Purchases and Sales Made in Q3 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-516- 4.27% |
$45.7K - $51.6K
|
11.6K
$1.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-547- 2.81% |
$48.4K - $54.7K
|
18.9K
$2.17M
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-579- 1.54% |
$51.3K - $57.9K
|
37.1K
$4.27M
|
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-611- 0.83% |
$54.1K - $61.1K
|
72.9K
$8.39M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-613- 1.27% |
$54.3K - $61.3K
|
47.8K
$5.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-625- 0.41% |
$55.4K - $62.5K
|
151K
$17.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-647- 13.78% |
$57.3K - $64.7K
|
4.05K
$466K
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-655- 1.58% |
$58K - $65.5K
|
40.7K
$4.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
SELL
|
- |
-675- 0.77% |
$59.8K - $67.5K
|
87.2K
$10M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-707- 4.47% |
$62.6K - $70.7K
|
15.1K
$1.74M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-725- 22.02% |
$64.2K - $72.5K
|
2.57K
$295K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-735- 3.96% |
$65.1K - $73.5K
|
17.8K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-769- 4.68% |
$68.1K - $76.9K
|
15.7K
$1.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-772- 6.6% |
$68.4K - $77.2K
|
10.9K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-813- 1.74% |
$72K - $81.3K
|
45.8K
$5.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-922- 24.74% |
$81.7K - $92.2K
|
2.81K
$323K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-928- 6.75% |
$82.2K - $92.8K
|
12.8K
$1.48M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-950- 15.9% |
$84.1K - $95K
|
5.02K
$578K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-969- 10.75% |
$85.8K - $96.9K
|
8.05K
$926K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.1K- 16.66% |
$97.6K - $110K
|
5.51K
$635K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.11K- 16.25% |
$98.6K - $111K
|
5.74K
$660K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.31K- 24.43% |
$116K - $131K
|
4.05K
$466K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 3.3% |
$127K - $143K
|
42K
$4.83M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.56K- 21.78% |
$138K - $156K
|
5.6K
$645K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.62K- 1.36% |
$143K - $162K
|
117K
$13.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.62K- 6.9% |
$143K - $162K
|
21.8K
$2.51M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.68K- 19.65% |
$149K - $168K
|
6.86K
$790K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.74K- 20.47% |
$154K - $174K
|
6.75K
$777K
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.78K- 33.2% |
$157K - $178K
|
3.58K
$412K
|
|
|
Nov 01, 2022
Q3 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.78K- 8.64% |
$158K - $178K
|
18.9K
$2.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.82K- 95.14% |
$161K - $182K
|
93
$10.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-1.88K- 17.71% |
$166K - $188K
|
8.71K
$1M
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
SELL
|
- |
-1.91K- 10.51% |
$169K - $191K
|
16.2K
$1.87M
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.96K- 3.13% |
$173K - $196K
|
60.5K
$6.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.96K- 45.21% |
$173K - $196K
|
2.37K
$273K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.01K- 5.34% |
$178K - $201K
|
35.7K
$4.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.09K- 14.83% |
$185K - $209K
|
12K
$1.38M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-2.25K- 1.94% |
$199K - $225K
|
114K
$13.1M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.69K- 17.09% |
$238K - $269K
|
13K
$1.5M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.77K- 54.58% |
$245K - $277K
|
2.3K
$265K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.99K- 1.65% |
$265K - $299K
|
178K
$20.5M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3K- 9.12% |
$266K - $300K
|
29.9K
$3.44M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3K- 38.01% |
$266K - $301K
|
4.9K
$564K
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-3.3K- 58.92% |
$293K - $331K
|
2.3K
$265K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.53K- 1.06% |
$313K - $354K
|
330K
$38M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.67K- 49.86% |
$325K - $367K
|
3.69K
$425K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.06K- 27.97% |
$359K - $406K
|
10.5K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.08K- 11.92% |
$362K - $409K
|
30.2K
$3.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4.4K- 42.81% |
$390K - $440K
|
5.88K
$677K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-4.48K- 50.2% |
$396K - $448K
|
4.44K
$511K
|