Purchases and Sales Made in Q4 2025 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 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 23, 2026
Q4 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
41.3KNew |
$3.82M - $3.95M
|
41.3K
$3.89M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
39K+ 23.69% |
$3.6M - $3.72M
|
204K
$19.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
29.7KNew |
$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 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
23.2KNew |
$2.15M - $2.22M
|
23.2K
$2.19M
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
11.4KNew |
$1.05M - $1.09M
|
11.4K
$1.07M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 34.58% |
$956K - $988K
|
40.3K
$3.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
10.2K+ 4.72% |
$946K - $978K
|
227K
$21.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
10K+ 4.76% |
$925K - $956K
|
221K
$20.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
9.04KNew |
$835K - $863K
|
9.04K
$852K
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
7.85KNew |
$724K - $749K
|
7.85K
$739K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
7.45KNew |
$688K - $711K
|
7.45K
$702K
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
7.38KNew |
$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
|
- |
6.83KNew |
$630K - $651K
|
6.83K
$643K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.54K+ 28.07% |
$604K - $624K
|
29.8K
$2.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6.12KNew |
$565K - $584K
|
6.12K
$576K
|
|
|
Jan 23, 2026
Q4 2025
|
Dara Capital Us, Inc.
Miami, FL |
BUY
|
- |
5.75KNew |
$531K - $549K
|
5.75K
$542K
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
5.56KNew |
$513K - $530K
|
5.56K
$523K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.35K+ 2.27% |
$494K - $511K
|
241K
$22.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5.23KNew |
$483K - $499K
|
5.23K
$493K
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
4.48K+ 3.5% |
$414K - $428K
|
132K
$12.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.44K+ 1.44% |
$410K - $424K
|
312K
$29.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
4.25K+ 74.76% |
$393K - $406K
|
9.94K
$937K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
3.94KNew |
$364K - $376K
|
3.94K
$371K
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
3.81K+ 4.46% |
$352K - $363K
|
89.3K
$8.41M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
3.29KNew |
$304K - $314K
|
3.29K
$310K
|
|
|
Jan 21, 2026
Q4 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.09K+ 9.41% |
$285K - $294K
|
35.9K
$3.38M
|
|
|
Jan 20, 2026
Q4 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.91KNew |
$269K - $278K
|
2.91K
$274K
|
|
|
Jan 23, 2026
Q4 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.46K+ 1.45% |
$227K - $234K
|
172K
$16.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.45KNew |
$226K - $234K
|
2.45K
$231K
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.41K+ 4.34% |
$223K - $230K
|
58K
$5.46M
|
|
|
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
|
- |
2.24KNew |
$207K - $214K
|
2.24K
$211K
|
|
|
Jan 21, 2026
Q4 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
2.17KNew |
$200K - $207K
|
2.17K
$204K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.05KNew |
$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 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.94K+ 1.82% |
$179K - $185K
|
109K
$10.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.39K+ 1690.24% |
$128K - $132K
|
1.47K
$138K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
1.21K+ 0.94% |
$112K - $116K
|
130K
$12.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.05KNew |
$97K - $100K
|
1.05K
$99K
|
|
|
Jan 23, 2026
Q4 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1.01K+ 3.98% |
$93.4K - $96.5K
|
26.4K
$2.49M
|
|
|
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 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
846+ 35.28% |
$78.1K - $80.7K
|
3.24K
$306K
|
|
|
Jan 21, 2026
Q4 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
813+ 5.78% |
$75.1K - $77.6K
|
14.9K
$1.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
806+ 7.76% |
$74.4K - $76.9K
|
11.2K
$1.05M
|
|
|
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
|
|