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
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.39K+ 0.13% |
$222K - $242K
|
1.81M
$208M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.28KNew |
$212K - $230K
|
2.28K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.19K+ 219200.0% |
$204K - $222K
|
2.19K
$252K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.14KNew |
$199K - $217K
|
2.14K
$247K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
2.14KNew |
$199K - $216K
|
2.14K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.04K+ 9.11% |
$190K - $206K
|
24.4K
$2.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.03K+ 14.69% |
$189K - $205K
|
15.8K
$1.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.85K+ 55.49% |
$172K - $187K
|
5.19K
$597K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.71KNew |
$159K - $173K
|
1.71K
$197K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.6KNew |
$149K - $162K
|
1.6K
$184K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.56K+ 7.37% |
$145K - $157K
|
22.7K
$2.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.36K+ 32.12% |
$126K - $137K
|
5.58K
$643K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.3K+ 14.8% |
$121K - $131K
|
10.1K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.26K+ 2.64% |
$117K - $127K
|
48.9K
$5.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.04K+ 5.99% |
$96.8K - $105K
|
18.4K
$2.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1K+ 1.04% |
$93.3K - $101K
|
97.8K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
954+ 0.39% |
$88.7K - $96.5K
|
245K
$28.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
827New |
$76.9K - $83.6K
|
827
$95.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
771+ 11.37% |
$71.7K - $78K
|
7.55K
$869K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
713New |
$66.3K - $72.1K
|
713
$82.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
654+ 3.33% |
$60.8K - $66.1K
|
20.3K
$2.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
528+ 9.93% |
$49.1K - $53.4K
|
5.85K
$673K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
513+ 6.59% |
$47.7K - $51.9K
|
8.3K
$955K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
414+ 2.87% |
$38.5K - $41.9K
|
14.9K
$1.71M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
406+ 6.08% |
$37.8K - $41.1K
|
7.08K
$815K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
402+ 0.48% |
$37.4K - $40.6K
|
83.8K
$9.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
383+ 6.0% |
$35.6K - $38.7K
|
6.77K
$779K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
379+ 15.86% |
$35.2K - $38.3K
|
2.77K
$319K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
307+ 0.9% |
$28.6K - $31K
|
34.5K
$3.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
301+ 2.25% |
$28K - $30.4K
|
13.7K
$1.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
270+ 10.27% |
$25.1K - $27.3K
|
2.9K
$334K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
269New |
$25K - $27.2K
|
269
$31K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
230+ 1.32% |
$21.4K - $23.3K
|
17.7K
$2.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
227+ 0.25% |
$21.1K - $23K
|
92.1K
$10.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
110+ 3.82% |
$10.2K - $11.1K
|
2.99K
$345K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$9.3K - $10.1K
|
100
$11.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
88New |
$8.18K - $8.9K
|
88
$10.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
64New |
$5.95K - $6.47K
|
64
$7.37K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
60+ 1.28% |
$5.58K - $6.07K
|
4.76K
$548K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
56+ 18.18% |
$5.21K - $5.66K
|
364
$41.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
53New |
$4.93K - $5.36K
|
53
$6.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
43+ 1.58% |
$4K - $4.35K
|
2.77K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
42+ 0.2% |
$3.91K - $4.25K
|
20.7K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
41+ 0.69% |
$3.81K - $4.15K
|
6K
$690K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
38+ 0.61% |
$3.53K - $3.84K
|
6.29K
$724K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
35+ 1.52% |
$3.26K - $3.54K
|
2.34K
$269K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
30New |
$2.79K - $3.03K
|
30
$3.45K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
23+ 0.09% |
$2.14K - $2.33K
|
25.2K
$2.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
22+ 0.7% |
$2.05K - $2.22K
|
3.16K
$364K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
19+ 1.56% |
$1.77K - $1.92K
|
1.24K
$143K
|