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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-743- 6.92% |
$69.1K - $75.1K
|
10K
$1.05M
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.08% |
$279 - $303
|
3.78K
$397K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
713New |
$66.3K - $72.1K
|
713
$75.1K
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-426- 11.01% |
$39.6K - $43.1K
|
3.44K
$362K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
13New |
$1.21K - $1.31K
|
13
$1.37K
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1K- 27.75% |
$93K - $101K
|
2.6K
$274K
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-37.1K- 41.73% |
$3.45M - $3.75M
|
51.8K
$5.46M
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-134- 4.5% |
$12.5K - $13.5K
|
2.84K
$299K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-232- 8.38% |
$21.6K - $23.5K
|
2.54K
$267K
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-103- 1.9% |
$9.58K - $10.4K
|
5.32K
$560K
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-125K- 98.05% |
$11.6M - $12.6M
|
2.48K
$261K
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-254- 3.87% |
$23.6K - $25.7K
|
6.31K
$665K
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-217- 5.2% |
$20.2K - $21.9K
|
3.95K
$416K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
88New |
$8.18K - $8.9K
|
88
$9.26K
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-58- 1.94% |
$5.39K - $5.86K
|
2.93K
$308K
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
43+ 1.58% |
$4K - $4.35K
|
2.77K
$291K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.13% |
$279 - $303
|
2.3K
$242K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.04% |
$93 - $101
|
97
$10.2K
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.35K- 3.2% |
$126K - $136K
|
40.8K
$4.29M
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-473- 17.01% |
$44K - $47.8K
|
2.31K
$243K
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
50.7KNew |
$4.72M - $5.13M
|
50.7K
$5.34M
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.23KNew |
$300K - $326K
|
3.23K
$340K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.52KNew |
$420K - $457K
|
4.52K
$475K
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-835- 30.98% |
$77.7K - $84.4K
|
1.86K
$196K
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
35+ 1.52% |
$3.26K - $3.54K
|
2.34K
$246K
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.61% |
$93 - $101
|
63
$6.63K
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.57K- 17.77% |
$332K - $361K
|
16.5K
$1.74M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.17K- 11.78% |
$109K - $119K
|
8.8K
$926K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 2.5% |
$93 - $101
|
41
$4.32K
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
2.14KNew |
$199K - $216K
|
2.14K
$225K
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-970- 25.19% |
$90.2K - $98.1K
|
2.88K
$303K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-194- 75.49% |
$18K - $19.6K
|
63
$6.63K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
30New |
$2.79K - $3.03K
|
30
$3.16K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$9.3K - $10.1K
|
100
$10.5K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
300New |
$27.9K - $30.3K
|
300
$31.6K
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
64New |
$5.95K - $6.47K
|
64
$6.74K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
56+ 18.18% |
$5.21K - $5.66K
|
364
$38.3K
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.14KNew |
$199K - $217K
|
2.14K
$225K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-64- 2.93% |
$5.95K - $6.47K
|
2.12K
$223K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-97- 15.98% |
$9.02K - $9.81K
|
510
$53.7K
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-3.11K- 16.49% |
$289K - $314K
|
15.8K
$1.66M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.07K- 29.59% |
$99.2K - $108K
|
2.54K
$267K
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-44- 1.12% |
$4.09K - $4.45K
|
3.87K
$407K
|
|
Q3 2023 | |||||||
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-25- 0.68% |
$2.39K - $2.5K
|
3.65K
$384K
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-124K- 90.19% |
$11.8M - $12.4M
|
13.5K
$1.42M
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
57New |
$5.44K - $5.71K
|
57
$6K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.02KNew |
$288K - $303K
|
3.02K
$318K
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
14.4KNew |
$1.37M - $1.44M
|
14.4K
$1.52M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-25- 0.68% |
$2.39K - $2.5K
|
3.65K
$384K
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
190New |
$18.1K - $19K
|
190
$20K
|