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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6New |
$573 - $601
|
6
$632
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
270KNew |
$25.9M - $27M
|
270K
$28.4M
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
9.47KNew |
$911K - $947K
|
9.47K
$997K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.37KNew |
$613K - $638K
|
6.37K
$671K
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.71KNew |
$261K - $271K
|
2.71K
$285K
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.39KNew |
$230K - $239K
|
2.39K
$252K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
300New |
$28.9K - $30K
|
300
$31.6K
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
253New |
$24.3K - $25.3K
|
253
$26.6K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
162New |
$15.6K - $16.2K
|
162
$17.1K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100+ 23.26% |
$9.62K - $10K
|
530
$55.8K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
22+ 0.25% |
$2.12K - $2.2K
|
8.81K
$927K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
10+ 0.17% |
$962 - $1K
|
6.06K
$638K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5+ 0.19% |
$481 - $500
|
2.62K
$275K
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 0.74% |
$192 - $200
|
274
$28.8K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$96.2 - $100
|
2.94K
$309K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
263K+ 4471.08% |
$24.3M - $25.6M
|
269K
$28.3M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
64.8KNew |
$5.99M - $6.32M
|
64.8K
$6.83M
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
28.9KNew |
$2.67M - $2.82M
|
28.9K
$3.04M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$1.1M - $1.16M
|
11.9K
$1.26M
|
|
May 01, 2023
Q1 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
7.56K+ 8.77% |
$699K - $737K
|
93.8K
$9.87M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.9K+ 85.26% |
$268K - $283K
|
6.3K
$663K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
677New |
$62.6K - $66K
|
677
$71.3K
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
544+ 165.85% |
$50.3K - $53K
|
872
$91.8K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
269New |
$24.9K - $26.2K
|
269
$28.3K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
128New |
$11.8K - $12.5K
|
128
$13.5K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
75+ 1.99% |
$6.93K - $7.31K
|
3.85K
$406K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
32New |
$2.96K - $3.12K
|
32
$3.37K
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
5+ 0.2% |
$462 - $487
|
2.55K
$268K
|
|
Q4 2022 | |||||||
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
123KNew |
$11.3M - $12.2M
|
123K
$12.9M
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.4KNew |
$957K - $1.03M
|
10.4K
$1.1M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.71K+ 190.48% |
$706K - $761K
|
11.8K
$1.24M
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
6.77KNew |
$621K - $669K
|
6.77K
$713K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
5.43KNew |
$498K - $537K
|
5.43K
$572K
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.16K+ 5.23% |
$290K - $312K
|
63.6K
$6.7M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.12KNew |
$286K - $308K
|
3.12K
$328K
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.86KNew |
$262K - $283K
|
2.86K
$301K
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.35KNew |
$215K - $232K
|
2.35K
$247K
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.14KNew |
$196K - $211K
|
2.14K
$225K
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.11KNew |
$193K - $208K
|
2.11K
$222K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.98K+ 2.25% |
$182K - $196K
|
89.9K
$9.47M
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.95KNew |
$179K - $193K
|
1.95K
$206K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.95K+ 99.39% |
$179K - $193K
|
3.91K
$412K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.2KNew |
$110K - $119K
|
1.2K
$126K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.13K+ 4504.0% |
$103K - $111K
|
1.15K
$121K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.02KNew |
$93.2K - $100K
|
1.02K
$107K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1KNew |
$91.7K - $98.8K
|
1K
$105K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
686New |
$62.9K - $67.8K
|
686
$72.2K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
351New |
$32.2K - $34.7K
|
351
$36.9K
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
304+ 2.78% |
$27.9K - $30K
|
11.2K
$1.18M
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
140New |
$12.8K - $13.8K
|
140
$14.7K
|