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 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.44K- 5.36% |
$226K - $238K
|
43.1K
$4.97M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.44K- 31.1% |
$226K - $238K
|
5.42K
$625K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.62K- 5.45% |
$242K - $255K
|
45.4K
$5.24M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.71K- 6.96% |
$251K - $264K
|
36.3K
$4.19M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.88K- 1.85% |
$266K - $281K
|
153K
$17.7M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.91K- 81.12% |
$268K - $283K
|
676
$78K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-3.4K- 3.97% |
$314K - $331K
|
82.2K
$9.48M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.46K- 38.95% |
$319K - $337K
|
5.42K
$625K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.72K- 36.42% |
$344K - $363K
|
6.49K
$749K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.75K- 34.98% |
$347K - $366K
|
6.98K
$805K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.99K- 58.39% |
$369K - $389K
|
2.84K
$328K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-4.52K- 37.36% |
$418K - $441K
|
7.58K
$875K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.7K- 54.17% |
$434K - $458K
|
3.98K
$459K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-5.72K- 15.81% |
$529K - $557K
|
30.5K
$3.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-5.94K- 26.95% |
$549K - $579K
|
16.1K
$1.86M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.62K- 4.22% |
$612K - $646K
|
150K
$17.3M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.78K- 51.8% |
$719K - $758K
|
7.24K
$835K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-9.61K- 5.79% |
$889K - $937K
|
156K
$18.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.1K- 66.76% |
$930K - $981K
|
5.01K
$578K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.7K- 1.72% |
$992K - $1.05M
|
615K
$71M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-10.8K- 44.76% |
$996K - $1.05M
|
13.3K
$1.54M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-13.7K- 9.29% |
$1.27M - $1.34M
|
134K
$15.5M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.9K- 1.93% |
$1.28M - $1.35M
|
706K
$81.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14K- 40.75% |
$1.29M - $1.36M
|
20.3K
$2.35M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.5K- 9.15% |
$1.71M - $1.8M
|
183K
$21.2M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-30K- 86.3% |
$2.77M - $2.92M
|
4.76K
$549K
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-30.5K- 49.3% |
$2.82M - $2.97M
|
31.3K
$3.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.3K- 78.66% |
$2.89M - $3.05M
|
8.48K
$979K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-31.7K- 3.56% |
$2.93M - $3.09M
|
858K
$99M
|
|
|
May 15, 2023
Q1 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-33.3K- 66.38% |
$3.08M - $3.25M
|
16.9K
$1.95M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.5K- 61.69% |
$3.37M - $3.56M
|
22.7K
$2.62M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43.5K- 13.19% |
$4.02M - $4.24M
|
287K
$33.1M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-47.8K- 43.25% |
$4.42M - $4.66M
|
62.7K
$7.23M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-49.5K- 91.24% |
$4.58M - $4.83M
|
4.76K
$549K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-51.3K- 2.67% |
$4.74M - $5M
|
1.87M
$216M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-57.6K- 28.22% |
$5.32M - $5.61M
|
146K
$16.9M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-67.8K- 82.38% |
$6.26M - $6.61M
|
14.5K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-80.9K- 4.49% |
$7.48M - $7.88M
|
1.72M
$198M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-100K- 47.54% |
$9.26M - $9.77M
|
111K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-110K- 5.53% |
$10.1M - $10.7M
|
1.87M
$216M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-158K- 54.49% |
$14.6M - $15.4M
|
132K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-165K- 34.1% |
$15.3M - $16.1M
|
320K
$36.9M
|