Purchases and Sales Made in Q1 2021 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 Q1 2021. 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 |
---|---|---|---|---|---|---|---|
Apr 19, 2021
Q1 2021
|
Sym Financial Corp
|
BUY
|
- |
835+ 28.11% |
$78.2K - $83.2K
|
3.81K
$434K
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
823+ 6.8% |
$77.1K - $82K
|
12.9K
$1.48M
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
650+ 21.12% |
$60.9K - $64.8K
|
3.73K
$425K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
630+ 25.23% |
$59K - $62.8K
|
3.13K
$357K
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
581+ 4.03% |
$54.4K - $57.9K
|
15K
$1.71M
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
495+ 3.21% |
$46.4K - $49.3K
|
15.9K
$1.82M
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
368+ 292.06% |
$34.5K - $36.7K
|
494
$56.4K
|
|
May 17, 2021
Q1 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
362+ 5.87% |
$33.9K - $36.1K
|
6.53K
$745K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
361+ 1.64% |
$33.8K - $36K
|
22.4K
$2.56M
|
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
318+ 11.15% |
$29.8K - $31.7K
|
3.17K
$362K
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
316+ 15.18% |
$29.6K - $31.5K
|
2.4K
$274K
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
308New |
$28.9K - $30.7K
|
308
$35.2K
|
|
May 13, 2021
Q1 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
240New |
$22.5K - $23.9K
|
240
$27.4K
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
185+ 1.49% |
$17.3K - $18.4K
|
12.6K
$1.44M
|
|
May 04, 2021
Q1 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
184+ 0.92% |
$17.2K - $18.3K
|
20.2K
$2.31M
|
|
Apr 16, 2021
Q1 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
169+ 13.43% |
$15.8K - $16.8K
|
1.43K
$163K
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
159+ 1.3% |
$14.9K - $15.8K
|
12.4K
$1.42M
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
148+ 1.26% |
$13.9K - $14.7K
|
11.9K
$1.36M
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
92+ 1.45% |
$8.62K - $9.17K
|
6.44K
$736K
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
81+ 1.59% |
$7.59K - $8.07K
|
5.16K
$589K
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
77+ 3.08% |
$7.21K - $7.67K
|
2.57K
$294K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
62+ 0.83% |
$5.81K - $6.18K
|
7.55K
$862K
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
46+ 6.94% |
$4.31K - $4.58K
|
709
$80.9K
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
37+ 0.21% |
$3.47K - $3.69K
|
17.4K
$1.98M
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
20+ 2.26% |
$1.87K - $1.99K
|
904
$103K
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
BUY
|
- |
17New |
$1.59K - $1.69K
|
17
$1.94K
|
|
May 14, 2021
Q1 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
4New |
$375 - $399
|
4
$457
|
|
Apr 14, 2021
Q1 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3+ 7.5% |
$281 - $299
|
43
$4.91K
|
|
May 06, 2021
Q1 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.79% |
$469 - $498
|
628
$71.7K
|
|
May 17, 2021
Q1 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-10Closed |
$937 - $996
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-12- 0.47% |
$1.12K - $1.2K
|
2.52K
$287K
|
|
May 17, 2021
Q1 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-13Closed |
$1.22K - $1.3K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-21- 1.23% |
$1.97K - $2.09K
|
1.69K
$192K
|
|
Apr 28, 2021
Q1 2021
|
Veery Capital, LLC
|
SELL
|
- |
-26- 0.55% |
$2.44K - $2.59K
|
4.71K
$537K
|
|
May 13, 2021
Q1 2021
|
Ckw Financial Group
|
SELL
|
- |
-30- 0.25% |
$2.81K - $2.99K
|
12.2K
$1.39M
|
|
Apr 26, 2021
Q1 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-34- 1.12% |
$3.19K - $3.39K
|
3.01K
$344K
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-34- 0.37% |
$3.19K - $3.39K
|
9.28K
$1.06M
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-37- 5.36% |
$3.47K - $3.69K
|
653
$74.5K
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-40- 7.41% |
$3.75K - $3.99K
|
500
$57.1K
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-47Closed |
$4.4K - $4.68K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-60- 1.62% |
$5.62K - $5.98K
|
3.64K
$415K
|
|
Apr 16, 2021
Q1 2021
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-60- 0.61% |
$5.62K - $5.98K
|
9.85K
$1.12M
|
|
Jun 01, 2021
Q1 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-69- 1.37% |
$6.47K - $6.87K
|
4.97K
$567K
|
|
Apr 12, 2021
Q1 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-75- 48.39% |
$7.03K - $7.47K
|
80
$9.13K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-79- 1.82% |
$7.4K - $7.87K
|
4.27K
$488K
|
|
Apr 28, 2021
Q1 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-90- 2.84% |
$8.43K - $8.97K
|
3.07K
$351K
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-91- 3.7% |
$8.53K - $9.07K
|
2.37K
$270K
|
|
Apr 05, 2021
Q1 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-102- 2.22% |
$9.56K - $10.2K
|
4.49K
$513K
|
|
May 07, 2021
Q1 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-110- 4.81% |
$10.3K - $11K
|
2.18K
$249K
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-122Closed |
$11.4K - $12.2K
|
0
$0
|