Purchases and Sales Made in Q4 2025 in Ishares Msci Usa Min Vol Facto (USMV)

USMV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Usa Min Vol Facto (USMV) during Q4 2025. 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 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
146K
+ 2.13%
$13.5M - $13.9M
6.98M $657M
Jan 13, 2026 Q4 2025
Sherman Wealth Management LLC

Gaithersburg, MD
BUY
 -
29.7K
New
$2.74M - $2.83M
29.7K $2.79M
Jan 15, 2026 Q4 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
24.1K
+ 307.24%
$2.22M - $2.3M
31.9K $3.01M
Jan 14, 2026 Q4 2025
Edge Rock Capital LLC

BUY
 -
7.85K
New
$724K - $749K
7.85K $739K
Jan 12, 2026 Q4 2025
Jgp Wealth Management, LLC

BUY
 -
7.45K
New
$688K - $711K
7.45K $702K
Jan 15, 2026 Q4 2025
Polaris Investment Advisors, LLC

Framingham, MA
BUY
 -
7.38K
New
$681K - $704K
7.38K $695K
Jan 05, 2026 Q4 2025
Anderson Hoagland & CO

BUY
 -
7.25K
+ 4.16%
$670K - $692K
182K $17.1M
Jan 07, 2026 Q4 2025
Wespac Advisors So Cal, LLC

BUY
 -
6.83K
New
$630K - $651K
6.83K $643K
Jan 15, 2026 Q4 2025
Pfg Private Wealth Management, LLC

BUY
 -
6.12K
New
$565K - $584K
6.12K $576K
Jan 16, 2026 Q4 2025
Kwmg, LLC

BUY
 -
4.48K
+ 3.5%
$414K - $428K
132K $12.5M
Jan 12, 2026 Q4 2025
Harbor Group, Inc.

BUY
 -
3.94K
New
$364K - $376K
3.94K $371K
Jan 14, 2026 Q4 2025
Chesley Taft & Associates LLC

BUY
 -
2.45K
New
$226K - $234K
2.45K $231K
Jan 15, 2026 Q4 2025
Trinity Wealth Management, LLC

BUY
 -
2.34K
+ 1.41%
$216K - $224K
168K $15.8M
Jan 07, 2026 Q4 2025
Magnus Financial Group LLC

New York, NY
BUY
 -
2.24K
New
$207K - $214K
2.24K $211K
Jan 15, 2026 Q4 2025
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
2.05K
New
$189K - $196K
2.05K $193K
Jan 02, 2026 Q4 2025
Gamma Investing LLC

Foster City, CA
BUY
 -
2K
+ 79.08%
$185K - $191K
4.53K $427K
Jan 07, 2026 Q4 2025
Everpar Advisors LLC

Tulsa, OK
BUY
 -
1.01K
+ 31.89%
$93.1K - $96.2K
4.17K $393K
Jan 08, 2026 Q4 2025
North Crest Asset Manangement, LLC

BUY
 -
947
+ 8.48%
$87.4K - $90.4K
12.1K $1.14M
Jan 07, 2026 Q4 2025
Yeomans Consulting Group, Inc.

Marietta, GA
BUY
 -
800
+ 2.06%
$73.9K - $76.3K
39.7K $3.74M
Jan 02, 2026 Q4 2025
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
788
+ 0.61%
$72.8K - $75.2K
130K $12.2M
Jan 13, 2026 Q4 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
753
+ 3.74%
$69.5K - $71.9K
20.9K $1.97M
Jan 07, 2026 Q4 2025
Bay Rivers Group

BUY
 -
744
+ 0.73%
$68.7K - $71K
103K $9.71M
Jan 14, 2026 Q4 2025
Sherman Wealth Management LLC

Gaithersburg, MD
BUY
 -
740
+ 2.49%
$68.3K - $70.6K
30.4K $2.86M
Jan 13, 2026 Q4 2025
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
675
+ 4.54%
$62.3K - $64.4K
15.6K $1.46M
Jan 07, 2026 Q4 2025
Aventura Private Wealth, LLC

Aventura, FL
BUY
 -
664
New
$61.3K - $63.4K
664 $62.5K
Jan 05, 2026 Q4 2025
Garrett Investment Advisors LLC

BUY
 -
597
+ 1.56%
$55.1K - $57K
38.8K $3.65M
Jan 15, 2026 Q4 2025
Rhs Financial, LLC

BUY
 -
499
+ 1.15%
$46.1K - $47.6K
43.8K $4.13M
Jan 14, 2026 Q4 2025
Nova R Wealth, Inc.

BUY
 -
374
+ 2.63%
$34.5K - $35.7K
14.6K $1.37M
Jan 07, 2026 Q4 2025
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
286
+ 15.55%
$26.4K - $27.3K
2.13K $200K
Jan 12, 2026 Q4 2025
Abound Wealth Management

Franklin, TN
BUY
 -
271
+ 437.1%
$25K - $25.9K
333 $31.4K
Jan 06, 2026 Q4 2025
Investors Research Corp

BUY
 -
271
New
$25K - $25.9K
271 $25.5K
Jan 09, 2026 Q4 2025
Diversified Trust CO

BUY
 -
221
+ 0.93%
$20.4K - $21.1K
24K $2.26M
Jan 13, 2026 Q4 2025
Capital Investment Advisors, LLC

BUY
 -
212
+ 7.52%
$19.6K - $20.2K
3.03K $286K
Jan 15, 2026 Q4 2025
Stewardship Advisors, LLC

BUY
 -
190
+ 4.16%
$17.5K - $18.1K
4.76K $449K
Jan 08, 2026 Q4 2025
Breakwater Capital Group

Paramus, NJ
BUY
 -
173
+ 7.94%
$16K - $16.5K
2.35K $222K
Jan 15, 2026 Q4 2025
Investment Partners Asset Management, Inc.

Metuchen, NJ
BUY
 -
157
+ 2.01%
$14.5K - $15K
7.96K $750K
Jan 09, 2026 Q4 2025
Atlas Brown,Inc.

BUY
 -
128
+ 3.02%
$11.8K - $12.2K
4.37K $412K
Jan 15, 2026 Q4 2025
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
127
+ 0.3%
$11.7K - $12.1K
42.8K $4.03M
Jan 08, 2026 Q4 2025
Post Resch Tallon Group Inc.

Pittsford, NY
BUY
 -
100
+ 1.38%
$9.23K - $9.54K
7.36K $693K
Jan 14, 2026 Q4 2025
Chris Bulman Inc

Roseville, CA
BUY
 -
73
+ 2.04%
$6.74K - $6.97K
3.66K $345K
Jan 13, 2026 Q4 2025
Dakota Wealth Management

BUY
 -
69
+ 0.11%
$6.37K - $6.58K
60.4K $5.69M
Jan 12, 2026 Q4 2025
Skyline Advisors, Inc.

Bellingham, WA
BUY
 -
61
+ 1.38%
$5.63K - $5.82K
4.47K $421K
Jan 14, 2026 Q4 2025
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
48
+ 4.05%
$4.43K - $4.58K
1.23K $116K
Jan 12, 2026 Q4 2025
Arkfeld Wealth Strategies, L.L.C.

BUY
 -
46
+ 0.64%
$4.25K - $4.39K
7.29K $686K
Jan 08, 2026 Q4 2025
Wedmont Private Capital

BUY
 -
30
+ 1.41%
$2.77K - $2.86K
2.15K $203K
Jan 07, 2026 Q4 2025
Everhart Financial Group, Inc.

BUY
 -
28
+ 0.34%
$2.59K - $2.67K
8.33K $784K
Jan 09, 2026 Q4 2025
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
28
+ 0.55%
$2.59K - $2.67K
5.14K $484K
Jan 13, 2026 Q4 2025
Signature Securities Group Corporation

BUY
 -
22
+ 0.5%
$2.03K - $2.1K
4.41K $415K
Jan 15, 2026 Q4 2025
Professional Financial Advisors, LLC

BUY
 -
20
+ 0.29%
$1.85K - $1.91K
6.86K $646K

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