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 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-500- 20.4% |
$50.5K - $53.1K
|
1.95K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-520- 11.98% |
$52.5K - $55.2K
|
3.82K
$440K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-545- 44.78% |
$55K - $57.9K
|
672
$77.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-545- 13.18% |
$55K - $57.9K
|
3.59K
$413K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-559- 20.3% |
$56.4K - $59.4K
|
2.2K
$253K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-565- 18.47% |
$57K - $60K
|
2.49K
$287K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-583- 0.44% |
$58.8K - $61.9K
|
133K
$15.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-603- 1.23% |
$60.9K - $64K
|
48.4K
$5.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-626- 4.42% |
$63.2K - $66.5K
|
13.5K
$1.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-626- 5.22% |
$63.2K - $66.5K
|
11.4K
$1.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-634- 7.63% |
$64K - $67.3K
|
7.67K
$883K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-635- 7.07% |
$64.1K - $67.4K
|
8.35K
$961K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-664- 18.82% |
$67K - $70.5K
|
2.87K
$330K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-749- 20.51% |
$75.6K - $79.5K
|
2.9K
$334K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-752- 9.57% |
$75.9K - $79.9K
|
7.11K
$818K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-771- 16.35% |
$77.8K - $81.9K
|
3.95K
$454K
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-787- 5.26% |
$79.4K - $83.6K
|
14.2K
$1.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-793- 17.53% |
$80K - $84.2K
|
3.73K
$429K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-817- 10.33% |
$82.5K - $86.8K
|
7.09K
$816K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-826- 21.35% |
$83.4K - $87.7K
|
3.04K
$350K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-867- 34.19% |
$87.5K - $92.1K
|
1.67K
$192K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-868- 2.56% |
$87.6K - $92.2K
|
33K
$3.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-881- 20.06% |
$88.9K - $93.6K
|
3.51K
$404K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-890- 30.9% |
$89.8K - $94.5K
|
1.99K
$229K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1K- 12.98% |
$101K - $107K
|
6.73K
$774K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.01K- 3.66% |
$102K - $108K
|
26.7K
$3.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.01K- 20.58% |
$102K - $108K
|
3.91K
$450K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-1.03K- 1.51% |
$104K - $109K
|
67.2K
$7.74M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.09K- 15.65% |
$110K - $116K
|
5.86K
$675K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.12K- 7.64% |
$113K - $119K
|
13.5K
$1.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.14K- 5.54% |
$115K - $121K
|
19.4K
$2.23M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.15K- 87.79% |
$116K - $122K
|
160
$18.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.15K- 18.28% |
$116K - $123K
|
5.16K
$594K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.23K- 14.01% |
$124K - $131K
|
7.55K
$869K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.24K- 3.24% |
$125K - $132K
|
37.1K
$4.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.4K- 41.63% |
$141K - $149K
|
1.96K
$226K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.5K- 1.76% |
$152K - $160K
|
84.1K
$9.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.6K- 6.35% |
$161K - $169K
|
23.5K
$2.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.6K- 1.65% |
$162K - $170K
|
95.3K
$11M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.64K- 1.72% |
$165K - $174K
|
93.3K
$10.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.79K- 19.43% |
$181K - $190K
|
7.43K
$856K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.82K- 73.52% |
$184K - $193K
|
656
$75.5K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.86K- 1.63% |
$188K - $198K
|
113K
$13M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.96K- 9.17% |
$198K - $208K
|
19.4K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.01K- 24.41% |
$203K - $213K
|
6.22K
$716K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.03K- 34.53% |
$205K - $215K
|
3.85K
$443K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.03K- 1.47% |
$205K - $216K
|
136K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.09K- 1.93% |
$211K - $222K
|
106K
$12.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.19K- 21.86% |
$221K - $232K
|
7.81K
$899K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.25K- 8.31% |
$228K - $239K
|
24.9K
$2.86M
|