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 23, 2026
Q4 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
49.8KNew |
$5.87M - $6.02M
|
49.8K
$6M
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
18.2KNew |
$2.14M - $2.19M
|
18.2K
$2.19M
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
12.6KNew |
$1.48M - $1.52M
|
12.6K
$1.51M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.3KNew |
$1.1M - $1.12M
|
9.3K
$1.12M
|
|
|
Jan 23, 2026
Q4 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
9.15K+ 5.49% |
$1.08M - $1.11M
|
176K
$21.2M
|
|
|
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 26, 2026
Q4 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.44K+ 2.51% |
$169K - $173K
|
58.7K
$7.07M
|
|
|
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 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
431+ 15.7% |
$50.8K - $52.1K
|
3.18K
$383K
|
|
|
Jan 21, 2026
Q4 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
216+ 12.57% |
$25.5K - $26.1K
|
1.94K
$233K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
195+ 1.93% |
$23K - $23.6K
|
10.3K
$1.24M
|
|
|
Jan 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
166+ 3.3% |
$19.6K - $20K
|
5.2K
$626K
|
|
|
Jan 23, 2026
Q4 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
120+ 0.75% |
$14.1K - $14.5K
|
16.1K
$1.94M
|
|
|
Jan 14, 2026
Q4 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
109+ 3.07% |
$12.8K - $13.2K
|
3.67K
$441K
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
91+ 0.6% |
$10.7K - $11K
|
15.2K
$1.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
BUY
|
- |
89+ 0.79% |
$10.5K - $10.7K
|
11.4K
$1.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
79+ 2.36% |
$9.31K - $9.54K
|
3.43K
$413K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58+ 161.11% |
$6.84K - $7K
|
94
$11.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
23New |
$2.71K - $2.78K
|
23
$2.77K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
23+ 0.07% |
$2.71K - $2.78K
|
33.3K
$4.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
23+ 1.09% |
$2.71K - $2.78K
|
2.14K
$257K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
22+ 0.07% |
$2.59K - $2.66K
|
30.3K
$3.65M
|
|
|
Jan 26, 2026
Q4 2025
|
Pds Planning, Inc
|
BUY
|
- |
22+ 0.55% |
$2.59K - $2.66K
|
4.01K
$483K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
15+ 0.45% |
$1.77K - $1.81K
|
3.38K
$408K
|
|
|
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 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 2.0% |
$236 - $242
|
102
$12.3K
|
|
|
Jan 26, 2026
Q4 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.01% |
$118 - $121
|
9.13K
$1.1M
|
|
|
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 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16- 1.15% |
$1.89K - $1.93K
|
1.37K
$165K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-23- 1.11% |
$2.71K - $2.78K
|
2.05K
$247K
|
|
|
Jan 26, 2026
Q4 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-32- 0.87% |
$3.77K - $3.86K
|
3.65K
$439K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-37- 4.68% |
$4.36K - $4.47K
|
753
$90.7K
|
|
|
Jan 26, 2026
Q4 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-61- 3.19% |
$7.19K - $7.37K
|
1.85K
$223K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-62- 0.82% |
$7.31K - $7.49K
|
7.5K
$903K
|
|
|
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 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-77- 3.59% |
$9.08K - $9.3K
|
2.07K
$249K
|
|
|
Jan 15, 2026
Q4 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-95- 1.81% |
$11.2K - $11.5K
|
5.16K
$622K
|
|
|
Jan 22, 2026
Q4 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-121- 3.65% |
$14.3K - $14.6K
|
3.2K
$385K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
SELL
|
- |
-167- 19.53% |
$19.7K - $20.2K
|
688
$82.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-172- 2.62% |
$20.3K - $20.8K
|
6.4K
$771K
|
|
|
Jan 23, 2026
Q4 2025
|
Ckw Financial Group
|
SELL
|
- |
-192- 3.87% |
$22.6K - $23.2K
|
4.77K
$574K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-202- 5.63% |
$23.8K - $24.4K
|
3.38K
$407K
|
|
|
Jan 23, 2026
Q4 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-243- 1.76% |
$28.6K - $29.3K
|
13.6K
$1.63M
|
|