |
$5.76M - $6.15M
|
119K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-75.9K- 26.34% |
$6.72M - $7.17M
|
212K
$19.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-83.4K- 46.52% |
$7.39M - $7.89M
|
95.9K
$8.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-84.2K- 70.3% |
$7.46M - $7.96M
|
35.6K
$3.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-85.7K- 96.81% |
$7.59M - $8.1M
|
2.82K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-93.7K- 4.55% |
$8.3M - $8.86M
|
1.96M
$182M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-109K- 8.11% |
$9.64M - $10.3M
|
1.23M
$115M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-116K- 60.68% |
$10.3M - $11M
|
75.5K
$7.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-120K- 89.86% |
$10.6M - $11.4M
|
13.5K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-126K- 75.38% |
$11.1M - $11.9M
|
41.1K
$3.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-129K- 30.03% |
$11.4M - $12.2M
|
301K
$28M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-166K- 95.78% |
$14.7M - $15.7M
|
7.33K
$681K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-187K- 98.19% |
$16.6M - $17.7M
|
3.45K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-189K- 36.28% |
$16.8M - $17.9M
|
332K
$30.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-209K- 6.0% |
$18.5M - $19.8M
|
3.28M
$304M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-398K- 29.53% |
$35.3M - $37.6M
|
950K
$88.2M
|