Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.78KNew |
$332K - $373K
|
3.78K
$436K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.68KNew |
$323K - $364K
|
3.68K
$425K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.65KNew |
$321K - $361K
|
3.65K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.4KNew |
$299K - $336K
|
3.4K
$392K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.16K+ 5.23% |
$278K - $312K
|
63.6K
$7.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.15KNew |
$277K - $311K
|
3.15K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.12KNew |
$274K - $308K
|
3.12K
$360K
|
|
|
Jan 13, 2023
Q4 2022
|
Searcy Financial Services Inc
|
BUY
|
- |
3.11K+ 1.66% |
$273K - $307K
|
190K
$21.9M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.86KNew |
$251K - $283K
|
2.86K
$330K
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.71KNew |
$238K - $268K
|
2.71K
$313K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
2.54KNew |
$223K - $251K
|
2.54K
$294K
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.51KNew |
$221K - $248K
|
2.51K
$290K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.45K+ 216.06% |
$215K - $242K
|
3.58K
$413K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.42K+ 47.17% |
$212K - $239K
|
7.54K
$870K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.35KNew |
$206K - $232K
|
2.35K
$271K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
2.35KNew |
$206K - $232K
|
2.35K
$271K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.28KNew |
$200K - $225K
|
2.28K
$263K
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.24KNew |
$197K - $221K
|
2.24K
$258K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.14KNew |
$188K - $211K
|
2.14K
$247K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.11KNew |
$185K - $208K
|
2.11K
$243K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.98K+ 2.25% |
$174K - $196K
|
89.9K
$10.4M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.95KNew |
$172K - $193K
|
1.95K
$226K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.95K+ 99.39% |
$171K - $193K
|
3.91K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.84K+ 120.0% |
$162K - $182K
|
3.38K
$390K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.59K+ 0.79% |
$139K - $157K
|
202K
$23.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.55K+ 0.25% |
$136K - $153K
|
626K
$72.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
1.52K+ 8.11% |
$134K - $150K
|
20.3K
$2.34M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.49K+ 1.27% |
$131K - $147K
|
119K
$13.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.48K+ 64.31% |
$130K - $146K
|
3.77K
$435K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.46K+ 1.29% |
$129K - $145K
|
115K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.39K+ 17.46% |
$122K - $137K
|
9.36K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.35K+ 7.35% |
$119K - $133K
|
19.7K
$2.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.2KNew |
$106K - $119K
|
1.2K
$139K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.13K+ 4504.0% |
$98.9K - $111K
|
1.15K
$133K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.12K+ 16.61% |
$98.5K - $111K
|
7.87K
$908K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
1.1K+ 0.75% |
$96.5K - $109K
|
148K
$17.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.09K+ 1.52% |
$96.1K - $108K
|
73.1K
$8.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 1.78% |
$95.1K - $107K
|
61.8K
$7.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.02KNew |
$89.3K - $100K
|
1.02K
$117K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1K+ 18.53% |
$87.9K - $98.9K
|
6.4K
$739K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1KNew |
$87.9K - $98.8K
|
1K
$115K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
786+ 1.98% |
$69.1K - $77.7K
|
40.5K
$4.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
728New |
$64K - $71.9K
|
728
$84K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
715+ 12.84% |
$62.8K - $70.7K
|
6.28K
$725K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
707+ 2.63% |
$62.1K - $69.9K
|
27.6K
$3.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
699+ 12.68% |
$61.4K - $69.1K
|
6.21K
$717K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
686New |
$60.3K - $67.8K
|
686
$79.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
619+ 4.87% |
$54.4K - $61.2K
|
13.3K
$1.54M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
585+ 13.22% |
$51.4K - $57.8K
|
5.01K
$578K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
578+ 0.35% |
$50.8K - $57.1K
|
166K
$19.2M
|