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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-126- 3.96% |
$13.5K - $14.7K
|
3.06K
$362K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-127- 0.69% |
$13.6K - $14.8K
|
18.4K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-129Closed |
$13.8K - $15K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-141- 1.66% |
$15.1K - $16.4K
|
8.33K
$986K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-150- 6.27% |
$16.1K - $17.5K
|
2.24K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-167- 10.5% |
$17.9K - $19.4K
|
1.42K
$168K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-175- 4.64% |
$18.8K - $20.4K
|
3.6K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-198- 3.37% |
$21.2K - $23K
|
5.68K
$673K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-218- 5.87% |
$23.4K - $25.4K
|
3.49K
$413K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-225- 2.84% |
$24.1K - $26.2K
|
7.71K
$913K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-248- 76.07% |
$26.6K - $28.9K
|
78
$9.23K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-251- 1.34% |
$26.9K - $29.2K
|
18.5K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-257- 2.04% |
$27.6K - $29.9K
|
12.3K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-264- 0.56% |
$28.3K - $30.7K
|
46.8K
$5.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-272- 9.76% |
$29.2K - $31.7K
|
2.52K
$298K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-283- 9.3% |
$30.3K - $32.9K
|
2.76K
$327K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-286- 4.25% |
$30.7K - $33.3K
|
6.44K
$762K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-293- 8.88% |
$31.4K - $34.1K
|
3.01K
$356K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-351- 13.57% |
$37.6K - $40.8K
|
2.24K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-355- 0.43% |
$38.1K - $41.3K
|
82.8K
$9.79M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-370- 6.84% |
$39.7K - $43.1K
|
5.04K
$597K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-398- 10.47% |
$42.7K - $46.3K
|
3.41K
$403K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-404- 18.37% |
$43.3K - $47K
|
1.8K
$212K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-415- 16.33% |
$44.5K - $48.3K
|
2.13K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-419- 18.43% |
$44.9K - $48.8K
|
1.86K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-419- 5.28% |
$44.9K - $48.8K
|
7.52K
$890K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-426- 1.83% |
$45.7K - $49.6K
|
22.8K
$2.7M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-469- 3.94% |
$50.3K - $54.6K
|
11.4K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-477- 8.05% |
$51.2K - $55.5K
|
5.45K
$645K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-491- 11.38% |
$52.7K - $57.1K
|
3.82K
$452K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-501- 0.42% |
$53.7K - $58.3K
|
118K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-522- 5.74% |
$56K - $60.7K
|
8.58K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-527- 7.76% |
$56.5K - $61.3K
|
6.27K
$741K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-551- 9.13% |
$59.1K - $64.1K
|
5.49K
$649K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-582- 14.5% |
$62.4K - $67.7K
|
3.43K
$406K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-587- 2.26% |
$62.9K - $68.3K
|
25.4K
$3M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-600- 5.34% |
$64.3K - $69.8K
|
10.6K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-643- 23.55% |
$69K - $74.8K
|
2.09K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-671- 12.12% |
$72K - $78.1K
|
4.87K
$576K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-730- 5.5% |
$78.3K - $85K
|
12.5K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-732- 19.26% |
$78.5K - $85.2K
|
3.07K
$363K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-763- 2.33% |
$81.8K - $88.8K
|
32K
$3.79M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-802- 6.24% |
$86K - $93.3K
|
12.1K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-824- 11.57% |
$88.4K - $95.9K
|
6.3K
$746K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-873- 2.41% |
$93.6K - $102K
|
35.3K
$4.18M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-881- 9.15% |
$94.5K - $103K
|
8.75K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-983- 3.32% |
$105K - $114K
|
28.6K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.04K- 21.99% |
$112K - $121K
|
3.7K
$438K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.09K- 17.14% |
$117K - $127K
|
5.27K
$624K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.18K- 7.81% |
$126K - $137K
|
13.9K
$1.65M
|