Latest Institutional Purchases of Ishares Msci Global Min Vol Fa (ACWV)
This list provides information on the latest institutional transactions involving Ishares Msci Global Min Vol Fa (ACWV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.59KNew |
$240K - $261K
|
2.59K
$293K
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.28KNew |
$212K - $230K
|
2.28K
$258K
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
2.14KNew |
$199K - $216K
|
2.14K
$243K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
300New |
$27.9K - $30.3K
|
300
$34K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$9.3K - $10.1K
|
100
$11.3K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
88New |
$8.18K - $8.9K
|
88
$9.97K
|
|
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
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
53New |
$4.93K - $5.36K
|
53
$6.01K
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
19+ 1.56% |
$1.77K - $1.92K
|
1.24K
$141K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
18New |
$1.67K - $1.82K
|
18
$2.04K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
13New |
$1.21K - $1.31K
|
13
$1.47K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 2.5% |
$93 - $101
|
41
$4.65K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
14.4KNew |
$1.37M - $1.44M
|
14.4K
$1.63M
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.99K+ 2.5% |
$189K - $199K
|
81.4K
$9.23M
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.1K+ 17.38% |
$105K - $110K
|
7.45K
$844K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
656New |
$62.6K - $65.7K
|
656
$74.4K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
294New |
$28.1K - $29.4K
|
294
$33.3K
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
190New |
$18.1K - $19K
|
190
$21.5K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
153+ 1700.0% |
$14.6K - $15.3K
|
162
$18.4K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
109New |
$10.4K - $10.9K
|
109
$12.4K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
57New |
$5.44K - $5.71K
|
57
$6.46K
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
30New |
$2.86K - $3K
|
30
$3.4K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
11New |
$1.05K - $1.1K
|
11
$1.25K
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10New |
$954 - $1K
|
10
$1.13K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6New |
$573 - $601
|
6
$680
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
270KNew |
$25.9M - $27M
|
270K
$30.6M
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
9.47KNew |
$911K - $947K
|
9.47K
$1.07M
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.71KNew |
$261K - $271K
|
2.71K
$307K
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.39KNew |
$230K - $239K
|
2.39K
$271K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
300New |
$28.9K - $30K
|
300
$34K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
162New |
$15.6K - $16.2K
|
162
$18.4K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100+ 23.26% |
$9.62K - $10K
|
530
$60.1K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
22+ 0.25% |
$2.12K - $2.2K
|
8.81K
$999K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
10+ 0.17% |
$962 - $1K
|
6.06K
$687K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5+ 0.19% |
$481 - $500
|
2.62K
$296K
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 0.74% |
$192 - $200
|
274
$31.1K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$96.2 - $100
|
2.94K
$333K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
64.8KNew |
$5.99M - $6.32M
|
64.8K
$7.35M
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
28.9KNew |
$2.67M - $2.82M
|
28.9K
$3.28M
|
|
May 01, 2023
Q1 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
7.56K+ 8.77% |
$699K - $737K
|
93.8K
$10.6M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.9K+ 85.26% |
$268K - $283K
|
6.3K
$714K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
677New |
$62.6K - $66K
|
677
$76.7K
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
544+ 165.85% |
$50.3K - $53K
|
872
$98.8K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
269New |
$24.9K - $26.2K
|
269
$30.5K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
128New |
$11.8K - $12.5K
|
128
$14.5K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
32New |
$2.96K - $3.12K
|
32
$3.63K
|
|
Q4 2022 | |||||||
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
123KNew |
$10.8M - $12.2M
|
123K
$13.9M
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.4KNew |
$917K - $1.03M
|
10.4K
$1.18M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.71K+ 190.48% |
$677K - $761K
|
11.8K
$1.33M
|