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 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.57K+ 81.45% |
$931K - $989K
|
19.1K
$2.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.81K- 21.59% |
$305K - $324K
|
10.2K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6- 0.31% |
$652 - $693
|
1.95K
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
105New |
$11.4K - $12.1K
|
105
$12.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-10- 0.14% |
$1.09K - $1.15K
|
6.99K
$841K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
197New |
$21.4K - $22.7K
|
197
$23.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$217 - $231
|
1.91K
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
478+ 52.53% |
$51.9K - $55.2K
|
1.39K
$167K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
322New |
$35K - $37.2K
|
322
$38.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-1.16K- 2.34% |
$126K - $134K
|
48.3K
$5.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 1.45% |
$543 - $577
|
349
$42K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
480New |
$52.1K - $55.4K
|
480
$57.8K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
670New |
$70K - $77K
|
670
$80.7K
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
14.5KNew |
$1.52M - $1.67M
|
14.5K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-15.1K- 87.56% |
$1.58M - $1.74M
|
2.15K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.02K- 67.95% |
$421K - $463K
|
1.9K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
48.1KNew |
$5.02M - $5.53M
|
48.1K
$5.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-10- 0.17% |
$1.05K - $1.15K
|
6.03K
$727K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.16K- 13.01% |
$331K - $364K
|
21.2K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
2.06KNew |
$215K - $236K
|
2.06K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-233- 6.88% |
$24.3K - $26.8K
|
3.16K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3K- 54.55% |
$314K - $345K
|
2.5K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.75K+ 1.05% |
$183K - $201K
|
168K
$20.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4.77KNew |
$498K - $548K
|
4.77K
$574K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-257- 8.78% |
$26.9K - $29.5K
|
2.67K
$321K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-95- 4.16% |
$9.93K - $10.9K
|
2.19K
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-159- 2.36% |
$16.6K - $18.3K
|
6.57K
$791K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.3KNew |
$241K - $265K
|
2.3K
$277K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7New |
$732 - $805
|
7
$843
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
36KNew |
$3.76M - $4.14M
|
36K
$4.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-64- 78.05% |
$6.69K - $7.36K
|
18
$2.17K
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-1.99K- 12.19% |
$208K - $229K
|
14.3K
$1.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.06K- 78.18% |
$319K - $351K
|
853
$103K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
572+ 0.61% |
$59.8K - $65.8K
|
93.9K
$11.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
266+ 0.2% |
$27.8K - $30.6K
|
133K
$16M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-60- 37.5% |
$6.27K - $6.9K
|
100
$12K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
10New |
$1.05K - $1.15K
|
10
$1.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
26New |
$2.72K - $2.99K
|
26
$3.13K
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-655- 4.16% |
$68.4K - $75.3K
|
15.1K
$1.82M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
13+ 0.33% |
$1.36K - $1.49K
|
3.93K
$473K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
749New |
$75.6K - $79.5K
|
749
$90.2K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.63K+ 75.77% |
$165K - $173K
|
3.79K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
57+ 1.72% |
$5.75K - $6.05K
|
3.38K
$407K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.75KNew |
$580K - $610K
|
5.75K
$692K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.12KNew |
$214K - $225K
|
2.12K
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-14.4K- 0.83% |
$1.45M - $1.53M
|
1.72M
$208M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-48- 1.87% |
$4.85K - $5.1K
|
2.52K
$304K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.82K- 73.52% |
$184K - $193K
|
656
$79K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-890- 30.9% |
$89.8K - $94.5K
|
1.99K
$240K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-107- 3.47% |
$10.8K - $11.4K
|
2.97K
$358K
|
|