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 |
---|---|---|---|---|---|---|---|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-1.27KClosed |
$126K - $132K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9.28KClosed |
$921K - $965K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.91K+ 131.6% |
$288K - $302K
|
5.12K
$584K
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-43Closed |
$4.27K - $4.47K
|
0
$0
|
|
Q1 2021 | |||||||
Jul 19, 2021
Q1 2021
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-1.65KClosed |
$154K - $164K
|
0
$0
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-7.45KClosed |
$698K - $742K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.14KClosed |
$201K - $213K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-11.9KClosed |
$1.12M - $1.19M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-122Closed |
$11.4K - $12.2K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-911Closed |
$85.4K - $90.8K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.65KClosed |
$249K - $264K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-2.64KClosed |
$248K - $263K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
West Coast Financial LLC
|
SELL
|
- |
-2.13KClosed |
$199K - $212K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-47Closed |
$4.4K - $4.68K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-25.7KClosed |
$2.41M - $2.56M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.86KClosed |
$268K - $285K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-78.6KClosed |
$7.36M - $7.83M
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.52KClosed |
$236K - $251K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.17KClosed |
$672K - $714K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.12KClosed |
$386K - $411K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-14.9KClosed |
$1.39M - $1.48M
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
SELL
|
- |
-3.71KClosed |
$348K - $370K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.72KClosed |
$255K - $271K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-36.7KClosed |
$3.43M - $3.65M
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-17KClosed |
$1.59M - $1.69M
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-25.2KClosed |
$2.37M - $2.52M
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-10KClosed |
$942K - $1M
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.5KClosed |
$234K - $249K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-342Closed |
$32K - $34.1K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-539Closed |
$48.2K - $52.2K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Asset Planning Corporation
|
BUY
|
- |
2.37KNew |
$212K - $230K
|
2.37K
$271K
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.44KClosed |
$308K - $334K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-140- 0.78% |
$12.5K - $13.6K
|
17.8K
$2.03M
|
|
Feb 12, 2021
Q4 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-209Closed |
$18.7K - $20.3K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
5.22KNew |
$467K - $506K
|
5.22K
$596K
|
|
Feb 04, 2021
Q4 2020
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-80.2KClosed |
$7.18M - $7.77M
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-541Closed |
$48.4K - $52.4K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-271Closed |
$24.2K - $26.3K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
230New |
$20.6K - $22.3K
|
230
$26.3K
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.57KClosed |
$409K - $443K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-16.3KClosed |
$1.46M - $1.58M
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
2.18KNew |
$195K - $212K
|
2.18K
$249K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-19.7KClosed |
$1.73M - $1.86M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Ferguson Shapiro LLC
|
SELL
|
- |
-107KClosed |
$9.44M - $10.1M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-198Closed |
$17.4K - $18.7K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-506Closed |
$44.5K - $47.7K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-642Closed |
$56.5K - $60.5K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-314Closed |
$27.6K - $29.6K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.29KClosed |
$201K - $216K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
4.41KNew |
$388K - $416K
|
4.41K
$504K
|