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 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
61+ 1.17% |
$6.56K - $7.26K
|
5.26K
$628K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
60New |
$6.46K - $7.15K
|
60
$7.18K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
59+ 0.17% |
$6.35K - $7.03K
|
35.4K
$4.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
52+ 0.89% |
$5.6K - $6.19K
|
5.92K
$707K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
49+ 0.37% |
$5.27K - $5.84K
|
13.3K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
40+ 1.21% |
$4.3K - $4.76K
|
3.36K
$402K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
39+ 1.44% |
$4.2K - $4.64K
|
2.75K
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
37+ 0.88% |
$3.98K - $4.41K
|
4.25K
$508K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
34+ 1.45% |
$3.66K - $4.05K
|
2.38K
$284K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31+ 0.03% |
$3.34K - $3.69K
|
118K
$14.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29+ 0.59% |
$3.12K - $3.45K
|
4.96K
$593K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
26+ 0.18% |
$2.8K - $3.1K
|
14.3K
$1.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
25+ 0.22% |
$2.69K - $2.98K
|
11.2K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
24+ 1.03% |
$2.58K - $2.86K
|
2.36K
$282K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
21+ 0.53% |
$2.26K - $2.5K
|
3.99K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
16+ 0.82% |
$1.72K - $1.91K
|
1.97K
$235K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
15+ 0.55% |
$1.61K - $1.79K
|
2.73K
$327K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13+ 1.04% |
$1.4K - $1.55K
|
1.26K
$151K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12+ 0.54% |
$1.29K - $1.43K
|
2.23K
$266K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11+ 1.6% |
$1.18K - $1.31K
|
697
$83.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10+ 28.57% |
$1.08K - $1.19K
|
45
$5.38K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8+ 0.09% |
$861 - $953
|
8.57K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 1.09% |
$323 - $357
|
277
$33.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.01% |
$323 - $357
|
300
$35.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 1.41% |
$215 - $238
|
144
$17.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.02% |
$108 - $119
|
4K
$479K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 1.43% |
$108 - $119
|
71
$8.49K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1+ 1.19% |
$108 - $119
|
85
$10.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.01% |
$108 - $119
|
100
$12K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 4.76% |
$108 - $119
|
22
$2.63K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 33.33% |
$108 - $119
|
2
$239
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5- 0.19% |
$538 - $595
|
2.57K
$307K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-5- 0.28% |
$538 - $595
|
1.78K
$213K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-6- 0.29% |
$646 - $715
|
2.06K
$246K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-9- 0.51% |
$968 - $1.07K
|
1.77K
$211K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-11- 0.47% |
$1.18K - $1.31K
|
2.31K
$276K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-12- 0.51% |
$1.29K - $1.43K
|
2.35K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16- 19.75% |
$1.72K - $1.91K
|
65
$7.77K
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-20- 0.83% |
$2.15K - $2.38K
|
2.38K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-25- 0.4% |
$2.69K - $2.98K
|
6.28K
$750K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.69% |
$2.69K - $2.98K
|
3.58K
$428K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-33- 1.75% |
$3.55K - $3.93K
|
1.85K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-34- 1.0% |
$3.66K - $4.05K
|
3.37K
$403K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-36- 1.92% |
$3.87K - $4.29K
|
1.84K
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-37- 7.99% |
$3.98K - $4.41K
|
426
$50.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-37- 1.62% |
$3.98K - $4.41K
|
2.24K
$268K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-41- 2.11% |
$4.41K - $4.88K
|
1.91K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-44- 1.33% |
$4.73K - $5.24K
|
3.27K
$391K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45- 3.08% |
$4.84K - $5.36K
|
1.42K
$169K
|