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 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-249- 9.95% |
$23.2K - $25.2K
|
2.25K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.66KNew |
$247K - $269K
|
2.66K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.71KNew |
$438K - $476K
|
4.71K
$534K
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.28KNew |
$212K - $230K
|
2.28K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
6KNew |
$558K - $607K
|
6K
$680K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
19+ 1.56% |
$1.77K - $1.92K
|
1.24K
$141K
|
|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-6.61K- 67.14% |
$615K - $669K
|
3.24K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.08KNew |
$380K - $413K
|
4.08K
$463K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
13New |
$1.21K - $1.31K
|
13
$1.47K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1K- 27.75% |
$93K - $101K
|
2.6K
$295K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-37.1K- 41.73% |
$3.45M - $3.75M
|
51.8K
$5.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-125K- 98.05% |
$11.6M - $12.6M
|
2.48K
$281K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
88New |
$8.18K - $8.9K
|
88
$9.97K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.35K- 3.2% |
$126K - $136K
|
40.8K
$4.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.23KNew |
$300K - $326K
|
3.23K
$366K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-835- 30.98% |
$77.7K - $84.4K
|
1.86K
$211K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.52KNew |
$420K - $457K
|
4.52K
$512K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.17K- 11.78% |
$109K - $119K
|
8.8K
$997K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.57K- 17.77% |
$332K - $361K
|
16.5K
$1.87M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
2.14KNew |
$199K - $216K
|
2.14K
$243K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 2.5% |
$93 - $101
|
41
$4.65K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
300New |
$27.9K - $30.3K
|
300
$34K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-194- 75.49% |
$18K - $19.6K
|
63
$7.14K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$9.3K - $10.1K
|
100
$11.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
64New |
$5.95K - $6.47K
|
64
$7.25K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
56+ 18.18% |
$5.21K - $5.66K
|
364
$41.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-64- 2.93% |
$5.95K - $6.47K
|
2.12K
$240K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-97- 15.98% |
$9.02K - $9.81K
|
510
$57.8K
|
|
| Q3 2023 | |||||||
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-25- 0.68% |
$2.39K - $2.5K
|
3.65K
$413K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-124K- 90.19% |
$11.8M - $12.4M
|
13.5K
$1.53M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
57New |
$5.44K - $5.71K
|
57
$6.46K
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
14.4KNew |
$1.37M - $1.44M
|
14.4K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
656New |
$62.6K - $65.7K
|
656
$74.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
190New |
$18.1K - $19K
|
190
$21.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-25- 0.68% |
$2.39K - $2.5K
|
3.65K
$413K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-733- 22.54% |
$69.9K - $73.4K
|
2.52K
$286K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5- 0.21% |
$477 - $501
|
2.42K
$274K
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.99K+ 2.5% |
$189K - $199K
|
81.4K
$9.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-250- 9.8% |
$23.9K - $25K
|
2.3K
$261K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-310- 0.39% |
$29.6K - $31K
|
80.1K
$9.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
294New |
$28.1K - $29.4K
|
294
$33.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
109New |
$10.4K - $10.9K
|
109
$12.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
30New |
$2.86K - $3K
|
30
$3.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-6- 0.22% |
$573 - $601
|
2.71K
$308K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-420- 14.38% |
$40.1K - $42.1K
|
2.5K
$283K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.1K+ 17.38% |
$105K - $110K
|
7.45K
$844K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-176- 57.7% |
$16.8K - $17.6K
|
129
$14.6K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10New |
$954 - $1K
|
10
$1.13K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-9- 0.24% |
$859 - $901
|
3.69K
$418K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
153+ 1700.0% |
$14.6K - $15.3K
|
162
$18.4K
|
|