Purchases and Sales Made in Q3 2023 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 2023. 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 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-434- 8.55% |
$41.4K - $43.5K
|
4.64K
$534K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-438- 3.53% |
$41.8K - $43.9K
|
12K
$1.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-474- 2.27% |
$45.2K - $47.5K
|
20.4K
$2.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-500- 6.1% |
$47.7K - $50.1K
|
7.7K
$886K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-538- 11.48% |
$51.3K - $53.9K
|
4.15K
$478K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-615- 13.75% |
$58.7K - $61.6K
|
3.86K
$444K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-623- 4.14% |
$59.4K - $62.4K
|
14.4K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-630- 7.51% |
$60.1K - $63.1K
|
7.75K
$893K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-633- 10.64% |
$60.4K - $63.4K
|
5.32K
$612K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-658- 10.42% |
$62.8K - $65.9K
|
5.66K
$651K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-733- 22.54% |
$69.9K - $73.4K
|
2.52K
$290K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-738- 5.61% |
$70.4K - $73.9K
|
12.4K
$1.43M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-764- 7.66% |
$72.9K - $76.5K
|
9.21K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-795- 13.01% |
$75.9K - $79.6K
|
5.31K
$612K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-880- 3.78% |
$84K - $88.1K
|
22.4K
$2.58M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-880- 18.53% |
$84K - $88.1K
|
3.87K
$445K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-888- 26.17% |
$84.7K - $88.9K
|
2.51K
$288K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-894- 13.06% |
$85.3K - $89.5K
|
5.95K
$685K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-907- 2.43% |
$86.5K - $90.8K
|
36.5K
$4.2M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-919- 2.17% |
$87.7K - $92K
|
41.5K
$4.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-923- 4.49% |
$88.1K - $92.4K
|
19.6K
$2.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-982- 22.74% |
$93.7K - $98.3K
|
3.34K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.3K- 5.04% |
$124K - $130K
|
24.4K
$2.81M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.31K- 6.4% |
$125K - $131K
|
19.1K
$2.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.38K- 27.69% |
$132K - $138K
|
3.6K
$415K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.44K- 31.44% |
$138K - $144K
|
3.14K
$362K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.6K- 14.16% |
$152K - $160K
|
9.67K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.6K- 15.96% |
$153K - $160K
|
8.44K
$971K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.95K- 7.36% |
$186K - $196K
|
24.6K
$2.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-2.15K- 13.45% |
$205K - $215K
|
13.8K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.21K- 6.45% |
$211K - $221K
|
32.1K
$3.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.53K- 49.5% |
$242K - $253K
|
2.58K
$297K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-2.72K- 2.88% |
$260K - $272K
|
91.9K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.84K- 17.95% |
$271K - $284K
|
13K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.25K- 16.44% |
$405K - $425K
|
21.6K
$2.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.45K- 1.91% |
$425K - $446K
|
228K
$26.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-4.46K- 2.88% |
$426K - $447K
|
151K
$17.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-4.55K- 30.76% |
$434K - $455K
|
10.2K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-4.93K- 13.21% |
$471K - $494K
|
32.4K
$3.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.05K- 7.13% |
$482K - $506K
|
65.8K
$7.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.06K- 0.76% |
$482K - $506K
|
660K
$75.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.53K- 0.81% |
$528K - $554K
|
679K
$78.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.05K- 1.34% |
$577K - $606K
|
445K
$51.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7K- 4.08% |
$668K - $701K
|
164K
$18.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.07K- 5.2% |
$674K - $708K
|
129K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.22K- 6.94% |
$689K - $723K
|
96.8K
$11.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-7.73K- 23.51% |
$738K - $774K
|
25.1K
$2.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-8.3K- 18.71% |
$792K - $831K
|
36.1K
$4.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-9.37K- 11.37% |
$894K - $938K
|
73.1K
$8.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.39K- 16.46% |
$896K - $940K
|
47.7K
$5.49M
|