Latest Institutional Transactions on Ishares Msci Global Multifacto (ACWF)
This table provides information on the latest institutional transactions involving Ishares Msci Global Multifacto (ACWF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
7.13KNew |
$235K - $272K
|
7.13K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-6.09K- 52.05% |
$201K - $232K
|
5.61K
$0
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-430- 6.53% |
$0 - $15.8K
|
6.16K
$0
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
5.68KNew |
$0 - $201K
|
5.68K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
44+ 0.67% |
$0 - $1.56K
|
6.57K
$0
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
92New |
$2.92K - $3.15K
|
92
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
129+ 1.38% |
$4.09K - $4.42K
|
9.45K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
553New |
$17.5K - $18.9K
|
553
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.42KNew |
$44.9K - $48.5K
|
1.42K
$0
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.95K- 25.27% |
$92.3K - $99.9K
|
8.71K
$0
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
208New |
$6.18K - $7.1K
|
208
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-95- 1.37% |
$2.91K - $3.54K
|
6.82K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-65.7KClosed |
$2.01M - $2.45M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.8KClosed |
$269K - $328K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11KClosed |
$338K - $411K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 1.47% |
$30.6 - $37.2
|
69
$0
|
|
| Q1 2022 | |||||||
|
Aug 05, 2022
Q1 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-316KClosed |
$11M - $12.4M
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-5.39KClosed |
$187K - $212K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.82KClosed |
$63.1K - $71.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-695Closed |
$24.2K - $27.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.33KClosed |
$255K - $289K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-253- 4.67% |
$8.79K - $9.96K
|
5.17K
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-724Closed |
$26.5K - $28.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-53.2KClosed |
$1.94M - $2.09M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-425Closed |
$15.6K - $16.5K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-214Closed |
$7.86K - $8.29K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
67New |
$2.46K - $2.59K
|
67
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-7Closed |
$203 - $236
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.5KClosed |
$450K - $522K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-97Closed |
$2.7K - $3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-84.6KClosed |
$1.95M - $2.48M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.28KClosed |
$75.5K - $96.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 29, 2020
Q1 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-975Closed |
$20.5K - $31.1K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-202Closed |
$4.24K - $6.44K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 08, 2019
Q3 2019
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
182+ 142.19% |
$4.98K - $5.42K
|
310
$0
|
|
| Q2 2019 | |||||||
|
Aug 07, 2019
Q2 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-47Closed |
$1.3K - $1.4K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.18KClosed |
$30.2K - $34.8K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 31, 2019
Q4 2018
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.86KClosed |
$221K - $273K
|
0
$0
|
|