Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
170K+ 7.65% |
$15.8M - $17.1M
|
2.39M
$275M
|
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
146KNew |
$13.6M - $14.8M
|
146K
$16.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
124K+ 919.49% |
$11.5M - $12.6M
|
138K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
81.3K+ 35.58% |
$7.56M - $8.22M
|
310K
$35.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.5K+ 12.51% |
$5.25M - $5.71M
|
508K
$58.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
56.5K+ 128.32% |
$5.25M - $5.71M
|
101K
$11.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
50.7KNew |
$4.72M - $5.13M
|
50.7K
$5.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
43.8KNew |
$4.07M - $4.43M
|
43.8K
$5.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35.3K+ 220.62% |
$3.28M - $3.57M
|
51.3K
$5.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
19.8K+ 417.35% |
$1.85M - $2.01M
|
24.6K
$2.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
17.1K+ 71.2% |
$1.59M - $1.73M
|
41.1K
$4.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.6K+ 106.12% |
$1.54M - $1.68M
|
32.3K
$3.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
15KNew |
$1.39M - $1.52M
|
15K
$1.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
14.4KNew |
$1.34M - $1.45M
|
14.4K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.3K+ 35.08% |
$1.33M - $1.45M
|
55.2K
$6.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.8K+ 11.82% |
$1.28M - $1.39M
|
130K
$15M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.4KNew |
$1.25M - $1.36M
|
13.4K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.9K+ 18.18% |
$1.11M - $1.21M
|
77.5K
$8.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.9KNew |
$1.01M - $1.1M
|
10.9K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.72KNew |
$904K - $983K
|
9.72K
$1.12M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
9.64KNew |
$896K - $974K
|
9.64K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.87K+ 5.57% |
$825K - $897K
|
168K
$19.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.27K+ 9.49% |
$769K - $836K
|
95.4K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
8.26KNew |
$768K - $835K
|
8.26K
$950K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.74K+ 361.68% |
$720K - $783K
|
9.88K
$1.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
7.27K+ 28.28% |
$676K - $735K
|
33K
$3.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6.13K+ 8.17% |
$570K - $620K
|
81.1K
$9.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.79K+ 77.52% |
$539K - $586K
|
13.3K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.7K+ 53.52% |
$530K - $576K
|
16.4K
$1.88M
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5.52K+ 7.3% |
$514K - $558K
|
81.1K
$9.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
5.36K+ 23.55% |
$498K - $542K
|
28.1K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.81K+ 3.44% |
$447K - $486K
|
145K
$16.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.71KNew |
$438K - $476K
|
4.71K
$542K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
4.57K+ 12.59% |
$425K - $462K
|
40.8K
$4.7M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.52KNew |
$420K - $457K
|
4.52K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.19KNew |
$389K - $423K
|
4.19K
$482K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
4.17K+ 4.62% |
$388K - $422K
|
94.5K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.08KNew |
$380K - $413K
|
4.08K
$470K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
3.74KNew |
$348K - $378K
|
3.74K
$430K
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.73KNew |
$346K - $377K
|
3.73K
$429K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.3K+ 124.23% |
$307K - $334K
|
5.96K
$686K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.23KNew |
$300K - $326K
|
3.23K
$372K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.21K+ 16878.95% |
$298K - $324K
|
3.23K
$371K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.93KNew |
$272K - $296K
|
2.93K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.88KNew |
$268K - $291K
|
2.88K
$331K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.8KNew |
$260K - $283K
|
2.8K
$322K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.68K+ 25.91% |
$249K - $271K
|
13K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.66KNew |
$247K - $269K
|
2.66K
$306K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.59KNew |
$240K - $261K
|
2.59K
$298K
|
|
|
Jan 16, 2024
Q4 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
2.56K+ 1.3% |
$238K - $259K
|
200K
$23.1M
|