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 |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.03% |
$101 - $106
|
98
$11.3K
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.59% |
$101 - $106
|
64
$7.37K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.43% |
$101 - $106
|
232
$26.7K
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1- 0.03% |
$101 - $106
|
3.19K
$367K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2- 0.07% |
$202 - $212
|
2.73K
$315K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14- 0.41% |
$1.41K - $1.49K
|
3.42K
$393K
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-20- 0.12% |
$2.02K - $2.12K
|
17.2K
$1.98M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-25- 0.18% |
$2.52K - $2.66K
|
13.6K
$1.56M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26- 0.28% |
$2.62K - $2.76K
|
9.29K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-29- 1.65% |
$2.93K - $3.08K
|
1.73K
$199K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-30- 0.67% |
$3.03K - $3.19K
|
4.44K
$511K
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-34- 1.13% |
$3.43K - $3.61K
|
2.97K
$341K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-42- 1.78% |
$4.24K - $4.46K
|
2.32K
$267K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-44- 6.1% |
$4.44K - $4.67K
|
677
$77.9K
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-48- 1.87% |
$4.85K - $5.1K
|
2.52K
$290K
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-54- 2.55% |
$5.45K - $5.73K
|
2.06K
$238K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-57- 1.24% |
$5.75K - $6.05K
|
4.55K
$524K
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-61- 0.5% |
$6.16K - $6.48K
|
12.1K
$1.39M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-65- 98.48% |
$6.56K - $6.9K
|
1
$115
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-65- 0.44% |
$6.56K - $6.9K
|
14.8K
$1.71M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-77- 2.93% |
$7.77K - $8.18K
|
2.55K
$293K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-86- 1.21% |
$8.68K - $9.13K
|
7.03K
$809K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-92- 4.42% |
$9.29K - $9.77K
|
1.99K
$229K
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-98- 2.44% |
$9.89K - $10.4K
|
3.92K
$451K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-107- 3.47% |
$10.8K - $11.4K
|
2.97K
$342K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-114- 2.03% |
$11.5K - $12.1K
|
5.5K
$633K
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-121- 0.24% |
$12.2K - $12.9K
|
51.1K
$5.88M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-131- 1.77% |
$13.2K - $13.9K
|
7.28K
$838K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-140- 2.75% |
$14.1K - $14.9K
|
4.95K
$570K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-150- 3.21% |
$15.1K - $15.9K
|
4.52K
$521K
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-165- 7.02% |
$16.7K - $17.5K
|
2.19K
$252K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-165- 2.99% |
$16.7K - $17.5K
|
5.36K
$617K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-178- 32.19% |
$18K - $18.9K
|
375
$43.2K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-186- 3.48% |
$18.8K - $19.8K
|
5.16K
$594K
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-193- 1.27% |
$19.5K - $20.5K
|
15K
$1.73M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-195- 17.65% |
$19.7K - $20.7K
|
910
$105K
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-200- 7.84% |
$20.2K - $21.2K
|
2.35K
$271K
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
SELL
|
- |
-204- 3.09% |
$20.6K - $21.7K
|
6.4K
$737K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-204- 0.23% |
$20.6K - $21.7K
|
87.4K
$10.1M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-208- 3.1% |
$21K - $22.1K
|
6.5K
$748K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-213- 29.87% |
$21.5K - $22.6K
|
500
$57.6K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-248- 7.23% |
$25K - $26.3K
|
3.18K
$367K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-298- 5.93% |
$30.1K - $31.6K
|
4.73K
$544K
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-302- 7.18% |
$30.5K - $32.1K
|
3.9K
$449K
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-346- 13.6% |
$34.9K - $36.7K
|
2.2K
$253K
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-366- 14.09% |
$36.9K - $38.9K
|
2.23K
$257K
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-409- 5.52% |
$41.3K - $43.4K
|
7K
$805K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-449- 7.01% |
$45.3K - $47.7K
|
5.96K
$686K
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-466- 16.85% |
$47K - $49.5K
|
2.3K
$265K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-488- 2.81% |
$49.3K - $51.8K
|
16.9K
$1.94M
|