W.G. Shaheen & Associates Dba Whitney & CO Ishares Msci Global Min Vol Fa Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$915 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 13, 2018	SELL	N/A	-127 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	127 New	127 $11,000

Others Institutions Holding ACWV

# of Institutions

339

Shares Held

21.6M

Call Options Held

2.5K

Put Options Held

1.8K

Sei Investments CO Oaks, PA

2.66M
Shares

$307 Million
0.41% of portfolio
Aspiriant, LLC

2.41M
Shares

$279 Million
10.59% of portfolio
Rgt Wealth Advisors, LLC

1.98M
Shares

$228 Million
27.92% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

1.85M
Shares

$214 Million
0.2% of portfolio
Black Rock Inc. New York, NY

1.72M
Shares

$199 Million
0.0% of portfolio

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About ISHARES MSCI GLOBAL MIN VOL FA

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