Latest Institutional Transactions on Ishares Msci Global Min Vol Fa (ACWV)
This table provides information on the latest institutional transactions involving Ishares Msci Global Min Vol Fa (ACWV) 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 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
304+ 2.78% |
$26.7K - $30K
|
11.2K
$1.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.11KNew |
$185K - $208K
|
2.11K
$243K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
6.77KNew |
$595K - $669K
|
6.77K
$779K
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
123KNew |
$10.8M - $12.2M
|
123K
$14.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
8New |
$703 - $791
|
8
$921
|
|
| Q3 2022 | |||||||
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.77K- 54.58% |
$245K - $277K
|
2.3K
$265K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-57- 4.07% |
$5.05K - $5.7K
|
1.35K
$155K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11New |
$974 - $1.1K
|
11
$1.27K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-8.43K- 21.1% |
$747K - $844K
|
31.5K
$3.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.02K+ 58.57% |
$179K - $202K
|
5.47K
$629K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-969- 10.75% |
$85.8K - $96.9K
|
8.05K
$926K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.48KNew |
$131K - $148K
|
1.48K
$171K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-70- 21.67% |
$6.2K - $7K
|
253
$29.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-134K- 66.75% |
$11.8M - $13.4M
|
66.6K
$7.67M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
28.2K+ 1.45% |
$2.5M - $2.82M
|
1.98M
$228M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.86KNew |
$253K - $286K
|
2.86K
$329K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
32+ 28.57% |
$2.83K - $3.2K
|
144
$16.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
190New |
$16.8K - $19K
|
190
$21.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.56KNew |
$138K - $156K
|
1.56K
$179K
|
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
8.64KNew |
$765K - $864K
|
8.64K
$994K
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-3.3K- 58.92% |
$293K - $331K
|
2.3K
$265K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7Closed |
$637 - $749
|
0
$0
|
|
|
Mar 11, 2024
Q2 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-46.1KClosed |
$4.2M - $4.93M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-256Closed |
$23.3K - $27.4K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-450Closed |
$40.9K - $48.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
502New |
$45.7K - $53.7K
|
502
$57.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-164Closed |
$14.9K - $17.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-269Closed |
$24.5K - $28.8K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.99KClosed |
$363K - $427K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-500Closed |
$45.5K - $53.5K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-502- 11.08% |
$45.7K - $53.7K
|
4.03K
$464K
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.05KClosed |
$187K - $219K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
579New |
$52.7K - $62K
|
579
$66.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-500- 56.43% |
$45.5K - $53.5K
|
386
$44.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-27- 1.26% |
$2.46K - $2.89K
|
2.11K
$243K
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.98KClosed |
$180K - $211K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-350Closed |
$31.8K - $37.5K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-3.28KClosed |
$299K - $351K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
14+ 0.98% |
$1.27K - $1.5K
|
1.44K
$165K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
165New |
$15K - $17.7K
|
165
$19K
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.27KClosed |
$207K - $243K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-47- 1.29% |
$4.28K - $5.03K
|
3.61K
$415K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-50Closed |
$4.55K - $5.35K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.09KClosed |
$191K - $224K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
108KNew |
$9.81M - $11.5M
|
108K
$12.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
3.18KNew |
$289K - $340K
|
3.18K
$366K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
593+ 3.75% |
$54K - $63.5K
|
16.4K
$1.89M
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.08KClosed |
$190K - $223K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-565- 7.65% |
$51.4K - $60.5K
|
6.82K
$785K
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-290- 11.5% |
$26.4K - $31K
|
2.23K
$257K
|
|