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
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
71+ 110.94% |
$7.71K - $8.19K
|
135
$16K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
70New |
$7.6K - $8.08K
|
70
$8.28K
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
69New |
$7.49K - $7.96K
|
69
$8.17K
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
69+ 0.12% |
$7.49K - $7.96K
|
58.8K
$6.96M
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
58+ 0.39% |
$6.3K - $6.69K
|
15.1K
$1.78M
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
58New |
$6.3K - $6.69K
|
58
$6.86K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
57New |
$6.19K - $6.58K
|
57
$6.75K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
55+ 1.03% |
$5.97K - $6.35K
|
5.41K
$641K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
53+ 0.44% |
$5.76K - $6.12K
|
12.1K
$1.43M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
52New |
$5.65K - $6K
|
52
$6.15K
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
40+ 1.86% |
$4.34K - $4.62K
|
2.19K
$259K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
35+ 1.48% |
$3.8K - $4.04K
|
2.39K
$283K
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
34+ 1.48% |
$3.69K - $3.92K
|
2.33K
$276K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
32New |
$3.48K - $3.69K
|
32
$3.79K
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
30+ 0.95% |
$3.26K - $3.46K
|
3.2K
$378K
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
29+ 0.74% |
$3.15K - $3.35K
|
3.97K
$470K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
26+ 0.19% |
$2.82K - $3K
|
14K
$1.66M
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
25+ 1.45% |
$2.72K - $2.89K
|
1.75K
$207K
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
18+ 1.46% |
$1.95K - $2.08K
|
1.25K
$148K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15New |
$1.63K - $1.73K
|
15
$1.78K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
15+ 0.78% |
$1.63K - $1.73K
|
1.93K
$228K
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11+ 0.16% |
$1.19K - $1.27K
|
6.98K
$826K
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
11+ 0.51% |
$1.19K - $1.27K
|
2.15K
$255K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10+ 0.08% |
$1.09K - $1.15K
|
11.9K
$1.41M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 1.45% |
$543 - $577
|
349
$41.3K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 1.37% |
$434 - $462
|
297
$35.1K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4+ 1.48% |
$434 - $462
|
274
$32.4K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.08% |
$326 - $346
|
3.78K
$448K
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$217 - $231
|
1.91K
$226K
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2New |
$217 - $231
|
2
$237
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.02% |
$109 - $115
|
99
$11.7K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.02% |
$109 - $115
|
5.91K
$699K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.57% |
$109 - $115
|
175
$20.7K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.15% |
$109 - $115
|
681
$80.6K
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1- 0.02% |
$109 - $115
|
5.98K
$708K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3- 0.07% |
$326 - $346
|
4.31K
$511K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4- 0.12% |
$434 - $462
|
3.2K
$379K
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-5- 0.02% |
$543 - $577
|
25.9K
$3.07M
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6- 0.88% |
$652 - $693
|
677
$80.1K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6- 0.31% |
$652 - $693
|
1.95K
$230K
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9- 0.03% |
$977 - $1.04K
|
34.3K
$4.06M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-9- 0.22% |
$977 - $1.04K
|
4.04K
$478K
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-10- 0.14% |
$1.09K - $1.15K
|
6.99K
$827K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-11- 0.15% |
$1.19K - $1.27K
|
7.51K
$888K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-14- 2.93% |
$1.52K - $1.62K
|
464
$54.9K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-17- 0.91% |
$1.85K - $1.96K
|
1.85K
$219K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-24- 3.38% |
$2.61K - $2.77K
|
686
$81.2K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-27- 1.41% |
$2.93K - $3.12K
|
1.89K
$223K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-31- 0.39% |
$3.37K - $3.58K
|
7.94K
$940K
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-35- 1.14% |
$3.8K - $4.04K
|
3.03K
$358K
|