Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.97K+ 14.32% |
$189K - $197K
|
15.7K
$1.81M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.72K+ 8.0% |
$166K - $173K
|
23.3K
$2.69M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.71K+ 13.09% |
$164K - $171K
|
14.8K
$1.71M
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.44K+ 1.71% |
$138K - $144K
|
85.5K
$9.86M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 3.53% |
$123K - $127K
|
37.4K
$4.32M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.24K+ 16.85% |
$119K - $124K
|
8.6K
$992K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.18K+ 6.83% |
$113K - $118K
|
18.4K
$2.12M
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.1K+ 1.4% |
$105K - $110K
|
79.5K
$9.17M
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
999+ 5.13% |
$96.1K - $100K
|
20.5K
$2.36M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
803+ 5.63% |
$77.2K - $80.4K
|
15.1K
$1.74M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
757+ 1.79% |
$72.8K - $75.8K
|
43.1K
$4.98M
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
595+ 4.19% |
$57.2K - $59.5K
|
14.8K
$1.71M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
580+ 8.08% |
$55.8K - $58K
|
7.76K
$895K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
529+ 21.5% |
$50.9K - $52.9K
|
2.99K
$345K
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
460+ 7.84% |
$44.2K - $46K
|
6.32K
$730K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
367+ 10.2% |
$35.3K - $36.7K
|
3.96K
$458K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
339+ 1.33% |
$32.6K - $33.9K
|
25.8K
$2.98M
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
304+ 2.75% |
$29.2K - $30.4K
|
11.4K
$1.31M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
300New |
$28.9K - $30K
|
300
$34.6K
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
288+ 2.38% |
$27.7K - $28.8K
|
12.4K
$1.43M
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
258+ 0.31% |
$24.8K - $25.8K
|
82.4K
$9.51M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
253New |
$24.3K - $25.3K
|
253
$29.2K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
222+ 0.59% |
$21.3K - $22.2K
|
38.1K
$4.4M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
202+ 2.13% |
$19.4K - $20.2K
|
9.71K
$1.12M
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
172+ 0.46% |
$16.5K - $17.2K
|
37.3K
$4.31M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
170+ 2.47% |
$16.3K - $17K
|
7.04K
$813K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
162New |
$15.6K - $16.2K
|
162
$18.7K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100+ 23.26% |
$9.62K - $10K
|
530
$61.2K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
97+ 13.64% |
$9.33K - $9.71K
|
808
$93.3K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
85+ 3.75% |
$8.17K - $8.51K
|
2.35K
$271K
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
64+ 1.1% |
$6.15K - $6.4K
|
5.88K
$679K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
63+ 0.64% |
$6.06K - $6.3K
|
9.98K
$1.15M
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
58+ 2.02% |
$5.58K - $5.8K
|
2.93K
$338K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55+ 1.79% |
$5.29K - $5.5K
|
3.14K
$362K
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
52+ 0.18% |
$5K - $5.2K
|
29.2K
$3.37M
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
50+ 2.15% |
$4.81K - $5K
|
2.37K
$274K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
47+ 1.76% |
$4.52K - $4.7K
|
2.72K
$314K
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
46+ 0.66% |
$4.42K - $4.6K
|
7.02K
$811K
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
42+ 0.89% |
$4.04K - $4.2K
|
4.75K
$548K
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
35+ 0.71% |
$3.37K - $3.5K
|
4.99K
$576K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34+ 0.52% |
$3.27K - $3.4K
|
6.55K
$756K
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
34+ 0.54% |
$3.27K - $3.4K
|
6.35K
$732K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
32+ 0.51% |
$3.08K - $3.2K
|
6.31K
$729K
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
24+ 0.89% |
$2.31K - $2.4K
|
2.72K
$314K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
22+ 0.25% |
$2.12K - $2.2K
|
8.81K
$1.02M
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
21+ 0.92% |
$2.02K - $2.1K
|
2.3K
$266K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 0.65% |
$2.02K - $2.1K
|
3.25K
$375K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
18New |
$1.73K - $1.8K
|
18
$2.08K
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
15+ 0.54% |
$1.44K - $1.5K
|
2.78K
$321K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.36% |
$1.25K - $1.3K
|
3.62K
$417K
|