Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
62K+ 576.6% |
$6.67M - $7.39M
|
72.8K
$8.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
33.1K+ 30.22% |
$3.57M - $3.95M
|
143K
$16.9M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
22.3KNew |
$2.4M - $2.65M
|
22.3K
$2.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
15.1KNew |
$1.62M - $1.8M
|
15.1K
$1.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
13.8K+ 61.31% |
$1.48M - $1.64M
|
36.2K
$4.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13.1K+ 37.99% |
$1.41M - $1.57M
|
47.7K
$5.64M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
8.34KNew |
$898K - $993K
|
8.34K
$986K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.16KNew |
$556K - $615K
|
5.16K
$610K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.69K+ 18.33% |
$504K - $558K
|
30.3K
$3.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.16KNew |
$448K - $495K
|
4.16K
$492K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.25K+ 3.45% |
$350K - $388K
|
97.6K
$11.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.02K+ 2.32% |
$325K - $359K
|
133K
$15.7M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.82K+ 20.81% |
$304K - $336K
|
16.4K
$1.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.52KNew |
$272K - $301K
|
2.52K
$298K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.05KNew |
$220K - $244K
|
2.05K
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.75KNew |
$188K - $208K
|
1.75K
$206K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.71KNew |
$184K - $203K
|
1.71K
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.65K+ 4.76% |
$177K - $196K
|
36.2K
$4.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
1.18K+ 0.54% |
$127K - $141K
|
220K
$26M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.1K+ 3.24% |
$119K - $131K
|
35.1K
$4.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
481New |
$51.8K - $57.3K
|
481
$56.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
368+ 2830.77% |
$39.6K - $43.8K
|
381
$45K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
315+ 1.94% |
$33.9K - $37.5K
|
16.6K
$1.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
314+ 2.0% |
$33.8K - $37.4K
|
16K
$1.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
242New |
$26K - $28.8K
|
242
$28.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
101+ 0.79% |
$10.9K - $12K
|
12.9K
$1.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
92+ 0.28% |
$9.9K - $11K
|
33.5K
$3.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
92+ 0.66% |
$9.9K - $11K
|
14K
$1.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
75+ 15.34% |
$8.07K - $8.93K
|
564
$66.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
61+ 1.17% |
$6.56K - $7.26K
|
5.26K
$621K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
60New |
$6.46K - $7.15K
|
60
$7.09K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
52+ 0.89% |
$5.6K - $6.19K
|
5.92K
$699K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29+ 0.59% |
$3.12K - $3.45K
|
4.96K
$586K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
21+ 0.53% |
$2.26K - $2.5K
|
3.99K
$472K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12+ 0.54% |
$1.29K - $1.43K
|
2.23K
$263K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 1.41% |
$215 - $238
|
144
$17K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1+ 1.19% |
$108 - $119
|
85
$10.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.01% |
$108 - $119
|
100
$11.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 4.76% |
$108 - $119
|
22
$2.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 1.43% |
$108 - $119
|
71
$8.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5- 0.19% |
$538 - $595
|
2.57K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-20- 0.83% |
$2.15K - $2.38K
|
2.38K
$282K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.69% |
$2.69K - $2.98K
|
3.58K
$423K
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-34- 1.0% |
$3.66K - $4.05K
|
3.37K
$399K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-37- 7.99% |
$3.98K - $4.41K
|
426
$50.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-37- 1.62% |
$3.98K - $4.41K
|
2.24K
$265K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-44- 1.33% |
$4.73K - $5.24K
|
3.27K
$387K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45- 3.08% |
$4.84K - $5.36K
|
1.42K
$168K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-46- 0.39% |
$4.95K - $5.48K
|
11.7K
$1.38M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-57- 40.14% |
$6.13K - $6.79K
|
85
$10.1K
|