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 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-6- 0.22% |
$573 - $601
|
2.71K
$313K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-7- 0.1% |
$668 - $701
|
7.02K
$810K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-9- 0.24% |
$859 - $901
|
3.69K
$426K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-10- 0.35% |
$954 - $1K
|
2.88K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-20- 0.02% |
$1.91K - $2K
|
111K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-25- 0.68% |
$2.39K - $2.5K
|
3.65K
$421K
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-25- 0.68% |
$2.39K - $2.5K
|
3.65K
$421K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32- 0.41% |
$3.05K - $3.2K
|
7.83K
$903K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-35- 46.67% |
$3.34K - $3.5K
|
40
$4.62K
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
SELL
|
- |
-37- 0.49% |
$3.53K - $3.7K
|
7.53K
$869K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-44- 0.65% |
$4.2K - $4.41K
|
6.68K
$771K
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-51- 0.35% |
$4.87K - $5.11K
|
14.6K
$1.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-52- 2.16% |
$4.96K - $5.21K
|
2.35K
$272K
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-53- 0.8% |
$5.06K - $5.31K
|
6.57K
$758K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-58- 56.31% |
$5.53K - $5.81K
|
45
$5.19K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-65- 0.48% |
$6.2K - $6.51K
|
13.4K
$1.54M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-72- 3.02% |
$6.87K - $7.21K
|
2.31K
$267K
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-80- 1.03% |
$7.63K - $8.01K
|
7.68K
$886K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-84- 0.27% |
$8.02K - $8.41K
|
31.5K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-85- 1.33% |
$8.11K - $8.51K
|
6.32K
$729K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-93- 72.09% |
$8.87K - $9.31K
|
36
$4.16K
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-112- 0.19% |
$10.7K - $11.2K
|
57.4K
$6.63M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-122- 3.94% |
$11.6K - $12.2K
|
2.98K
$343K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-138- 3.82% |
$13.2K - $13.8K
|
3.48K
$402K
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-142- 0.49% |
$13.5K - $14.2K
|
29K
$3.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-143- 3.44% |
$13.6K - $14.3K
|
4.01K
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-159- 2.26% |
$15.2K - $15.9K
|
6.88K
$794K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-168- 3.76% |
$16K - $16.8K
|
4.3K
$496K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-176- 57.7% |
$16.8K - $17.6K
|
129
$14.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-181- 4.16% |
$17.3K - $18.1K
|
4.17K
$481K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-202- 5.15% |
$19.3K - $20.2K
|
3.72K
$429K
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-204- 1.14% |
$19.5K - $20.4K
|
17.7K
$2.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-208- 2.04% |
$19.8K - $20.8K
|
9.97K
$1.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-224- 5.3% |
$21.4K - $22.4K
|
4.01K
$462K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-230- 3.72% |
$21.9K - $23K
|
5.95K
$687K
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-236- 4.36% |
$22.5K - $23.6K
|
5.18K
$597K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-246- 8.47% |
$23.5K - $24.6K
|
2.66K
$307K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-250- 9.8% |
$23.9K - $25K
|
2.3K
$265K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-251- 3.67% |
$24K - $25.1K
|
6.58K
$759K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-275- 1.56% |
$26.2K - $27.5K
|
17.4K
$2.01M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-290- 5.81% |
$27.7K - $29K
|
4.7K
$542K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-296- 4.15% |
$28.2K - $29.6K
|
6.83K
$789K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-310- 0.39% |
$29.6K - $31K
|
80.1K
$9.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-312- 3.21% |
$29.8K - $31.2K
|
9.39K
$1.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-321- 8.17% |
$30.6K - $32.1K
|
3.61K
$416K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-330- 1.62% |
$31.5K - $33K
|
20.1K
$2.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-358- 7.27% |
$34.2K - $35.8K
|
4.57K
$527K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-370- 84.47% |
$35.3K - $37K
|
68
$7.85K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-375- 2.5% |
$35.8K - $37.5K
|
14.6K
$1.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-420- 14.38% |
$40.1K - $42.1K
|
2.5K
$289K
|