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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.35KNew |
$206K - $232K
|
2.35K
$267K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.95KNew |
$172K - $193K
|
1.95K
$222K
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-148K- 97.84% |
$13M - $14.6M
|
3.27K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
351New |
$30.8K - $34.7K
|
351
$39.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-302- 10.77% |
$26.5K - $29.8K
|
2.5K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.13K+ 4504.0% |
$98.9K - $111K
|
1.15K
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.52KClosed |
$484K - $545K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.12KNew |
$274K - $308K
|
3.12K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.14KNew |
$188K - $211K
|
2.14K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1KNew |
$87.9K - $98.8K
|
1K
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
140New |
$12.3K - $13.8K
|
140
$15.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-274- 1.69% |
$24.1K - $27.1K
|
15.9K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-612- 8.08% |
$53.8K - $60.5K
|
6.96K
$790K
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-15.3K- 86.04% |
$1.34M - $1.51M
|
2.48K
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.95K+ 99.39% |
$171K - $193K
|
3.91K
$444K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.48K- 4.15% |
$130K - $146K
|
34.2K
$3.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.88K- 31.67% |
$253K - $285K
|
6.21K
$705K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-125- 2.75% |
$11K - $12.4K
|
4.42K
$501K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.71K+ 190.48% |
$677K - $761K
|
11.8K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.2KNew |
$106K - $119K
|
1.2K
$136K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
30New |
$2.64K - $2.96K
|
30
$3.41K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-392- 8.0% |
$34.4K - $38.7K
|
4.51K
$512K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.16K+ 5.23% |
$278K - $312K
|
63.6K
$7.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.98K+ 2.25% |
$174K - $196K
|
89.9K
$10.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
5.43KNew |
$477K - $537K
|
5.43K
$617K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-37- 1.37% |
$3.25K - $3.66K
|
2.66K
$302K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.4KNew |
$917K - $1.03M
|
10.4K
$1.19M
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
304+ 2.78% |
$26.7K - $30K
|
11.2K
$1.28M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.04% |
$87.9 - $98.8
|
2.34K
$266K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.11KNew |
$185K - $208K
|
2.11K
$239K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
6.77KNew |
$595K - $669K
|
6.77K
$769K
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
123KNew |
$10.8M - $12.2M
|
123K
$14M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
8New |
$703 - $791
|
8
$909
|
|
| Q3 2022 | |||||||
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.77K- 54.58% |
$245K - $277K
|
2.3K
$261K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-57- 4.07% |
$5.05K - $5.7K
|
1.35K
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.02K+ 58.57% |
$179K - $202K
|
5.47K
$621K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-8.43K- 21.1% |
$747K - $844K
|
31.5K
$3.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11New |
$974 - $1.1K
|
11
$1.25K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-969- 10.75% |
$85.8K - $96.9K
|
8.05K
$914K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.48KNew |
$131K - $148K
|
1.48K
$168K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-70- 21.67% |
$6.2K - $7K
|
253
$28.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-134K- 66.75% |
$11.8M - $13.4M
|
66.6K
$7.57M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
28.2K+ 1.45% |
$2.5M - $2.82M
|
1.98M
$225M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.86KNew |
$253K - $286K
|
2.86K
$325K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
32+ 28.57% |
$2.83K - $3.2K
|
144
$16.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
190New |
$16.8K - $19K
|
190
$21.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.56KNew |
$138K - $156K
|
1.56K
$177K
|
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
8.64KNew |
$765K - $864K
|
8.64K
$981K
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-3.3K- 58.92% |
$293K - $331K
|
2.3K
$262K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7Closed |
$637 - $749
|
0
$0
|
|