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 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.71K- 7.11% |
$594K - $634K
|
87.7K
$8.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.75K- 4.41% |
$598K - $638K
|
146K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7K- 66.97% |
$620K - $662K
|
3.45K
$326K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-7.04K- 13.98% |
$623K - $665K
|
43.3K
$4.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7.65K- 50.38% |
$678K - $724K
|
7.54K
$712K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-7.72K- 5.39% |
$684K - $730K
|
136K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-7.84K- 8.62% |
$694K - $741K
|
83K
$7.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-7.93K- 17.9% |
$703K - $750K
|
36.4K
$3.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-8.42K- 31.82% |
$746K - $796K
|
18K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8.47K- 18.05% |
$750K - $801K
|
38.4K
$3.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.71K- 50.96% |
$771K - $823K
|
8.38K
$792K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-8.76K- 43.49% |
$776K - $828K
|
11.4K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-8.89K- 40.28% |
$787K - $840K
|
13.2K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.08K- 8.77% |
$804K - $858K
|
94.5K
$8.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.1K- 3.13% |
$806K - $861K
|
281K
$26.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9.25K- 3.69% |
$819K - $874K
|
242K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.54K- 29.5% |
$845K - $902K
|
22.8K
$2.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9.65K- 50.69% |
$855K - $913K
|
9.39K
$887K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-9.91K- 11.64% |
$878K - $937K
|
75.2K
$7.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-10.5K- 3.96% |
$930K - $993K
|
255K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.6K- 8.48% |
$938K - $1M
|
114K
$10.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.9K- 8.39% |
$964K - $1.03M
|
119K
$11.2M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.9K- 33.04% |
$970K - $1.03M
|
22.2K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.7K- 15.22% |
$1.04M - $1.11M
|
65.1K
$6.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12K- 34.79% |
$1.07M - $1.14M
|
22.6K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-12.4K- 15.36% |
$1.1M - $1.18M
|
68.5K
$6.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-12.7K- 3.42% |
$1.12M - $1.2M
|
357K
$33.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.8K- 1.09% |
$1.14M - $1.22M
|
1.17M
$110M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-13.1K- 13.07% |
$1.16M - $1.24M
|
87.4K
$8.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-13.6K- 81.13% |
$1.2M - $1.28M
|
3.16K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.7K- 11.85% |
$1.21M - $1.3M
|
102K
$9.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.8K- 20.98% |
$1.22M - $1.31M
|
52.1K
$4.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-14.1K- 30.88% |
$1.25M - $1.34M
|
31.7K
$2.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-15.2K- 6.98% |
$1.35M - $1.44M
|
203K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-15.3K- 45.97% |
$1.35M - $1.45M
|
18K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.3K- 99.9% |
$1.36M - $1.45M
|
15
$1.42K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-15.7K- 19.32% |
$1.39M - $1.48M
|
65.4K
$6.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-15.7K- 55.83% |
$1.39M - $1.48M
|
12.4K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-15.9K- 33.32% |
$1.41M - $1.51M
|
31.9K
$3.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-16.4K- 24.94% |
$1.45M - $1.55M
|
49.3K
$4.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-17.5K- 17.54% |
$1.55M - $1.65M
|
82.1K
$7.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18K- 6.02% |
$1.59M - $1.7M
|
281K
$26.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-18.1K- 49.27% |
$1.6M - $1.71M
|
18.6K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.4K- 21.09% |
$1.63M - $1.74M
|
68.9K
$6.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-18.8K- 7.42% |
$1.66M - $1.78M
|
234K
$22.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-20K- 9.09% |
$1.77M - $1.89M
|
200K
$18.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-20K- 11.76% |
$1.77M - $1.89M
|
150K
$14.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21.3K- 88.44% |
$1.88M - $2.01M
|
2.78K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.3K- 17.18% |
$1.89M - $2.01M
|
103K
$9.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.1K- 9.21% |
$1.96M - $2.09M
|
218K
$20.6M
|