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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-490- 5.6% |
$52.7K - $58.4K
|
8.26K
$987K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-497- 13.0% |
$53.5K - $59.2K
|
3.33K
$398K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-503- 3.79% |
$54.1K - $59.9K
|
12.8K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-536- 22.86% |
$57.7K - $63.8K
|
1.81K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-638- 1.46% |
$68.7K - $76K
|
43.1K
$5.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-824- 1.03% |
$88.7K - $98.1K
|
79.1K
$9.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-826- 0.95% |
$88.9K - $98.4K
|
86.1K
$10.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1K- 5.45% |
$108K - $119K
|
17.4K
$2.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-1.22K- 9.7% |
$131K - $145K
|
11.3K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.25K- 27.52% |
$134K - $149K
|
3.29K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.3K- 0.55% |
$139K - $154K
|
235K
$28.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.54K- 24.13% |
$166K - $183K
|
4.84K
$578K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-1.7K- 20.36% |
$183K - $202K
|
6.63K
$793K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.7K- 7.44% |
$183K - $202K
|
21.1K
$2.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.77K- 58.11% |
$190K - $210K
|
1.27K
$152K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.97K- 6.87% |
$212K - $234K
|
26.7K
$3.19M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.11K- 2.25% |
$227K - $251K
|
91.5K
$10.9M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.33K- 9.85% |
$251K - $277K
|
21.3K
$2.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.64K- 6.95% |
$284K - $314K
|
35.3K
$4.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2.85K- 57.58% |
$307K - $340K
|
2.1K
$251K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.94K- 6.97% |
$316K - $350K
|
39.2K
$4.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-3.05K- 5.42% |
$328K - $363K
|
53.2K
$6.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.18K- 8.04% |
$342K - $378K
|
36.3K
$4.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.31K- 3.92% |
$357K - $395K
|
81.3K
$9.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.5K- 33.18% |
$377K - $417K
|
7.05K
$843K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.62K- 48.11% |
$390K - $431K
|
3.9K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-3.67K- 24.87% |
$395K - $437K
|
11.1K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.67K- 3.54% |
$395K - $437K
|
100K
$12M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4K- 43.75% |
$431K - $476K
|
5.15K
$615K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.53K- 1.38% |
$595K - $659K
|
396K
$47.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.64K- 70.17% |
$822K - $910K
|
3.25K
$389K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.07K- 3.26% |
$869K - $961K
|
240K
$28.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.17K- 8.62% |
$879K - $973K
|
86.7K
$10.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-9.21K- 12.41% |
$991K - $1.1M
|
65K
$7.77M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.6K- 3.12% |
$1.36M - $1.51M
|
393K
$47M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13.7K- 55.1% |
$1.48M - $1.63M
|
11.2K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-16.1K- 56.46% |
$1.74M - $1.92M
|
12.4K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.3K- 1.87% |
$2.62M - $2.9M
|
1.28M
$153M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-25.6K- 95.95% |
$2.76M - $3.05M
|
1.08K
$129K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-34.3K- 1.4% |
$3.69M - $4.08M
|
2.42M
$289M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-38.2K- 21.36% |
$4.11M - $4.55M
|
141K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-47.2K- 21.87% |
$5.08M - $5.63M
|
169K
$20.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-50.2K- 61.9% |
$5.4M - $5.98M
|
30.9K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-57.5K- 2.25% |
$6.19M - $6.85M
|
2.5M
$299M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-138K- 90.24% |
$14.9M - $16.5M
|
14.9K
$1.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-227K- 97.8% |
$24.5M - $27.1M
|
5.12K
$612K
|