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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.99KClosed |
$513K - $539K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
400New |
$41.1K - $43.2K
|
400
$48.2K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-200Closed |
$20.5K - $21.6K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-157Closed |
$16.1K - $17K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.8KClosed |
$596K - $627K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.13KClosed |
$212K - $222K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
113New |
$11.2K - $11.8K
|
113
$13.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-6.62KClosed |
$656K - $688K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.13KClosed |
$211K - $222K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-59Closed |
$5.85K - $6.14K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-193Closed |
$19.1K - $20.1K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-653Closed |
$64.8K - $67.9K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-17Closed |
$1.69K - $1.77K
|
0
$0
|
|
|
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
$616K
|
|
|
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
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-122Closed |
$11.4K - $12.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-11.9KClosed |
$1.12M - $1.19M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.65KClosed |
$249K - $264K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-911Closed |
$85.4K - $90.8K
|
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
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-78.6KClosed |
$7.36M - $7.83M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.86KClosed |
$268K - $285K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.17KClosed |
$672K - $714K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
SELL
|
- |
-3.71KClosed |
$348K - $370K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.12KClosed |
$386K - $411K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.72KClosed |
$255K - $271K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-14.9KClosed |
$1.39M - $1.48M
|
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
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.5KClosed |
$234K - $249K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-10KClosed |
$942K - $1M
|
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
$286K
|
|
|
Feb 12, 2021
Q4 2020
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-140- 0.78% |
$12.5K - $13.6K
|
17.8K
$2.14M
|
|
|
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
|
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
$629K
|
|
|
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
$27.7K
|
|
|
Jan 19, 2021
Q4 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-16.3KClosed |
$1.46M - $1.58M
|
0
$0
|
|