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 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
179+ 17.78% |
$15.9K - $16.9K
|
1.19K
$109K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
177+ 4.17% |
$15.7K - $16.7K
|
4.43K
$407K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
166+ 3.11% |
$14.7K - $15.7K
|
5.5K
$506K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
165+ 0.94% |
$14.6K - $15.6K
|
17.8K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
161+ 0.22% |
$14.3K - $15.2K
|
74.6K
$6.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
143+ 65.0% |
$12.7K - $13.5K
|
363
$33.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
139+ 0.31% |
$12.3K - $13.1K
|
45.5K
$4.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
137+ 1.49% |
$12.1K - $13K
|
9.31K
$856K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
136New |
$12K - $12.9K
|
136
$12.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
129+ 3.72% |
$11.4K - $12.2K
|
3.6K
$331K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
125+ 0.86% |
$11.1K - $11.8K
|
14.6K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
120+ 0.19% |
$10.6K - $11.3K
|
62.1K
$5.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
107+ 3.29% |
$9.48K - $10.1K
|
3.36K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
105+ 0.09% |
$9.3K - $9.93K
|
120K
$11M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100+ 0.34% |
$8.86K - $9.46K
|
29.7K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
89+ 2.06% |
$7.88K - $8.42K
|
4.42K
$406K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
81+ 2.48% |
$7.18K - $7.66K
|
3.34K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
74New |
$6.56K - $7K
|
74
$6.8K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
73+ 2.16% |
$6.47K - $6.9K
|
3.46K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
68+ 1.8% |
$6.02K - $6.43K
|
3.85K
$354K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
57+ 0.11% |
$5.05K - $5.39K
|
52K
$4.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
56+ 1.48% |
$4.96K - $5.3K
|
3.85K
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
51+ 0.33% |
$4.52K - $4.82K
|
15.6K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50New |
$4.43K - $4.73K
|
50
$4.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
50+ 15.24% |
$4.43K - $4.73K
|
378
$34.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
44New |
$3.9K - $4.16K
|
44
$4.05K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
43New |
$3.81K - $4.07K
|
43
$3.95K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
42+ 1.8% |
$3.72K - $3.97K
|
2.37K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
39+ 0.45% |
$3.46K - $3.69K
|
8.68K
$798K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
36+ 0.25% |
$3.19K - $3.4K
|
14.3K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
36+ 1200.0% |
$3.19K - $3.4K
|
39
$3.59K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
35+ 0.09% |
$3.1K - $3.31K
|
39.4K
$3.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
35+ 0.46% |
$3.1K - $3.31K
|
7.6K
$698K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
28New |
$2.48K - $2.65K
|
28
$2.57K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
26+ 0.89% |
$2.3K - $2.46K
|
2.95K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
26+ 0.49% |
$2.3K - $2.46K
|
5.32K
$489K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
25+ 0.22% |
$2.21K - $2.36K
|
11.5K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
23+ 0.67% |
$2.04K - $2.18K
|
3.47K
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22New |
$1.95K - $2.08K
|
22
$2.02K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
22+ 0.24% |
$1.95K - $2.08K
|
9.05K
$832K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
21+ 0.43% |
$1.86K - $1.99K
|
4.86K
$447K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
20+ 0.46% |
$1.77K - $1.89K
|
4.37K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
19+ 0.48% |
$1.68K - $1.8K
|
3.96K
$364K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18+ 1.43% |
$1.59K - $1.7K
|
1.28K
$117K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
15+ 0.38% |
$1.33K - $1.42K
|
3.93K
$361K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
14+ 0.27% |
$1.24K - $1.32K
|
5.13K
$472K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
13+ 0.16% |
$1.15K - $1.23K
|
8.1K
$744K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
13+ 0.48% |
$1.15K - $1.23K
|
2.72K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
12+ 0.47% |
$1.06K - $1.13K
|
2.56K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
11New |
$974 - $1.04K
|
11
$1.01K
|