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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
300New |
$28.9K - $30K
|
300
$34.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-470- 5.56% |
$45.2K - $47K
|
7.98K
$919K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-13.1K- 81.45% |
$1.26M - $1.31M
|
2.99K
$344K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.71KNew |
$261K - $271K
|
2.71K
$312K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-967- 32.87% |
$89.4K - $94.3K
|
1.98K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.9K+ 85.26% |
$268K - $283K
|
6.3K
$725K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.71K- 6.96% |
$251K - $264K
|
36.3K
$4.18M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
28.9KNew |
$2.67M - $2.82M
|
28.9K
$3.33M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-5- 0.16% |
$462 - $487
|
3.18K
$365K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
32New |
$2.96K - $3.12K
|
32
$3.68K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
64.8KNew |
$5.99M - $6.32M
|
64.8K
$7.46M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
677New |
$62.6K - $66K
|
677
$77.9K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-285- 11.8% |
$26.3K - $27.8K
|
2.13K
$245K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
128New |
$11.8K - $12.5K
|
128
$14.7K
|
|
|
May 01, 2023
Q1 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
7.56K+ 8.77% |
$699K - $737K
|
93.8K
$10.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-652- 19.6% |
$60.3K - $63.6K
|
2.67K
$308K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
544+ 165.85% |
$50.3K - $53K
|
872
$100K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
269New |
$24.9K - $26.2K
|
269
$31K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-75- 1.79% |
$6.93K - $7.31K
|
4.12K
$474K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-206- 7.92% |
$19K - $20.1K
|
2.4K
$276K
|
|
| Q4 2022 | |||||||
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.51KNew |
$221K - $248K
|
2.51K
$289K
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.86KNew |
$251K - $283K
|
2.86K
$329K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.35KNew |
$206K - $232K
|
2.35K
$270K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.95KNew |
$172K - $193K
|
1.95K
$225K
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-148K- 97.84% |
$13M - $14.6M
|
3.27K
$376K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-302- 10.77% |
$26.5K - $29.8K
|
2.5K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.13K+ 4504.0% |
$98.9K - $111K
|
1.15K
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.52KClosed |
$484K - $545K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1KNew |
$87.9K - $98.8K
|
1K
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
140New |
$12.3K - $13.8K
|
140
$16.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
351New |
$30.8K - $34.7K
|
351
$40.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.14KNew |
$188K - $211K
|
2.14K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.12KNew |
$274K - $308K
|
3.12K
$359K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-274- 1.69% |
$24.1K - $27.1K
|
15.9K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-15.3K- 86.04% |
$1.34M - $1.51M
|
2.48K
$286K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.95K+ 99.39% |
$171K - $193K
|
3.91K
$450K
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-612- 8.08% |
$53.8K - $60.5K
|
6.96K
$801K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.48K- 4.15% |
$130K - $146K
|
34.2K
$3.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.88K- 31.67% |
$253K - $285K
|
6.21K
$715K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.2KNew |
$106K - $119K
|
1.2K
$138K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-125- 2.75% |
$11K - $12.4K
|
4.42K
$508K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.71K+ 190.48% |
$677K - $761K
|
11.8K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
30New |
$2.64K - $2.96K
|
30
$3.45K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-392- 8.0% |
$34.4K - $38.7K
|
4.51K
$519K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.16K+ 5.23% |
$278K - $312K
|
63.6K
$7.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.98K+ 2.25% |
$174K - $196K
|
89.9K
$10.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
5.43KNew |
$477K - $537K
|
5.43K
$625K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-37- 1.37% |
$3.25K - $3.66K
|
2.66K
$306K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.4KNew |
$917K - $1.03M
|
10.4K
$1.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.04% |
$87.9 - $98.8
|
2.34K
$270K
|
|