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 |
---|---|---|---|---|---|---|---|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
5.95K+ 2.97% |
$597K - $627K
|
206K
$21.7M
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
3+ 0.09% |
$301 - $316
|
3.18K
$335K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
104+ 4.06% |
$10.4K - $11K
|
2.66K
$280K
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.97KNew |
$197K - $207K
|
1.97K
$207K
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-548- 14.66% |
$55K - $57.7K
|
3.19K
$336K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.29K+ 5.15% |
$430K - $452K
|
87.6K
$9.22M
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.17K- 8.79% |
$117K - $123K
|
12.1K
$1.28M
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-148K- 5.63% |
$14.8M - $15.5M
|
2.47M
$260M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
907+ 4.93% |
$91K - $95.5K
|
19.3K
$2.03M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.05K+ 6.36% |
$206K - $216K
|
34.3K
$3.61M
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
230+ 1.13% |
$23.1K - $24.2K
|
20.5K
$2.16M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
808+ 272.05% |
$81.1K - $85.1K
|
1.11K
$116K
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
891+ 2.7% |
$89.4K - $93.9K
|
33.9K
$3.56M
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6.98K+ 22.67% |
$700K - $735K
|
37.8K
$3.98M
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
176+ 6.07% |
$17.7K - $18.5K
|
3.07K
$324K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
228New |
$22.9K - $24K
|
228
$24K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
9.55K+ 69.92% |
$958K - $1.01M
|
23.2K
$2.44M
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-22.9K- 7.01% |
$2.3M - $2.41M
|
304K
$32M
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-300- 7.23% |
$30.1K - $31.6K
|
3.85K
$405K
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 28.07% |
$1.49K - $1.62K
|
41
$4.32K
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5.52K+ 7.3% |
$514K - $558K
|
81.1K
$8.54M
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.59KNew |
$240K - $261K
|
2.59K
$272K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.71KNew |
$159K - $173K
|
1.71K
$180K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
269New |
$25K - $27.2K
|
269
$28.3K
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.8KNew |
$260K - $283K
|
2.8K
$295K
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
19+ 1.58% |
$1.77K - $1.92K
|
1.22K
$128K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-255- 1.61% |
$23.7K - $25.8K
|
15.6K
$1.64M
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-322- 11.99% |
$29.9K - $32.6K
|
2.36K
$249K
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
14+ 0.6% |
$1.3K - $1.42K
|
2.35K
$247K
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-55- 2.2% |
$5.12K - $5.56K
|
2.45K
$257K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-46.7K- 26.88% |
$4.34M - $4.72M
|
127K
$13.4M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.79K- 26.07% |
$167K - $181K
|
5.09K
$536K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
53New |
$4.93K - $5.36K
|
53
$5.58K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.83K- 46.96% |
$356K - $387K
|
4.32K
$455K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
18New |
$1.67K - $1.82K
|
18
$1.89K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-130- 5.03% |
$12.1K - $13.1K
|
2.46K
$259K
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-33- 1.34% |
$3.07K - $3.34K
|
2.42K
$255K
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-249- 9.95% |
$23.2K - $25.2K
|
2.25K
$237K
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.66KNew |
$247K - $269K
|
2.66K
$280K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-546K- 59.73% |
$50.8M - $55.2M
|
368K
$38.7M
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.71KNew |
$438K - $476K
|
4.71K
$496K
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.28KNew |
$212K - $230K
|
2.28K
$240K
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
6KNew |
$558K - $607K
|
6K
$632K
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
19+ 1.56% |
$1.77K - $1.92K
|
1.24K
$131K
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.19K- 21.68% |
$204K - $221K
|
7.91K
$833K
|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-6.61K- 67.14% |
$615K - $669K
|
3.24K
$341K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.08KNew |
$380K - $413K
|
4.08K
$430K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-438- 60.16% |
$40.7K - $44.3K
|
290
$30.5K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19+ 0.74% |
$1.77K - $1.92K
|
2.6K
$274K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
38+ 0.61% |
$3.53K - $3.84K
|
6.29K
$662K
|