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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
30New |
$2.75K - $2.96K
|
30
$3.16K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
8New |
$733 - $791
|
8
$842
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.04% |
$91.7 - $98.8
|
2.34K
$247K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
28.2K+ 1.45% |
N/A
|
1.98M
$208M
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
8.64KNew |
N/A
|
8.64K
$909K
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.86KNew |
N/A
|
2.86K
$301K
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.02K+ 58.57% |
N/A
|
5.47K
$575K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.56KNew |
N/A
|
1.56K
$164K
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.48KNew |
N/A
|
1.48K
$156K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
190New |
N/A
|
190
$20K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
77+ 7700.0% |
N/A
|
78
$8.21K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39+ 0.22% |
N/A
|
18K
$1.9M
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
32+ 28.57% |
N/A
|
144
$15.2K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11New |
N/A
|
11
$1.16K
|
|
Q2 2022 | |||||||
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
108KNew |
N/A
|
108K
$11.4M
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
3.18KNew |
N/A
|
3.18K
$335K
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
593+ 3.75% |
N/A
|
16.4K
$1.73M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
579New |
N/A
|
579
$61K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
502New |
N/A
|
502
$52.8K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
165New |
N/A
|
165
$17.4K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
14+ 0.98% |
N/A
|
1.44K
$151K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
83.6KNew |
N/A
|
83.6K
$8.8M
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
11.7KNew |
N/A
|
11.7K
$1.23M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
21New |
N/A
|
21
$2.21K
|
|
Q4 2021 | |||||||
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.03KNew |
N/A
|
2.03K
$213K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
234New |
N/A
|
234
$24.6K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
100New |
N/A
|
100
$10.5K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
57New |
N/A
|
57
$6K
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1New |
N/A
|
1
$105
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
N/A
|
25K
$2.63M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
400New |
N/A
|
400
$42.1K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
210New |
N/A
|
210
$22.1K
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
17+ 154.55% |
N/A
|
28
$2.95K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.91K+ 131.6% |
N/A
|
5.12K
$539K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
113New |
N/A
|
113
$11.9K
|
|
Q4 2020 | |||||||
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
5.22KNew |
N/A
|
5.22K
$550K
|
|
Feb 16, 2021
Q4 2020
|
Asset Planning Corporation
|
BUY
|
- |
2.37KNew |
N/A
|
2.37K
$250K
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
2.18KNew |
N/A
|
2.18K
$230K
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
230New |
N/A
|
230
$24.2K
|
|
Q3 2020 | |||||||
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
4.41KNew |
N/A
|
4.41K
$464K
|
|
Oct 13, 2020
Q3 2020
|
Crewe Advisors LLC
|
BUY
|
- |
100New |
N/A
|
100
$10.5K
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$1.1M
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
89+ 11.35% |
N/A
|
873
$91.9K
|
|
Q1 2020 | |||||||
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
400New |
N/A
|
400
$42.1K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
533New |
N/A
|
533
$56.1K
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
6KNew |
N/A
|
6K
$632K
|
|
Aug 16, 2021
Q2 2019
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.21KNew |
N/A
|
1.21K
$127K
|
|
Q1 2019 | |||||||
Jan 27, 2020
Q1 2019
|
Tsfg, LLC
|
BUY
|
- |
61New |
N/A
|
61
$6.42K
|
|
Q3 2018 | |||||||
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
83KNew |
N/A
|
83K
$8.74M
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
27.9KNew |
N/A
|
27.9K
$2.94M
|