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 |
---|---|---|---|---|---|---|---|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
547+ 1.37% |
$48.1K - $54.1K
|
40.5K
$4.67M
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
442+ 2.62% |
$38.8K - $43.7K
|
17.3K
$2M
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
442+ 0.03% |
$38.8K - $43.7K
|
1.45M
$168M
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
394+ 1.06% |
$34.6K - $38.9K
|
37.5K
$4.33M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
381+ 60.48% |
$33.5K - $37.7K
|
1.01K
$117K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
351New |
$30.8K - $34.7K
|
351
$40.5K
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
304+ 2.78% |
$26.7K - $30K
|
11.2K
$1.3M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
285+ 6.61% |
$25K - $28.2K
|
4.59K
$530K
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
263+ 9.42% |
$23.1K - $26K
|
3.06K
$353K
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
248+ 5.06% |
$21.8K - $24.5K
|
5.15K
$595K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
239+ 8.31% |
$21K - $23.6K
|
3.12K
$360K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
205+ 3.49% |
$18K - $20.3K
|
6.08K
$702K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
166New |
$14.6K - $16.4K
|
166
$19.2K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
157+ 2.74% |
$13.8K - $15.5K
|
5.89K
$680K
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
140New |
$12.3K - $13.8K
|
140
$16.2K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
138New |
$12.1K - $13.6K
|
138
$15.9K
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
136+ 2.03% |
$11.9K - $13.4K
|
6.85K
$791K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
124New |
$10.9K - $12.3K
|
124
$14.3K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
120+ 2.76% |
$10.5K - $11.9K
|
4.46K
$515K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$8.79K - $9.88K
|
100
$11.5K
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
79+ 1.27% |
$6.94K - $7.81K
|
6.31K
$729K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
37+ 0.34% |
$3.25K - $3.66K
|
11K
$1.27M
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
33+ 1.24% |
$2.9K - $3.26K
|
2.7K
$312K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.94% |
$2.64K - $2.96K
|
3.23K
$373K
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
30New |
$2.64K - $2.96K
|
30
$3.46K
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
BUY
|
- |
25+ 0.32% |
$2.2K - $2.47K
|
7.9K
$912K
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
22+ 0.8% |
$1.93K - $2.17K
|
2.77K
$319K
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
15+ 1.26% |
$1.32K - $1.48K
|
1.21K
$140K
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
12+ 0.3% |
$1.05K - $1.19K
|
4.06K
$468K
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
10+ 0.4% |
$879 - $988
|
2.49K
$288K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
8New |
$703 - $791
|
8
$923
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6+ 0.22% |
$527 - $593
|
2.69K
$310K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.06% |
$87.9 - $98.8
|
95
$11K
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.64% |
$87.9 - $98.8
|
62
$7.16K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.04% |
$87.9 - $98.8
|
2.34K
$270K
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$87.9 - $98.8
|
6.13K
$708K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.35% |
$87.9 - $98.8
|
75
$8.66K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.23% |
$87.9 - $98.8
|
442
$51K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10- 0.16% |
$879 - $988
|
6.05K
$699K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-33- 0.92% |
$2.9K - $3.26K
|
3.55K
$410K
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-35- 0.12% |
$3.07K - $3.46K
|
29.3K
$3.38M
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-37- 1.37% |
$3.25K - $3.66K
|
2.66K
$306K
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-45- 1.73% |
$3.95K - $4.45K
|
2.55K
$294K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-58- 0.56% |
$5.1K - $5.73K
|
10.4K
$1.2M
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-60- 2.29% |
$5.27K - $5.93K
|
2.56K
$295K
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-63- 1.43% |
$5.53K - $6.23K
|
4.34K
$501K
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-72- 0.5% |
$6.33K - $7.12K
|
14.3K
$1.65M
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-73- 2.16% |
$6.41K - $7.21K
|
3.3K
$381K
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-83- 1.83% |
$7.29K - $8.2K
|
4.46K
$515K
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-85- 0.81% |
$7.47K - $8.4K
|
10.4K
$1.2M
|