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 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-1.4K- 21.35% |
$150K - $163K
|
5.17K
$612K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.41K- 6.22% |
$151K - $164K
|
21.2K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.46K- 1.54% |
$156K - $170K
|
93.6K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.63K- 11.32% |
$175K - $190K
|
12.8K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.72K- 4.33% |
$184K - $200K
|
37.9K
$4.49M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.9K- 24.03% |
$204K - $221K
|
6K
$710K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.92KClosed |
$206K - $224K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.94K- 0.3% |
$208K - $226K
|
652K
$77.1M
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.05K- 12.2% |
$220K - $239K
|
14.8K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.06K- 6.6% |
$221K - $239K
|
29.1K
$3.45M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.28K- 49.93% |
$244K - $265K
|
2.28K
$270K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.33K- 14.31% |
$250K - $271K
|
14K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.52K- 11.77% |
$270K - $293K
|
18.9K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.62K- 32.89% |
$281K - $305K
|
5.34K
$632K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.7K- 9.78% |
$290K - $314K
|
24.9K
$2.95M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.19K- 41.59% |
$342K - $371K
|
4.48K
$530K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3.81K- 2.85% |
$408K - $443K
|
130K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4K- 4.77% |
$429K - $466K
|
79.9K
$9.46M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.29K- 4.2% |
$460K - $499K
|
97.9K
$11.6M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.72K- 16.63% |
$506K - $549K
|
23.7K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.78K- 44.89% |
$512K - $556K
|
5.86K
$694K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.21K- 10.5% |
$558K - $606K
|
44.4K
$5.25M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.99K- 7.18% |
$642K - $697K
|
77.4K
$9.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-6.23K- 82.95% |
$668K - $725K
|
1.28K
$151K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.63K- 60.42% |
$711K - $772K
|
4.34K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.69K- 7.16% |
$718K - $779K
|
86.8K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7K- 1.71% |
$750K - $814K
|
401K
$47.5M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-7.23K- 47.88% |
$775K - $841K
|
7.87K
$931K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.32K- 40.0% |
$785K - $852K
|
11K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.41K- 11.88% |
$795K - $862K
|
55K
$6.51M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.17K- 2.21% |
$983K - $1.07M
|
406K
$48M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-9.96K- 15.04% |
$1.07M - $1.16M
|
56.2K
$6.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-10.7K- 11.25% |
$1.15M - $1.25M
|
84.6K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-11.8K- 60.94% |
$1.26M - $1.37M
|
7.54K
$892K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-12.2K- 5.35% |
$1.31M - $1.42M
|
216K
$25.6M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-13.3K- 5.85% |
$1.43M - $1.55M
|
214K
$25.4M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-13.6K- 86.81% |
$1.46M - $1.58M
|
2.07K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.1K- 12.73% |
$1.62M - $1.76M
|
104K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.2K- 71.06% |
$1.63M - $1.77M
|
6.2K
$733K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-17.8K- 99.14% |
$1.91M - $2.07M
|
154
$18.2K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-32.4K- 1.25% |
$3.48M - $3.77M
|
2.56M
$303M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-33.7K- 1.76% |
$3.62M - $3.93M
|
1.88M
$223M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34.3K- 2.57% |
$3.68M - $3.99M
|
1.3M
$154M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-63K- 47.65% |
$6.76M - $7.33M
|
69.2K
$8.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-69.2K- 21.84% |
$7.42M - $8.05M
|
248K
$29.3M
|