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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-269- 1.84% |
$25K - $27.2K
|
14.3K
$1.65M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-322- 11.99% |
$29.9K - $32.6K
|
2.36K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-327- 2.23% |
$30.4K - $33.1K
|
14.3K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-333- 11.19% |
$31K - $33.7K
|
2.64K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-342- 3.71% |
$31.8K - $34.6K
|
8.88K
$1.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-347- 8.64% |
$32.3K - $35.1K
|
3.67K
$422K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-348- 6.55% |
$32.4K - $35.2K
|
4.97K
$572K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-426- 11.01% |
$39.6K - $43.1K
|
3.44K
$396K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-438- 60.16% |
$40.7K - $44.3K
|
290
$33.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-451- 17.8% |
$41.9K - $45.6K
|
2.08K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-472- 1.77% |
$43.9K - $47.7K
|
26.2K
$3.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-473- 17.01% |
$44K - $47.8K
|
2.31K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-519- 20.72% |
$48.3K - $52.5K
|
1.99K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-542- 1.69% |
$50.4K - $54.8K
|
31.5K
$3.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-547- 0.83% |
$50.9K - $55.3K
|
65.2K
$7.51M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-607- 11.73% |
$56.5K - $61.4K
|
4.57K
$526K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-607- 8.97% |
$56.5K - $61.4K
|
6.16K
$709K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-647- 3.17% |
$60.2K - $65.4K
|
19.8K
$2.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-657- 5.87% |
$61.1K - $66.4K
|
10.5K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-743- 6.92% |
$69.1K - $75.1K
|
10K
$1.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-820- 8.01% |
$76.3K - $82.9K
|
9.41K
$1.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-835- 30.98% |
$77.7K - $84.4K
|
1.86K
$214K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-907- 28.86% |
$84.4K - $91.7K
|
2.24K
$257K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-919- 8.05% |
$85.5K - $92.9K
|
10.5K
$1.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-970- 25.19% |
$90.2K - $98.1K
|
2.88K
$332K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1K- 27.75% |
$93K - $101K
|
2.6K
$300K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1K- 12.99% |
$93K - $101K
|
6.7K
$771K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.04K- 73.62% |
$96.5K - $105K
|
372
$42.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.07K- 29.59% |
$99.2K - $108K
|
2.54K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.12K- 14.56% |
$105K - $114K
|
6.59K
$759K
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.15K- 7.56% |
$107K - $117K
|
14.1K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.17K- 11.78% |
$109K - $119K
|
8.8K
$1.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.35K- 3.2% |
$126K - $136K
|
40.8K
$4.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.35K- 17.26% |
$126K - $137K
|
6.48K
$745K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.47K- 21.47% |
$136K - $148K
|
5.37K
$618K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.47K- 15.97% |
$137K - $149K
|
7.74K
$891K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.52K- 16.01% |
$142K - $154K
|
7.99K
$920K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.53K- 8.01% |
$143K - $155K
|
17.6K
$2.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.59K- 19.14% |
$148K - $161K
|
6.71K
$772K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.61K- 11.91% |
$150K - $163K
|
11.9K
$1.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.62K- 4.99% |
$150K - $163K
|
30.8K
$3.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.64K- 44.15% |
$153K - $166K
|
2.08K
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.73K- 17.9% |
$161K - $175K
|
7.94K
$914K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.79K- 26.07% |
$167K - $181K
|
5.09K
$586K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.86K- 29.4% |
$173K - $188K
|
4.46K
$514K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.03K- 3.88% |
$189K - $205K
|
50.3K
$5.79M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.09K- 5.03% |
$194K - $211K
|
39.4K
$4.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.19K- 21.68% |
$204K - $221K
|
7.91K
$911K
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-2.26K- 11.76% |
$210K - $228K
|
16.9K
$1.95M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.3K- 32.74% |
$214K - $232K
|
4.72K
$543K
|