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 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-70- 2.22% |
$6.2K - $6.62K
|
3.08K
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-72- 1.28% |
$6.38K - $6.81K
|
5.56K
$511K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-78- 1.4% |
$6.91K - $7.38K
|
5.48K
$504K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-79- 14.39% |
$7K - $7.47K
|
470
$43.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-82- 0.76% |
$7.26K - $7.75K
|
10.7K
$979K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-83- 0.88% |
$7.35K - $7.85K
|
9.38K
$862K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-83- 3.18% |
$7.35K - $7.85K
|
2.52K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-90- 1.23% |
$7.97K - $8.51K
|
7.2K
$662K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-94- 2.78% |
$8.33K - $8.89K
|
3.29K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-95- 2.42% |
$8.42K - $8.98K
|
3.84K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-96- 0.56% |
$8.5K - $9.08K
|
17K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-99- 0.93% |
$8.77K - $9.36K
|
10.6K
$975K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 29.5% |
$8.86K - $9.46K
|
239
$22K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-107- 1.08% |
$9.48K - $10.1K
|
9.83K
$904K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-108- 2.84% |
$9.57K - $10.2K
|
3.7K
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-112- 3.37% |
$9.92K - $10.6K
|
3.22K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-115- 2.82% |
$10.2K - $10.9K
|
3.96K
$364K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-118- 0.24% |
$10.5K - $11.2K
|
49K
$4.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-119- 4.56% |
$10.5K - $11.3K
|
2.49K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-123- 4.62% |
$10.9K - $11.6K
|
2.54K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-129- 0.48% |
$11.4K - $12.2K
|
26.9K
$2.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-130- 0.55% |
$11.5K - $12.3K
|
23.6K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-136- 1.55% |
$12K - $12.9K
|
8.66K
$796K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-143- 4.34% |
$12.7K - $13.5K
|
3.16K
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-146- 1.83% |
$12.9K - $13.8K
|
7.85K
$722K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-155- 1.3% |
$13.7K - $14.7K
|
11.8K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-161- 5.38% |
$14.3K - $15.2K
|
2.83K
$260K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-166- 0.8% |
$14.7K - $15.7K
|
20.6K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-172- 0.71% |
$15.2K - $16.3K
|
24.2K
$2.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-176- 3.52% |
$15.6K - $16.6K
|
4.82K
$443K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-181- 1.02% |
$16K - $17.1K
|
17.6K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-192- 5.31% |
$17K - $18.2K
|
3.42K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-196- 0.56% |
$17.4K - $18.5K
|
35.1K
$3.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-200- 24.69% |
$17.7K - $18.9K
|
610
$56.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-200- 2.94% |
$17.7K - $18.9K
|
6.6K
$607K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-215- 0.08% |
$19K - $20.3K
|
258K
$23.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-217- 2.3% |
$19.2K - $20.5K
|
9.24K
$849K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-227- 5.57% |
$20.1K - $21.5K
|
3.85K
$354K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-235- 2.04% |
$20.8K - $22.2K
|
11.3K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-236- 2.06% |
$20.9K - $22.3K
|
11.2K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-250- 1.17% |
$22.1K - $23.6K
|
21.2K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-250- 62.5% |
$22.1K - $23.6K
|
150
$13.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-253- 0.37% |
$22.4K - $23.9K
|
68.1K
$6.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-258- 2.1% |
$22.9K - $24.4K
|
12K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-265- 0.63% |
$23.5K - $25.1K
|
42.1K
$3.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-269- 1.15% |
$23.8K - $25.4K
|
23K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-274- 10.31% |
$24.3K - $25.9K
|
2.38K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-275- 2.8% |
$24.4K - $26K
|
9.56K
$879K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-293- 2.54% |
$26K - $27.7K
|
11.2K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-309- 2.72% |
$27.4K - $29.2K
|
11.1K
$1.02M
|