Latest Institutional Purchases of Ishares Msci Global Min Vol Fa (ACWV)
This list provides information on the latest institutional transactions involving Ishares Msci Global Min Vol Fa (ACWV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5.52K+ 7.3% |
$514K - $558K
|
81.1K
$8.54M
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.71KNew |
$438K - $476K
|
4.71K
$496K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.52KNew |
$420K - $457K
|
4.52K
$475K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.08KNew |
$380K - $413K
|
4.08K
$430K
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.23KNew |
$300K - $326K
|
3.23K
$340K
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.8KNew |
$260K - $283K
|
2.8K
$295K
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.66KNew |
$247K - $269K
|
2.66K
$280K
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.59KNew |
$240K - $261K
|
2.59K
$272K
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.28KNew |
$212K - $230K
|
2.28K
$240K
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.14KNew |
$199K - $217K
|
2.14K
$225K
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
2.14KNew |
$199K - $216K
|
2.14K
$225K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.71KNew |
$159K - $173K
|
1.71K
$180K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
713New |
$66.3K - $72.1K
|
713
$75.1K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
300New |
$27.9K - $30.3K
|
300
$31.6K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
269New |
$25K - $27.2K
|
269
$28.3K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$9.3K - $10.1K
|
100
$10.5K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
88New |
$8.18K - $8.9K
|
88
$9.26K
|
|
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
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
53New |
$4.93K - $5.36K
|
53
$5.58K
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
43+ 1.58% |
$4K - $4.35K
|
2.77K
$291K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
38+ 0.61% |
$3.53K - $3.84K
|
6.29K
$662K
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
35+ 1.52% |
$3.26K - $3.54K
|
2.34K
$246K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
30New |
$2.79K - $3.03K
|
30
$3.16K
|
|
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 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
19+ 1.56% |
$1.77K - $1.92K
|
1.24K
$131K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19+ 0.74% |
$1.77K - $1.92K
|
2.6K
$274K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
18New |
$1.67K - $1.82K
|
18
$1.89K
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
14+ 0.6% |
$1.3K - $1.42K
|
2.35K
$247K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
13New |
$1.21K - $1.31K
|
13
$1.37K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.08% |
$279 - $303
|
3.78K
$397K
|
|
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 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.61% |
$93 - $101
|
63
$6.63K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 2.5% |
$93 - $101
|
41
$4.32K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
14.4KNew |
$1.37M - $1.44M
|
14.4K
$1.52M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.02KNew |
$288K - $303K
|
3.02K
$318K
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.99K+ 2.5% |
$189K - $199K
|
81.4K
$8.57M
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.1K+ 17.38% |
$105K - $110K
|
7.45K
$784K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
656New |
$62.6K - $65.7K
|
656
$69.1K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
294New |
$28.1K - $29.4K
|
294
$30.9K
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
190New |
$18.1K - $19K
|
190
$20K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
174New |
$16.6K - $17.4K
|
174
$18.3K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
153+ 1700.0% |
$14.6K - $15.3K
|
162
$17.1K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
109New |
$10.4K - $10.9K
|
109
$11.5K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
75New |
$7.16K - $7.51K
|
75
$7.9K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
57New |
$5.44K - $5.71K
|
57
$6K
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
30New |
$2.86K - $3K
|
30
$3.16K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
11New |
$1.05K - $1.1K
|
11
$1.16K
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10New |
$954 - $1K
|
10
$1.05K
|