Philip James Wealth Mangement, LLC Ishares Msci Global Min Vol Fa Transaction History

Philip James Wealth Mangement, LLC

$857 Billion
Q3 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Msci Global Min Vol Fa stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 11,109 shares of ACWV stock, worth $1.33 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

11,109

Previous 14,016 20.74%

Holding current value

$1.33 Million

Previous $1.66 Billion 19.83%

% of portfolio

0.16%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$116.29 - $120.92 $338,055 - $351,514	-2,907 Reduced 20.74%	11,109 $1.33 Billion
Q2 2025 Jul 18, 2025	BUY	$107.61 - $119.09 $9,900 - $10,956	92 Added 0.66%	14,016 $1.66 Billion
Q1 2025 Apr 24, 2025	SELL	$107.24 - $116.37 $126,435 - $137,200	-1,179 Reduced 7.81%	13,924 $1.62 Billion
Q4 2024 Jan 31, 2025	BUY	$108.6 - $115.42 $17,376 - $18,467	160 Added 1.07%	15,103 $1.65 Billion
Q2 2024 Jul 23, 2024	BUY	$100.94 - $106.2 $3,936 - $4,141	39 Added 0.26%	14,943 $1.56 Billion
Q1 2024 Apr 29, 2024	SELL	$100.31 - $105.34 $8,726 - $9,164	-87 Reduced 0.58%	14,904 $1.57 Billion
Q4 2023 Jan 29, 2024	BUY	$93.0 - $101.11 $1.39 Million - $1.52 Million	14,991 New	14,991 $1.5 Billion

Others Institutions Holding ACWV

# of Institutions

364

Shares Held

20.9M

Call Options Held

2.7K

Put Options Held

View Full List

About ISHARES MSCI GLOBAL MIN VOL FA

Ticker ACWV
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Philip James Wealth Mangement, LLC Ishares Msci Global Min Vol Fa Transaction History