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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-97- 15.98% |
$9.02K - $9.81K
|
510
$58.7K
|
|
| Q3 2023 | |||||||
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-25- 0.68% |
$2.39K - $2.5K
|
3.65K
$420K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-124K- 90.19% |
$11.8M - $12.4M
|
13.5K
$1.55M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
57New |
$5.44K - $5.71K
|
57
$6.56K
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
14.4KNew |
$1.37M - $1.44M
|
14.4K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-25- 0.68% |
$2.39K - $2.5K
|
3.65K
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
190New |
$18.1K - $19K
|
190
$21.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
656New |
$62.6K - $65.7K
|
656
$75.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
174New |
$16.6K - $17.4K
|
174
$20K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5- 0.21% |
$477 - $501
|
2.42K
$278K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-733- 22.54% |
$69.9K - $73.4K
|
2.52K
$290K
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.99K+ 2.5% |
$189K - $199K
|
81.4K
$9.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-250- 9.8% |
$23.9K - $25K
|
2.3K
$265K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-310- 0.39% |
$29.6K - $31K
|
80.1K
$9.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
109New |
$10.4K - $10.9K
|
109
$12.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
294New |
$28.1K - $29.4K
|
294
$33.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
30New |
$2.86K - $3K
|
30
$3.45K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-420- 14.38% |
$40.1K - $42.1K
|
2.5K
$288K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-6- 0.22% |
$573 - $601
|
2.71K
$312K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.1K+ 17.38% |
$105K - $110K
|
7.45K
$857K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-176- 57.7% |
$16.8K - $17.6K
|
129
$14.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-9- 0.24% |
$859 - $901
|
3.69K
$425K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10New |
$954 - $1K
|
10
$1.15K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
153+ 1700.0% |
$14.6K - $15.3K
|
162
$18.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-894- 13.06% |
$85.3K - $89.5K
|
5.95K
$685K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6New |
$573 - $601
|
6
$691
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
11New |
$1.05K - $1.1K
|
11
$1.27K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-93- 72.09% |
$8.87K - $9.31K
|
36
$4.14K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-4.85K- 65.99% |
$466K - $485K
|
2.5K
$288K
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-26.4K- 84.38% |
$2.54M - $2.65M
|
4.89K
$563K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-500- 58.82% |
$48.1K - $50K
|
350
$40.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 0.79% |
$96.2 - $100
|
125
$14.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.39KNew |
$230K - $239K
|
2.39K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-1.17K- 25.25% |
$112K - $117K
|
3.45K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
10+ 0.17% |
$962 - $1K
|
6.06K
$698K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$96.2 - $100
|
2.94K
$338K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.82K- 30.11% |
$175K - $182K
|
4.22K
$486K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 0.74% |
$192 - $200
|
274
$31.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
270KNew |
$25.9M - $27M
|
270K
$31M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.5K- 83.44% |
$1.4M - $1.46M
|
2.89K
$332K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
22+ 0.25% |
$2.12K - $2.2K
|
8.81K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.66K- 28.04% |
$160K - $166K
|
4.26K
$491K
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
9.47KNew |
$911K - $947K
|
9.47K
$1.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-320- 9.46% |
$30.8K - $32K
|
3.06K
$352K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-13.9K- 73.07% |
$1.34M - $1.39M
|
5.13K
$590K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-19- 0.52% |
$1.83K - $1.9K
|
3.61K
$416K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-330- 5.23% |
$31.7K - $33K
|
5.98K
$689K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100+ 23.26% |
$9.62K - $10K
|
530
$61K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5+ 0.19% |
$481 - $500
|
2.62K
$301K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
162New |
$15.6K - $16.2K
|
162
$18.6K
|
|