Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 0.79% |
$96.2 - $100
|
125
$13.7K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.71K- 6.96% |
$251K - $264K
|
36.3K
$3.97M
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-967- 32.87% |
$89.4K - $94.3K
|
1.98K
$216K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-652- 19.6% |
$60.3K - $63.6K
|
2.67K
$292K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-285- 11.8% |
$26.3K - $27.8K
|
2.13K
$233K
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-206- 7.92% |
$19K - $20.1K
|
2.4K
$262K
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-75- 1.79% |
$6.93K - $7.31K
|
4.12K
$450K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-5- 0.16% |
$462 - $487
|
3.18K
$347K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-148K- 97.84% |
$13M - $14.6M
|
3.27K
$357K
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-15.3K- 86.04% |
$1.34M - $1.51M
|
2.48K
$271K
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.52KClosed |
$484K - $545K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.88K- 31.67% |
$253K - $285K
|
6.21K
$679K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.48K- 4.15% |
$130K - $146K
|
34.2K
$3.74M
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-612- 8.08% |
$53.8K - $60.5K
|
6.96K
$761K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-392- 8.0% |
$34.4K - $38.7K
|
4.51K
$493K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-302- 10.77% |
$26.5K - $29.8K
|
2.5K
$274K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-274- 1.69% |
$24.1K - $27.1K
|
15.9K
$1.74M
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-125- 2.75% |
$11K - $12.4K
|
4.42K
$483K
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-37- 1.37% |
$3.25K - $3.66K
|
2.66K
$290K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-134K- 66.75% |
$11.8M - $13.4M
|
66.6K
$7.28M
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-8.43K- 21.1% |
$747K - $844K
|
31.5K
$3.45M
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-3.3K- 58.92% |
$293K - $331K
|
2.3K
$252K
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.77K- 54.58% |
$245K - $277K
|
2.3K
$252K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-969- 10.75% |
$85.8K - $96.9K
|
8.05K
$879K
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-70- 21.67% |
$6.2K - $7K
|
253
$27.7K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-57- 4.07% |
$5.05K - $5.7K
|
1.35K
$147K
|
|
Q2 2022 | |||||||
Mar 11, 2024
Q2 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-46.1KClosed |
$4.2M - $4.93M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-3.28KClosed |
$299K - $351K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.27KClosed |
$207K - $243K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.09KClosed |
$191K - $224K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.08KClosed |
$190K - $223K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.05KClosed |
$187K - $219K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2KClosed |
$182K - $214K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.98KClosed |
$180K - $211K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-565- 7.65% |
$51.4K - $60.5K
|
6.82K
$745K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-502- 11.08% |
$45.7K - $53.7K
|
4.03K
$440K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-500Closed |
$45.5K - $53.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-500- 56.43% |
$45.5K - $53.5K
|
386
$42.2K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-450Closed |
$40.9K - $48.2K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-350Closed |
$31.8K - $37.5K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-290- 11.5% |
$26.4K - $31K
|
2.23K
$244K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-269Closed |
$24.5K - $28.8K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-256Closed |
$23.3K - $27.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-164Closed |
$14.9K - $17.5K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-50Closed |
$4.55K - $5.35K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-47- 1.29% |
$4.28K - $5.03K
|
3.61K
$394K
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-27- 1.26% |
$2.46K - $2.89K
|
2.11K
$231K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7Closed |
$637 - $749
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-104KClosed |
$10.4M - $11.2M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-11.7KClosed |
$1.16M - $1.26M
|
0
$0
|