Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.71K+ 2445.05% |
$279K - $293K
|
2.83K
$325K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
2.64K+ 35.75% |
$271K - $285K
|
10K
$1.15M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.51K+ 4.88% |
$257K - $271K
|
53.9K
$6.2M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.46KNew |
$252K - $265K
|
2.46K
$283K
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.28K+ 28.91% |
$234K - $246K
|
10.2K
$1.17M
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.27KNew |
$233K - $245K
|
2.27K
$262K
|
|
Nov 01, 2021
Q3 2021
|
Searcy Financial Services Inc
|
BUY
|
- |
2.24K+ 1.59% |
$230K - $242K
|
143K
$16.5M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.2K+ 104.82% |
$225K - $237K
|
4.29K
$494K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.01KNew |
$206K - $217K
|
2.01K
$231K
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
1.92K+ 2.13% |
$197K - $207K
|
92K
$10.6M
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 3.05% |
$174K - $183K
|
57.2K
$6.58M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.68K+ 7.81% |
$173K - $182K
|
23.2K
$2.67M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.66KNew |
$171K - $179K
|
1.66K
$191K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.42K+ 5.61% |
$146K - $154K
|
26.8K
$3.08M
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 1.02% |
$145K - $153K
|
140K
$16.1M
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.38KNew |
$142K - $149K
|
1.38K
$159K
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.29K+ 6.45% |
$133K - $140K
|
21.3K
$2.46M
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
1.14K+ 23.35% |
$117K - $123K
|
6.02K
$693K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.12K+ 18.31% |
$115K - $121K
|
7.23K
$832K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.12K+ 43.86% |
$115K - $120K
|
3.66K
$421K
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
971+ 0.94% |
$99.8K - $105K
|
105K
$12M
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
907+ 4.51% |
$93.2K - $98K
|
21K
$2.42M
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
788+ 4.48% |
$81K - $85.1K
|
18.4K
$2.11M
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
759New |
$78K - $82K
|
759
$87.4K
|
|
Nov 03, 2021
Q3 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
747+ 1.1% |
$76.7K - $80.7K
|
68.4K
$7.88M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
708+ 1.96% |
$72.7K - $76.5K
|
36.7K
$4.23M
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
700+ 5.73% |
$71.9K - $75.6K
|
12.9K
$1.49M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
693+ 1.2% |
$71.2K - $74.9K
|
58.5K
$6.73M
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
622+ 14.79% |
$63.9K - $67.2K
|
4.83K
$556K
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
605+ 16.26% |
$62.2K - $65.3K
|
4.33K
$498K
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
585+ 17.28% |
$60.1K - $63.2K
|
3.97K
$457K
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
550+ 3.48% |
$56.5K - $59.4K
|
16.4K
$1.88M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
513+ 8.16% |
$52.7K - $55.4K
|
6.8K
$783K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
506+ 6.96% |
$52K - $54.7K
|
7.78K
$895K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
475+ 2.74% |
$48.8K - $51.3K
|
17.8K
$2.05M
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
438New |
$45K - $47.3K
|
438
$50.4K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
433+ 2.03% |
$44.5K - $46.8K
|
21.7K
$2.5M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
400+ 400.0% |
$41.1K - $43.2K
|
500
$57.6K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
265+ 13.55% |
$27.2K - $28.6K
|
2.22K
$256K
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
260+ 16.99% |
$26.7K - $28.1K
|
1.79K
$206K
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
227+ 3.13% |
$23.3K - $24.5K
|
7.48K
$861K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
210New |
$21.6K - $22.7K
|
210
$24.2K
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
207+ 4.46% |
$21.3K - $22.4K
|
4.85K
$558K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
191+ 0.27% |
$19.6K - $20.6K
|
69.8K
$8.03M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
178+ 9.85% |
$18.3K - $19.2K
|
1.99K
$228K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
158+ 2257.14% |
$16.2K - $17.1K
|
165
$19K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
154+ 4.81% |
$15.8K - $16.6K
|
3.35K
$386K
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100+ 3.26% |
$10.3K - $10.8K
|
3.17K
$365K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
96+ 0.14% |
$9.86K - $10.4K
|
71.1K
$8.19M
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
66+ 4.69% |
$6.78K - $7.13K
|
1.47K
$170K
|