Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11New |
$1.1K - $1.16K
|
11
$1.27K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
3+ 0.09% |
$301 - $316
|
3.18K
$366K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1- 0.05% |
$100 - $105
|
2K
$230K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.05% |
$100 - $105
|
2.08K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 33.33% |
$301 - $316
|
6
$691
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6- 0.07% |
$602 - $632
|
8.25K
$950K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6- 0.09% |
$602 - $632
|
6.47K
$745K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-30- 0.17% |
$3.01K - $3.16K
|
17.7K
$2.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.99% |
$4.51K - $4.74K
|
4.52K
$521K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-46- 0.82% |
$4.61K - $4.85K
|
5.58K
$642K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-58- 56.31% |
$5.82K - $6.11K
|
45
$5.18K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-60- 1.86% |
$6.02K - $6.32K
|
3.17K
$365K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-73- 2.76% |
$7.32K - $7.69K
|
2.57K
$296K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-75- 3.61% |
$7.52K - $7.9K
|
2K
$231K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-87- 0.58% |
$8.73K - $9.16K
|
14.9K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-90- 3.36% |
$9.03K - $9.48K
|
2.59K
$298K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-99- 1.19% |
$9.93K - $10.4K
|
8.2K
$944K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-131- 1.85% |
$13.1K - $13.8K
|
6.95K
$800K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-132- 1.65% |
$13.2K - $13.9K
|
7.86K
$905K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-134- 2.37% |
$13.4K - $14.1K
|
5.52K
$636K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-140- 1.53% |
$14K - $14.7K
|
8.99K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-157- 1.67% |
$15.7K - $16.5K
|
9.25K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-158- 2.09% |
$15.8K - $16.6K
|
7.41K
$852K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-173- 1.21% |
$17.4K - $18.2K
|
14.2K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-188- 4.11% |
$18.9K - $19.8K
|
4.39K
$505K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-188- 22.76% |
$18.9K - $19.8K
|
638
$73.4K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-189- 2.87% |
$19K - $19.9K
|
6.41K
$737K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-205- 2.58% |
$20.6K - $21.6K
|
7.73K
$890K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-211- 2.17% |
$21.2K - $22.2K
|
9.51K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-223- 1.27% |
$22.4K - $23.5K
|
17.4K
$2M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-228- 3.9% |
$22.9K - $24K
|
5.62K
$647K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-244- 2.85% |
$24.5K - $25.7K
|
8.31K
$956K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-258- 8.62% |
$25.9K - $27.2K
|
2.74K
$315K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-260- 5.69% |
$26.1K - $27.4K
|
4.31K
$496K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-264- 5.09% |
$26.5K - $27.8K
|
4.92K
$567K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-267- 1.18% |
$26.8K - $28.1K
|
22.4K
$2.58M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-276- 5.82% |
$27.7K - $29.1K
|
4.46K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-286- 4.22% |
$28.7K - $30.1K
|
6.49K
$746K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-299- 5.57% |
$30K - $31.5K
|
5.07K
$583K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-300- 7.23% |
$30.1K - $31.6K
|
3.85K
$443K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-316- 7.1% |
$31.7K - $33.3K
|
4.14K
$476K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-328- 6.12% |
$32.9K - $34.6K
|
5.03K
$579K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-365- 4.71% |
$36.6K - $38.4K
|
7.38K
$849K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-400- 13.9% |
$40.1K - $42.1K
|
2.48K
$285K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-405- 4.41% |
$40.6K - $42.7K
|
8.78K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-422- 0.44% |
$42.3K - $44.5K
|
95K
$10.9M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-422- 10.95% |
$42.3K - $44.5K
|
3.43K
$395K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-445- 2.57% |
$44.6K - $46.9K
|
16.9K
$1.94M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-477- 11.91% |
$47.8K - $50.2K
|
3.53K
$406K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-483- 1.1% |
$48.4K - $50.9K
|
43.3K
$4.98M
|