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 |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-86Closed |
$8.54K - $9.28K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.03KNew |
$207K - $220K
|
2.03K
$230K
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1New |
$102 - $108
|
1
$114
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
100New |
$10.2K - $10.8K
|
100
$11.4K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-555Closed |
$56.8K - $60.1K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
234New |
$23.9K - $25.3K
|
234
$26.6K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.77KClosed |
$181K - $191K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-54.3KClosed |
$5.55M - $5.88M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-9Closed |
$921 - $975
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-80Closed |
$8.18K - $8.66K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-550- 87.3% |
$56.3K - $59.6K
|
80
$9.09K
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-972Closed |
$99.4K - $105K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.89KClosed |
$602K - $638K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-80- 7.88% |
$8.18K - $8.66K
|
935
$106K
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-154KClosed |
$15.7M - $16.6M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
57New |
$5.83K - $6.17K
|
57
$6.47K
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-759Closed |
$77.6K - $82.2K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-560Closed |
$57.3K - $60.6K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.01KClosed |
$512K - $542K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2.04KClosed |
$208K - $220K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-9.17KClosed |
$938K - $993K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.17KClosed |
$221K - $234K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.07KClosed |
$316K - $332K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-43.9KClosed |
$4.51M - $4.74M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.2KClosed |
$225K - $237K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
17+ 154.55% |
$1.75K - $1.84K
|
28
$3.18K
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-61Closed |
$6.27K - $6.59K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-273Closed |
$28K - $29.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-697Closed |
$71.6K - $75.3K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Palladiem, LLC
|
SELL
|
- |
-42.1KClosed |
$4.33M - $4.55M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
210New |
$21.6K - $22.7K
|
210
$23.8K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$2.57M - $2.7M
|
25K
$2.84M
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-4Closed |
$411 - $432
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
SELL
|
- |
-11.9KClosed |
$1.22M - $1.29M
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.99KClosed |
$513K - $539K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
400New |
$41.1K - $43.2K
|
400
$45.4K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-200Closed |
$20.5K - $21.6K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-157Closed |
$16.1K - $17K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.8KClosed |
$596K - $627K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.13KClosed |
$212K - $222K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
113New |
$11.2K - $11.8K
|
113
$12.8K
|
|
Aug 13, 2021
Q2 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-6.62KClosed |
$656K - $688K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.13KClosed |
$211K - $222K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-59Closed |
$5.85K - $6.14K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-193Closed |
$19.1K - $20.1K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-653Closed |
$64.8K - $67.9K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-1.27KClosed |
$126K - $132K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-17Closed |
$1.69K - $1.77K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9.28KClosed |
$921K - $965K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.91K+ 131.6% |
$288K - $302K
|
5.12K
$581K
|