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 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-104- 5.79% |
$11.2K - $12.4K
|
1.69K
$200K
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-109- 3.11% |
$11.7K - $13K
|
3.4K
$402K
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-118- 3.35% |
$12.7K - $14.1K
|
3.4K
$403K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-119- 0.22% |
$12.8K - $14.2K
|
54.9K
$6.49M
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-168- 1.56% |
$18.1K - $20K
|
10.6K
$1.25M
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-176- 0.92% |
$18.9K - $21K
|
18.9K
$2.23M
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-180- 5.99% |
$19.4K - $21.4K
|
2.83K
$334K
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-186- 1.33% |
$20K - $22.2K
|
13.8K
$1.63M
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-186- 4.99% |
$20K - $22.2K
|
3.54K
$419K
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-187- 1.52% |
$20.1K - $22.3K
|
12.2K
$1.44M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-217- 2.81% |
$23.4K - $25.8K
|
7.49K
$887K
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-218- 3.06% |
$23.5K - $26K
|
6.9K
$816K
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-223- 2.96% |
$24K - $26.6K
|
7.32K
$866K
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-227- 5.62% |
$24.4K - $27K
|
3.82K
$451K
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-239- 0.51% |
$25.7K - $28.5K
|
46.5K
$5.51M
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-239- 6.46% |
$25.7K - $28.5K
|
3.46K
$409K
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-252- 6.66% |
$27.1K - $30K
|
3.53K
$418K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-280- 6.11% |
$30.1K - $33.3K
|
4.3K
$509K
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-322- 17.61% |
$34.7K - $38.3K
|
1.51K
$178K
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-343- 5.47% |
$36.9K - $40.8K
|
5.92K
$701K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-350- 10.2% |
$37.7K - $41.7K
|
3.08K
$365K
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-404- 6.27% |
$43.5K - $48.1K
|
6.04K
$714K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-416- 19.57% |
$44.8K - $49.5K
|
1.71K
$202K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-432- 35.44% |
$46.5K - $51.4K
|
787
$93.1K
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-436- 12.48% |
$46.9K - $51.9K
|
3.06K
$362K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-445- 1.53% |
$47.9K - $53K
|
28.7K
$3.39M
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-490- 5.6% |
$52.7K - $58.4K
|
8.26K
$977K
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-497- 13.0% |
$53.5K - $59.2K
|
3.33K
$393K
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-503- 3.79% |
$54.1K - $59.9K
|
12.8K
$1.51M
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-536- 22.86% |
$57.7K - $63.8K
|
1.81K
$214K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-638- 1.46% |
$68.7K - $76K
|
43.1K
$5.1M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-826- 0.95% |
$88.9K - $98.4K
|
86.1K
$10.2M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1K- 5.45% |
$108K - $119K
|
17.4K
$2.06M
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-1.22K- 9.7% |
$131K - $145K
|
11.3K
$1.34M
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.25K- 27.52% |
$134K - $149K
|
3.29K
$389K
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.3K- 0.55% |
$139K - $154K
|
235K
$27.8M
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.54K- 24.13% |
$166K - $183K
|
4.84K
$572K
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-1.7K- 20.36% |
$183K - $202K
|
6.63K
$785K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.7K- 7.44% |
$183K - $202K
|
21.1K
$2.5M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.77K- 58.11% |
$190K - $210K
|
1.27K
$151K
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.97K- 6.87% |
$212K - $234K
|
26.7K
$3.15M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.64K- 6.95% |
$284K - $314K
|
35.3K
$4.18M
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2.85K- 57.58% |
$307K - $340K
|
2.1K
$248K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.94K- 6.97% |
$316K - $350K
|
39.2K
$4.64M
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-3.05K- 5.42% |
$328K - $363K
|
53.2K
$6.29M
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.18K- 8.04% |
$342K - $378K
|
36.3K
$4.3M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.31K- 3.92% |
$357K - $395K
|
81.3K
$9.62M
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.5K- 33.18% |
$377K - $417K
|
7.05K
$834K
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.62K- 48.11% |
$390K - $431K
|
3.9K
$462K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.67K- 3.54% |
$395K - $437K
|
100K
$11.8M
|