Purchases and Sales Made in Q1 2023 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 2023. 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 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
90+ 1.3% |
$8.32K - $8.77K
|
7.01K
$809K
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
83+ 3.71% |
$7.67K - $8.09K
|
2.32K
$268K
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
77+ 0.84% |
$7.12K - $7.51K
|
9.28K
$1.07M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
75+ 1.99% |
$6.93K - $7.31K
|
3.85K
$445K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
66+ 0.85% |
$6.1K - $6.43K
|
7.87K
$908K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58+ 128.89% |
$5.36K - $5.65K
|
103
$11.9K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
54+ 0.92% |
$4.99K - $5.26K
|
5.95K
$687K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
52+ 0.47% |
$4.81K - $5.07K
|
11.1K
$1.28M
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
50+ 1.52% |
$4.62K - $4.87K
|
3.35K
$387K
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
45+ 1.44% |
$4.16K - $4.39K
|
3.17K
$366K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
32New |
$2.96K - $3.12K
|
32
$3.69K
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
28+ 0.62% |
$2.59K - $2.73K
|
4.57K
$527K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
25+ 1.05% |
$2.31K - $2.44K
|
2.4K
$277K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
19+ 0.19% |
$1.76K - $1.85K
|
10.2K
$1.18M
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
15+ 1.28% |
$1.39K - $1.46K
|
1.19K
$137K
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
5+ 0.2% |
$462 - $487
|
2.55K
$294K
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 0.06% |
$92.4 - $97.5
|
1.77K
$204K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-5- 0.16% |
$462 - $487
|
3.18K
$366K
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-10- 0.13% |
$924 - $975
|
7.89K
$910K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-12- 8.7% |
$1.11K - $1.17K
|
126
$14.5K
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-20- 0.55% |
$1.85K - $1.95K
|
3.63K
$419K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21- 16.94% |
$1.94K - $2.05K
|
103
$11.9K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-25- 0.41% |
$2.31K - $2.44K
|
6.11K
$705K
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-33- 1.3% |
$3.05K - $3.22K
|
2.5K
$289K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-36- 1.16% |
$3.33K - $3.51K
|
3.08K
$355K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40- 0.23% |
$3.7K - $3.9K
|
17.2K
$1.99M
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-41- 0.02% |
$3.79K - $4K
|
166K
$19.2M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-57- 0.79% |
$5.27K - $5.56K
|
7.18K
$828K
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-58- 1.98% |
$5.36K - $5.65K
|
2.87K
$331K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-58- 2.3% |
$5.36K - $5.65K
|
2.46K
$284K
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-72- 2.84% |
$6.65K - $7.02K
|
2.46K
$284K
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-75- 1.79% |
$6.93K - $7.31K
|
4.12K
$475K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-75- 2.79% |
$6.93K - $7.31K
|
2.61K
$301K
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-75- 1.48% |
$6.93K - $7.31K
|
5K
$577K
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-81- 0.01% |
$7.49K - $7.9K
|
1.45M
$167M
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-89- 3.57% |
$8.23K - $8.68K
|
2.4K
$277K
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-92- 1.44% |
$8.5K - $8.97K
|
6.31K
$729K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-92- 1.62% |
$8.5K - $8.97K
|
5.6K
$646K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-93- 2.52% |
$8.6K - $9.07K
|
3.6K
$415K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-104- 3.45% |
$9.61K - $10.1K
|
2.91K
$336K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-107- 0.69% |
$9.89K - $10.4K
|
15.4K
$1.78M
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-113- 4.06% |
$10.4K - $11K
|
2.67K
$308K
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-114- 4.86% |
$10.5K - $11.1K
|
2.23K
$258K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-115- 11.37% |
$10.6K - $11.2K
|
896
$103K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-115- 4.5% |
$10.6K - $11.2K
|
2.44K
$282K
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-116- 0.37% |
$10.7K - $11.3K
|
31.6K
$3.65M
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-117- 0.82% |
$10.8K - $11.4K
|
14.2K
$1.64M
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-123- 0.7% |
$11.4K - $12K
|
17.5K
$2.02M
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-160- 0.55% |
$14.8K - $15.6K
|
29.1K
$3.36M
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-162- 4.04% |
$15K - $15.8K
|
3.85K
$444K
|