Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.51KNew |
$324K - $342K
|
3.51K
$405K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.4K+ 3.82% |
$314K - $331K
|
92.4K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.05K+ 4.31% |
$282K - $297K
|
73.7K
$8.51M
|
|
|
May 09, 2023
Q1 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
2.98KNew |
$276K - $291K
|
2.98K
$344K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.94KNew |
$271K - $286K
|
2.94K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.9K+ 85.26% |
$268K - $283K
|
6.3K
$727K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.84KNew |
$263K - $277K
|
2.84K
$328K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.81K+ 10.99% |
$260K - $274K
|
28.4K
$3.28M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2.78K+ 4.29% |
$257K - $271K
|
67.5K
$7.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
2.71K+ 26.14% |
$250K - $264K
|
13.1K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.53KNew |
$234K - $247K
|
2.53K
$292K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.27KNew |
$209K - $221K
|
2.27K
$261K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.26K+ 28.69% |
$209K - $220K
|
10.1K
$1.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
2K+ 1.05% |
$185K - $195K
|
192K
$22.2M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.97K+ 32.23% |
$182K - $192K
|
8.06K
$931K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.83K+ 9.29% |
$169K - $178K
|
21.5K
$2.49M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.71K+ 24.91% |
$158K - $166K
|
8.56K
$988K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.67K+ 1794.62% |
$154K - $163K
|
1.76K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.47K+ 46.65% |
$136K - $143K
|
4.62K
$533K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.25K+ 16.58% |
$116K - $122K
|
8.79K
$1.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.13K+ 6.5% |
$104K - $110K
|
18.5K
$2.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
1.05K+ 21.86% |
$97.2K - $103K
|
5.86K
$677K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
869+ 0.91% |
$80.3K - $84.7K
|
96.6K
$11.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
749+ 16.8% |
$69.2K - $73K
|
5.21K
$601K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
728+ 16.31% |
$67.3K - $71K
|
5.19K
$599K
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
724+ 6.98% |
$66.9K - $70.6K
|
11.1K
$1.28M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
711New |
$65.7K - $69.3K
|
711
$82.1K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
677New |
$62.6K - $66K
|
677
$78.1K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
591+ 0.17% |
$54.6K - $57.6K
|
353K
$40.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
544+ 165.85% |
$50.3K - $53K
|
872
$101K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
529+ 17.32% |
$48.9K - $51.6K
|
3.58K
$414K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
461+ 7.61% |
$42.6K - $44.9K
|
6.52K
$752K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
435+ 0.27% |
$40.2K - $42.4K
|
163K
$18.9M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
430+ 2.58% |
$39.7K - $41.9K
|
17.1K
$1.97M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
416+ 10.25% |
$38.4K - $40.6K
|
4.48K
$517K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
399+ 2.99% |
$36.9K - $38.9K
|
13.7K
$1.58M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
390+ 7.2% |
$36K - $38K
|
5.81K
$670K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
368+ 8.48% |
$34K - $35.9K
|
4.71K
$543K
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
319+ 0.96% |
$29.5K - $31.1K
|
33.5K
$3.86M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
308New |
$28.5K - $30K
|
308
$35.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
272New |
$25.1K - $26.5K
|
272
$31.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
269New |
$24.9K - $26.2K
|
269
$31K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
246+ 0.61% |
$22.7K - $24K
|
40.7K
$4.7M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
212+ 2.19% |
$19.6K - $20.7K
|
9.91K
$1.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
204+ 0.45% |
$18.9K - $19.9K
|
45.2K
$5.22M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
140+ 35.0% |
$12.9K - $13.6K
|
540
$62.3K
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
137+ 2.42% |
$12.7K - $13.4K
|
5.79K
$669K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
128New |
$11.8K - $12.5K
|
128
$14.8K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
123New |
$11.4K - $12K
|
123
$14.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
98+ 22.17% |
$9.06K - $9.55K
|
540
$62.3K
|