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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-344- 4.27% |
$33.1K - $34.4K
|
7.72K
$891K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-357- 20.2% |
$34.3K - $35.7K
|
1.41K
$163K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-372- 4.38% |
$35.8K - $37.2K
|
8.11K
$936K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-380- 1.95% |
$36.5K - $38K
|
19.1K
$2.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-390- 11.84% |
$37.5K - $39K
|
2.9K
$335K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-395- 2.56% |
$38K - $39.5K
|
15K
$1.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-396- 3.75% |
$38.1K - $39.6K
|
10.2K
$1.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-401- 9.27% |
$38.6K - $40.1K
|
3.92K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-433- 6.18% |
$41.6K - $43.3K
|
6.57K
$759K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-437- 0.61% |
$42K - $43.7K
|
70.8K
$8.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-470- 5.56% |
$45.2K - $47K
|
7.98K
$921K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-500- 58.82% |
$48.1K - $50K
|
350
$40.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-527- 1.66% |
$50.7K - $52.7K
|
31.2K
$3.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-554- 3.0% |
$53.3K - $55.4K
|
17.9K
$2.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-591- 65.96% |
$56.8K - $59.1K
|
305
$35.2K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-594- 6.68% |
$57.1K - $59.4K
|
8.3K
$958K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-610- 10.66% |
$58.7K - $61K
|
5.11K
$590K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-695- 0.31% |
$66.8K - $69.5K
|
226K
$26.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-715- 12.34% |
$68.8K - $71.6K
|
5.08K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-728- 14.02% |
$70K - $72.9K
|
4.46K
$515K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-741- 15.31% |
$71.3K - $74.2K
|
4.1K
$473K
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-768- 15.59% |
$73.9K - $76.9K
|
4.16K
$480K
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-838- 4.79% |
$80.6K - $83.9K
|
16.6K
$1.92M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-869- 19.03% |
$83.6K - $87K
|
3.7K
$427K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-891- 4.18% |
$85.7K - $89.2K
|
20.4K
$2.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-959- 12.65% |
$92.2K - $96K
|
6.62K
$764K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.02K- 4.65% |
$98K - $102K
|
20.9K
$2.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.08K- 6.31% |
$103K - $108K
|
16K
$1.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.08K- 21.62% |
$104K - $108K
|
3.93K
$453K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.15K- 14.61% |
$111K - $115K
|
6.72K
$776K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-1.17K- 25.25% |
$112K - $117K
|
3.45K
$399K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.17K- 14.64% |
$113K - $117K
|
6.85K
$790K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.38K- 4.93% |
$133K - $138K
|
26.5K
$3.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 0.96% |
$145K - $150K
|
155K
$17.9M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.56K- 32.42% |
$150K - $156K
|
3.25K
$375K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.64K- 0.77% |
$158K - $164K
|
211K
$24.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.66K- 28.04% |
$160K - $166K
|
4.26K
$492K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.79K- 1.17% |
$172K - $179K
|
151K
$17.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.82K- 30.11% |
$175K - $182K
|
4.22K
$487K
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.86K- 3.13% |
$179K - $186K
|
57.6K
$6.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.94K- 1.12% |
$187K - $195K
|
171K
$19.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-2.01K- 2.08% |
$193K - $201K
|
94.6K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.02K- 6.78% |
$195K - $203K
|
27.8K
$3.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2.46K- 4.42% |
$237K - $246K
|
53.2K
$6.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.88K- 30.58% |
$276K - $288K
|
6.53K
$753K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-3.35KClosed |
$322K - $335K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.4K- 29.16% |
$326K - $340K
|
8.25K
$952K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.44K- 34.97% |
$331K - $345K
|
6.4K
$739K
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-3.56K- 7.88% |
$343K - $356K
|
41.6K
$4.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.53K- 22.29% |
$436K - $454K
|
15.8K
$1.82M
|