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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.4K- 41.63% |
$141K - $149K
|
1.96K
$223K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-200- 7.84% |
$20.2K - $21.2K
|
2.35K
$266K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-15.3K- 86.6% |
$1.55M - $1.63M
|
2.37K
$269K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
309New |
$31.2K - $32.8K
|
309
$35K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.12KNew |
$214K - $225K
|
2.12K
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.78K- 8.72% |
$381K - $401K
|
39.5K
$4.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24New |
$2.42K - $2.55K
|
24
$2.72K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-366- 14.09% |
$36.9K - $38.9K
|
2.23K
$253K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.15K- 18.28% |
$116K - $123K
|
5.16K
$585K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
39+ 0.77% |
$3.94K - $4.14K
|
5.11K
$579K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-30- 0.67% |
$3.03K - $3.19K
|
4.44K
$503K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24New |
$2.42K - $2.55K
|
24
$2.72K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
569+ 24.89% |
$57.4K - $60.4K
|
2.86K
$324K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$202 - $212
|
2.3K
$261K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
268New |
$27.1K - $28.5K
|
268
$30.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-65- 98.48% |
$6.56K - $6.9K
|
1
$113
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.05KNew |
$610K - $642K
|
6.05K
$685K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-826- 21.35% |
$83.4K - $87.7K
|
3.04K
$345K
|
|
| Q1 2024 | |||||||
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.47KNew |
$248K - $261K
|
2.47K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 33.33% |
$301 - $316
|
6
$680
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
300+ 50.0% |
$30.1K - $31.6K
|
900
$102K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
49.4KNew |
$4.96M - $5.21M
|
49.4K
$5.6M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.76K+ 235.28% |
$879K - $923K
|
12.5K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.1K- 4.21% |
$111K - $116K
|
25.1K
$2.85M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-897- 2.85% |
$90K - $94.5K
|
30.6K
$3.47M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
722New |
$72.4K - $76.1K
|
722
$81.8K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.92KNew |
$192K - $202K
|
1.92K
$217K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.94KNew |
$395K - $415K
|
3.94K
$446K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1- 0.05% |
$100 - $105
|
2K
$227K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.82K- 40.84% |
$182K - $192K
|
2.63K
$298K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
827New |
$83K - $87.1K
|
827
$93.7K
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
101+ 3.29% |
$10.1K - $10.6K
|
3.17K
$360K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.15K+ 33.11% |
$817K - $858K
|
32.8K
$3.71M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
46New |
$4.61K - $4.85K
|
46
$5.21K
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.57K- 9.89% |
$157K - $165K
|
14.3K
$1.62M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
123New |
$12.3K - $13K
|
123
$13.9K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
26New |
$2.61K - $2.74K
|
26
$2.95K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.47KNew |
$950K - $997K
|
9.47K
$1.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.3KNew |
$231K - $242K
|
2.3K
$261K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.83K+ 164.99% |
$485K - $509K
|
7.76K
$879K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
22.4K+ 809.75% |
$2.25M - $2.36M
|
25.2K
$2.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
18New |
$1.81K - $1.9K
|
18
$2.04K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
215+ 2.05% |
$21.6K - $22.6K
|
10.7K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.97KNew |
$197K - $207K
|
1.97K
$223K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
228New |
$22.9K - $24K
|
228
$25.8K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 28.07% |
$1.49K - $1.62K
|
41
$4.65K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.59KNew |
$240K - $261K
|
2.59K
$293K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.8KNew |
$260K - $283K
|
2.8K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.66KNew |
$247K - $269K
|
2.66K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-249- 9.95% |
$23.2K - $25.2K
|
2.25K
$255K
|
|