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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-548- 14.66% |
$55K - $57.7K
|
3.19K
$367K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-608- 16.58% |
$61K - $64K
|
3.06K
$352K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-623- 16.82% |
$62.5K - $65.6K
|
3.08K
$355K
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-628- 3.71% |
$63K - $66.2K
|
16.3K
$1.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-633- 2.28% |
$63.5K - $66.7K
|
27.1K
$3.12M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-638- 8.23% |
$64K - $67.2K
|
7.11K
$819K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-705- 14.94% |
$70.7K - $74.3K
|
4.01K
$462K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-753- 5.26% |
$75.5K - $79.3K
|
13.6K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-789- 13.85% |
$79.1K - $83.1K
|
4.91K
$565K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-800- 10.3% |
$80.2K - $84.3K
|
6.97K
$802K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
SELL
|
- |
-889- 11.86% |
$89.2K - $93.6K
|
6.61K
$760K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-897- 2.85% |
$90K - $94.5K
|
30.6K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-932- 20.89% |
$93.5K - $98.2K
|
3.53K
$406K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-995- 6.37% |
$99.8K - $105K
|
14.6K
$1.68M
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.06K- 3.67% |
$106K - $111K
|
27.7K
$3.19M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.1K- 2.8% |
$111K - $116K
|
38.3K
$4.41M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.1K- 4.21% |
$111K - $116K
|
25.1K
$2.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.17K- 8.79% |
$117K - $123K
|
12.1K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.2K- 11.92% |
$120K - $126K
|
8.86K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.2K- 17.91% |
$120K - $126K
|
5.5K
$633K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.23K- 11.65% |
$123K - $129K
|
9.32K
$1.07M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.32K- 52.07% |
$133K - $139K
|
1.22K
$140K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.35K- 10.14% |
$135K - $142K
|
11.9K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.38K- 29.07% |
$138K - $145K
|
3.36K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.41K- 44.47% |
$141K - $148K
|
1.76K
$202K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-1.52K- 2.18% |
$152K - $160K
|
68.2K
$7.85M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.57K- 9.89% |
$157K - $165K
|
14.3K
$1.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.57K- 1.6% |
$158K - $166K
|
96.9K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.58K- 6.46% |
$158K - $166K
|
22.8K
$2.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1.58K- 25.07% |
$158K - $166K
|
4.72K
$543K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.59K- 0.65% |
$159K - $167K
|
244K
$28M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 1.23% |
$172K - $180K
|
138K
$15.9M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.82K- 40.84% |
$182K - $192K
|
2.63K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.97K- 2.25% |
$197K - $207K
|
85.6K
$9.85M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.2K- 29.15% |
$221K - $232K
|
5.35K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.31K- 16.14% |
$231K - $243K
|
12K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.48K- 12.54% |
$249K - $261K
|
17.3K
$1.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.52K- 50.64% |
$252K - $265K
|
2.45K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.67K- 44.6% |
$268K - $282K
|
3.32K
$382K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.76K- 5.48% |
$276K - $290K
|
47.6K
$5.47M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.98K- 26.59% |
$299K - $314K
|
8.23K
$948K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.06K- 0.47% |
$307K - $322K
|
648K
$74.6M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.48K- 29.2% |
$349K - $367K
|
8.44K
$972K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.7K- 4.83% |
$472K - $495K
|
92.7K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-5.51K- 38.61% |
$553K - $581K
|
8.77K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.13K- 11.12% |
$615K - $646K
|
49.1K
$5.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-6.15K- 35.09% |
$617K - $648K
|
11.4K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.3K- 6.35% |
$632K - $664K
|
92.9K
$10.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-6.98K- 8.6% |
$700K - $735K
|
74.2K
$8.54M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.08K- 14.47% |
$710K - $746K
|
41.9K
$4.82M
|