Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.42K+ 14.54% |
$155K - $164K
|
11.2K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 3148.89% |
$154K - $164K
|
1.46K
$169K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.36K+ 21.6% |
$148K - $157K
|
7.66K
$886K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.27K+ 46.05% |
$137K - $146K
|
4.02K
$464K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.25K+ 23.56% |
$136K - $145K
|
6.57K
$760K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
863+ 11.53% |
$93.7K - $99.6K
|
8.35K
$966K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
779+ 22.42% |
$84.6K - $89.9K
|
4.25K
$492K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
734+ 30.96% |
$79.7K - $84.7K
|
3.11K
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
628+ 436.11% |
$68.2K - $72.5K
|
772
$89.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
604+ 0.56% |
$65.6K - $69.7K
|
108K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
525+ 6.47% |
$57K - $60.6K
|
8.64K
$999K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
492New |
$53.4K - $56.8K
|
492
$56.9K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
480New |
$52.1K - $55.4K
|
480
$55.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
478+ 52.53% |
$51.9K - $55.2K
|
1.39K
$161K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
446+ 5.87% |
$48.4K - $51.5K
|
8.04K
$931K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
428+ 24.17% |
$46.5K - $49.4K
|
2.2K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
426+ 2.69% |
$46.3K - $49.2K
|
16.3K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
372+ 5.87% |
$40.4K - $42.9K
|
6.71K
$776K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
336+ 1.01% |
$36.5K - $38.8K
|
33.7K
$3.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
322New |
$35K - $37.2K
|
322
$37.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
309+ 0.83% |
$33.6K - $35.7K
|
37.5K
$4.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
300New |
$32.6K - $34.6K
|
300
$34.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
269+ 1.47% |
$29.2K - $31K
|
18.5K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
268+ 2.74% |
$29.1K - $30.9K
|
10.1K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
268+ 0.87% |
$29.1K - $30.9K
|
31.2K
$3.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
264+ 9.51% |
$28.7K - $30.5K
|
3.04K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
256+ 13.45% |
$27.8K - $29.5K
|
2.16K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
234+ 0.28% |
$25.4K - $27K
|
83.4K
$9.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
197New |
$21.4K - $22.7K
|
197
$22.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
195+ 1.87% |
$21.2K - $22.5K
|
10.6K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
191+ 3.08% |
$20.7K - $22K
|
6.39K
$740K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
172+ 1.63% |
$18.7K - $19.9K
|
10.7K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
171+ 110.32% |
$18.6K - $19.7K
|
326
$37.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
160+ 1.07% |
$17.4K - $18.5K
|
15.1K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
153New |
$16.6K - $17.7K
|
153
$17.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
142New |
$15.4K - $16.4K
|
142
$16.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
137+ 3.54% |
$14.9K - $15.8K
|
4K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
135+ 5.01% |
$14.7K - $15.6K
|
2.83K
$327K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
129+ 0.39% |
$14K - $14.9K
|
32.8K
$3.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
129+ 1.66% |
$14K - $14.9K
|
7.9K
$914K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
129+ 2.39% |
$14K - $14.9K
|
5.54K
$641K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
128New |
$13.9K - $14.8K
|
128
$14.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
121+ 1.27% |
$13.1K - $14K
|
9.63K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
105New |
$11.4K - $12.1K
|
105
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
98+ 0.14% |
$10.6K - $11.3K
|
71.8K
$8.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
92New |
$9.99K - $10.6K
|
92
$10.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
71+ 110.94% |
$7.71K - $8.19K
|
135
$15.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
70New |
$7.6K - $8.08K
|
70
$8.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
69+ 0.12% |
$7.49K - $7.96K
|
58.8K
$6.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
69New |
$7.49K - $7.96K
|
69
$7.98K
|