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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
206New |
$21.5K - $23.7K
|
206
$23.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3K- 54.55% |
$314K - $345K
|
2.5K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
411New |
$42.9K - $47.3K
|
411
$46.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.75K+ 1.05% |
$183K - $201K
|
168K
$19.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-160Closed |
$16.7K - $18.4K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
940+ 16.03% |
$98.2K - $108K
|
6.8K
$771K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4.77KNew |
$498K - $548K
|
4.77K
$541K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.59KNew |
$270K - $297K
|
2.59K
$293K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-257- 8.78% |
$26.9K - $29.5K
|
2.67K
$303K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
629+ 22.98% |
$65.7K - $72.3K
|
3.37K
$382K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
60New |
$6.27K - $6.9K
|
60
$6.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
65.9KNew |
$6.88M - $7.57M
|
65.9K
$7.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-95- 4.16% |
$9.93K - $10.9K
|
2.19K
$248K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-159- 2.36% |
$16.6K - $18.3K
|
6.57K
$745K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-175- 8.74% |
$18.3K - $20.1K
|
1.83K
$207K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7New |
$732 - $805
|
7
$793
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.3KNew |
$241K - $265K
|
2.3K
$261K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
36KNew |
$3.76M - $4.14M
|
36K
$4.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.88KNew |
$196K - $216K
|
1.88K
$213K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-64- 78.05% |
$6.69K - $7.36K
|
18
$2.04K
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-1.99K- 12.19% |
$208K - $229K
|
14.3K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
266+ 0.2% |
$27.8K - $30.6K
|
133K
$15.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
572+ 0.61% |
$59.8K - $65.8K
|
93.9K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.06K- 78.18% |
$319K - $351K
|
853
$96.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-987- 10.44% |
$103K - $113K
|
8.47K
$960K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-450- 26.96% |
$47K - $51.7K
|
1.22K
$138K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-17- 10.69% |
$1.78K - $1.95K
|
142
$16.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
10New |
$1.05K - $1.15K
|
10
$1.13K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-60- 37.5% |
$6.27K - $6.9K
|
100
$11.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
26New |
$2.72K - $2.99K
|
26
$2.95K
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-655- 4.16% |
$68.4K - $75.3K
|
15.1K
$1.71M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
13+ 0.33% |
$1.36K - $1.49K
|
3.93K
$445K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-75- 1.95% |
$7.84K - $8.62K
|
3.78K
$428K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.63K+ 75.77% |
$165K - $173K
|
3.79K
$429K
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-787- 5.26% |
$79.4K - $83.6K
|
14.2K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
11+ 0.9% |
$1.11K - $1.17K
|
1.23K
$140K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
57+ 1.72% |
$5.75K - $6.05K
|
3.38K
$383K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.75KNew |
$580K - $610K
|
5.75K
$651K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.12KNew |
$214K - $225K
|
2.12K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2+ 0.08% |
$202 - $212
|
2.45K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-48- 1.87% |
$4.85K - $5.1K
|
2.52K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-14.4K- 0.83% |
$1.45M - $1.53M
|
1.72M
$195M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.82K- 73.52% |
$184K - $193K
|
656
$74.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-890- 30.9% |
$89.8K - $94.5K
|
1.99K
$226K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-107- 3.47% |
$10.8K - $11.4K
|
2.97K
$337K
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.39K+ 15.66% |
$241K - $254K
|
17.6K
$2M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$303K - $319K
|
3K
$341K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
268+ 67.0% |
$27.1K - $28.5K
|
668
$75.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-213- 29.87% |
$21.5K - $22.6K
|
500
$56.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
54New |
$5.45K - $5.73K
|
54
$6.12K
|
|