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 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
981+ 51.52% |
$99K - $104K
|
2.89K
$333K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
833+ 0.61% |
$84.1K - $88.5K
|
138K
$15.9M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
666+ 25.76% |
$67.2K - $70.7K
|
3.25K
$375K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
569+ 24.89% |
$57.4K - $60.4K
|
2.86K
$330K
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
509+ 4.42% |
$51.4K - $54.1K
|
12K
$1.39M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
509+ 5.74% |
$51.4K - $54.1K
|
9.37K
$1.08M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
397+ 5.38% |
$40.1K - $42.2K
|
7.77K
$897K
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
376+ 1.0% |
$38K - $39.9K
|
38.1K
$4.4M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
350+ 7.84% |
$35.3K - $37.2K
|
4.81K
$556K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
309New |
$31.2K - $32.8K
|
309
$35.7K
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
286+ 4.79% |
$28.9K - $30.4K
|
6.26K
$722K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
268+ 67.0% |
$27.1K - $28.5K
|
668
$77.1K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
268New |
$27.1K - $28.5K
|
268
$30.9K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
234+ 2.07% |
$23.6K - $24.9K
|
11.5K
$1.33M
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
232+ 0.92% |
$23.4K - $24.6K
|
25.5K
$2.94M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
228+ 4.09% |
$23K - $24.2K
|
5.8K
$670K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
216+ 2.62% |
$21.8K - $22.9K
|
8.47K
$977K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
179+ 5.64% |
$18.1K - $19K
|
3.35K
$387K
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
140+ 1.23% |
$14.1K - $14.9K
|
11.5K
$1.33M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
111New |
$11.2K - $11.8K
|
111
$12.8K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
82New |
$8.28K - $8.71K
|
82
$9.46K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
77+ 0.57% |
$7.77K - $8.18K
|
13.6K
$1.57M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
70New |
$7.07K - $7.43K
|
70
$8.08K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
69+ 0.84% |
$6.96K - $7.33K
|
8.27K
$954K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
62+ 2.99% |
$6.26K - $6.58K
|
2.14K
$247K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
57+ 1.72% |
$5.75K - $6.05K
|
3.38K
$390K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
56+ 0.86% |
$5.65K - $5.95K
|
6.59K
$761K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
54New |
$5.45K - $5.73K
|
54
$6.23K
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
44+ 37.93% |
$4.44K - $4.67K
|
160
$18.5K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
39+ 0.77% |
$3.94K - $4.14K
|
5.11K
$589K
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
39+ 0.26% |
$3.94K - $4.14K
|
14.9K
$1.72M
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
35+ 0.74% |
$3.53K - $3.72K
|
4.79K
$553K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24New |
$2.42K - $2.55K
|
24
$2.77K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24New |
$2.42K - $2.55K
|
24
$2.77K
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
21+ 0.9% |
$2.12K - $2.23K
|
2.36K
$272K
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
18+ 0.46% |
$1.82K - $1.91K
|
3.97K
$458K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18+ 0.69% |
$1.82K - $1.91K
|
2.62K
$302K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15+ 0.88% |
$1.51K - $1.59K
|
1.72K
$199K
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
11+ 0.9% |
$1.11K - $1.17K
|
1.23K
$142K
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
11+ 0.36% |
$1.11K - $1.17K
|
3.09K
$356K
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
7+ 0.04% |
$707 - $743
|
16.3K
$1.88M
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7+ 0.1% |
$707 - $743
|
6.97K
$805K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5+ 0.08% |
$505 - $531
|
6.48K
$747K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.03% |
$303 - $319
|
293
$33.8K
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
3+ 0.09% |
$303 - $319
|
3.19K
$368K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.08% |
$303 - $319
|
3.78K
$436K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3+ 0.03% |
$303 - $319
|
9.18K
$1.06M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$202 - $212
|
2.3K
$266K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2+ 0.08% |
$202 - $212
|
2.45K
$282K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.37% |
$101 - $106
|
270
$31.2K
|