Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.15% |
$105 - $115
|
682
$78.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-7- 0.02% |
$732 - $805
|
32.7K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-10- 0.17% |
$1.05K - $1.15K
|
6.03K
$696K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-17- 10.69% |
$1.78K - $1.95K
|
142
$16.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18- 0.3% |
$1.88K - $2.07K
|
5.94K
$685K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-20- 0.97% |
$2.09K - $2.3K
|
2.04K
$236K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20- 0.22% |
$2.09K - $2.3K
|
9.27K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-30- 0.77% |
$3.14K - $3.45K
|
3.87K
$447K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-31- 8.27% |
$3.24K - $3.56K
|
344
$39.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-32- 0.81% |
$3.34K - $3.68K
|
3.94K
$455K
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
SELL
|
- |
-39- 0.61% |
$4.08K - $4.48K
|
6.36K
$734K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-42- 1.92% |
$4.39K - $4.83K
|
2.14K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-42- 0.54% |
$4.39K - $4.83K
|
7.77K
$897K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-45- 0.33% |
$4.7K - $5.17K
|
13.5K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-50- 0.2% |
$5.23K - $5.75K
|
25.4K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-55- 0.58% |
$5.75K - $6.32K
|
9.51K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-56- 0.89% |
$5.85K - $6.44K
|
6.2K
$716K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-58- 25.0% |
$6.06K - $6.67K
|
174
$20.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-60- 37.5% |
$6.27K - $6.9K
|
100
$11.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-63- 0.6% |
$6.58K - $7.24K
|
10.4K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-64- 78.05% |
$6.69K - $7.36K
|
18
$2.08K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-68- 3.1% |
$7.11K - $7.82K
|
2.13K
$245K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-75- 1.95% |
$7.84K - $8.62K
|
3.78K
$436K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-89- 2.8% |
$9.3K - $10.2K
|
3.1K
$357K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-95- 4.16% |
$9.93K - $10.9K
|
2.19K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-108- 0.9% |
$11.3K - $12.4K
|
11.9K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-138- 0.82% |
$14.4K - $15.9K
|
16.8K
$1.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-144- 4.3% |
$15K - $16.6K
|
3.21K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-146- 4.16% |
$15.3K - $16.8K
|
3.36K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-149- 2.3% |
$15.6K - $17.1K
|
6.34K
$731K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-159- 2.36% |
$16.6K - $18.3K
|
6.57K
$758K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-160- 3.23% |
$16.7K - $18.4K
|
4.79K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-160Closed |
$16.7K - $18.4K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-162- 2.31% |
$16.9K - $18.6K
|
6.87K
$792K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-171- 5.97% |
$17.9K - $19.7K
|
2.69K
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-175- 2.32% |
$18.3K - $20.1K
|
7.37K
$851K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-175- 8.74% |
$18.3K - $20.1K
|
1.83K
$211K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-185- 1.15% |
$19.3K - $21.3K
|
15.8K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-186- 6.27% |
$19.4K - $21.4K
|
2.78K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-191- 8.69% |
$20K - $22K
|
2.01K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-201- 3.09% |
$21K - $23.1K
|
6.3K
$727K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-206- 4.55% |
$21.5K - $23.7K
|
4.32K
$498K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-221- 1.29% |
$23.1K - $25.4K
|
16.9K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-233- 6.88% |
$24.3K - $26.8K
|
3.16K
$364K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-247- 7.74% |
$25.8K - $28.4K
|
2.94K
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-249- 3.93% |
$26K - $28.6K
|
6.09K
$703K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-257- 5.97% |
$26.9K - $29.5K
|
4.05K
$468K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-257- 8.78% |
$26.9K - $29.5K
|
2.67K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-260- 1.91% |
$27.2K - $29.9K
|
13.4K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-262- 10.51% |
$27.4K - $30.1K
|
2.23K
$258K
|