Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
228KNew |
$24.8M - $26.3M
|
228K
$25.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
142KNew |
$15.4M - $16.4M
|
142K
$16M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.9K+ 4.8% |
$3.25M - $3.45M
|
653K
$73.8M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
18.6KNew |
$2.02M - $2.15M
|
18.6K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.7K+ 89.98% |
$1.59M - $1.7M
|
31K
$3.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.8K+ 732.64% |
$1.5M - $1.59M
|
15.7K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.7K+ 98.16% |
$1.49M - $1.58M
|
27.6K
$3.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.5K+ 20.69% |
$1.47M - $1.56M
|
78.9K
$8.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.2K+ 159.83% |
$1.43M - $1.52M
|
21.4K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
13.1K+ 0.54% |
$1.42M - $1.51M
|
2.43M
$274M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
12.6KNew |
$1.37M - $1.45M
|
12.6K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
11.2KNew |
$1.21M - $1.29M
|
11.2K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.64KNew |
$1.05M - $1.11M
|
9.64K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.57K+ 81.45% |
$931K - $989K
|
19.1K
$2.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.33K+ 83.54% |
$905K - $962K
|
18.3K
$2.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.52K+ 292.3% |
$816K - $868K
|
10.1K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
5.21KNew |
$566K - $602K
|
5.21K
$589K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.13K+ 55.39% |
$558K - $593K
|
14.4K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.98K+ 22.49% |
$541K - $575K
|
27.1K
$3.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
4.54K+ 2.98% |
$493K - $524K
|
157K
$17.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
3.8KNew |
$413K - $439K
|
3.8K
$429K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.83KNew |
$307K - $326K
|
2.83K
$319K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.74KNew |
$297K - $316K
|
2.74K
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
2.73KNew |
$296K - $315K
|
2.73K
$308K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
2.4KNew |
$261K - $277K
|
2.4K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
2.35KNew |
$255K - $271K
|
2.35K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.21KNew |
$240K - $255K
|
2.21K
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.12K+ 23.92% |
$230K - $244K
|
11K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.1K+ 76.88% |
$228K - $242K
|
4.83K
$546K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.96K+ 10.09% |
$213K - $226K
|
21.4K
$2.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.9KNew |
$206K - $219K
|
1.9K
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
1.8KNew |
$195K - $207K
|
1.8K
$203K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.67K+ 78.66% |
$182K - $193K
|
3.8K
$429K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.53K+ 6.34% |
$166K - $177K
|
25.7K
$2.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
1.45K+ 0.68% |
$157K - $167K
|
213K
$24.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.42K+ 14.54% |
$155K - $164K
|
11.2K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 3148.89% |
$154K - $164K
|
1.46K
$165K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.36K+ 21.6% |
$148K - $157K
|
7.66K
$865K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.27K+ 46.05% |
$137K - $146K
|
4.02K
$453K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.25K+ 23.56% |
$136K - $145K
|
6.57K
$742K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
779+ 22.42% |
$84.6K - $89.9K
|
4.25K
$480K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
734+ 30.96% |
$79.7K - $84.7K
|
3.11K
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
628+ 436.11% |
$68.2K - $72.5K
|
772
$87.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
604+ 0.56% |
$65.6K - $69.7K
|
108K
$12.2M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
480New |
$52.1K - $55.4K
|
480
$54.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
478+ 52.53% |
$51.9K - $55.2K
|
1.39K
$157K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
428+ 24.17% |
$46.5K - $49.4K
|
2.2K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
426+ 2.69% |
$46.3K - $49.2K
|
16.3K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
336+ 1.01% |
$36.5K - $38.8K
|
33.7K
$3.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
322New |
$35K - $37.2K
|
322
$36.4K
|