Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.48K- 4.15% |
$130K - $146K
|
34.2K
$3.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.58K- 4.93% |
$139K - $156K
|
30.5K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-1.63K- 1.86% |
$143K - $161K
|
85.6K
$9.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.64K- 39.5% |
$144K - $162K
|
2.52K
$291K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.97K- 3.93% |
$173K - $194K
|
48.1K
$5.55M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.05K- 26.14% |
$180K - $203K
|
5.81K
$670K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.06K- 80.29% |
$181K - $204K
|
506
$58.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.17K- 8.84% |
$191K - $215K
|
22.4K
$2.58M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.21K- 6.59% |
$194K - $218K
|
31.4K
$3.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.21K- 93.34% |
$194K - $219K
|
158
$18.2K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-2.24K- 3.35% |
$197K - $222K
|
64.7K
$7.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.42K- 51.33% |
$213K - $239K
|
2.29K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.46K- 16.25% |
$216K - $243K
|
12.6K
$1.46M
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.55K- 29.41% |
$224K - $252K
|
6.13K
$708K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.81K- 15.77% |
$247K - $278K
|
15K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.88K- 31.67% |
$253K - $285K
|
6.21K
$717K
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.9K- 11.63% |
$255K - $286K
|
22K
$2.54M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.93K- 22.28% |
$257K - $289K
|
10.2K
$1.18M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.94K- 46.15% |
$258K - $290K
|
3.43K
$396K
|
|
|
Feb 06, 2023
Q4 2022
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-3.09K- 3.45% |
$271K - $305K
|
86.2K
$9.95M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-3.1K- 2.73% |
$273K - $307K
|
110K
$12.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.19K- 56.89% |
$280K - $315K
|
2.42K
$279K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.32K- 27.65% |
$291K - $328K
|
8.68K
$1M
|
|
|
Feb 07, 2023
Q4 2022
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-3.46K- 5.51% |
$304K - $342K
|
59.3K
$6.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.82K- 20.21% |
$335K - $377K
|
15.1K
$1.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-4.23K- 19.35% |
$371K - $418K
|
17.6K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.29K- 14.36% |
$377K - $424K
|
25.6K
$2.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.46K- 0.5% |
$392K - $441K
|
890K
$103M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.48K- 10.12% |
$393K - $442K
|
39.8K
$4.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.48K- 51.65% |
$393K - $443K
|
4.19K
$484K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-4.53K- 11.13% |
$398K - $448K
|
36.2K
$4.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.13K- 11.62% |
$450K - $507K
|
39K
$4.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.52KClosed |
$484K - $545K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.83K- 50.63% |
$512K - $576K
|
5.69K
$656K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-6.54K- 38.3% |
$575K - $647K
|
10.5K
$1.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-7.4K- 8.03% |
$650K - $731K
|
84.7K
$9.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.8K- 55.67% |
$861K - $968K
|
7.81K
$901K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.82K- 13.47% |
$862K - $970K
|
63.1K
$7.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-11.3K- 48.27% |
$992K - $1.12M
|
12.1K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.5K- 1.57% |
$1.01M - $1.14M
|
720K
$83.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-11.5K- 24.9% |
$1.01M - $1.14M
|
34.7K
$4.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.6K- 9.39% |
$1.2M - $1.35M
|
132K
$15.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.2K- 46.76% |
$1.33M - $1.5M
|
17.3K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-15.2K- 8.52% |
$1.33M - $1.5M
|
163K
$18.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-15.3K- 86.04% |
$1.34M - $1.51M
|
2.48K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.6K- 4.8% |
$1.46M - $1.64M
|
330K
$38.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.9K- 19.34% |
$1.49M - $1.67M
|
70.7K
$8.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.9K- 70.25% |
$2.01M - $2.26M
|
9.7K
$1.12M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-31K- 87.42% |
$2.73M - $3.07M
|
4.47K
$515K
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-32.8K- 6.9% |
$2.88M - $3.24M
|
442K
$51M
|