Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
560+ 9.31% |
$57.3K - $60.6K
|
6.58K
$759K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
527+ 1.4% |
$53.9K - $57.1K
|
38.2K
$4.41M
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
466+ 2.22% |
$47.7K - $50.5K
|
21.5K
$2.48M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
450New |
$46K - $48.7K
|
450
$51.9K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
430New |
$44K - $46.6K
|
430
$49.6K
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
428New |
$43.8K - $46.3K
|
428
$49.4K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
409+ 0.59% |
$41.8K - $44.3K
|
70.2K
$8.1M
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
405+ 8.87% |
$41.4K - $43.9K
|
4.97K
$574K
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
395+ 1.9% |
$40.4K - $42.8K
|
21.2K
$2.45M
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
362+ 2.05% |
$37K - $39.2K
|
18.1K
$2.08M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
339+ 21.51% |
$34.7K - $36.7K
|
1.92K
$221K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
293New |
$30K - $31.7K
|
293
$33.8K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
289+ 9.51% |
$29.6K - $31.3K
|
3.33K
$384K
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
277+ 6.98% |
$28.3K - $30K
|
4.25K
$490K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
264+ 7.22% |
$27K - $28.6K
|
3.92K
$453K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
234New |
$23.9K - $25.3K
|
234
$27K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
206New |
$21.1K - $22.3K
|
206
$23.8K
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
203+ 2.72% |
$20.8K - $22K
|
7.68K
$886K
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
190+ 0.18% |
$19.4K - $20.6K
|
105K
$12.1M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
186+ 2.62% |
$19K - $20.1K
|
7.3K
$842K
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
158+ 0.11% |
$16.2K - $17.1K
|
140K
$16.2M
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
143+ 3.33% |
$14.6K - $15.5K
|
4.43K
$512K
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
127+ 2.85% |
$13K - $13.8K
|
4.59K
$529K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
123New |
$12.6K - $13.3K
|
123
$14.2K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
120New |
$12.3K - $13K
|
120
$13.9K
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
107+ 0.93% |
$10.9K - $11.6K
|
11.6K
$1.34M
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
103+ 3.04% |
$10.5K - $11.2K
|
3.5K
$403K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
100New |
$10.2K - $10.8K
|
100
$11.5K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
91+ 4.31% |
$9.31K - $9.85K
|
2.2K
$254K
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
86New |
$8.8K - $9.31K
|
86
$9.93K
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
58+ 0.35% |
$5.93K - $6.28K
|
16.4K
$1.89M
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
57New |
$5.83K - $6.17K
|
57
$6.58K
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
45+ 1.91% |
$4.6K - $4.87K
|
2.4K
$276K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
44New |
$4.5K - $4.76K
|
44
$5.08K
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
40+ 0.83% |
$4.09K - $4.33K
|
4.87K
$562K
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
40+ 0.36% |
$4.09K - $4.33K
|
11.1K
$1.28M
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
28+ 1.07% |
$2.86K - $3.03K
|
2.64K
$305K
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
18+ 0.65% |
$1.84K - $1.95K
|
2.78K
$321K
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
15+ 0.29% |
$1.53K - $1.62K
|
5.14K
$593K
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13+ 1.13% |
$1.33K - $1.41K
|
1.17K
$134K
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
12+ 1.02% |
$1.23K - $1.3K
|
1.18K
$137K
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
BUY
|
- |
11+ 0.12% |
$1.13K - $1.19K
|
9.14K
$1.05M
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 0.3% |
$1.02K - $1.08K
|
3.36K
$388K
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
9+ 0.13% |
$921 - $975
|
7.1K
$819K
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7+ 0.05% |
$716 - $758
|
12.9K
$1.49M
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$307 - $325
|
1.76K
$203K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
2+ 0.06% |
$205 - $217
|
3.25K
$375K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.09% |
$102 - $108
|
93
$10.7K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$102 - $108
|
2.01K
$232K
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.39% |
$102 - $108
|
73
$8.43K
|