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 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.55K- 49.91% |
$237K - $258K
|
2.56K
$295K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.57K- 82.53% |
$239K - $260K
|
544
$62.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.67K- 19.21% |
$248K - $270K
|
11.2K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.73K- 41.42% |
$253K - $276K
|
3.85K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.08K- 26.46% |
$286K - $311K
|
8.55K
$984K
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-3.11K- 16.49% |
$289K - $314K
|
15.8K
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.12K- 3.61% |
$290K - $316K
|
83.3K
$9.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.24K- 26.09% |
$301K - $328K
|
9.18K
$1.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-3.3K- 4.52% |
$307K - $334K
|
69.8K
$8.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.57K- 17.77% |
$332K - $361K
|
16.5K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.83K- 46.96% |
$356K - $387K
|
4.32K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.99K- 47.24% |
$371K - $403K
|
4.45K
$512K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.41K- 20.68% |
$596K - $648K
|
24.6K
$2.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-6.61K- 67.14% |
$615K - $669K
|
3.24K
$373K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.22K- 60.37% |
$672K - $730K
|
4.74K
$546K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-7.29K- 33.78% |
$678K - $737K
|
14.3K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.53K- 1.29% |
$793K - $862K
|
651K
$74.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.72K- 23.91% |
$811K - $882K
|
27.8K
$3.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.74K- 60.84% |
$812K - $883K
|
5.62K
$647K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-10.1K- 41.47% |
$941K - $1.02M
|
14.3K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.4K- 79.88% |
$963K - $1.05M
|
2.61K
$300K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-10.4K- 28.91% |
$969K - $1.05M
|
25.6K
$2.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.6K- 6.74% |
$986K - $1.07M
|
147K
$16.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-10.8K- 7.2% |
$1.01M - $1.1M
|
140K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.1K- 10.1% |
$1.04M - $1.13M
|
99.2K
$11.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13K- 7.75% |
$1.21M - $1.31M
|
154K
$17.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13K- 69.52% |
$1.21M - $1.31M
|
5.7K
$656K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-13.2K- 11.93% |
$1.23M - $1.33M
|
97.4K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14.4K- 14.15% |
$1.34M - $1.46M
|
87.6K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-16.8K- 68.48% |
$1.57M - $1.7M
|
7.75K
$892K
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-19.8K- 29.34% |
$1.84M - $2.01M
|
47.8K
$5.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20K- 13.8% |
$1.86M - $2.02M
|
125K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21K- 16.27% |
$1.95M - $2.12M
|
108K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-22K- 62.42% |
$2.05M - $2.23M
|
13.3K
$1.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-23.3K- 19.1% |
$2.16M - $2.35M
|
98.5K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-23.8K- 1.12% |
$2.22M - $2.41M
|
2.11M
$243M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-25K- 43.59% |
$2.33M - $2.53M
|
32.4K
$3.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-32.9K- 7.4% |
$3.06M - $3.33M
|
412K
$47.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.1K- 39.05% |
$3.27M - $3.55M
|
54.8K
$6.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-37.1K- 41.73% |
$3.45M - $3.75M
|
51.8K
$5.97M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-41.5K- 11.28% |
$3.86M - $4.2M
|
327K
$37.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-45.7K- 40.51% |
$4.25M - $4.62M
|
67.1K
$7.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-46.7K- 26.88% |
$4.34M - $4.72M
|
127K
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-59.6K- 23.22% |
$5.54M - $6.03M
|
197K
$22.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-72K- 4.33% |
$6.7M - $7.28M
|
1.59M
$183M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-87.7K- 81.84% |
$8.15M - $8.86M
|
19.5K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-94.5K- 56.21% |
$8.79M - $9.56M
|
73.6K
$8.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-125K- 98.05% |
$11.6M - $12.6M
|
2.48K
$285K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-137K- 99.78% |
$12.8M - $13.9M
|
297
$34.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-146K- 5.28% |
$13.6M - $14.8M
|
2.62M
$301M
|