Vertex Planning Partners, LLC Ishares Msci Global Min Vol Fa Transaction History

Vertex Planning Partners, LLC

  • $479 Billion
  • Q2 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Msci Global Min Vol Fa stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 6,896 shares of ACWV stock, worth $824,692. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,896
Previous 7,114 3.06%
Holding current value
$824,692
Previous $828 Million 1.23%
% of portfolio
0.17%
Previous 0.18%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$107.61 - $119.09 $23,458 - $25,961
-218 Reduced 3.06%
6,896 $818 Million
Q1 2025

May 14, 2025
BUY
$107.24 - $116.37 $14,048 - $15,244
131 Added 1.88%
7,114 $828 Million
Q4 2024

Feb 12, 2025
BUY
$108.6 - $115.42 $1,194 - $1,269
11 Added 0.16%
6,983 $763 Million
Q2 2024

Aug 13, 2024
BUY
$100.94 - $106.2 $706 - $743
7 Added 0.1%
6,972 $730 Million
Q1 2024

May 13, 2024
SELL
$100.31 - $105.34 $80,248 - $84,272
-800 Reduced 10.3%
6,965 $733 Million
Q4 2023

Feb 14, 2024
BUY
$93.0 - $101.11 $1,023 - $1,112
11 Added 0.14%
7,765 $779 Million
Q3 2023

Nov 14, 2023
SELL
$95.42 - $100.13 $60,114 - $63,081
-630 Reduced 7.51%
7,754 $740 Million
Q2 2023

Aug 14, 2023
BUY
$96.17 - $100.07 $577 - $600
6 Added 0.07%
8,384 $822 Million
Q4 2022

Feb 06, 2023
BUY
$87.85 - $98.82 $736,007 - $827,913
8,378 New
8,378 $796 Million

Others Institutions Holding ACWV

# of Institutions
364
Shares Held
20.9M
Call Options Held
2.7K
Put Options Held
0
View Full List

About ISHARES MSCI GLOBAL MIN VOL FA

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