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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
3.8KNew |
$413K - $439K
|
3.8K
$431K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.7K+ 89.98% |
$1.59M - $1.7M
|
31K
$3.51M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-302- 4.01% |
$32.8K - $34.9K
|
7.22K
$819K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 1.37% |
$434 - $462
|
297
$33.7K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-27- 1.41% |
$2.93K - $3.12K
|
1.89K
$214K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4+ 1.48% |
$434 - $462
|
274
$31.1K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-559- 14.44% |
$60.7K - $64.5K
|
3.31K
$376K
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-576- 2.48% |
$62.6K - $66.5K
|
22.6K
$2.56M
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-368- 0.78% |
$40K - $42.5K
|
47K
$5.33M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10+ 0.08% |
$1.09K - $1.15K
|
11.9K
$1.35M
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
58+ 0.39% |
$6.3K - $6.69K
|
15.1K
$1.71M
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-186- 4.99% |
$20.2K - $21.5K
|
3.54K
$402K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6- 0.31% |
$652 - $693
|
1.95K
$220K
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
4.54K+ 2.98% |
$493K - $524K
|
157K
$17.8M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-573- 6.73% |
$62.2K - $66.1K
|
7.94K
$900K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
35+ 1.48% |
$3.8K - $4.04K
|
2.39K
$271K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-27.7K- 81.06% |
$3M - $3.19M
|
6.46K
$732K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-230- 2.01% |
$25K - $26.5K
|
11.2K
$1.27M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
105New |
$11.4K - $12.1K
|
105
$11.9K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.52K+ 292.3% |
$816K - $868K
|
10.1K
$1.14M
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-5- 0.02% |
$543 - $577
|
25.9K
$2.94M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.27K- 25.41% |
$138K - $146K
|
3.73K
$422K
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-804- 25.53% |
$87.3K - $92.8K
|
2.35K
$266K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
426+ 2.69% |
$46.3K - $49.2K
|
16.3K
$1.84M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
269+ 1.47% |
$29.2K - $31K
|
18.5K
$2.1M
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
11.2KNew |
$1.21M - $1.29M
|
11.2K
$1.27M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.1K+ 76.88% |
$228K - $242K
|
4.83K
$548K
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.83KNew |
$307K - $326K
|
2.83K
$320K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
628+ 436.11% |
$68.2K - $72.5K
|
772
$87.5K
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
309+ 0.83% |
$33.6K - $35.7K
|
37.5K
$4.25M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
92New |
$9.99K - $10.6K
|
92
$10.4K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.64KNew |
$1.05M - $1.11M
|
9.64K
$1.09M
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
69+ 0.12% |
$7.49K - $7.96K
|
58.8K
$6.66M
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-10- 0.14% |
$1.09K - $1.15K
|
6.99K
$792K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
71+ 110.94% |
$7.71K - $8.19K
|
135
$15.3K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.42K+ 14.54% |
$155K - $164K
|
11.2K
$1.27M
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-1.25K- 19.69% |
$136K - $145K
|
5.11K
$579K
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-211- 0.32% |
$22.9K - $24.4K
|
66.2K
$7.5M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-375- 1.59% |
$40.7K - $43.3K
|
23.3K
$2.64M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.98K+ 22.49% |
$541K - $575K
|
27.1K
$3.08M
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-155- 5.27% |
$16.8K - $17.9K
|
2.79K
$316K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
197New |
$21.4K - $22.7K
|
197
$22.3K
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-510- 7.05% |
$55.4K - $58.9K
|
6.73K
$762K
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
734+ 30.96% |
$79.7K - $84.7K
|
3.11K
$352K
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-615- 19.31% |
$66.8K - $71K
|
2.57K
$291K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.5K+ 20.69% |
$1.47M - $1.56M
|
78.9K
$8.94M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-652- 6.5% |
$70.8K - $75.3K
|
9.38K
$1.06M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-17- 0.91% |
$1.85K - $1.96K
|
1.85K
$209K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.13K+ 55.39% |
$558K - $593K
|
14.4K
$1.63M
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-76- 3.72% |
$8.25K - $8.77K
|
1.97K
$223K
|