Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
11+ 0.91% |
$1.06K - $1.1K
|
1.22K
$141K
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 0.84% |
$962 - $1K
|
1.2K
$139K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
10+ 0.17% |
$962 - $1K
|
6.06K
$700K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9New |
$866 - $901
|
9
$1.04K
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6+ 0.07% |
$577 - $600
|
8.38K
$968K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5+ 0.19% |
$481 - $500
|
2.62K
$302K
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
4+ 0.17% |
$385 - $400
|
2.41K
$278K
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
3+ 0.09% |
$289 - $300
|
3.18K
$366K
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 0.74% |
$192 - $200
|
274
$31.6K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.03% |
$192 - $200
|
5.95K
$687K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$192 - $200
|
2.3K
$265K
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.05% |
$192 - $200
|
3.77K
$435K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$96.2 - $100
|
2.94K
$339K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$96.2 - $100
|
1
$115
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1+ 0.0% |
$96.2 - $100
|
20.6K
$2.37M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.05% |
$96.2 - $100
|
96
$11.1K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 0.79% |
$96.2 - $100
|
125
$14.4K
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5- 0.04% |
$481 - $500
|
11.3K
$1.3M
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 0.27% |
$962 - $1K
|
3.67K
$424K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-10- 0.27% |
$962 - $1K
|
3.67K
$424K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15- 0.52% |
$1.44K - $1.5K
|
2.89K
$334K
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-19- 0.52% |
$1.83K - $1.9K
|
3.61K
$417K
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-21- 0.87% |
$2.02K - $2.1K
|
2.38K
$275K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-21- 0.86% |
$2.02K - $2.1K
|
2.42K
$279K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-66- 0.71% |
$6.35K - $6.6K
|
9.22K
$1.06M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-67- 1.94% |
$6.44K - $6.7K
|
3.39K
$392K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-68- 13.44% |
$6.54K - $6.8K
|
438
$50.6K
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-76- 2.59% |
$7.31K - $7.61K
|
2.86K
$330K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-83- 1.92% |
$7.98K - $8.31K
|
4.23K
$488K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-98- 18.15% |
$9.42K - $9.81K
|
442
$51K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-98- 18.15% |
$9.42K - $9.81K
|
442
$51K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-106- 1.47% |
$10.2K - $10.6K
|
7.13K
$823K
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-106- 0.72% |
$10.2K - $10.6K
|
14.7K
$1.69M
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-123- 2.75% |
$11.8K - $12.3K
|
4.35K
$502K
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-125- 5.08% |
$12K - $12.5K
|
2.34K
$270K
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-130- 1.65% |
$12.5K - $13K
|
7.76K
$895K
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-143- 1.08% |
$13.8K - $14.3K
|
13.2K
$1.52M
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-148- 2.66% |
$14.2K - $14.8K
|
5.41K
$625K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-170- 0.42% |
$16.3K - $17K
|
40.5K
$4.68M
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-173- 3.64% |
$16.6K - $17.3K
|
4.58K
$529K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-174- 0.13% |
$16.7K - $17.4K
|
132K
$15.3M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-187- 7.39% |
$18K - $18.7K
|
2.34K
$270K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-204- 15.61% |
$19.6K - $20.4K
|
1.1K
$127K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-237- 2.26% |
$22.8K - $23.7K
|
10.2K
$1.18M
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-282- 5.41% |
$27.1K - $28.2K
|
4.93K
$569K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-308- 4.74% |
$29.6K - $30.8K
|
6.18K
$714K
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-312- 6.24% |
$30K - $31.2K
|
4.69K
$541K
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-320- 9.46% |
$30.8K - $32K
|
3.06K
$353K
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-330- 5.23% |
$31.7K - $33K
|
5.98K
$691K
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
SELL
|
- |
-340- 4.3% |
$32.7K - $34K
|
7.56K
$873K
|