Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
149K+ 1843.24% |
$15.1M - $15.9M
|
157K
$18.2M
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
53.9K+ 394.46% |
$5.44M - $5.73M
|
67.6K
$7.8M
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
47.9KNew |
$4.83M - $5.09M
|
47.9K
$5.53M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47K+ 59.44% |
$4.74M - $4.99M
|
126K
$14.5M
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
32.7KNew |
$3.3M - $3.47M
|
32.7K
$3.77M
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
31.7K+ 56.1% |
$3.2M - $3.36M
|
88.1K
$10.2M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25.7K+ 74.92% |
$2.59M - $2.73M
|
60K
$6.93M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
23.3KNew |
$2.35M - $2.48M
|
23.3K
$2.69M
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
17.1KNew |
$1.72M - $1.81M
|
17.1K
$1.97M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
15KNew |
$1.51M - $1.59M
|
15K
$1.73M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.9K+ 221.37% |
$1.41M - $1.48M
|
20.2K
$2.33M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.3K+ 13.61% |
$1.24M - $1.3M
|
103K
$11.8M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.7K+ 57.55% |
$1.08M - $1.14M
|
29.4K
$3.39M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.6KNew |
$1.07M - $1.13M
|
10.6K
$1.23M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.91K+ 152.86% |
$1M - $1.05M
|
16.4K
$1.89M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
8.23K+ 35.46% |
$831K - $874K
|
31.4K
$3.63M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
7.78K+ 84.07% |
$785K - $826K
|
17K
$1.97M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.49KNew |
$655K - $689K
|
6.49K
$748K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.25KNew |
$631K - $663K
|
6.25K
$721K
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.05KNew |
$610K - $642K
|
6.05K
$698K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.92KNew |
$598K - $629K
|
5.92K
$684K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.75KNew |
$580K - $610K
|
5.75K
$663K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.72K+ 89.74% |
$577K - $607K
|
12.1K
$1.4M
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
5KNew |
$505K - $531K
|
5K
$577K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.79KNew |
$483K - $508K
|
4.79K
$553K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.66K+ 5.43% |
$470K - $494K
|
90.4K
$10.4M
|
|
Aug 01, 2024
Q2 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
4.55K+ 3.07% |
$459K - $483K
|
153K
$17.6M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.02K+ 25.86% |
$406K - $427K
|
19.6K
$2.26M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.4K+ 17.59% |
$343K - $361K
|
22.7K
$2.62M
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
3.39KNew |
$342K - $360K
|
3.39K
$391K
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$303K - $319K
|
3K
$347K
|
|
Jul 15, 2024
Q2 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
2.97K+ 1.44% |
$299K - $315K
|
209K
$24.1M
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.74KNew |
$276K - $291K
|
2.74K
$316K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.58K+ 0.65% |
$260K - $274K
|
400K
$46.2M
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
2.5KNew |
$252K - $266K
|
2.5K
$289K
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.39K+ 15.66% |
$241K - $254K
|
17.6K
$2.04M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.34KNew |
$236K - $249K
|
2.34K
$270K
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.3K+ 24.19% |
$232K - $244K
|
11.8K
$1.36M
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.3K+ 25.69% |
$232K - $244K
|
11.2K
$1.3M
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.29KNew |
$231K - $243K
|
2.29K
$264K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.12KNew |
$214K - $225K
|
2.12K
$245K
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.12KNew |
$214K - $225K
|
2.12K
$244K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
2.02K+ 5.85% |
$204K - $215K
|
36.6K
$4.23M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.71KNew |
$173K - $182K
|
1.71K
$197K
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.63K+ 75.77% |
$165K - $173K
|
3.79K
$437K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.47K+ 6.44% |
$148K - $156K
|
24.3K
$2.81M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.4K+ 5.96% |
$141K - $149K
|
24.9K
$2.87M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.16K+ 1.91% |
$117K - $123K
|
61.8K
$7.13M
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.05K+ 1.13% |
$106K - $112K
|
93.8K
$10.8M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
999+ 5.89% |
$101K - $106K
|
17.9K
$2.07M
|