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 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
24+ 1.03% |
$2.58K - $2.86K
|
2.36K
$279K
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
21+ 0.53% |
$2.26K - $2.5K
|
3.99K
$472K
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
15+ 0.55% |
$1.61K - $1.79K
|
2.73K
$323K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12+ 0.54% |
$1.29K - $1.43K
|
2.23K
$263K
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10+ 28.57% |
$1.08K - $1.19K
|
45
$5.32K
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8+ 0.09% |
$861 - $953
|
8.57K
$1.01M
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 1.09% |
$323 - $357
|
277
$32.8K
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.01% |
$323 - $357
|
300
$35.5K
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 1.41% |
$215 - $238
|
144
$17K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.01% |
$108 - $119
|
100
$11.8K
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 1.43% |
$108 - $119
|
71
$8.4K
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.02% |
$108 - $119
|
4K
$474K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 4.76% |
$108 - $119
|
22
$2.6K
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1+ 1.19% |
$108 - $119
|
85
$10.1K
|
|
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
$237
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5- 0.19% |
$538 - $595
|
2.57K
$304K
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-5- 0.28% |
$538 - $595
|
1.78K
$211K
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-6- 0.29% |
$646 - $715
|
2.06K
$244K
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-9- 0.51% |
$968 - $1.07K
|
1.77K
$209K
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-11- 0.47% |
$1.18K - $1.31K
|
2.31K
$273K
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-20- 0.83% |
$2.15K - $2.38K
|
2.38K
$282K
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.69% |
$2.69K - $2.98K
|
3.58K
$423K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-25- 0.4% |
$2.69K - $2.98K
|
6.28K
$742K
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-33- 1.75% |
$3.55K - $3.93K
|
1.85K
$219K
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-34- 1.0% |
$3.66K - $4.05K
|
3.37K
$399K
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-36- 1.92% |
$3.87K - $4.29K
|
1.84K
$217K
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-37- 7.99% |
$3.98K - $4.41K
|
426
$50.4K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-37- 1.62% |
$3.98K - $4.41K
|
2.24K
$265K
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-41- 2.11% |
$4.41K - $4.88K
|
1.91K
$225K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-44- 1.33% |
$4.73K - $5.24K
|
3.27K
$387K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45- 3.08% |
$4.84K - $5.36K
|
1.42K
$168K
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-46- 0.39% |
$4.95K - $5.48K
|
11.7K
$1.38M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-47- 9.79% |
$5.06K - $5.6K
|
433
$51.2K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-48- 0.42% |
$5.17K - $5.72K
|
11.4K
$1.35M
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-54- 4.22% |
$5.81K - $6.43K
|
1.23K
$145K
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-57- 1.0% |
$6.13K - $6.79K
|
5.63K
$666K
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-57- 2.73% |
$6.13K - $6.79K
|
2.03K
$240K
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-57- 40.14% |
$6.13K - $6.79K
|
85
$10.1K
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-60- 0.28% |
$6.46K - $7.15K
|
21.2K
$2.5M
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-61- 1.11% |
$6.56K - $7.26K
|
5.42K
$642K
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-61- 0.65% |
$6.56K - $7.26K
|
9.38K
$1.11M
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-72- 2.09% |
$7.75K - $8.57K
|
3.38K
$399K
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-73- 36.68% |
$7.86K - $8.69K
|
126
$14.9K
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
SELL
|
- |
-75- 1.48% |
$8.07K - $8.93K
|
4.99K
$591K
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-78- 3.96% |
$8.39K - $9.29K
|
1.89K
$224K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-78- 4.35% |
$8.39K - $9.29K
|
1.72K
$203K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-82- 29.39% |
$8.82K - $9.77K
|
197
$23.3K
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-84- 1.44% |
$9.04K - $10K
|
5.76K
$682K
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-100- 32.36% |
$10.8K - $11.9K
|
209
$24.7K
|