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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.32K- 2.22% |
$252K - $268K
|
102K
$11.6M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-133- 2.05% |
$14.4K - $15.4K
|
6.36K
$721K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-467- 2.79% |
$50.7K - $53.9K
|
16.3K
$1.85M
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.53K- 25.18% |
$166K - $177K
|
4.56K
$516K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.11K- 24.05% |
$664K - $705K
|
19.3K
$2.19M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.15% |
$109 - $115
|
681
$77.2K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.02K+ 3.29% |
$328K - $349K
|
95K
$10.8M
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11+ 0.16% |
$1.19K - $1.27K
|
6.98K
$792K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-158- 5.11% |
$17.2K - $18.2K
|
2.94K
$333K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
129+ 1.66% |
$14K - $14.9K
|
7.9K
$895K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10K+ 9.9% |
$1.09M - $1.16M
|
111K
$12.6M
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.48K- 3.28% |
$487K - $517K
|
132K
$15M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-92.3K- 42.73% |
$10M - $10.7M
|
124K
$14M
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.08% |
$326 - $346
|
3.78K
$429K
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-43.3K- 71.74% |
$4.7M - $5M
|
17.1K
$1.93M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.7K- 6.97% |
$2.58M - $2.74M
|
317K
$35.9M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-28.9K- 19.55% |
$3.14M - $3.33M
|
119K
$13.5M
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
6.04KNew |
$656K - $697K
|
6.04K
$684K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
137+ 3.54% |
$14.9K - $15.8K
|
4K
$454K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.19K- 86.03% |
$238K - $253K
|
356
$40.4K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
25+ 1.45% |
$2.72K - $2.89K
|
1.75K
$198K
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
69New |
$7.49K - $7.96K
|
69
$7.82K
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
2.73KNew |
$296K - $315K
|
2.73K
$309K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
300New |
$32.6K - $34.6K
|
300
$34K
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-75K- 2.82% |
$8.15M - $8.66M
|
2.59M
$293M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-213- 3.16% |
$23.1K - $24.6K
|
6.53K
$740K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
268+ 2.74% |
$29.1K - $30.9K
|
10.1K
$1.14M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
234+ 0.28% |
$25.4K - $27K
|
83.4K
$9.46M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.9K+ 4.8% |
$3.25M - $3.45M
|
653K
$74.1M
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-46- 2.29% |
$5K - $5.31K
|
1.96K
$222K
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-60- 2.98% |
$6.52K - $6.93K
|
1.96K
$222K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.38K- 14.58% |
$259K - $275K
|
14K
$1.58M
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-386- 12.23% |
$41.9K - $44.6K
|
2.77K
$314K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.7K+ 98.16% |
$1.49M - $1.58M
|
27.6K
$3.13M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.04K- 7.0% |
$765K - $813K
|
93.5K
$10.6M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.22K- 5.0% |
$675K - $718K
|
118K
$13.4M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-9- 0.22% |
$977 - $1.04K
|
4.04K
$458K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-245- 2.01% |
$26.6K - $28.3K
|
11.9K
$1.35M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.02% |
$109 - $115
|
5.91K
$670K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4- 0.12% |
$434 - $462
|
3.2K
$363K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-11- 0.15% |
$1.19K - $1.27K
|
7.51K
$851K
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
29+ 0.74% |
$3.15K - $3.35K
|
3.97K
$450K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.02% |
$109 - $115
|
99
$11.2K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-68- 1.53% |
$7.38K - $7.85K
|
4.39K
$498K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-390- 0.97% |
$42.4K - $45K
|
39.6K
$4.49M
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
129+ 0.39% |
$14K - $14.9K
|
32.8K
$3.72M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.8K+ 732.64% |
$1.5M - $1.59M
|
15.7K
$1.78M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-909- 4.63% |
$98.7K - $105K
|
18.7K
$2.12M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.71K- 9.3% |
$403K - $428K
|
36.2K
$4.1M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
428+ 24.17% |
$46.5K - $49.4K
|
2.2K
$249K
|