Latest Institutional Transactions on Ishares Msci Global Min Vol Fa (ACWV)
This table provides information on the latest institutional transactions involving Ishares Msci Global Min Vol Fa (ACWV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-37- 7.99% |
$3.98K - $4.41K
|
426
$50.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-536- 22.86% |
$57.7K - $63.8K
|
1.81K
$214K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.71KNew |
$184K - $203K
|
1.71K
$202K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.94K- 6.97% |
$316K - $350K
|
39.2K
$4.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.69% |
$2.69K - $2.98K
|
3.58K
$423K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.69K+ 18.33% |
$504K - $558K
|
30.3K
$3.58M
|
|
|
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 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
22.3KNew |
$2.4M - $2.65M
|
22.3K
$2.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.77K- 58.11% |
$190K - $210K
|
1.27K
$151K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
60New |
$6.46K - $7.15K
|
60
$7.09K
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-34- 1.0% |
$3.66K - $4.05K
|
3.37K
$399K
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-227K- 97.8% |
$24.5M - $27.1M
|
5.12K
$605K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.25K- 27.52% |
$134K - $149K
|
3.29K
$388K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.75KNew |
$188K - $208K
|
1.75K
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.05KNew |
$220K - $244K
|
2.05K
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-57- 40.14% |
$6.13K - $6.79K
|
85
$10.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.52KNew |
$272K - $301K
|
2.52K
$298K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-109- 3.11% |
$11.7K - $13K
|
3.4K
$402K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
92+ 0.66% |
$9.9K - $11K
|
14K
$1.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.31K- 3.92% |
$357K - $395K
|
81.3K
$9.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 4.76% |
$108 - $119
|
22
$2.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-57- 2.73% |
$6.13K - $6.79K
|
2.03K
$240K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 1.41% |
$215 - $238
|
144
$17K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.02K+ 2.32% |
$325K - $359K
|
133K
$15.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.16KNew |
$448K - $495K
|
4.16K
$492K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
61+ 1.17% |
$6.56K - $7.26K
|
5.26K
$621K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-38.2K- 21.36% |
$4.11M - $4.55M
|
141K
$16.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
101+ 0.79% |
$10.9K - $12K
|
12.9K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-176- 0.92% |
$18.9K - $21K
|
18.9K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
315+ 1.94% |
$33.9K - $37.5K
|
16.6K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
8.34KNew |
$898K - $993K
|
8.34K
$986K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.65K+ 4.76% |
$177K - $196K
|
36.2K
$4.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-118- 3.35% |
$12.7K - $14.1K
|
3.4K
$402K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-46- 0.39% |
$4.95K - $5.48K
|
11.7K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.01% |
$108 - $119
|
100
$11.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.54K- 24.13% |
$166K - $183K
|
4.84K
$572K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-78- 3.96% |
$8.39K - $9.29K
|
1.89K
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
15.1KNew |
$1.62M - $1.8M
|
15.1K
$1.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
368+ 2830.77% |
$39.6K - $43.8K
|
381
$45K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5- 0.19% |
$538 - $595
|
2.57K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-1.7K- 20.36% |
$183K - $202K
|
6.63K
$784K
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-20- 0.83% |
$2.15K - $2.38K
|
2.38K
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-436- 12.48% |
$46.9K - $51.9K
|
3.06K
$361K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-37- 1.62% |
$3.98K - $4.41K
|
2.24K
$265K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.7K- 7.44% |
$183K - $202K
|
21.1K
$2.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12+ 0.54% |
$1.29K - $1.43K
|
2.23K
$263K
|
|
|
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 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1+ 1.19% |
$108 - $119
|
85
$10.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45- 3.08% |
$4.84K - $5.36K
|
1.42K
$168K
|