Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.87K+ 9.16% |
$338K - $346K
|
34.2K
$4.12M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
2.11KNew |
$249K - $255K
|
2.11K
$254K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.05K+ 21.69% |
$124K - $127K
|
5.89K
$709K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
874+ 0.88% |
$103K - $106K
|
101K
$12.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
195+ 1.93% |
$23K - $23.6K
|
10.3K
$1.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
109+ 3.07% |
$12.8K - $13.2K
|
3.67K
$441K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
79+ 2.36% |
$9.31K - $9.54K
|
3.43K
$413K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
23+ 1.09% |
$2.71K - $2.78K
|
2.14K
$257K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
13+ 0.6% |
$1.53K - $1.57K
|
2.17K
$261K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4New |
$472 - $483
|
4
$482
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 1.18% |
$118 - $121
|
86
$10.4K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-1- 0.09% |
$118 - $121
|
1.07K
$129K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 4.88% |
$472 - $483
|
78
$9.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-12- 0.64% |
$1.41K - $1.45K
|
1.86K
$224K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15- 21.13% |
$1.77K - $1.81K
|
56
$6.75K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-67- 0.31% |
$7.9K - $8.09K
|
21.6K
$2.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-95- 1.81% |
$11.2K - $11.5K
|
5.16K
$622K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-172- 2.62% |
$20.3K - $20.8K
|
6.4K
$771K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-202- 5.63% |
$23.8K - $24.4K
|
3.38K
$407K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-574- 20.8% |
$67.7K - $69.3K
|
2.19K
$263K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-648- 1.93% |
$76.4K - $78.3K
|
32.9K
$3.96M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 3.38% |
$166K - $170K
|
40.3K
$4.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.61K- 10.27% |
$1.01M - $1.04M
|
75.2K
$9.05M
|
|