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 |
---|---|---|---|---|---|---|---|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.14KClosed |
$201K - $213K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.2KClosed |
$206K - $219K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.21K- 19.14% |
$207K - $220K
|
9.34K
$1.07M
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.27K- 31.08% |
$212K - $226K
|
5.03K
$574K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.39K- 13.22% |
$224K - $238K
|
15.7K
$1.79M
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.5KClosed |
$234K - $249K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.52KClosed |
$236K - $251K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.6K- 10.96% |
$244K - $259K
|
21.2K
$2.41M
|
|
Apr 26, 2021
Q1 2021
|
Smart Money Group LLC
|
SELL
|
- |
-2.6KClosed |
$244K - $259K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-2.64KClosed |
$248K - $263K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.65KClosed |
$249K - $264K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.72KClosed |
$255K - $271K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-2.81K- 52.08% |
$263K - $280K
|
2.59K
$295K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.83K- 5.15% |
$265K - $282K
|
52.1K
$5.95M
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.86KClosed |
$268K - $285K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.16K- 53.66% |
$296K - $315K
|
2.73K
$311K
|
|
Apr 20, 2021
Q1 2021
|
Pds Planning, Inc
|
SELL
|
- |
-3.31K- 39.84% |
$310K - $330K
|
5K
$571K
|
|
May 12, 2021
Q1 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.45KClosed |
$323K - $344K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.7K- 1.87% |
$347K - $368K
|
194K
$22.2M
|
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
SELL
|
- |
-3.71KClosed |
$348K - $370K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.86K- 2.77% |
$362K - $385K
|
135K
$15.5M
|
|
Apr 29, 2021
Q1 2021
|
Act Advisors, Llc.
|
SELL
|
- |
-3.91K- 34.58% |
$366K - $390K
|
7.4K
$844K
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.12KClosed |
$386K - $411K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Graypoint LLC
|
SELL
|
- |
-4.14K- 18.05% |
$388K - $412K
|
18.8K
$2.14M
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
SELL
|
- |
-4.2K- 3.21% |
$393K - $418K
|
127K
$14.5M
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.43K- 18.72% |
$415K - $441K
|
19.2K
$2.2M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.5K- 13.16% |
$422K - $449K
|
29.7K
$3.39M
|
|
Apr 22, 2021
Q1 2021
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.33K- 54.78% |
$499K - $531K
|
4.4K
$502K
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.69K- 91.01% |
$533K - $567K
|
562
$64.2K
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-5.69K- 39.16% |
$533K - $567K
|
8.84K
$1.01M
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.7K- 29.04% |
$534K - $568K
|
13.9K
$1.59M
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-6.51K- 11.72% |
$610K - $649K
|
49.1K
$5.6M
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.82K- 60.86% |
$639K - $680K
|
4.39K
$501K
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.83K- 56.77% |
$640K - $680K
|
5.2K
$594K
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.89K- 14.36% |
$645K - $686K
|
41.1K
$4.69M
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-6.99KClosed |
$655K - $696K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.11K- 7.7% |
$666K - $708K
|
85.2K
$9.72M
|
|
May 04, 2021
Q1 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.17KClosed |
$672K - $714K
|
0
$0
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-7.45KClosed |
$698K - $742K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.86K- 78.49% |
$736K - $783K
|
2.15K
$246K
|
|
May 14, 2021
Q1 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-9.01K- 13.14% |
$844K - $898K
|
59.6K
$6.8M
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.3K- 34.74% |
$871K - $926K
|
17.5K
$1.99M
|
|
May 17, 2021
Q1 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-9.68K- 9.0% |
$907K - $964K
|
97.9K
$11.2M
|
|
Apr 19, 2021
Q1 2021
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-10KClosed |
$942K - $1M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Aspiriant, LLC
|
SELL
|
- |
-10.2K- 0.39% |
$954K - $1.01M
|
2.58M
$295M
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10.4K- 2.18% |
$979K - $1.04M
|
468K
$53.4M
|
|
Apr 19, 2021
Q1 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-10.5K- 15.05% |
$983K - $1.05M
|
59.2K
$6.76M
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
SELL
|
- |
-10.8K- 27.68% |
$1.02M - $1.08M
|
28.3K
$3.23M
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-10.9K- 77.49% |
$1.02M - $1.08M
|
3.16K
$361K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-11.4K- 3.68% |
$1.07M - $1.13M
|
298K
$34M
|