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 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55+ 366.67% |
$5.9K - $6.4K
|
70
$8.28K
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
40New |
$4.29K - $4.65K
|
40
$4.73K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
35New |
$3.75K - $4.07K
|
35
$4.14K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
27+ 1.54% |
$2.9K - $3.14K
|
1.78K
$210K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27+ 0.4% |
$2.9K - $3.14K
|
6.74K
$797K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
17New |
$1.82K - $1.98K
|
17
$2.01K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16+ 24.62% |
$1.72K - $1.86K
|
81
$9.59K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
15+ 750.0% |
$1.61K - $1.75K
|
17
$2.01K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
14+ 0.61% |
$1.5K - $1.63K
|
2.32K
$274K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
13New |
$1.39K - $1.51K
|
13
$1.54K
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11+ 0.03% |
$1.18K - $1.28K
|
34.6K
$4.09M
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
11+ 1.62% |
$1.18K - $1.28K
|
688
$81.4K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
10New |
$1.07K - $1.16K
|
10
$1.18K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$322 - $349
|
3
$355
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
3+ 0.12% |
$322 - $349
|
2.57K
$304K
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2+ 0.1% |
$214 - $233
|
1.97K
$233K
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-3- 0.03% |
$322 - $349
|
11.2K
$1.32M
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-3- 0.13% |
$322 - $349
|
2.34K
$277K
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-8- 0.24% |
$858 - $931
|
3.31K
$391K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-12- 2.44% |
$1.29K - $1.4K
|
480
$56.8K
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-20- 0.73% |
$2.14K - $2.33K
|
2.72K
$321K
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-20- 0.38% |
$2.14K - $2.33K
|
5.19K
$615K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-22- 0.14% |
$2.36K - $2.56K
|
16.3K
$1.92M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-26- 0.84% |
$2.79K - $3.03K
|
3.05K
$361K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-31- 5.96% |
$3.32K - $3.61K
|
489
$57.9K
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-33- 1.53% |
$3.54K - $3.84K
|
2.12K
$251K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-34- 0.8% |
$3.65K - $3.96K
|
4.21K
$498K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-37- 7.4% |
$3.97K - $4.31K
|
463
$54.8K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-39- 1.16% |
$4.18K - $4.54K
|
3.32K
$393K
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-39- 1.1% |
$4.18K - $4.54K
|
3.51K
$415K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-41- 6.14% |
$4.4K - $4.77K
|
627
$74.2K
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
SELL
|
- |
-43- 0.84% |
$4.61K - $5K
|
5.07K
$600K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-44- 1.24% |
$4.72K - $5.12K
|
3.51K
$415K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-45- 1.23% |
$4.83K - $5.24K
|
3.62K
$428K
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-51- 2.76% |
$5.47K - $5.93K
|
1.8K
$213K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-54- 0.41% |
$5.79K - $6.28K
|
13.3K
$1.57M
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-58Closed |
$6.22K - $6.75K
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-70- 51.85% |
$7.51K - $8.15K
|
65
$7.69K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-77- 21.63% |
$8.26K - $8.96K
|
279
$33K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-78- 0.56% |
$8.36K - $9.08K
|
13.9K
$1.64M
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-79- 4.03% |
$8.47K - $9.19K
|
1.88K
$223K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-86- 96.63% |
$9.22K - $10K
|
3
$355
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-96- 54.86% |
$10.3K - $11.2K
|
79
$9.35K
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-98- 3.47% |
$10.5K - $11.4K
|
2.73K
$323K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-100- 1.6% |
$10.7K - $11.6K
|
6.13K
$726K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-104- 1.29% |
$11.2K - $12.1K
|
7.94K
$940K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-112- 4.53% |
$12K - $13K
|
2.36K
$279K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-117- 1.96% |
$12.5K - $13.6K
|
5.85K
$692K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-118- 77.12% |
$12.7K - $13.7K
|
35
$4.14K
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-122- 4.31% |
$13.1K - $14.2K
|
2.71K
$320K
|