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 |
---|---|---|---|---|---|---|---|
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
$273K
|
|
Feb 12, 2021
Q4 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-209Closed |
$18.7K - $20.3K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-140- 0.78% |
$12.5K - $13.6K
|
17.8K
$2.05M
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.44KClosed |
$308K - $334K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
5.22KNew |
$467K - $506K
|
5.22K
$601K
|
|
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
$26.5K
|
|
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
$251K
|
|
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
$508K
|
|
Oct 15, 2020
Q3 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-81Closed |
$7.12K - $7.63K
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Hbw Advisory Services LLC
|
SELL
|
- |
-20KClosed |
$1.76M - $1.88M
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Crewe Advisors LLC
|
BUY
|
- |
100New |
$8.79K - $9.42K
|
100
$11.5K
|
|
Oct 13, 2020
Q3 2020
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.42KClosed |
$652K - $699K
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-12.7KClosed |
$1.11M - $1.19M
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
89+ 11.35% |
$6.94K - $8.15K
|
873
$100K
|
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-41.4KClosed |
$3.23M - $3.79M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
10.5KNew |
$815K - $957K
|
10.5K
$1.2M
|
|
Aug 14, 2020
Q2 2020
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.26KClosed |
$332K - $390K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.64KClosed |
$128K - $150K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-550Closed |
$42.9K - $50.4K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Td Asset Management Inc
|
SELL
|
- |
-2.86KClosed |
$223K - $262K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-17KClosed |
$1.33M - $1.56M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-224Closed |
$17.5K - $20.5K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100Closed |
$7.79K - $9.16K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-358Closed |
$27.9K - $32.8K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-170Closed |
$13.2K - $15.6K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.85KClosed |
$456K - $536K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-700Closed |
$54.6K - $64.1K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.6KClosed |
$203K - $238K
|
0
$0
|
|
Q1 2020 | |||||||
Aug 13, 2024
Q1 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-61Closed |
$4.32K - $6.06K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-12.6KClosed |
$890K - $1.25M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-2.46KClosed |
$174K - $245K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.56KClosed |
$181K - $255K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-310Closed |
$21.9K - $30.8K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-34.9KClosed |
$2.47M - $3.47M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.2KClosed |
$156K - $219K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-203Closed |
$14.4K - $20.2K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.23KClosed |
$86.7K - $122K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-173Closed |
$12.2K - $17.2K
|
0
$0
|