Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.43K+ 129.74% |
$137K - $143K
|
2.53K
$292K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.27K+ 15.36% |
$121K - $127K
|
9.52K
$1.1M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.13K+ 7.77% |
$108K - $113K
|
15.7K
$1.81M
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.1K+ 17.38% |
$105K - $110K
|
7.45K
$860K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.01K+ 57.09% |
$96K - $101K
|
2.77K
$319K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
776+ 19.58% |
$74K - $77.7K
|
4.74K
$547K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
656New |
$62.6K - $65.7K
|
656
$75.7K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
620+ 1.68% |
$59.2K - $62.1K
|
37.5K
$4.33M
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
520+ 1.25% |
$49.6K - $52.1K
|
42.1K
$4.86M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
509+ 4.98% |
$48.6K - $51K
|
10.7K
$1.24M
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
471+ 3.18% |
$44.9K - $47.2K
|
15.3K
$1.76M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
442+ 1.68% |
$42.2K - $44.3K
|
26.7K
$3.08M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
422+ 3.14% |
$40.3K - $42.3K
|
13.9K
$1.6M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
355+ 4.99% |
$33.9K - $35.5K
|
7.47K
$862K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
329+ 9.18% |
$31.4K - $32.9K
|
3.91K
$452K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
319+ 0.79% |
$30.4K - $31.9K
|
40.9K
$4.72M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
294New |
$28.1K - $29.4K
|
294
$33.9K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
293+ 1.59% |
$28K - $29.3K
|
18.7K
$2.16M
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
284+ 1.71% |
$27.1K - $28.4K
|
16.9K
$1.95M
|
|
Oct 10, 2023
Q3 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
256+ 10.79% |
$24.4K - $25.6K
|
2.63K
$303K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
215+ 3.28% |
$20.5K - $21.5K
|
6.76K
$781K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
208+ 3.16% |
$19.8K - $20.8K
|
6.78K
$783K
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
190New |
$18.1K - $19K
|
190
$21.9K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
174New |
$16.6K - $17.4K
|
174
$20.1K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
153+ 1700.0% |
$14.6K - $15.3K
|
162
$18.7K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
112+ 4.78% |
$10.7K - $11.2K
|
2.46K
$283K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
109New |
$10.4K - $10.9K
|
109
$12.6K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
106+ 4.27% |
$10.1K - $10.6K
|
2.59K
$298K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
84+ 0.62% |
$8.02K - $8.41K
|
13.5K
$1.56M
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
75New |
$7.16K - $7.51K
|
75
$8.66K
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
65+ 2.67% |
$6.2K - $6.51K
|
2.5K
$289K
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
64+ 2.13% |
$6.11K - $6.41K
|
3.07K
$354K
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
62New |
$5.92K - $6.21K
|
62
$7.16K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
59+ 7.3% |
$5.63K - $5.91K
|
867
$100K
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
58+ 1.98% |
$5.53K - $5.81K
|
2.98K
$344K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
57New |
$5.44K - $5.71K
|
57
$6.58K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
41+ 0.51% |
$3.91K - $4.11K
|
8.15K
$941K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
39+ 0.34% |
$3.72K - $3.91K
|
11.4K
$1.32M
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
39+ 1.66% |
$3.72K - $3.91K
|
2.39K
$276K
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
33+ 0.56% |
$3.15K - $3.3K
|
5.91K
$683K
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
30New |
$2.86K - $3K
|
30
$3.46K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
29+ 0.37% |
$2.77K - $2.9K
|
7.79K
$899K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
11New |
$1.05K - $1.1K
|
11
$1.27K
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10New |
$954 - $1K
|
10
$1.15K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7+ 0.32% |
$668 - $701
|
2.18K
$252K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6New |
$573 - $601
|
6
$693
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.16% |
$477 - $501
|
3.14K
$362K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3+ 0.03% |
$286 - $300
|
9.22K
$1.06M
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.06% |
$191 - $200
|
3.18K
$367K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5- 0.21% |
$477 - $501
|
2.42K
$279K
|