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 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-185- 5.8% |
$17.1K - $18K
|
3.01K
$346K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-194- 0.9% |
$17.9K - $18.9K
|
21.3K
$2.45M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-201- 3.9% |
$18.6K - $19.6K
|
4.95K
$570K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-206- 7.92% |
$19K - $20.1K
|
2.4K
$276K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-207- 1.25% |
$19.1K - $20.2K
|
16.3K
$1.88M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-221- 1.06% |
$20.4K - $21.5K
|
20.6K
$2.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-233- 1.61% |
$21.5K - $22.7K
|
14.3K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-247- 1.09% |
$22.8K - $24.1K
|
22.3K
$2.57M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-267- 4.39% |
$24.7K - $26K
|
5.82K
$670K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-285- 11.8% |
$26.3K - $27.8K
|
2.13K
$245K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-289- 4.65% |
$26.7K - $28.2K
|
5.92K
$682K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-298- 7.64% |
$27.5K - $29K
|
3.6K
$415K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-321- 3.85% |
$29.7K - $31.3K
|
8.02K
$923K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-324- 0.86% |
$29.9K - $31.6K
|
37.2K
$4.28M
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-333- 2.21% |
$30.8K - $32.5K
|
14.8K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-338- 3.13% |
$31.2K - $32.9K
|
10.5K
$1.2M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-476- 0.85% |
$44K - $46.4K
|
55.7K
$6.41M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-476- 2.13% |
$44K - $46.4K
|
21.9K
$2.52M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-500- 15.65% |
$46.2K - $48.7K
|
2.7K
$310K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-500- 10.06% |
$46.2K - $48.7K
|
4.47K
$515K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-560- 8.49% |
$51.8K - $54.6K
|
6.04K
$695K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-572- 9.33% |
$52.9K - $55.8K
|
5.56K
$640K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-622- 2.04% |
$57.5K - $60.6K
|
29.9K
$3.44M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-626- 2.19% |
$57.9K - $61K
|
27.9K
$3.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-652- 19.6% |
$60.3K - $63.6K
|
2.67K
$308K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-687- 13.71% |
$63.5K - $67K
|
4.32K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-710- 11.04% |
$65.6K - $69.2K
|
5.72K
$659K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-712- 9.39% |
$65.8K - $69.4K
|
6.87K
$791K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-718- 0.85% |
$66.4K - $70K
|
84K
$9.67M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-801- 3.95% |
$74K - $78.1K
|
19.5K
$2.24M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-808- 19.7% |
$74.7K - $78.8K
|
3.29K
$379K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-967- 32.87% |
$89.4K - $94.3K
|
1.98K
$227K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-975- 8.44% |
$90.1K - $95K
|
10.6K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.01K- 7.95% |
$93K - $98.1K
|
11.6K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 2.55% |
$102K - $108K
|
42.4K
$4.88M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.13K- 24.68% |
$105K - $111K
|
3.46K
$398K
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.17K- 19.22% |
$108K - $114K
|
4.93K
$567K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.42K- 3.78% |
$131K - $138K
|
36.1K
$4.16M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.51K- 4.81% |
$140K - $147K
|
29.9K
$3.44M
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.54K- 2.52% |
$142K - $150K
|
59.4K
$6.84M
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.58K- 8.5% |
$146K - $154K
|
17K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.61K- 12.42% |
$148K - $156K
|
11.3K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.85K- 2.52% |
$171K - $180K
|
71.3K
$8.2M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.99K- 1.73% |
$184K - $194K
|
113K
$13M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2K- 21.37% |
$185K - $195K
|
7.36K
$847K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.07K- 7.52% |
$191K - $202K
|
25.5K
$2.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.12K- 61.86% |
$196K - $207K
|
1.31K
$150K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.19K- 5.42% |
$203K - $214K
|
38.3K
$4.4M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.25K- 18.6% |
$208K - $219K
|
9.85K
$1.13M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.43K- 20.82% |
$224K - $236K
|
9.22K
$1.06M
|