Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.92KNew |
$192K - $202K
|
1.92K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.92K+ 2.28% |
$192K - $202K
|
85.7K
$9.9M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.9KNew |
$191K - $201K
|
1.9K
$220K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.83K+ 114.44% |
$184K - $193K
|
3.43K
$396K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.39K+ 20.77% |
$140K - $147K
|
8.1K
$935K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.31KNew |
$131K - $138K
|
1.31K
$151K
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.29K+ 3.75% |
$130K - $136K
|
35.8K
$4.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.14K+ 8.09% |
$114K - $120K
|
15.2K
$1.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.08K+ 8.16% |
$109K - $114K
|
14.3K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1K+ 1.49% |
$100K - $105K
|
68.1K
$7.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
907+ 4.93% |
$91K - $95.5K
|
19.3K
$2.23M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
891+ 2.7% |
$89.4K - $93.9K
|
33.9K
$3.91M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
827New |
$83K - $87.1K
|
827
$95.5K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
809+ 5.62% |
$81.2K - $85.2K
|
15.2K
$1.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
808+ 272.05% |
$81.1K - $85.1K
|
1.11K
$128K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
792+ 14.19% |
$79.4K - $83.4K
|
6.37K
$736K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
722New |
$72.4K - $76.1K
|
722
$83.3K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
721New |
$72.3K - $76K
|
721
$83.2K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
681New |
$68.3K - $71.7K
|
681
$78.6K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
660+ 6.07% |
$66.2K - $69.5K
|
11.5K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
552+ 8.97% |
$55.4K - $58.1K
|
6.71K
$774K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
432+ 19.7% |
$43.3K - $45.5K
|
2.63K
$303K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
366+ 16.41% |
$36.7K - $38.6K
|
2.6K
$300K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320New |
$32.1K - $33.7K
|
320
$36.9K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
298+ 3.36% |
$29.9K - $31.4K
|
9.17K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
231New |
$23.2K - $24.3K
|
231
$26.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
230+ 1.13% |
$23.1K - $24.2K
|
20.5K
$2.37M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
228New |
$22.9K - $24K
|
228
$26.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
215+ 2.05% |
$21.6K - $22.6K
|
10.7K
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
201+ 3.48% |
$20.2K - $21.2K
|
5.97K
$689K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
198+ 8.86% |
$19.9K - $20.9K
|
2.43K
$281K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
181+ 48.66% |
$18.2K - $19.1K
|
553
$63.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
176+ 6.07% |
$17.7K - $18.5K
|
3.07K
$355K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
168+ 1.25% |
$16.9K - $17.7K
|
13.6K
$1.57M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
160+ 2.51% |
$16K - $16.9K
|
6.53K
$754K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
159New |
$15.9K - $16.7K
|
159
$18.4K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
155New |
$15.5K - $16.3K
|
155
$17.9K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
151+ 3.61% |
$15.1K - $15.9K
|
4.34K
$501K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
123New |
$12.3K - $13K
|
123
$14.2K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
104+ 4.06% |
$10.4K - $11K
|
2.66K
$307K
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
101+ 3.29% |
$10.1K - $10.6K
|
3.17K
$366K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
89+ 4.48% |
$8.93K - $9.38K
|
2.08K
$239K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
70+ 0.28% |
$7.02K - $7.37K
|
25.2K
$2.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
66New |
$6.62K - $6.95K
|
66
$7.62K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
60+ 0.4% |
$6.02K - $6.32K
|
14.9K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
57New |
$5.72K - $6K
|
57
$6.58K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
48+ 70.59% |
$4.81K - $5.06K
|
116
$13.4K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
46New |
$4.61K - $4.85K
|
46
$5.31K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
26New |
$2.61K - $2.74K
|
26
$3K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
18New |
$1.81K - $1.9K
|
18
$2.08K
|