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 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
65+ 928.57% |
$6.68K - $7.02K
|
72
$8.31K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
54+ 0.77% |
$5.55K - $5.83K
|
7.11K
$821K
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
17+ 154.55% |
$1.75K - $1.84K
|
28
$3.23K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9New |
$925 - $972
|
9
$1.04K
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-4Closed |
$411 - $432
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-8- 14.04% |
$822 - $864
|
49
$5.66K
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-10- 0.34% |
$1.03K - $1.08K
|
2.93K
$339K
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-10Closed |
$1.03K - $1.08K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
SELL
|
- |
-12- 0.24% |
$1.23K - $1.3K
|
4.94K
$570K
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-12- 0.23% |
$1.23K - $1.3K
|
5.14K
$593K
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-13- 0.26% |
$1.34K - $1.4K
|
4.89K
$565K
|
|
Oct 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-22- 0.11% |
$2.26K - $2.38K
|
19.9K
$2.3M
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-30- 0.63% |
$3.08K - $3.24K
|
4.76K
$549K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-34- 0.1% |
$3.49K - $3.67K
|
34.4K
$3.97M
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-47- 0.48% |
$4.83K - $5.08K
|
9.76K
$1.13M
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-51- 0.47% |
$5.24K - $5.51K
|
10.7K
$1.24M
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-57- 1.13% |
$5.86K - $6.16K
|
5.01K
$578K
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-61Closed |
$6.27K - $6.59K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-65- 90.28% |
$6.68K - $7.02K
|
7
$808
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-73- 2.01% |
$7.5K - $7.88K
|
3.56K
$411K
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
SELL
|
- |
-83- 79.81% |
$8.53K - $8.96K
|
21
$2.42K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-91- 4.14% |
$9.35K - $9.83K
|
2.11K
$243K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-104- 1.14% |
$10.7K - $11.2K
|
9.03K
$1.04M
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-107- 1.7% |
$11K - $11.6K
|
6.2K
$716K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-113- 14.85% |
$11.6K - $12.2K
|
648
$74.8K
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-120- 2.79% |
$12.3K - $13K
|
4.18K
$482K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-123- 0.72% |
$12.6K - $13.3K
|
16.9K
$1.95M
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-138- 5.2% |
$14.2K - $14.9K
|
2.52K
$291K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-144- 13.4% |
$14.8K - $15.6K
|
931
$107K
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-154- 6.57% |
$15.8K - $16.6K
|
2.19K
$253K
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-157Closed |
$16.1K - $17K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-158- 95.76% |
$16.2K - $17.1K
|
7
$808
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-173- 0.49% |
$17.8K - $18.7K
|
35.1K
$4.06M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-176- 1.68% |
$18.1K - $19K
|
10.3K
$1.19M
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-190- 4.09% |
$19.5K - $20.5K
|
4.46K
$515K
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-197- 8.34% |
$20.2K - $21.3K
|
2.17K
$250K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-200Closed |
$20.5K - $21.6K
|
0
$0
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-206- 3.42% |
$21.2K - $22.3K
|
5.83K
$672K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-221- 11.13% |
$22.7K - $23.9K
|
1.77K
$204K
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-223- 2.03% |
$22.9K - $24.1K
|
10.8K
$1.24M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-224- 27.59% |
$23K - $24.2K
|
588
$67.9K
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-235- 10.35% |
$24.1K - $25.4K
|
2.04K
$235K
|
|
Oct 18, 2021
Q3 2021
|
Act Advisors, Llc.
|
SELL
|
- |
-237- 3.21% |
$24.3K - $25.6K
|
7.16K
$826K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-244- 3.18% |
$25.1K - $26.4K
|
7.43K
$857K
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-250- 1.09% |
$25.7K - $27K
|
22.7K
$2.62M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-271- 5.66% |
$27.8K - $29.3K
|
4.52K
$521K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-273Closed |
$28K - $29.5K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-281- 3.81% |
$28.9K - $30.4K
|
7.09K
$818K
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-295- 0.93% |
$30.3K - $31.9K
|
31.3K
$3.61M
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-302- 2.56% |
$31K - $32.6K
|
11.5K
$1.32M
|