Purchases and Sales Made in Q1 2025 in Ishares Msci Global Min Vol Fa (ACWV)
This table provides information about the institutional ownership of Ishares Msci Global Min Vol Fa (ACWV) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES MSCI GLOBAL MIN VOL FA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
233KNew |
$24.9M - $27.1M
|
233K
$27.5M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
179KNew |
$19.2M - $20.8M
|
179K
$21.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
71.2K+ 63.94% |
$7.64M - $8.29M
|
183K
$21.6M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
44K+ 118.6% |
$4.72M - $5.12M
|
81.1K
$9.6M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
29.5K+ 23.81% |
$3.16M - $3.43M
|
153K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
28.6KNew |
$3.06M - $3.33M
|
28.6K
$3.38M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
26.6K+ 44375.0% |
$2.86M - $3.1M
|
26.7K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.8KNew |
$2.56M - $2.77M
|
23.8K
$2.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
22.9K+ 0.94% |
$2.45M - $2.66M
|
2.45M
$290M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
22.6KNew |
$2.43M - $2.64M
|
22.6K
$2.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
22.5KNew |
$2.41M - $2.61M
|
22.5K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
20.7KNew |
$2.22M - $2.41M
|
20.7K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19K+ 202.75% |
$2.04M - $2.21M
|
28.4K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18.7K+ 137.93% |
$2.01M - $2.18M
|
32.3K
$3.82M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
17.7K+ 7760.09% |
$1.9M - $2.06M
|
17.9K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
15.4K+ 26.19% |
$1.65M - $1.79M
|
74.2K
$8.78M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.6KNew |
$1.46M - $1.58M
|
13.6K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11.6K+ 82.6% |
$1.24M - $1.35M
|
25.6K
$3.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.1K+ 35.86% |
$1.19M - $1.29M
|
42.1K
$4.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.8KNew |
$1.15M - $1.25M
|
10.8K
$1.27M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.6KNew |
$1.13M - $1.23M
|
10.6K
$1.25M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.5K+ 95.22% |
$1.12M - $1.22M
|
21.4K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
9.56KNew |
$1.02M - $1.11M
|
9.56K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.71KNew |
$934K - $1.01M
|
8.71K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.07K+ 10.23% |
$866K - $939K
|
86.9K
$10.3M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
7.83KNew |
$840K - $911K
|
7.83K
$927K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.58K+ 8.69% |
$813K - $883K
|
94.8K
$11.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.46K+ 27.5% |
$800K - $868K
|
34.6K
$4.09M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.93KNew |
$635K - $689K
|
5.93K
$701K
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
5.69K+ 2.67% |
$610K - $662K
|
219K
$25.9M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.21K+ 2.25% |
$558K - $606K
|
236K
$28M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.95KNew |
$531K - $576K
|
4.95K
$586K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.93KNew |
$529K - $574K
|
4.93K
$584K
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
4.67KNew |
$501K - $543K
|
4.67K
$553K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
4.6KNew |
$493K - $535K
|
4.6K
$544K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.14K+ 10.46% |
$444K - $482K
|
43.8K
$5.18M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.93K+ 40.74% |
$421K - $457K
|
13.6K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.6K+ 130.16% |
$386K - $419K
|
6.37K
$754K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.5K+ 20.53% |
$376K - $408K
|
20.6K
$2.43M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.82KNew |
$303K - $329K
|
2.82K
$334K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.71K+ 10.53% |
$290K - $315K
|
28.4K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$266K - $289K
|
2.48K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.45KNew |
$263K - $285K
|
2.45K
$290K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.28KNew |
$245K - $265K
|
2.28K
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$237K - $258K
|
2.21K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.15KNew |
$230K - $250K
|
2.15K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.13K+ 29.15% |
$229K - $248K
|
9.45K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
2.07K+ 1.32% |
$221K - $240K
|
159K
$18.8M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.02K+ 1.88% |
$217K - $235K
|
110K
$13M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.01KNew |
$215K - $233K
|
2.01K
$237K
|