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
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.95K+ 16.6% |
$261K - $279K
|
20.7K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.93K+ 21.18% |
$259K - $277K
|
16.7K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.92KNew |
$259K - $276K
|
2.92K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.77KNew |
$245K - $262K
|
2.77K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.7K+ 7.77% |
$239K - $256K
|
37.5K
$3.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.65KNew |
$235K - $251K
|
2.65K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.64KNew |
$234K - $250K
|
2.64K
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.49KNew |
$221K - $236K
|
2.49K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.46KNew |
$218K - $232K
|
2.46K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.46K+ 3.95% |
$218K - $232K
|
64.7K
$6M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.45KNew |
$217K - $231K
|
2.45K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.42KNew |
$215K - $229K
|
2.42K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.38KNew |
$211K - $225K
|
2.38K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.35KNew |
$208K - $222K
|
2.35K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.32K+ 70.89% |
$205K - $219K
|
5.59K
$518K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
2.28KNew |
$202K - $216K
|
2.28K
$211K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.14K+ 55.82% |
$190K - $203K
|
5.98K
$555K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.09K+ 4.31% |
$185K - $198K
|
50.6K
$4.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.01K+ 17.04% |
$178K - $190K
|
13.8K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.91K+ 39.05% |
$169K - $180K
|
6.79K
$630K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.87KNew |
$165K - $176K
|
1.87K
$173K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.85K+ 54.23% |
$164K - $175K
|
5.27K
$488K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.83K+ 2.74% |
$162K - $173K
|
68.5K
$6.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.8K+ 2.98% |
$160K - $171K
|
62.3K
$5.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.8K+ 9.75% |
$159K - $170K
|
20.3K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.76K+ 5.23% |
$156K - $166K
|
35.4K
$3.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.74K+ 3.32% |
$154K - $164K
|
54K
$5M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1.71K+ 1.88% |
$152K - $162K
|
92.6K
$8.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.71KNew |
$151K - $161K
|
1.71K
$158K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.63K+ 9.64% |
$145K - $154K
|
18.6K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.58K+ 7.14% |
$140K - $149K
|
23.7K
$2.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.54K+ 0.74% |
$137K - $146K
|
210K
$19.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.54K+ 8.21% |
$136K - $145K
|
20.2K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.46K+ 70.24% |
$129K - $138K
|
3.53K
$327K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.43K+ 2.22% |
$127K - $135K
|
65.7K
$6.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.35K+ 0.96% |
$120K - $128K
|
143K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.35K+ 39.98% |
$119K - $127K
|
4.71K
$437K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.34KNew |
$118K - $126K
|
1.34K
$124K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.32K+ 7.46% |
$117K - $125K
|
19.1K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.29K+ 7.72% |
$115K - $122K
|
18K
$1.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.29K+ 12.91% |
$114K - $122K
|
11.3K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
1.26K+ 0.82% |
$111K - $119K
|
155K
$14.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.24K+ 1517.07% |
$110K - $118K
|
1.33K
$123K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.22K+ 2.11% |
$108K - $115K
|
59.2K
$5.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.21KNew |
$107K - $114K
|
1.21K
$112K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
1.19K+ 3.26% |
$105K - $112K
|
37.7K
$3.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.12K+ 5.28% |
$99.1K - $106K
|
22.3K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.05K+ 1.26% |
$92.7K - $98.9K
|
84K
$7.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.04K+ 17.22% |
$92.2K - $98.4K
|
7.09K
$657K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.04K+ 9.15% |
$91.7K - $97.9K
|
12.3K
$1.14M
|