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 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-20- 0.97% |
$2.09K - $2.3K
|
2.04K
$236K
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
2.57K+ 1.23% |
$269K - $296K
|
212K
$24.4M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-450- 26.96% |
$47K - $51.7K
|
1.22K
$141K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-175- 2.32% |
$18.3K - $20.1K
|
7.37K
$851K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.6K+ 15.25% |
$271K - $299K
|
19.6K
$2.27M
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-17- 10.69% |
$1.78K - $1.95K
|
142
$16.4K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-60- 37.5% |
$6.27K - $6.9K
|
100
$11.5K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-287- 3.69% |
$30K - $33K
|
7.49K
$864K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
10New |
$1.05K - $1.15K
|
10
$1.15K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
26New |
$2.72K - $2.99K
|
26
$3K
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
82+ 2.66% |
$8.57K - $9.43K
|
3.17K
$366K
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-1.71K- 3.34% |
$178K - $196K
|
49.4K
$5.7M
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-951- 8.25% |
$99.4K - $109K
|
10.6K
$1.22M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.91KNew |
$199K - $219K
|
1.91K
$220K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-31- 8.27% |
$3.24K - $3.56K
|
344
$39.7K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.44K+ 6.33% |
$150K - $165K
|
24.2K
$2.79M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1K+ 3.19% |
$105K - $115K
|
32.5K
$3.75M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
74+ 105.71% |
$7.73K - $8.51K
|
144
$16.6K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.33K+ 8.88% |
$557K - $613K
|
65.3K
$7.54M
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-655- 4.16% |
$68.4K - $75.3K
|
15.1K
$1.74M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.04K- 15.68% |
$318K - $349K
|
16.3K
$1.89M
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
13+ 0.33% |
$1.36K - $1.49K
|
3.93K
$453K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-75- 1.95% |
$7.84K - $8.62K
|
3.78K
$436K
|
|
Q2 2024 | |||||||
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.63K+ 75.77% |
$165K - $173K
|
3.79K
$437K
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-787- 5.26% |
$79.4K - $83.6K
|
14.2K
$1.64M
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.12KNew |
$214K - $225K
|
2.12K
$244K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.75KNew |
$580K - $610K
|
5.75K
$663K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
57+ 1.72% |
$5.75K - $6.05K
|
3.38K
$390K
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
11+ 0.9% |
$1.11K - $1.17K
|
1.23K
$142K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2+ 0.08% |
$202 - $212
|
2.45K
$282K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.03% |
$303 - $319
|
293
$33.8K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15+ 0.88% |
$1.51K - $1.59K
|
1.72K
$199K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
62+ 2.99% |
$6.26K - $6.58K
|
2.14K
$247K
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-48- 1.87% |
$4.85K - $5.1K
|
2.52K
$291K
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7+ 0.1% |
$707 - $743
|
6.97K
$805K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-14.4K- 0.83% |
$1.45M - $1.53M
|
1.72M
$199M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-107- 3.47% |
$10.8K - $11.4K
|
2.97K
$343K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-165- 2.99% |
$16.7K - $17.5K
|
5.36K
$618K
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-890- 30.9% |
$89.8K - $94.5K
|
1.99K
$230K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.82K- 73.52% |
$184K - $193K
|
656
$75.7K
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.39K+ 15.66% |
$241K - $254K
|
17.6K
$2.04M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-77- 2.93% |
$7.77K - $8.18K
|
2.55K
$294K
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$303K - $319K
|
3K
$347K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
268+ 67.0% |
$27.1K - $28.5K
|
668
$77.1K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.08% |
$303 - $319
|
3.78K
$436K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-213- 29.87% |
$21.5K - $22.6K
|
500
$57.7K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
149K+ 1843.24% |
$15.1M - $15.9M
|
157K
$18.2M
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.4K- 41.63% |
$141K - $149K
|
1.96K
$227K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
54New |
$5.45K - $5.73K
|
54
$6.23K
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-200- 7.84% |
$20.2K - $21.2K
|
2.35K
$271K
|